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            Strategy Builder Filter Element

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            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.

            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.
            Filter Expression Create an expression that is evaluated for each recommendation that you load into your strategy. If the expression is true, the recommendation is allowed through. If false, the recommendation doesn’t progress further through the strategy. Filter Expression accepts Standard Salesforce formulas. For more information, see Formula Operators and Functions by Context.
            Note
            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. Use plain text field labels to reference Recommendation object fields. Examples: $Record.status != 'New', RejectionLabel == ‘No, thanks.’ For more information, see Write a Strategy Builder Expression.
            Example
            Example Suppose that you want to surface recommendations on the Case object so your service agents can suggest offers to your customers. If you want to suggest only credit card offers, create a Category field for the Recommendation object. Add a Credit Card Offer category to your field. Add a filter element and use the formula Category_c = ‘CreditCardOffer’ in Filter Expression.

            Usage

            Filter is the best way to remove certain recommendations from a strategy branch. Add the element to a branch and create an expression to evaluate every recommendation that passes through the branch.

            See Also

             
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