Salesforce Actions & Recommendations

Salesforce Actions & Recommendations Component helps us to configure a to-do list for the users. Users can invoke flows, quick actions, and recommendations from the configured Next Best Action strategies.

1. Go to “Actions & Recommendations” in Salesforce Setup. Click “New Deployment” button to create a “Actions & Recommendations Deployment”.

2. In the Salesforce Lightning Record Page, add the standard “Actions & Recommendations” component and configure it.

Output:

The Actions & Recommendations standard component on the Lightning Record page doesn’t automatically refresh the actions in the default list when you switch from one deployment to another deployment. As a result, the actions from the new deployment don’t appear. It will still show the old deployment related actions.

Help Article:

https://help.salesforce.com/s/articleView?id=000351682&type=1.

Idea to Support this feature:

https://ideas.salesforce.com/s/idea/a0B8W00000H4vCyUAJ/push-deployment-updates-to-records-using-actions-recommendations-component

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