What must an admin configure before creating a recommendation?

Before creating a recommendation, it is essential to configure the action flow that runs when a user accepts the recommendation. This is because the action flow defines the specific processes or sequence of actions that will be executed automatically following the acceptance of the recommendation.

Having a well-defined action flow ensures that the desired outcomes are achieved and that users understand what steps will be taken once they engage with the recommendation. It helps streamline the process and enhances user experience by making the flow seamless and clear.

While user permissions, visibility settings, and reporting metrics are important aspects of the overall Salesforce setup, they are not the primary focus for creating a recommendation. The action flow directly ties to the functionality of the recommendation and its impact on user interaction, making it the critical configuration required before setting up the recommendation itself.