Upcoming Mandatory Changes to Public Key Infrastructure (PKI)

Automate Your Business Processes

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Strategy Builder Strategies

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Strategy Builder Strategies

You can create strategies for Einstein Next Best Action using Strategy Builder or Flow Builder. Flow Builder is the recommended method.

Tour the Strategy Builder Interface
Before you start building your strategy, learn about the primary pieces of Strategy Builder and how they work together.
Create a Strategy with Strategy Builder
Once you’ve created flows and recommendation records, use Strategy Builder to funnel the correct recommendations to your users at the right time.
Manage Strategy Builder Action Strategies
Test, troubleshoot, and create strategies using Strategy Builder management tools.
Strategy Builder Elements
Use this page to quickly access a list of Strategy Builder elements and learn how they work together to create unique strategies.

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