Custom Recommendation Definition Resources

Community managers can access, create, and delete audiences, definitions, and schedules for custom recommendations. (Community managers are users with the Create and Set Up Experiences or Manage Experiences permission.) Users with the Modify All Data permission can also access, create, and delete custom recommendation audiences, custom recommendation definitions, and scheduled custom recommendations.

These recommendations appear by default on the Customer Service template. They appear on the home and question detail pages and in the feed in Salesforce mobile web. They also appear anywhere community managers add recommendations using Experience Builder in the Customer Service template.

So that users don’t see the same recommendations all the time, Salesforce periodically removes and brings back custom recommendations that haven’t been accepted or dismissed.

Available resources:

For information on Next Best Action recommendations, see Next Best Action Resources.