---
schema_version: "1"
id: b7e72e21fd46df10a28fe4e36b9abb7bb7b1a6912dbf8f7beca4909ddb147092
title: Einstein Recommendation Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/custom_ai_recommendation_builder.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 33cb9c326775e41497e1c6f7f65c2d54ce1db886820bcb326692acf57f14c248
description: Einstein Recommendation Builder delivers personalized recommendations to customers. Unlike rules-based recommendations, Einstein-powered AI enables you to recommend anything to anyone. For example, candidates to jobs, products to customers, or parts to work orders.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Einstein Recommendation Builder

Einstein Recommendation Builder delivers personalized recommendations to customers. Unlike rules-based recommendations, Einstein-powered AI enables you to recommend anything to anyone. For example, candidates to jobs, products to customers, or parts to work orders.

### 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;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</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="d3266e61">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3266e61 ">To build and view recommendations:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3266e61 ">
            <p>Customize Application</p>
            <p>AND</p>
            <p style="margin-bottom:0;">View Setup</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3266e61 ">To create or manage action strategies:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3266e61 ">
            <p>Modify All Data</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Manage Next Best Action
              Strategies</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3266e61 ">To run an action strategy:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3266e61 ">
            <p>Run Flows</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Enable Flow User Field on the User Detail
              Page</p>
          </td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-custom_ai-264-0-0-production-enus/40dfbcd7-3bfe-4d20-9d53-164eb414358b/images/icon_note.png)

Note You can provide feedback and suggestions for Feature in the Salesforce Einstein group in the [Trailblazer Community](https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A0000009SdH).

Unlike out-of-the box recommendation solutions, Einstein Recommendation Builder lets you create custom recommendations based on standard or custom Salesforce objects.

Einstein Recommendation Builder helps you intelligently recommend records from one Salesforce object to records from a related object. Intelligent recommendations create opportunities to:

- Improve customer satisfaction and retention.
- Grow your business by way of relevant offerings.
- Benefit from operational efficiencies through better matching between business needs and resources.

Owing to its flexible configuration options, Einstein Recommendation Builder provides intelligent recommendations in various contexts across business functions and industry verticals. Here are some examples:

- Cross-Sell Recommendation: Recommend additional products and services to existing customers.
- Next Best Action: Recommend the best action or solution for a customer issue.
- Next Best Offer: Recommend the most relevant offer or promotion to customers and prospects.
- Work Order Enrichment: Recommend relevant parts to carry for service visits by field technicians.
- Job Candidate Recommendation: Recommend relevant candidates who are most likely to accept a job, or vice versa.
- Partner Solution Recommendation: Recommend the most relevant partner solutions to your customers.

- **[Considerations for Setting Up Einstein Recommendation Builder](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_considerations.htm&release=264.0.0&type=5)**  
    Before you start building recommendations, here are a few things to keep in mind.
- **[Upgrade to the Paid Version of Einstein Recommendation Builder](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_upgrade.htm&release=264.0.0&type=5)**  
    If you use the Try Einstein version of Einstein Recommendation Builder, you can upgrade to a paid license to build recommendations without limits when you're ready.
- **[Set Up Einstein Recommendation Builder](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_setup.htm&release=264.0.0&type=5)**  
    Turn on Einstein Recommendation Builder to build and deliver personalized recommendations. Or turn it off if you don’t want to build or make recommendations right now.
- **[Recommendation Data Terminology](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_terms.htm&release=264.0.0&type=5)**  
    When using Einstein Recommendation Builder, it’s helpful to understand some terms we use for sets of data.
- **[Object Type Examples](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_object_examples.htm&release=264.0.0&type=5)**  
    You use three types of recommendation objects to build recommendations.
- **[Plan Your Recommendation](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_plan.htm&release=264.0.0&type=5)**  
    Before you start building a recommendation, consider what you want to recommend and who or what you want to recommend it to. Then, determine how to translate these elements to Salesforce objects and their relationships.
- **[Build a Recommendation](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_create.htm&release=264.0.0&type=5)**  
    As with any AI solution, building a good recommendation is an iterative process.
- **[Build a Recommendation Using a Template](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_parts_template.htm&release=264.0.0&type=5)**  
    Einstein Recommendation Builder lets you create a custom recommendation or build one from a template. To save time and build a recommendation faster, use a template. As Einstein learns from your data, your recommendations become smarter.
- **[Refine Your Recommendation](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_refine.htm&release=264.0.0&type=5)**  
    After creating a recommendation, you can refine it to get optimal results.
- **[Check Your Data](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_data_checker.htm&release=264.0.0&type=5)**  
    Data Checker verifies whether you have sufficient records to build your recommendation. It provides rapid feedback on your recommendation settings and catches issues early. For example, find out sooner during setup if you have enough data or if the same records are used in both positive and negative examples.
- **[Specify Interaction Examples](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_specify_interaction_examples.htm&release=264.0.0&type=5)**  
    To get the most out of your Einstein recommendation, provide examples of positive and negative interactions.
- **[Review Your Recommendation’s Scorecard](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_review.htm&release=264.0.0&type=5)**  
    After building your recommendation, you can review your recommendation's results in the Einstein Recommendation Builder scorecard. Check out big-picture metrics and get details on the Overview Page.
- **[Iterate Your Recommendation](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_iterate.htm&release=264.0.0&type=5)**  
    After creating a recommendation, you can iterate it to get optimal results.
- **[Deploy Your Recommendation](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_deploy.htm&release=264.0.0&type=5)**  
    When your recommendation is ready, deploy it with Einstein Next Best Action.
- **[Build a Managed Package Recommendation](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_managed_packages.htm&release=264.0.0&type=5)**  
    A managed package lets independent service vendors (ISVs) and partners easily port custom recommendations across multiple orgs. It also enables faster deployment to customers.

#### See Also

- [Einstein Recommendation Builder Demo](https://salesforce.vidyard.com/watch/zUg845rTevXiv7T3S6Ezdz?_ga=2.24091770.131803210.1615177151-731453836.1602534100)