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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.
Required Editions
| Available in: Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Load recommendations from the records of any standard or custom object. You can use objects such as Recommendation, Account, Product, and Opportunity when you build a strategy. Choose criteria for when to load a recommendation. Filter out certain records from a strategy. Sort your records by selecting an object value.
A strategy treats another object the same as it does a Recommendation object until the end, when it converts it into a recommendation. If you choose an object other than Recommendation, add a Map element after the Load element. Use the Map element to map fields from the object’s records to required fields on the Recommendation object.
In Strategy Builder, you can load up to 1,000 records in a strategy. A Strategy Builder strategy has a limit of 100 Load elements on the canvas. To load more than 1,000 records, create your recommendation strategy in Flow Builder, which has a load limit of 50,000 records.
| 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. |
| Object | The object whose records are loaded, filtered, and converted into recommendations. |
| Condition Requirements | Determines the logic to evaluate conditions. To load the recommendation if it meets all the specified criteria, select All Conditions are Met. To load the recommendation if it meets any listed criteria, select Any Condition is Met. |
| Field | Choose a field from the Recommendation object to evaluate whether the recommendation is loaded into the strategy. |
| Operator | Choose an operator. |
| Value | Enter a value for your chosen field. Values can be simple numbers, string phrases, or formulas that use Salesforce formula support. Don’t enclose string or number values with quotes. Picklists aren’t supported. |
| Add Condition | Creates an extra set of conditions. |
