Definition
In Salesforce Einstein Next Best Action, a strategy built in Strategy Builder that defines the decision logic for which recommendations to surface, combining data sources, filters, AI models, and business rules.
Real-World Example
Consider a scenario where a business analyst at Clearwater Inc. is working with Recommendation Strategy to improve how the organization tracks relationships and interactions. By setting up Recommendation Strategy properly, the team gains better visibility into their customer base, which leads to more informed decisions and stronger customer relationships across the board.
Why Recommendation Strategy Matters
In Salesforce Einstein Next Best Action, a Recommendation Strategy is a strategy built in Strategy Builder that defines the decision logic for which recommendations to surface, combining data sources, filters, AI models, and business rules. The strategy is evaluated at runtime when a recommendation is needed, producing the ranked list of recommendations to display based on current context.
Strategy design is where the intelligence of Next Best Action lives. Simple strategies might just filter recommendations by eligibility; sophisticated strategies combine multiple data sources, AI scoring, and business rules for context-aware recommendations. Mature programs start simple and iterate based on measured results rather than over-engineering up front.
How Organizations Use Recommendation Strategy
- •TrueNorth Software — Built a strategy combining opportunity data filters with Einstein scoring for context-aware sales recommendations.
- •CloudNine Solutions — Maintains multiple strategies for different service scenarios, each tuned to that context.
- •Apex Analytics — Uses Strategy Builder to operationalize analytics insights as actionable recommendations.