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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.
Required Editions
| View supported editions for Next Best Action. |
Use elements to create your strategies by opening Strategy Builder and selecting Elements in the Toolbox. Drag elements onto the canvas to get started.
- Strategy Builder Enhance Element
Get AI-driven predictions from services such as Einstein Discovery and Einstein Prediction Builder to enhance Next Best Action recommendations with additional information, such as propensity scores. The Enhance element allows you to modify a set of recommendations on the fly, every time a strategy is executed. These recommendations can be static and live as records in Salesforce, or dynamic and sourced from external data sources or other Salesforce objects. - Strategy Builder Generate Element
With the Generate element, you can dynamically generate personalized recommendations where a large number of possibilities makes it inconvenient to create recommendations manually. The Generate element allows you to create in-memory, on-the-fly recommendations, either from an external data source or from other Salesforce objects. - Strategy Builder Load Element
Load is the first element in a strategy branch. Load and filter the records of a Recommendation object. Or load and filter the records of any object, and convert them into recommendations at the end of the strategy using the Map element. Your load elements determine which of your recommendations are evaluated when your strategy executes. - Strategy Builder Filter Element
Create an expression that allows you to block or filter out undesirable recommendations, depending on the context. The expression is evaluated for every recommendation that passes through the branch. - Strategy Builder Limit Reoffers Element
Determine how often a user sees the same recommendation. You can decide how many times the user must react to a recommendation and how many days to wait before displaying the recommendation again. - Strategy Builder Map Element
The Map element creates Recommendation fields and modifies existing fields using formulas instead of Apex code. Use it to pass data from a Recommendation field with one name to a flow input with a different name, or to personalize Description, Name, and other fields with context-specific data. - Strategy Builder Sort Element
Choose how recommendations are ordered within a branch and reorder them using Recommendation fields. - Strategy Builder Branch Merge Element
Combine recommendations from multiple branches into a single branch. - Strategy Builder Branch Selector Element
Filter multiple branches through a branch selector and create unique expressions for each branch. If the expression is true, recommendations in the branch are allowed through and combined into a single branch. - Strategy Builder First Non-Empty Branch Element
The first non-empty branch element allows you to filter branches in the order they appear on the canvas. The first branch that contains recommendations is allowed through, all other branches are blocked.
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