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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.
Required Editions
| View supported editions for Next Best Action. |
| Field | Description |
|---|---|
| Label | The name of the element as it appears on the canvas. |
| API Name | The API name of the element. The API name must be unique. |
| Description | Optional description of the element and how it works within the strategy. |
| Condition | Create an expression for each branch that flows through the element. If the expression is true, the recommendations in the branch are allowed through. If false, the recommendations in the branch don’t progress any further through the strategy. Condition accepts standard Salesforce formula functions. For more information, see Formula Operators and Functions by Context. |
Note Use $Record to reference fields from the context object. The context
object is the object where you intend to surface your recommendations and can be changed by
editing your strategy and choosing an object under Object Where Recommendations
Display. Example: ISPICKVAL($Record.status, 'New'). For more
information, see Write a Strategy Builder Expression.
Example Suppose that you want to surface recommendations on the Case object so your service
agents can suggest offers to your customers. If a case has been escalated, you want to offer a
special discount. To do so you, create a load element that loads the recommendations associated
with your offer. Create a branch selector that only allows recommendations from the branch if the
case has an escalated status. Make your offer load element a child of the branch selector
element. In Condition on the branch selector element, use the following
formula: ISPICKVAL($Record.status, 'Escalated').
Usage
Branch selector is an important element when you want to weed out entire branches at once. Unlike a filter element, it can’t filter based on individual recommendations.
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