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Promotion reach through Promotion Channel

Key Takeaway

The Promotion Channel object defines a promotion's reach: each Promotion Channel record links the promotion to one retail store, one store group, or one account where it runs.

A promotion in Agentforce Consumer Goods needs a target, called its reach: the stores or customers where it runs. You define reach with the Promotion Channel object, which links a promotion record to a retail store, a store group, or an account. Reach is one of two dimensions of a promotion. The other dimension, level, says what is promoted.

Level and reach

A promotion has two separate dimensions. Level says what is promoted. Reach says where the promotion runs. Each dimension uses its own objects.

LevelReach
What it saysWhat is promotedWhere the promotion runs
OptionsNone, Product, or CategoryA retail store, a store group, or an account
ObjectPromotion Product (Product level), Promotion Product Category (Category level)Promotion Channel

On the promotion's "Related" tab, the two dimensions sit side by side. The "Promotion Products" related list holds what is promoted. The "Promotion Channels" related list holds where the promotion runs.

Reach always goes through Promotion Channel, whatever the level is. So a promotion that isn't tied to any product still needs a channel. For example, a free asset installation promotion gets its reach when you associate it with a store group through the "Promotion Channels" related list.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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