Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create, Package, and Distribute a Strategy Builder Template

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Create, Package, and Distribute a Strategy Builder Template

            Enterprise developers can create and package strategy templates from Developer Edition orgs for use in multiple Salesforce orgs. Independent software vendors can also publish templates on AppExchange for distribution to their subscribers. Strategies not marked as templates in managed packages have intellectual property (IP) protection and can’t be edited or cloned. IP protection safeguards proprietary information in your strategies.

            Required Editions

            View supported editions for Next Best Action.
            User Permissions Needed
            To create a strategy:

            Modify All Data

            OR

            Manage Next Best Action Strategies
            To create a managed package: Create AppExchange Packages

            You distribute changes to strategy templates via a managed package. Subscribers who install a strategy template can open it in Strategy Builder and clone it to customize it for their own use. When you publish updates to strategy templates via a package upgrade, template updates don’t affect subscribers’ copies.

            1. In Strategy Builder, create the strategy that you want to make into a template.
            2. Open the strategy’s properties and select Template.
              New Strategy dialog
            3. If you must, create your managed package.
            4. Distribute the strategy template in the managed package and let your subscribers know it’s available.
            Example
            Example

            Suppose you build and package strategies for insurance companies. Because insurance laws and regulations can vary by location, your subscribers want the ability to modify your strategies when needed. They can do this using strategy templates you create.

            See Also

             
            Loading
            Salesforce Help | Article