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Set Up Trade Promotion Management
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            Post Upgrade Steps

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            3. Set up and Maintain Trade Promotion Management

            Post Upgrade Steps

            If you’re using the accrual engine with Trade Promotion Management starting Winter ’26, manually configure the page layouts for sales organization and promotion, tactic, and claim templates.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled
            Important
            Important After you upgrade your org to Winter ’26, accruals-related fields are available in your org. Manually add the fields to your page layouts to make them available to your key account managers.
             
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