---
schema_version: "1"
id: e40bbafa8076ac07e3e8432a14112bf39415dfb066b9d733c348a220db598219
title: Create a Strategy Builder Action Strategy Connection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/nba_strategy_builder_connections.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.nba_strategy_builder_connections.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5b64830848aac070ed19ce012ee5e54b83f594c2f8dae07d341a4604922f6641
description: Use Apex actions to integrate external data sources and information from your Salesforce org into your strategies.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Create a Strategy Builder Action Strategy Connection

Use Apex actions to integrate external data sources and information from your Salesforce org into your strategies.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d141787e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141787e60 ">To create or manage action strategies:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141787e60 ">
              <p>Modify All Data</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Next Best Action Strategies</p>
            </td>

          </tr>
          <tr class="" id="nba_strategy_builder_connections__d3778e209">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d141787e60 ">To run an action strategy:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d141787e60 ">
              <p>Run Flows</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Flow User field enabled on the user detail
                page</p>
            </td>

          </tr>
        </tbody>
      </table>

Use Apex invocable actions to pull sources of data into your strategy.

1. In Strategy Builder, click the **Manager** tab.
2. Click **New Connection**.
    
    ![Fields in the New Commection modal in Strategy Builder.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/next_best_action/nba_strategy_builder_new_connection.png)
3. Enter a label to visually identify the connection (1).
4. Enter an API name. This name is used in Strategy Builder elements that require conditional statements, such as Branch Selector and Filter (2).
5. Enter a brief description for the connection (3).
6. Choose the action to use in logic elements’ conditions (4).
7. Enter any parameters for the selected action (5) and click **Done**.
8. Click the connection label to edit its associated information.
9. Click the **\>** to the right of the connection label to edit or view its details or to delete it. <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <thead class="slds-text-title_caps ">
            <tr><th style="vertical-align:bottom;text-align:left;" id="d141787e180-option">Element</th>

            <th style="vertical-align:bottom;text-align:left;" id="d141787e180-desc">Description</th>
          </tr></thead>
          <tbody><tr class="">
            <th style="vertical-align:top;" headers="d141787e180-option" id="d141787e193">Apex Action</th>

            <td style="vertical-align:top;" headers="d141787e180-desc d141787e193">Assigns the invocable action that runs when the connection is
              referenced in elements’ conditions.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d141787e180-option" id="d141787e202">API Name</th>

            <td style="vertical-align:top;" headers="d141787e180-desc d141787e202">Specifies the connection name to use in logic elements’ conditions. For example, <code>$GetCreditScoreContext.output &gt;= 760</code>.
              <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                <div class="slds-media slds-media_responsive">
                  <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="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" alt="Note"></span></div>
                  <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> <strong class="uicontrol">API Name</strong> is set to <strong class="uicontrol">Label</strong> with
                    underscores replacing spaces by default.</div>
                </div>
              </div>
            </td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d141787e180-option" id="d141787e221">Argument</th>

            <td style="vertical-align:top;" headers="d141787e180-desc d141787e221">Specifies one or more parameters that the selected invocable
              action requires. This textbox appears only when the action has one or more
              arguments.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d141787e180-option" id="d141787e230">Description</th>

            <td style="vertical-align:top;" headers="d141787e180-desc d141787e230">Specifies the description shown in the connection details.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d141787e180-option" id="d141787e240">Label</th>

            <td style="vertical-align:top;" headers="d141787e180-desc d141787e240">Specifies the label displayed in the <strong class="uicontrol">Manager</strong> pane for your
              connection.</td>

          </tr>
        </tbody></table>

#### See Also

- [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.")
- [_Actions Developer Guide:_ Overview](https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_intro_overview.htm)
- [_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)