Sales Folder Key Objects
Manage and publish content to support sales reps during sales pitches by using the Sales Folder objects. You can link a sales folder to a customer or an org unit.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
The image shows the objects that are part of the Sales Folder.
| Object | API Name | Description |
|---|---|---|
| Sales Folder Template | cgcloud__Sales_Folder_Template__c | Template to create a sales folder. |
| Sales Folder | cgcloud__Sales_Folder__c | Details of a sales folder. During sales pitches, you can support sales reps by using the sales folder to manage and publish content. |
| Account | Account | Information on customers with whom you conduct business. An account can be a retailer, distributor, wholesaler, or consumer. |
| Advanced Promotion | cgcloud__Promotion__c | Agreements between a manufacturer and a customer to increase revenue and market share by using temporary price reductions or in-store displays. |
| Org Unit | cgcloud__Org_Unit__c | Smallest units of an organization, such as a department or a branch office. For example, NTO California org unit under Northern Trail Outfitters (NTO) for the org level type, Sales. You can create multiple types of org units within one organization. You can create org units based on physical territories for sales teams or logical org units for service teams. |
| Promotion Sales Folder | cgcloud__Promotion_Sales_Folder__c | Association between the Promotion and the Sales Folder objects. Use this object to link sales folders with promotions. |
| Sales Folder Sell Sheet | cgcloud__Sales_Folder_Sell_Sheet__c | Association between the Sales Folder and the Sell Sheet objects. Use this object to link sell sheets with sales folders. |
| Sell Sheet | cgcloud__Sell_Sheet__c | This object groups attachments in the sales folders. For example, one sell sheet for Halloween with the attachment links for different Halloween videos, one sell sheet with the attachment links for different Christmas pictures, and another sell sheet with attachment links for 4th of July celebration videos. |
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