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Set Up Trade Promotion Management
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            Fixed Funds

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            Fixed Funds

            You can set up fixed funds for a customer, a customer-category combination, or a customer-brand combination. To set up fixed funds, first create a fund template, and then use the template to create funds. Create funds manually or import them using Salesforce Data Loader. To save time and reduce the potential for errors, import funds.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            • Create a Fund Template
              Fund templates determine whether the funds are anchored to a customer or customer-product combination.
            • Create a Fund
              Use a fund template to create a fund. Depending on whether a template is anchored to customer or customer products, create the associated fund for a customer or a customer-product combination.
             
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