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Set Up Trade Promotion Management
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            Promotion Sharing

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            3. Set up and Maintain Trade Promotion Management

            Promotion Sharing

            With the general object-level security on the Promotion object, users with certain roles can access all the promotions and associated products. The promotion sharing feature, via APEX classes and triggers, gives a declarative approach to determine the promotion records shared with a user and the product categories available for a user while adding, editing, or updating the promotion products.

            Required Editions

            Available in: Lightning Experience

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

            The system allows only the users with a valid Read or Read or Write permission assigned via sharing rules to access promotions and sensitive information linked to the promotions.

            The promotion sharing feature is provided as an add-on outside the managed package.

            • Determine the User or User Group with Access to Product Categories
              You can specify whether a user or user group has Read or Read and Write access to a product category through the Product Managers and Managed Product related lists of the Product and User Settings objects, respectively. The system stores the relations between the users and products in the Product Category Share object.
            • Determine the Promotion Categories Assigned to the Promotion
              The system considers the Promotion Access Definition Policy of the sales org and the promotion’s anchor customer or anchor customer set to determine the promotions that a user can access.
            • Determine the User or User Group with Access to Promotion Categories
              The Product Category Share object is used in combination with the Promotion Product Share object to determine the categories that the user has access to in a promotion.
            • Grant Promotion Access to the User or User Group
              A user must have Read access to at least one associated category to view the promotion, and Read or Write access to all associated categories to edit the promotion. The promotion sharing feature uses the sharing rules via triggers and APEX classes to determine the promotions that can be accessed by a user.
            • Technical Background
              This section provides details on the technicalities involved in implementing the promotion sharing feature.
            • Install the Promotion Sharing Add-On
              The system activates the promotion sharing feature automatically after the promotion sharing metadata is successfully deployed in the org.
             
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