Tying a promotion to in-store locations and store products
Key Takeaway
A promotion channel ties a promotion to where it runs. A Store Product record on an In-Store Location ties a product directly to that spot in the retail store, so the promoted product sits there.
In Agentforce Consumer Goods, a promotion record describes a deal or activity, such as a product display or a seasonal sale. To make a promotion usable in the field, you tie it to where it runs and to the products stocked at the right spot in the store. These links give field reps the context they need to audit promotions and check compliance in the store.
The Promotion record
The "Details" tab of a promotion holds general fields: "Name", "Description", "Category", "Method", "Level", and "Active". For example, a cereal display promotion uses Category "Sales Promotion", Method "Display and Exhibition", and Level "Product".
A promotion can target a specific product or a product category. A promotion can also be generic, such as free display shelf installation in all stores of a chain.
You set the products a promotion covers on the Promotion record's "Related" tab. Use the "Promotion Products" related list for specific products. Use the "Promotion Product Categories" related list for product categories.