Supported Customizations (Beta)

If necessary, customize promotion eligibility and visibility by completing these configurations. Set up channels so designers can show promotions based on sales channels. Customize Product Discovery context definition and flow to show promotions based on transaction currency instead of the account currency.

Important

You can show promotions based on the transaction currency only if you haven’t set up channel-based promotions.

• Set Up Channel-Based Promotions in Agentforce Revenue Management (Beta)
  Complete this optional channel setup if you want pricing designers to define promotion eligibility based on channels. After you complete this setup, Agentforce Revenue Management shows promotions to sales reps, partners, and customers only when they perform transactions from the eligible channels. To set up channels, create a custom field that stores the channel type, and then map the field to your context definitions.
• Show Promotions Based on Transaction Currency in Multicurrency Orgs (Beta)
  Complete this optional setup to show promotions based on the transaction’s currency. By default, when you use multiple currencies in your org, the Browse Catalogs window shows promotions based on the currency of the account associated with the transaction.