Promotions Configuration and Management

Promotions play a significant role in increasing product sales. Promotions can be a part of a larger campaign to spread awareness about a new product or can be a part of a targeted objective. In Instore, Promotions are allocated to the accounts to let the sales representatives know about them while interacting with the customer.

The information present here assumes that you already have the Promotions Managed Package installed in your Salesforce account. Check Promotions Managed Package Details | for more details.

Access Promotions Object and Tab

To access the object:

1. Log in to Salesforce.

2. In the App Launcher, click Promotions to navigate to the Promotions tab.

Configuring Promotion

To create a promotion:

1. In the Promotions tab, click New.

   

2. In the New Promotion dialog that appears, set the following fields to define the meta-details of a new promotion object:
   

   

   • Promotion Name - The name of the Promotion.

   • Allocation - This field is set to Account by default since you're going to be allocating the promotion to accounts in the next step.

   • Sharing Code - Enter a code to map a sharing rule to define the visibility of the promotion.

   • Allocation Logic - Choose AND or OR logical operator depending on the need.

   • Start (Planned) - Choose the start date of the promotion.

   • End (Planned) - Choose the end date of the promotion.

   • Description - Enter text to describe the promotion.

   • Tactic - If any predefined tactic for your new promotion.

3. Click Next to move to the Product Selection page and select the products you would like to promote.

   

   On this page, you can:

   • Select multiple products one by one using the add buttons in the grid.

   • Filter products by:

     • Category

     • Type

     • Active

   • Search products by:

     • Product Name

     • Product Code

   • The list of products appears in a grid format with the following columns:

     • Product Name

     • Product Code

     • Category

     • Type

     • Active

4. Click Next to see the detailed grid view of all the selected products and define the promotion product details.

   

   • The grid includes the following columns:

     • Product Name

     • Product Code

     • Price

     • Sequence

   • On this page, you can:

     • Define Price

     • Define Sequence

5. Click Next to allocate the Promotion to the accounts based on the following criteria:

   • Individual Accounts - You can add one or more accounts to include or exclude from the promotion.

     

   • Account Hierarchy - Allocation based on a family of account (parent-child relationship). You can turn on the Inheritance and add one or more parent accounts to include or exclude from the promotion.

     

   • Segment - Allocation based on a filtered group of accounts. You can filter a group (segment) of accounts to promote based on one or more account attributes or tags.

     

6. Click Next and choose an action based on need:

   • For new promotions, choose either:
     

     

     • Activate - Publishes the new Promotion.

     • Clone - Clones an existing Promotion. This option is disabled for new Promotions.

   • While editing existing promotions, you choose to either:

     

     • Deactivate - Deactivates existing Promotion.

     • Update - Save changes to existing Promotion.

7. You can also just click Close to save and leave the new promotion in the Draft state.

   

Managing a Promotion

You can edit, deactivate or clone an existing promotion depending on the need.

Edit a Promotion

To edit an existing promotion object:

1. In the Promotions tab, click any promotion.

2. On the Promotion page, click Edit.

3. In the Promotion dialog that appears, make changes to the details as needed and click Next until you reach the last page on the dialog.

4. Click Update to save the changes and then click Close.

Deactivate a Promotion

To deactivate an existing promotion object:

1. In the Promotions tab, click any promotion.

2. On the Promotion page, click Edit.

3. In the Promotion dialog that appears, click Next until you reach the last page on the dialog.

4. Click Deactivate and then click Close.

Clone a Promotion

To clone an existing promotion object:

1. In the Promotions tab, click any promotion.

2. On the Promotion page, click Clone.

3. In the Promotion Details dialog that appears, leave the configuration as it is or make changes to the details as needed.

4. Click Save to create the clone record.

Promotion Calendar

A Promotion Calendar shows you a calendar view of all scheduled promotions.

You can access the calendar from the Promotions Planning page.

In the calendar, you can:

• Click any scheduled promotion to view its details

• Add a new Promotion

• Search for any promotion.

• Switch between the Week, Month, and Year view of the calendar based on the need.

Promotion Builder

The Promotion lightening builder is used to build out the content of the promotions using user-friendly UI elements such as tables and questionnaires.

The following steps can be used to build out the Promotion Content:

1. Add a new step.

   1. Add Products/Questionnaires/Tables.

Tactic Creation

The Promotion builder also contains a tactic builder component that can be used to build different types of Promotion tactics. For example, the step builder addon component can be used to fetch Promotion tactics' IDs and display them in a table.