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Set Up Trade Promotion Management
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            Assign Colors for New Picklist Values

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            3. Set up and Maintain Trade Promotion Management

            Assign Colors for New Picklist Values

            After you add picklist values and define colors for picklist value sets, assign colors to the picklist values. You can also edit the colors assigned to an existing picklist value. If you delete any phases, make sure to also delete the color assignments associated with those phases. You can have only one phase picklist value for a sales org.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud Trade Promotion Management enabled
            User Permissions Needed
            To add an attribute to a promotion: Admin
            To add the new attribute to the Promotion UI: Admin
            To add new colors to the Color Codes Set: Admin
            To assign colors to each value of the new attribute: Admin
            To open and view Trade Calendar: Account Manager
            1. From Setup, in the Quick Find box, enter Custom Code, and then click Custom Code.
            2. Click Custom Settings.
            3. For Color Schema, click Manage.
            4. To add an entry for a picklist value, click New.
            5. Enter a name.
            6. Enter the color code in RGB format.
            7. In Field Name, enter Phase__c.
            8. Enter a sales org.
            9. Enter the required color transparency and the value that’s shown in the Trade Calender color legend.
              Changes in transparency might make the same color appear different.

            To test the changes, open a promotion, change the phase, and save. If you change the color for an existing entry, update all existing promotions. You can update promotions either by opening the promotions in Trade Calendar or by running the promotion calculation batch process.

             
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