Tour the Strategy Builder Interface

Find Strategy Builder in Setup by typing Strategies or Next Best Action in the Quick Find box. Select Next Best Action.

Button Bar (1)

Manage your strategies with basic functions like Test and Save.

• Test runs the most recently saved version of your strategy and displays the recommendations that are surfaced for your users. Testing your strategy allows you to determine if there are errors that must be fixed and confirms the recommendations that your users see.
• Save your strategies before you test them and before you leave Strategy Builder so you don’t lose your work.
• Save As allows you to duplicate a strategy and your currently saved work.

Elements, Manager, and Inspector Tabs (2)

Use the Toolbox to create the substance of your strategy. Add elements, connect external sources, and troubleshoot errors in your strategy.

• From the Elements tab, drag new elements onto the canvas and create the building blocks of your strategy.
• From the Manager tab, add new connections from external sources or other Salesforce products.
• Use the Inspector tab to isolate specific elements and troubleshoot errors that appear during testing.

Canvas (3)

The canvas is a visual representation of your strategy. From here, you can rearrange elements and see how your recommendations are flowing from one branch to the next and finally into the output.