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Salesforce Next Best Action: A Comprehensive Setup Guide for Real Estate Investors
Enable User Settings
Ensure Read/Write Visibility is On For Certain Fields On Lead/Opportunity Objects (otherwise user will encounter error when rejecting a recommendation)
Save New Lead and Opportunity Strategy Templates
Confirm "Do not call" and "Do not mail" Fields are Visible on All Lead Page Layouts
Modify Opportunity Stage Verbiage in the "NBA - Set Appointment" Flow to Match Your Org's Stages
Make the "Recommendations" Page Layout Visible
Add and Edit Built-In "Recommendations" or Create New "Recommendations"
Activate Einstein Next Best Action on the Lead Page Layout(s)
Add the "Call Script" Tab to the Lead Page Layout(s)
Activate Einstein Next Best Action on the Opportunity Page Layout(s)
Access Next Best Action Dashboard and Reports
Familiarize Yourself with Next Best Action Flows
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