Loading
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
            Verify and Configure Metadata

            You are here:

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

            Verify and Configure Metadata

            After deploying the metadata, verify and configure the required metadata in your org. The configuration defines the behavior of your org.

            • Activate Approval Processes
              Streamline the review and approval of records for claims and rate-based funding. Don't directly activate approval process templates; instead, deactivate, clone, and then activate the clone approval processes
            • Activate Flows
              Activate a flow to synchronize the external ID values stored in the account records with those stored in the related account extension records.
             
            Loading
            Salesforce Help | Article