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Set Up Trade Promotion Management
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            Assign a Product Manager to a Product

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

            Assign a Product Manager to a Product

            A product manager can plan and run promotions for their accounts and products. When filtering products on the trade calendar, a product manager sees only the products and customers that are assigned to them.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To add a product manager: CGCloud Business Admin
            Note
            Note Newly created and activated product managers can't see their assigned categories in the Manage Products filter for existing promotions or promotions created through copy, push, or derive processes.
            1. From the App Launcher, find and select Product, and then select a product.
            2. In the Product Managers related list, click New.
            3. Select the record type, and click Next.
            4. If you selected User, select a user. If you selected User Group, select a user group.
              You can assign a product manager to only a product, or a product and account. For example, you can make Planner A the product manager for beverages for Store A but not the product manager for snacks for the same customer. You can also make Planner B the product manager for snacks for both Store A and Store B.
            5. Select a customer.
              You can assign a product manager for either one customer or for all customers. To make a user or user group the product manager of the product category for all customers in the sales organization, don’t enter a customer. For example, if you define a user as the product manager for beverages and leave the Customer field blank, the user is the product manager for beverages for all customers in the sales organization.
            6. Enter the product manager’s level of access.
            7. Save your changes.
            8. In the Product Managers related list, click Activate.
            9. From the App Launcher, find and select SF Data Sync.
            10. Select Product, Product Hierarchy, and Product Manager and then click Sync.
             
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