How can an admin report on strategies created using Flow Builder?

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The ability to report on strategies created using Flow Builder is best accomplished by creating custom report types that focus specifically on the relevant metrics and responses generated from those strategies. Utilizing custom report types that include entities like Recommendation Strategy Metrics and Recommendation Responses allows an admin to tailor the reporting needs based on the unique data structure and relationships associated with the strategies developed in Flow Builder.

This approach facilitates detailed analysis of how strategies are performing, what outcomes they are producing, and provides insights into user interactions and response metrics. Custom report types also enable administrators to bring together various data points in a manner that standard reports might not support, ensuring more relevant and actionable insights.

Standard report types in Salesforce are often limited to predefined objects and may not provide the comprehensive view needed for specific metrics associated with Flow Builder strategies. Exporting data manually and compiling reports can be time-consuming and prone to human error, while relying on external tools for analytics may introduce unnecessary complexity and reduce efficiency. Thus, creating custom report types is the most effective method for gaining insights into strategies created with Flow Builder.

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