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Set Up Trade Promotion Management
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            Master Data

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            Master Data

            Master Data includes data related to accounts, products, assortments, and users. Use Master Data to collect, aggregate, and distribute data consistently across business processes, such as promotions, tactics, funds, and claims.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            Objects in Master Data store information about:

            • Accounts, account hierarchy (trade org hierarchy), account relationships, and account receivables.
            • Product hierarchies, product managers, units of measure, product parts, and listing modules.
            • Templates to create accounts, products, tactics, funds, and claims.
            • Account users, user roles, and user substitution.
            • Multimarket business segmentation using sales orgs—Master Data is unique for each sales org.
            • Segmentation of manufacturer’s business based on org units and org unit hierarchy.

            You can segment Master Data by geography, product division, or account team by using sales orgs. Use the Consumer Goods (CG) Cloud sales orgs to manage multiple markets in one Salesforce org. For example, your company operates in multiple European countries. You have multiple retail channels, slightly different products, and substantially different go-to-market strategy and business processes for each country. Use the sales orgs in two ways: either create a Salesforce Org and CG Cloud Sales Org for every country, or create one Salesforce Org for Europe and separate CG Cloud Sales Orgs for each country.

             
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