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            Set Up Promotions in Revenue Cloud for Communications

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            Set Up Promotions in Revenue Cloud for Communications

            Promotions are an effective tool for engaging customers by offering valuable deals at opportune moments. These significantly contribute to boosting product sales and increasing business revenue. By enabling businesses to differentiate themselves from competitors, attract new customers, and drive sales, promotions foster growth. Also, provide the flexibility to craft suitable benefits of discounts for diverse customer segments at the right time.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud for Communications
            User Permissions Needed
            To create a rule library: Context Service Admin permission set
            To update pricing procedures: Salesforce Pricing Design Time User
            To modify product configurator flows: Product Configurator
            To customize context definitions: Context Service Admin
            To turn on promotions: Customize Application
            1. Create a Promotions Rule Library in Revenue Cloud for Communications.
            2. Configure Your Pricing Procedure for Promotions in Revenue Cloud for Communications.
            3. Modify Configurator Flows to Show Promotions in Revenue Cloud for Communications.
            4. To configure promotions for specific sales channels.
              1. Create a Custom Field in the Account object to Store Channels.
              2. Map the Custom Field in Sales Transaction Context Definition to view promotions on Transaction Line Editor and Configurator.
              3. Map the Custom Field in Product Discovery Context Definition to view promotions in the Browse Catalog window.
              4. Enable Channels.
            5. Show Promotions Based on Transaction Currency.
            6. Turn on Promotions in Revenue Cloud for Communications.

            See Also

             
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