---
schema_version: "1"
id: a2145298f13261b6475d659e3ff0b3901eb5e272266c54a682eeb5d899f5489e
title: Build a Recommendation Using a Template
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_parts_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_parts_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8012b866d8ca8ed71741964d7c6df453c563a4e933a212bb5cc2fe032f8fae5a
description: 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.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Build a Recommendation Using a Template

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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <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="d6446e38">Org Permissions
              Needed</th>
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        </thead>
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          <tr class="">
            <td data-label="Org Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6446e38 ">To build parts to work order recommendations using a
              template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6446e38 ">Enable your org field service settings</td>

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

1. From Setup, in the Quick Find box, enter Einstein Recommendation Builder, then select **Einstein Recommendation Builder**. Or on the Einstein Recommendation Builder tile in Setup Home, click **Get Started**.
2. If it's your first time using Recommendation Builder, click **Get Started** on the splash page. Review and agree to terms, if needed.
3. Turn on Einstein Recommendation Builder if it's not already on.
4. Click **New**.
5. Choose a template. For example, choose the Parts to Work Orders template to recommend parts to field service work orders.
    
    ![New Recommendation](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-custom_ai-264-0-0-production-enus/40dfbcd7-3bfe-4d20-9d53-164eb414358b/custom_ai/images/einstein_recommendation_builder_new_recommendation.png)
6. Click **Next**.
    
    ![Parts to Work Orders Objects](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-custom_ai-264-0-0-production-enus/40dfbcd7-3bfe-4d20-9d53-164eb414358b/custom_ai/images/einstein_recommendation_builder_parts_template_objects.png)
7. Click **Next**.
8. Name your recommendation, then tab to autopopulate the API name to match your recommendation.
9. Click **Build**. As you wait, explore the What’s Next topics to learn what happens after you build.
10. To access your recommendation from the list view, click **Back to Setup**.
11. When your recommendation status is Ready, click your recommendation to review your settings and scorecard.
    
    ![Template Scorecard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-custom_ai-264-0-0-production-enus/40dfbcd7-3bfe-4d20-9d53-164eb414358b/custom_ai/images/einstein_recommendation_builder_template_scorecard.png)
12. If your build status indicates an error, click **Clone** to duplicate your recommendation. Adjust your settings later.
13. Rename your recommendation and save.
14. In the Settings tab, adjust your segmentation, example records, and field settings, then build. Click **Build**.

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

Example The parts that Einstein recommends are security cameras, and the work orders are the alarm system installations. Data such as geographic location, purchase history, and product history can determine which security cameras are relevant for a service work order.

#### See Also

- [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.")
- [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.")