Building a Strategy

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.

Required Editions

View supported editions for Next Best Action.

Note When possible, we recommend building a strategy in Flow Builder using the Recommendation Strategy flow type.

Why Choose Flow Builder Instead of Strategy Builder?

Flow builder is a unified, feature-rich Salesforce tool for building business process automations and is the home for all future flow automation features and enhancements. Strategy Builder is a legacy tool and no updates are planned for it.

• Flow Builder Strategies
  A Flow Builder strategy specifies business logic and generates output for an Einstein Next Best Action component on a Salesforce Lightning record page.
• Strategy Builder Strategies
  You can create strategies for Einstein Next Best Action using Strategy Builder or Flow Builder. Flow Builder is the recommended method.