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Set Up Trade Promotion Management
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            Create a Sales Organization

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

            Create a Sales Organization

            Use a sales organization to segment your data according to geography, product division, or account team. For example, you can create a sales organization for each country that you do business in and define the details, such as currency, language, and products.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create sales organizations: CGCloud Business Admin
            1. From the App Launcher, find and select Sales Organization.
            2. Click New.
            3. Select a sales org value, and enter a name for the new sales organization that matches the value.
            4. Select the currency, the cluster that sales organizations belongs to, and the distance unit to be used for the sales organization.
            5. Enter a communication address.
            6. Select the languages to include.
            7. Enter descriptions in languages that you’ve configured for the sales organization.
            8. Under Payment Information, enter the bank details and tax and legal information.
            9. Under General Settings, configure the product information and calendar.
              1. Select whether to enable the Hyperforce or Google Cloud Platform (GCP) substrate for your Sales organization.
                If you enable the GCP substrate in your sales org, the change can’t be reversed.
              2. Select whether to use a time-dependent or global account product list for promotion and account planning.
              3. Select the reference date to display in the product hierarchy in the account plan view.
                If you select Dynamic, the Product Hierarchy Reference Date filter is shown. If you select Start Date, the date added in the Date From field is shown.
            10. Under the Promotion Settings section,
              1. Specify how a sales organization user or user group can access promotions.
                If you select Independent Anchors, you can define users’ access rights on a per customer or per product category level. If you select Combined Anchors, you can define users’ access rights on a granular account or product category level. For example, a user manages the Beverages and Snacks categories for Account 1 and Account 2. In this scenario, select Independent Anchors. But if a user manages only Account 1-Snacks and Account 2-Beverages, select Combined Anchors.
              2. Select the level of the product hierarchy that is displayed in the promotion navigation tree.
              3. If you want to automatically assign tactic funds, select Enable Tactic Auto Fund Assignment and select the template to use if a fund template isn’t configured at the tactic level.
              4. If you want to create conditions for tactics within the sales organization, select Enable Tactic Condition Creation.
              5. To automatically add parent accounts’ promotions to child accounts, select Automatic Promotion Push.
            11. Set up the trade calendar.
              1. Select the color schemas to apply to promotions in the trade calendar.
              2. Select the promotion phases to show in the trade calendar and account plan views.
              3. Add products to your trade calendar and account plan 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. To show the customer sets filter in the Trade Calendar filter, select Enable Customer Set Search in TC.
              5. To add the subaccounts filter in the Trade Calendar filter, select Enable Sub Account Search in TC.
            12. In the Calculation Settings section,
              1. Select which week in the year to use as the first week for planning.
                If you’re using a custom calendar, leave this field empty.
              2. Select the first day of the week.
              3. To base KPI distribution on the customer and category, select Enable Customer Category Profile.
              4. To allow writeback for the subperiod, select Enable Subperiod Writeback.
              5. To use KPI subsets for optimized loading in promotion and account plans, select Enable Subset Load Optimization.
              6. Select a weekday share profile.
            13. In the Customer Business Plan section,
              1. If you want to create customer business plan scenarios, select Enable Customer Business Plan Scenarios.
              2. To show discontinued products in account plan and customer business plan, select Include Discontinued Products.
              3. Warning
                Warning After you’ve selected to include ‌discontinued products, you can’t undo it.
                If you’ve included discontinued products in the previous step, make sure that you enter a lookback period, such that the end dates of the products you want to include are within the lookback period.
                Enter a lookback period of 1 or 2 years. The lookback period goes back from the start of the customer business plan or account plan. It goes back by 380 days for a 1-year period and 760 days for a 2-year period.
            14. In the Calendar Settings section,
              1. Select the first day of the week.
              2. Select the week in the year to use as the first week for planning.
                If you’re using a custom calendar, leave this field blank.
              3. If you’re using custom calendar, select the calendar.
                Select a custom calendar only after you have created custom weeks for up to one year in the past and three years in the future. For example, if you’re in 2024, create custom periods for the years 2023, 2024, 2025, 2026, and 2027.
              4. To activate a business year, select Activate Business Year in the sales organization.
                Don’t edit the Has Activated Business Years option. This option only indicates whether business years are activated in your sales organization.
              5. If you’re using a custom calendar with custom periods for months and quarters, select Enabled in the Custom Period for Months and Quarters dropdown.
                Enable custom periods for months and quarters only after you activate custom calendar. Make sure to do an SF Data Sync and trigger custom calendar extension after you enable custom periods for months and quarters. See Create a Custom Calendar and Extend a Custom Calendar.

                Also, before you enable custom periods for months and quarters, create the custom periods for up to one year in the past and three years in the future. For example, if you’re in 2025, create custom periods for 2024, 2025, 2026,2027, and 2028.

                If you aren’t sure about using a custom calendar with custom periods for months and quarters, leave this field blank. You can enable this option later.

              6. If you’re using custom calendar and want to use custom labels select Enable Custom Period Labels.
                The custom period’s short description appears as custom labels in Trade Calendar, promotion P&L views, volume planning cards, spend planning cards, account plans, customer business plans, and real-time reports.
              7. To manually edit KPIs in customer business plans, promotions, and account plans, select Enabled in the View and Edit for Months and Quarters dropdown.
                Warning
                Warning When the view and edit for months and quarters feature is enabled, the system uses the merge rule to combine values on the sub-period level to week, month, or quarter levels. The time aggregation rule won't be used in this case.
              If you’re not sure which calendar to use, leave optional calendar settings fields blank.
            15. If you have enabled custom periods for months and quarters, check if your custom calendar is still valid select the custom calendar and click Show Status.
            16. To overwrite claims, select Enable Claim Overwrite.
            17. Select the measure codes for the volume and condition tables.
              The system considers the measure codes when updating the Account Product List for planning-level customers for whom the Account Plan Type is set to Plan in the Customer Extensions related list. If the process finds a condition or volume record for a customer and product in the CG Cloud Processing Service tables, it fetches the product ID. The retrieved products and their IDs are added to the customer’s Account Product List.
            18. Select the pricing units.
            19. Save your changes.
            20. From the App Launcher, find and select SF Data Sync.
            21. Sync the sales organization object with the consumer goods cloud processing services.
            22. If you are using a custom calendar or have enabled custom months and quarters, validate your custom calendar.
              1. In the App Launcher, find and select Custom Calendars.
              2. Click the custom calendar.
              3. To verify whether the calendar is valid, click Show Status.

            See Also

             
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