Loading
Salesforce now sends email only from verified domains. Read More
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Customer Business Plan

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Create a Customer Business Plan

            To change the KPIs of an account plan, create a Customer Business Plan (CBP) for the account and a product category. You can also import CBP records by using Data Loader. However, when you import a CBP, you can get the CBPs without any associated categories.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a customer business plan: CGCloud KAM
            1. From the App Launcher, find and select Customer Business Plan.
            2. Click New.
            3. Select the customer and the category that you want to create the CBP for.
              To modify a CBP or perform calculations, a user requires read and write access to all the categories in the CBP. If the user has only partial access, such as read-only or read and write access to only some categories, they can’t edit the CBP, activate scenarios, or perform calculations in the CBP.
            4. Select the business year.
            5. Enter a description.
            6. Save your changes.
             
            Loading
            Salesforce Help | Article