Strategy Builder Map Element

The Map element creates Recommendation fields and modifies existing fields using formulas instead of Apex code. Use it to pass data from a Recommendation field with one name to a flow input with a different name, or to personalize Description, Name, and other fields with context-specific data.

Required Editions

View supported editions for Next Best Action.

If you load an object other than Recommendation, add a Map element after the Load element and before the Output element in your strategy. Use the Map element to map fields from the records to required fields on the Recommendation object. For example, map the product Title field to the recommendation Name field. Mapping fields converts the filtered records into recommendations that are surfaced via the Next Best Action component and your own apps.

Example You can include the name of a contact in a recommendation, and further personalize the recommendation with text. Suppose that you have a recommendation with the description, “Thank you for being a loyal customer. We truly appreciate your business!” Using the Map element, you can personalize the description. Add the name of the contact to the description, for example, “Lauren Boyle, Thank you for being a loyal customer. We truly appreciate your business!”

Use a Load element to load all the recommendations you want to change. Or you can add a Generate element and pass in dynamically generated recommendations.
Add a Map element. In the Name field, select Description and in the Value field, enter this expression:
$Record.Contact.Name+ “, ” + Description. Leave the Type field as Text.
Place the “Personalized Thank You” Map element after the Load element. It modifies the descriptions of all recommendations that pass through it.
When you execute the strategy, your recommendations include the contact name for the current case.