--- schema_version: "1" id: b845a2a4e3ded24b2d56fcfd8fa4e49d783c2c0a9ba59d25f9c29c0a9d014bdb title: Strategy Builder Load Element collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/nba_strategy_elements_load.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.nba_strategy_elements_load.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 225ae349ae556489a857703a3d0a3440fe1d695335c4745065902fc71f240a07 description: Load is the first element in a strategy branch. Load and filter the records of a Recommendation object. Or load and filter the records of any object, and convert them into recommendations at the end of the strategy using the Map element. Your load elements determine which of your recommendations are evaluated when your strategy executes. products: - Flow Builder - Platform release: "264" --- # Strategy Builder Load Element Load is the first element in a strategy branch. Load and filter the records of a Recommendation object. Or load and filter the records of any object, and convert them into recommendations at the end of the strategy using the Map element. Your load elements determine which of your recommendations are evaluated when your strategy executes. ### Required Editions
Available in: Salesforce Classic
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Load recommendations from the records of any standard or custom object. You can use objects such as Recommendation, Account, Product, and Opportunity when you build a strategy. Choose criteria for when to load a recommendation. Filter out certain records from a strategy. Sort your records by selecting an object value. A strategy treats another object the same as it does a Recommendation object until the end, when it converts it into a recommendation. If you choose an object other than Recommendation, add a Map element after the Load element. Use the Map element to map fields from the object’s records to required fields on the Recommendation object. In Strategy Builder, you can load up to 1,000 records in a strategy. A Strategy Builder strategy has a limit of 100 Load elements on the canvas. To load more than 1,000 records, create your recommendation strategy in Flow Builder, which has a load limit of 50,000 records. | Field | Description | | --- | --- | | Label | The name of the element as it appears on the canvas. | | API Name | The API name of the element. The API name must be unique. | | Description | Optional description of the element and how it works within the strategy. | | Object | The object whose records are loaded, filtered, and converted into recommendations. | | Condition Requirements | Determines the logic to evaluate conditions. To load the recommendation if it meets all the specified criteria, select **All Conditions are Met**. To load the recommendation if it meets any listed criteria, select **Any Condition is Met**. | | Field | Choose a field from the Recommendation object to evaluate whether the recommendation is loaded into the strategy. | | Operator | Choose an operator. | | Value | Enter a value for your chosen field. Values can be simple numbers, string phrases, or formulas that use Salesforce formula support. Don’t enclose string or number values with quotes. Picklists aren’t supported. | | Add Condition | Creates an extra set of conditions. | #### See Also - [Suggest Options with Recommendation Strategies](https://help.salesforce.com/s/articleView?id=platform.einstein_next_best_action.htm&release=264.0.0&type=5 "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.") - [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.") - [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.") - [Strategy Builder Enhance Element](https://help.salesforce.com/s/articleView?id=platform.nba_strategy_elements_enhance.htm&release=264.0.0&type=5 "Get AI-driven predictions from services such as Einstein Discovery and Einstein Prediction Builder to enhance Next Best Action recommendations with additional information, such as propensity scores. The Enhance element allows you to modify a set of recommendations on the fly, every time a strategy is executed. These recommendations can be static and live as records in Salesforce, or dynamic and sourced from external data sources or other Salesforce objects.")