Copying and deleting promotions
Key Takeaway
A deletion lock sticks: after a promotion enters a phase listed in the TPM_Promotion_Lock_Status setting, users can't delete it, even after it moves to a phase that isn't listed.
In Agentforce Consumer Goods, you can copy an existing promotion to reuse a successful one or to start a new one from it. You can also delete a promotion you no longer need. Copying creates a new promotion in the planning phase. Deleting removes the promotion permanently, so a deletion lock stops users from removing promotions in certain phases.
How to copy a promotion
- From the "App Launcher", open "Advanced Promotions".
- Select the promotion you want to copy.
- Click "Copy".
- Enter a slogan.
- Select an in-store date.
- In the "Anchor Customer" field, select the customer for the new promotion.
- Click "Save". To create the promotion and change its settings right away, click "Save & Edit" instead.
You can copy a promotion for the same customer or for a different customer under the same sales org. To create a copy for a different customer, change the Anchor Customer field in step 6.