Create a Strategy Builder Action Strategy Connection

Use Apex actions to integrate external data sources and information from your Salesforce org into your strategies.

User Permissions Needed
To create or manage action strategies:	Modify All Data OR Manage Next Best Action Strategies
To run an action strategy:	Run Flows OR Flow User field enabled on the user detail page

User Permissions Needed

To create or manage action strategies:

Modify All Data

Manage Next Best Action Strategies

To run an action strategy:

Run Flows

Flow User field enabled on the user detail page

Use Apex invocable actions to pull sources of data into your strategy.

In Strategy Builder, click the Manager tab.
Click New Connection.
Enter a label to visually identify the connection (1).
Enter an API name. This name is used in Strategy Builder elements that require conditional statements, such as Branch Selector and Filter (2).
Enter a brief description for the connection (3).
Choose the action to use in logic elements’ conditions (4).
Enter any parameters for the selected action (5) and click Done.
Click the connection label to edit its associated information.

Click the > to the right of the connection label to edit or view its details or to delete it.

Element	Description
Apex Action	Assigns the invocable action that runs when the connection is referenced in elements’ conditions.
API Name	Specifies the connection name to use in logic elements’ conditions. For example, `$GetCreditScoreContext.output >= 760`. Note API Name is set to Label with underscores replacing spaces by default.
Argument	Specifies one or more parameters that the selected invocable action requires. This textbox appears only when the action has one or more arguments.
Description	Specifies the description shown in the connection details.
Label	Specifies the label displayed in the Manager pane for your connection.

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