---
schema_version: "1"
id: b22be17e5474c57ef50e23324f09e022f04fca0b7d5506ac4e82e82eae36d0ea
title: Plan Your Recommendation
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_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7b46892cf50d44b00e5ed2c695ed3961f0816dd7dd7269ce3233e867ea791ae8
description: 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.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Plan Your Recommendation

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.

![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 Your Recommended Items and Recipient objects can be a standard or custom object in your Salesforce org.

Before you build a recommendation, determine the following:

- Your Recommended Items represents what you want to recommend. For example, a bank product.
- Your Recipient represents what receives the recommendation. For example, the person you’re recommending the bank product to.
- Your Interactions represents the past history of desired outcomes between the Recommended Items object and the Recipient object.
- Also get familiar with [segments, and positive and negative examples.](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.")