Promotions Managed Package Details

The Pitcher Promotions Managed Package allows the management of promotions in Salesforce for use in Pitcher applications. Let us see the contents and the configuration of the latest Pitcher Promotions Managed Package.

Package Components

A Package Component is a basic building block of a Salesforce Managed Package. Check this Salesforce Package-able Components Documentation for different supported components which can be packaged.

Custom Objects

Pitcher’s Promotions Managed Package installs the following custom objects listed below:

Promotion Object

A Promotion (PCH__Promotion__c) object is a template that is defined to contain general promotion details so that it could be applied to Promotional Products. It has a master-child relationship with the Promotion Product object.

Fields and Relationship

Field Label	Field Name	Data Type
Promotion Name	`Name`	Text(80)
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Owner	`OwnerId`	Lookup(User,Group)
Record Type	`RecordTypeId`	Record Type
Account	`PCH__Account__c`	Lookup(Account)
Allocation	`PCH__Allocation__c`	Picklist
Allocation Logic	`PCH__Allocation_Logic__c`	Picklist
Currency	`CurrencyIsoCode`	Picklist
Description	`PCH__Description__c`	Long Text Area(4000)
End (Planned)	`PCH__End_Planned__c`	Date
External ID	`PCH__External_ID__c`	Text(255) (External ID) (Unique Case Sensitive)
Process ID	`PCH__Process_ID__c`	Text(255) (External ID)
Promotion (Template)	`PCH__Promotion_Template__c`	Lookup(Promotion)
Promotion ID	`PCH__Promotion_ID__c`	Auto Number (External ID)
Start (Planned)	`PCH__Start_Planned__c`	Date
Technical Status	`PCH__Technical_Status__c`	Picklist
Template	`PCH__Template__c`	Checkbox
Type	`PCH__Type__c`	Picklist
Unique ID	`PCH__Unique_ID__c`	Text(255) (External ID) (Unique Case Insensitive)

Resources

Component Name	Component Type
Segment Promotion	Record Type
Account Promotion	Record Type
Promotion Builder Layout	Page Layout
Promotion Layout	Page Layout
Account Promotion Layout	Page Layout
All	List View
Promotion (Templates)	List View
Deep Clone	Custom Link within Salesforce

Promotion Product Object

The Promotion Product (PCH__Promotion_Product__c) object contains details of a product that is specifically created for promotional purposes.

Fields and Relationship

Field Label	Field Name	Data Type
Product Name	`Name`	Text(80)
Created By	`CreatedById`	Lookup(User)
Last Modified By	`LastModifiedById`	Lookup(User)
Active	`PCH__Active__c`	Checkbox
Price (Promotion)	`PCH__Price_Promotion__c`	Currency(16, 2)
Price (RRP)	`PCH__Price_RRP__c`	Formula (Currency)
Product	`PCH__Product__c`	Lookup(Product)
Promotion	`PCH__Promotion__c`	Master-Detail(Promotion)
Promotion Name	`PCH__Promotion_Name__c`	Formula (Text)
Sequence	`PCH__Sequence__c`	Number(18, 0)

Resources

Component Name	Component Type
Promotion Product Layout	Page Layout

Custom Fields & Resources

The Pitcher Promotion Managed Package extends many custom fields to the following standard or custom SFDC objects as listed below:

Allocation

These are the fields and resources which have been extended to this package -

Fields and Relationship

Field Label	Field Name	Data Type
Promotion (Template)	`PCH__Promotion_Template__c`	Lookup(`Promotion__c`)

Resources

Component Name	Component Type
`Promotion_Allocation`	Record Type

Tactic

Pitcher Promotion Managed Package installs the following components within other standard or custom objects to link records:

Fields and Relationship

Field Label	Field Name	Data Type
Promotion	`PCH__Promotion__c`	Lookup(`Promotion__c`)

Resources

Component Name	Component Type
Promotion Tactic Layout	Page Layout

Custom Label

Custom Labels are used for language translation. There are the custom labels defined by the managed package:

Full Name	Value
`PromoCal_AddNew`	Add New
`PromoCal_Cancel`	Cancel
`PromoCal_ClearFilters`	Clear Filters
`PromoCal_Confirm`	Confirm
`PromoCal_Date`	Date
`PromoCal_DetailsHeader`	Promotion Details
`PromoCal_Filters`	Filters
`PromoCal_GoToRecord`	Go to Record
`PromoCal_GroupBy`	Group by
`PromoCal_GroupBy_NoValue`	(No Value)
`PromoCal_Header`	Promotion Calendar
`PromoCal_Month`	Month
`PromoCal_Next`	Next
`PromoCal_None`	None
`PromoCal_NoResults`	No Results
`PromoCal_Previous`	Previous
`PromoCal_Products`	Products
`PromoCal_SearchPlaceholder`	Search...
`PromoCal_Tactics`	Tactics
`PromoCal_Today`	Today
`PromoCal_Type`	Type
`PromoCal_View`	View
`PromoCal_Week`	Week
`PromoCal_Year`	Year

Lightning Web Components (LWC)

Lightening Web Components (LWC) are customizable and reusable building blocks of the user interface (similar to Aura components, but using newer technology)

Name	Type
`promoCalendar`	The calendar component allows users to quickly browse through weeks/months/years and check what promotions have been planned. The view can be filtered and the records may be edited or created.
`promoCalendarItem`	Single promotion item that is displayed in `promoCalendar` component.

Custom Tabs

The Promotions Managed Package installs two custom tabs.

Promotion - This tab appears when a user with operations permission tries to access the Promotions app on Salesforce.

Promotion Planning - This tab appears when a user with operations permission tries to access the Promotions Planning app to work on the Promotion Calendar on Salesforce.

Any custom additional permission sets can also be used to determine access to these tabs.

Apex Classes

Pitcher’s Promotions Package installs the following Apex Classes that are used for the proper functioning and execution of the promotions:

EXT_PromotionBuilder_CTL
EXT_PromotionBuilderActions
PromoCalendarController
SCH_PromotionAllocationBatchScheduler

Custom Metadata

Pitcher Promotions Managed Package installs the following custom metadata components:

Apex Managed Sharing Setting

The custom metadata of APEX Managed Sharing Settings (Apex_Managed_Sharing_Setting__mdt) is used to determine the configurations for APEX sharing for certain objects. For more information, see https://pitcher-ag.atlassian.net/wiki/spaces/APPS/pages/247399283/Apps+Managed+Package+Details#APEX-Managed-Sharing-Settings.

Pitcher Promotions Managed Package installs the following APEX Managed Sharing Settings records to make use of the APEX sharing process within this package:

Managed Metadata Records

Name	Field Values
`Promotion`	Active = `true` Object = `PCH__Promotion__c` Sharing Lookup (Field) = `PCH__Account__c` Delta Sync: Last Modified = `YESTERDAY` Full Sync: Date Filter = `CreatedDate` Full Sync: Date Filter (Period) = `LAST_30_MINS` Condition (Where Clause) = `<Blank>` Batch Size = `<Blank>` Access Level = `<Blank>`

Lightning Builder Related Custom Metadata

All these custom metadata types are used to configure the Lightning Builder. For more information, see https://pitcher-ag.atlassian.net/wiki/spaces/APPS/pages/247399283/Apps+Managed+Package+Details#APEX-Managed-Sharing-Settings.

Metadata Records

Name	Parent Custom Metadata Type Record Name	Custom Metadata Type
Promotion Builder	-	`Lightning_Builder__mdt`
`PCH__Promotion__c`	Promotion Builder	`Lightning_Builder_Type__mdt`
Promotion Details	Promotion Builder	`Lightning_Builder_Item__mdt`
Promotion Product Selection	Promotion Builder	`Lightning_Builder_Item__mdt`
Promotion Product Details	Promotion Builder	`Lightning_Builder_Item__mdt`
Promotion Allocation	Promotion Builder	`Lightning_Builder_Item__mdt`
Promotion Actions	Promotion Builder	`Lightning_Builder_Item__mdt`
Promotion Detail Tech Status Autofill	Promotion Details	`Lightning_Builder_Table_Item__mdt`
Promotion Detail Template Autofill	Promotion Details	`Lightning_Builder_Table_Item__mdt`
Promotion Selection Table IsActive	Promotion Product Selection	`Lightning_Builder_Table_Item__mdt`
Promotion Selection Table Product ID	Promotion Product Selection	`Lightning_Builder_Table_Item__mdt`
Promotion Selection Table Category	Promotion Product Selection	`Lightning_Builder_Table_Item__mdt`
Promotion Selection Table Product Type	Promotion Product Selection	`Lightning_Builder_Table_Item__mdt`
Promotion Selection Table Product Name	Promotion Product Selection	`Lightning_Builder_Table_Item__mdt`
Promotion Product Detail Product Name	Promotion Product Details	`Lightning_Builder_Table_Item__mdt`
Promotion Product Detail Product ID	Promotion Product Details	`Lightning_Builder_Table_Item__mdt`
Promotion Product Detail Promotion Price	Promotion Product Details	`Lightning_Builder_Table_Item__mdt`
Promotion Product Detail Sequence	Promotion Product Details	`Lightning_Builder_Table_Item__mdt`
Promotion Account Single	Promotion Allocation	`Lightning_Builder_Allocation_Item__mdt`
Promotion Account Hierarchy	Promotion Allocation	`Lightning_Builder_Allocation_Item__mdt`
Promotion Segment Attribute (Account)	Promotion Allocation	`Lightning_Builder_Allocation_Item__mdt`
Promotion Segment Tag	Promotion Allocation	`Lightning_Builder_Allocation_Item__mdt`

Permission Sets

Pitcher Promotions Managed Package installs the following permission sets that are used to provide users with suitable access to the Pitcher application:

PITCHER-Promotion Operations permission set is used to set permissions for administrators for back-end (Salesforce) users.
PITCHER-Promotion Rep permission set is used to set permissions for front-end users.

Operations users are assumed to be managing content for the field team and Reps are the regular users in the field using Pitcher.

Package Installation

To learn how to install this package and the post-installation steps, see Installing the Promotions Managed Package