Create a Recommendation Strategy as a flow, fill it with logic, then attach it to the Einstein Next Best Action component on a page.
- Create the strategy flow
In Setup, open Flows, click New Flow, choose Use a Template, then select the Recommendation Strategy flow type and click Create.
- Load candidate recommendations
Add a Get Records element that reads the Recommendation object or a related object. Set condition requirements so only recommendations that fit the context enter the collection.
- Filter and rank
Add Collection Filter and Collection Sort elements to trim the list and order it. Optionally call Einstein Recommendation Builder, an Einstein Discovery model, or Apex to score and prioritize.
- Set the output
Add an Assignment element that places your final recommendations into the outputRecommendations collection, then save and activate the flow.
- Surface it on a page
In Lightning App Builder, drop the Einstein Next Best Action component onto a record page, home page, or Experience Cloud page and point it at your strategy.
The flow template that gives you a canvas wired for recommendations and the outputRecommendations collection.
The reserved collection the component reads. Only recommendation records placed here are displayed to the user.
Filters applied as records are retrieved, so ineligible recommendations never enter the strategy in the first place.
An optional Einstein Recommendation Builder model, Einstein Discovery model, or Apex action that ranks recommendations.
- Recommendations not in the outputRecommendations collection are silently dropped, so an empty panel often means nothing was assigned to it.
- The strategy decides which recommendations show, but you still have to author the recommendation records and the actions they launch.
- One strategy can serve many pages. Splitting scenarios into separate strategies is easier to maintain than one strategy with branches for everything.
- Strategies built in the original Strategy Builder should be recreated as Recommendation Strategy flows, since new investment goes into the Flow Builder path.