Promotion levels in retail execution
Key Takeaway
A promotion's Level decides where its links are stored. Level set to Product uses the Promotion Product object, and Level set to Category uses the Promotion Product Category object.
In Agentforce Consumer Goods, every promotion has a Level that says what the promotion is about: a whole product category, specific products, or nothing product-related at all. The level decides which object links the promotion to what it promotes. Each level also comes with its own kind of promotion check, which field reps run in stores.
The three promotion levels
Every promotion has a Level that says what the promotion is about. You set the level in the "Level" field when you create a Promotion record. To create one, open the App Launcher, open "Promotions", and click "New".
You can run promotions at three levels: product category, individual product, and general. The Level choices are Product, Product Category, and None. A general promotion has its Level set to None because it has no product or product category context.
| Level | Use it for | Example |
|---|---|---|
| Product category | Promotions that run across a whole product category | A 50% discount on all beverages in all stores, to clear stock before winter |
| Product | Promotions on specific products | Free samples of a new ice cream flavor in specific stores, to drive adoption and get early feedback |
| General | Promotions with no product or product category context | $10 coupons on purchases above $150 in all stores in a store group |