---
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title: Building a Strategy
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/nba_building_a_strategy.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.nba_building_a_strategy.htm&release=264.0.0&type=5
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content_type: documentation
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description: 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.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# 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

<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 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](https://help.salesforce.com/s/articleView?id=platform.nba_building_flow_builder_strategy.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=platform.nba_building_strategy_builder_strategy.htm&release=264.0.0&type=5)**  
    You can create strategies for Einstein Next Best Action using Strategy Builder or Flow Builder. Flow Builder is the recommended method.