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Set Up Trade Promotion Management

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Create Customer Templates

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Create Customer Templates

A customer template is the blueprint to create customer records. A customer template has reference to a sales organization, and therefore contains the metadata that defines the specifics of a process for the sales organization.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

User Permissions Needed
To create customer templates:	CGCloud Business Admin

From the App Launcher, find and select Customer Templates.
Click New.
Enter a name and description for the template.
Select Active.
Select the roles applicable for the customer.
Select a sales organization.
Select the product hierarchy levels that products are aggregated at in an account plan.
You can configure a maximum of four product levels, and you can't add the lowest level of the product hierarchy as a Product Aggregation level.
Select a KPI set that’s used for defining KPIs in the account plan of a customer.
Save your changes.