--- schema_version: "1" id: 5fbad8d8a3105e2b3db2be03ed5602106bc9ca0d4b515cdb8e312bbd0ce005d9 title: Add a Search Strategy Step collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_search_strategy_step.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_search_strategy_step.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 96dd473c8eb0bc8678ca5648cdc540f0fa6593c51d3ea40f612f47a21f1b0258 description: A search strategy consists of search strategy steps to be processed in a particular sequence. The sequence is defined by the sort column in the search strategy. The strategy steps link the key types to a search strategy. A search step can be exclusive (stop if a condition is found) or non-exclusive (executes all search steps). If multiple conditions are found, the system combines all of the conditions. For example, it’s possible to collect discounts spread over hierarchy levels. products: - Consumer Goods release: "264" --- # Add a Search Strategy Step A search strategy consists of search strategy steps to be processed in a particular sequence. The sequence is defined by the sort column in the search strategy. The strategy steps link the key types to a search strategy. A search step can be exclusive (stop if a condition is found) or non-exclusive (executes all search steps). If multiple conditions are found, the system combines all of the conditions. For example, it’s possible to collect discounts spread over hierarchy levels. ### Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

User Permissions Needed
To create a search strategy step:

(CGCloud Business Admin

OR

CGCloud Retail Business Admin)

AND

Penny Perfect Pricing
1. From App Launcher, find and select **Search Strategies**. 2. Select a search strategy. 3. In the Search Strategy Steps related list, click **New**. 4. Provide these details:
Field Description
Identification
Search Strategy Name of the search strategy.
Key Type

Key type that is used in a search strategy. The option has these restrictions:

  • If the selected key type considers a customer, then you must select Customer Role.
  • If the selected key type considers customer hierarchy, then No can't be selected in the customer hierarchy search.
  • If No is selected in the customer hierarchy, then you must select Customer Role as Orderer.
  • If the selected key type considers the product hierarchy, then No can't be selected in the product hierarchy search.
Customer Hierarchy Search

Customer hierarchy that's considered for finding the condition. The options are:

  • No: Customer hierarchy search isn't considered.
  • Complete: Considers the customer hierarchy (except the account selected in an order) for search and combines all conditions. To include the account in the search strategy, add an additional search step for the account level with the Customer Hierarchy Search as No.
  • Customer Level 1–7: Considers the conditions of the specified customer hierarchy level for search.
Product Hierarchy Search

Product hierarchy that's considered for finding the condition. The options are:

  • No: Product hierarchy search isn’t considered.
  • Complete: Considers the complete product hierarchy (except the product) for search and combines all conditions. To include the product in the search strategy, add an additional search step for the product level with the Product Hierarchy Search as No.
  • Product Level 1–5: Considers the conditions of the specified product hierarchy level for search.
Note
Note Set this field to No when both Consider Reward and Product or Product Hierarchy are selected for the key type assigned to the search strategy step.
Customer Role

Customer role that's relevant to a search condition. The options are:

  • Orderer: Orders a product.
  • Delivery Recipient: Receives a product.
  • Payer: Pays for the order.
  • Bill To: Receives invoice.
Constraint User Exit ID Unique identifier for a user exit that represents a constraint for a search strategy step.
Exclusive Indicates whether a search condition stops after finding a condition.
Sort Sorting definition to sort the list of search strategy steps.
5. Save your changes.