Use the Map Element to Add Simple Enhancements or Map Recommendation Fields to Flow Input Variables

Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Mapping lets recommendation fields show more helpful information to flow users, and it makes recommendation data from strategies and external sources play nicely with flows. Use the Map element to let data be passed from a Recommendation field with one name to a Flow input with a different name. Or use Map to modify Description, Name, and other current field values, personalizing them with context-specific data.

For example, you can personalize a recommendation with text and also include the name of the contact in that recommendation. To do that, in the Name field, select Description and in the Value field, enter this expression.

$Record.Contact.Name+", "+Description. Leave the Type field as Text.

If the contact Name field value is Jerry Greenfield, and the Description field value is Thank you for being a loyal customer. We truly appreciate your business!, then your output looks like this. Sweet!

How: To use the Map recommendation element in your Next Best Action strategy, drag it onto the Strategy canvas. Look for the guidelines and examples provided on the page.