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Set Up Trade Promotion Management
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            Sub Accounts Cards

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

            Sub Accounts Cards

            You can make the sub accounts card for a promotion available in the UI by enabling sub account planning for the promotion. A sub accounts card shows the sub accounts that you added to an account before saving a promotion and are valid on the date of the promotion.

            Required Editions

            Available in: Lightning Experience

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

            If you change the sub accounts of an account after saving a promotion, the sub account list doesn’t change for the promotion.

            If a promotion is in edit mode, you can exclude a sub account and edit the defined account-sub account % of volume from the sub account card.

             
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