---
schema_version: "1"
id: b6a22dd12f01d13d2af7b963f356232d95cffa546351e5b4a401fbea39558716
title: Tour the Strategy Builder Interface
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/nba_strategy_builder_tour.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.nba_strategy_builder_tour.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 788517c42457fd7364b06819a2f91d0fab0d540da16a5e38f38f8d9eb8c5b920
description: Before you start building your strategy, learn about the primary pieces of Strategy Builder and how they work together.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Tour the Strategy Builder Interface

Before you start building your strategy, learn about the primary pieces of Strategy Builder and how they work together.

### 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>

Find Strategy Builder in Setup by typing Strategies or Next Best Action in the Quick Find box. Select **Next Best Action**.

![Tour of the strategy builder interface](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_strat_builder_tour.png)

## Button Bar (1)

Manage your strategies with basic functions like Test and Save.

- **Test** runs the most recently saved version of your strategy and displays the recommendations that are surfaced for your users. Testing your strategy allows you to determine if there are errors that must be fixed and confirms the recommendations that your users see.
- **Save** your strategies before you test them and before you leave Strategy Builder so you don’t lose your work.
- **Save As** allows you to duplicate a strategy and your currently saved work.

## Elements, Manager, and Inspector Tabs (2)

Use the Toolbox to create the substance of your strategy. Add elements, connect external sources, and troubleshoot errors in your strategy.

- From the **Elements** tab, drag new elements onto the canvas and create the building blocks of your strategy.
- From the **Manager** tab, add new connections from external sources or other Salesforce products.
- Use the **Inspector** tab to isolate specific elements and troubleshoot errors that appear during testing.

## Canvas (3)

The canvas is a visual representation of your strategy. From here, you can rearrange elements and see how your recommendations are flowing from one branch to the next and finally into the output.

#### See Also

- [Create a Strategy with Strategy Builder](https://help.salesforce.com/s/articleView?id=platform.nba_strategy_builder_creating.htm&release=264.0.0&type=5 "Once you’ve created flows and recommendation records, use Strategy Builder to funnel the correct recommendations to your users at the right time.")
- [Manage Strategy Builder Action Strategies](https://help.salesforce.com/s/articleView?id=platform.nba_strategy_builder_managing.htm&release=264.0.0&type=5 "Test, troubleshoot, and create strategies using Strategy Builder management tools.")