---
schema_version: "1"
id: 468715cdd547cb97d755b4e0e74f9c49ac8616e0309f1ad4f60e848822edd941
title: Suggest Options with Recommendation Strategies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/einstein_next_best_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.einstein_next_best_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bfffd3ca5560435db933f2a48f8ca9d12545a2c692c2435c3fc812198d213c46
description: Use Einstein Next Best Action to deliver tailored recommendations at the right moment. Define strategies that apply your business logic to surface a few high-value offers such as repairs, discounts, or add-on services. Present the final recommendations in your Automation Lightning app or Experience Builder site.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Suggest Options with Recommendation Strategies

Use Einstein Next Best Action to deliver tailored recommendations at the right moment. Define strategies that apply your business logic to surface a few high-value offers such as repairs, discounts, or add-on services. Present the final recommendations in your Automation Lightning app or Experience Builder site.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.nba_ref_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Next Best Action.">View supported editions for Next Best Action</a>.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note Where possible, we recommend building strategies in Flow Builder using the Recommendation Strategy flow type, but you can also create them in Strategy Builder.

- **[About Next Best Actions](https://help.salesforce.com/s/articleView?id=platform.nba_about.htm&release=264.0.0&type=5)**  
    Create and display offers and actions for your users that are tailored to meet your unique criteria. Develop a strategy that applies your business logic to refine those recommendations. Your strategy distills your recommendations into a few key suggestions, like a repair, a discount, or an add-on service. Show the final recommendations in your Lightning app or Experience Builder site.
- **[Create Recommendations](https://help.salesforce.com/s/articleView?id=platform.nba_recommendations_app.htm&release=264.0.0&type=5)**  
    Create offers or actions to recommend to users using Einstein Next Best Action. Recommendations are standard Salesforce records, similar to accounts and contacts, that are processed by strategies and associated with flows. Strategies determine which recommendation records are surfaced using business rules, predictive models, and other data sources. The result of this process is context-specific recommendations that you present to your users.
- **[Building a Strategy](https://help.salesforce.com/s/articleView?id=platform.nba_building_a_strategy.htm&release=264.0.0&type=5)**  
    A strategy determines when and how to present an Einstein Next Best Action recommendation on a Salesforce Lightning record page. For example, if you want to offer a discount to a subset of customers, create a strategy that collects the appropriate customer records and identifies the discount option to present. To create a strategy, you can use Flow Builder (recommended) or Strategy Builder.
- **[Display Recommendations](https://help.salesforce.com/s/articleView?id=platform.nba_admin_using_strategies.htm&release=264.0.0&type=5)**  
    After creating a strategy, choose a page to run your strategy and display your recommendations. You can use a Lightning record page, an app’s home page, an Experience Cloud site page, a Visualforce page, or an external site, depending on where you want recommendations to appear.
- **[Report On and Track a Recommendation](https://help.salesforce.com/s/articleView?id=platform.nba_report.htm&release=264.0.0&type=5)**  
    Create a custom report type to report on and track recommendation data and strategy metrics. You can see the monthly total recommendations that a Salesforce org’s strategies served. And you can analyze which recommendations are accepted and rejected, who responds to them, and more.

#### See Also

- [_Connect REST API Developer Guide:_ Next Best Action Resources](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_resources_nba_resources.htm)
- [Suggested Actions](https://help.salesforce.com/s/articleView?id=experience.rss_suggested_actions_component.htm&language=en_US)