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Set Up Trade Promotion Management
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            Configure Trade Calendar and Account Plan Views

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            3. Set up and Maintain Trade Promotion Management

            Configure Trade Calendar and Account Plan Views

            For each sales organisation, show relevant promotion phases and product selection options in the trade calendar and account plan views.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, Einstein 1, and Agentforce 1 Editions with Consumer Goods Cloud Trade Promotion Management
            User Permissions Needed
            To create sales organizations: CGCloud Business Admin
            1. From the App Launcher, find and select Sales Organization.
            2. Click a sales organization.
            3. In the Trade Calendar Settings:
              1. Select the promotion phases to show in the trade calendar and account plan views.
              2. Add products to your trade calendar and account plan views by using either the Dynamic or Static method. The Dynamic method automatically adds products based on predefined criteria, while the Static method requires you to manually add a fixed list of products. If you don't select an option, both methods are available.
            4. Save your changes.
            5. From the App Launcher, find and select SF Data Sync.
            6. Select the Sales Organisation object and click Sync.
             
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