Loading
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create and Assign the Custom Permission Set for Custom Fields

            You are here:

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

            Create and Assign the Custom Permission Set for Custom Fields

            If you have enabled push promotions to run entirely in the CG Processing Services, the push process runs as the Promotion Calculation Batch user, and not the user who initiates the push. An administrator must create and assign a permission set to this system user, granting access to any custom fields used in your promotions.

            Required Editions

            User Permissions Needed
            To create and assign permission sets: CGCloud Business Admin

            This task is required only if you have enabled push promotions to run in a dedicated process.

            1. Identify the Custom Fields to Include
              First, find the custom fields that are synchronized during the push promotion process.
              1. From Setup, open Object Manager.
              2. Find and select the Advanced Promotions object.
              3. Click Field Sets.
              4. Click Fields to Sync.
              5. Note the names of all custom fields in the field set.
              6. Repeat this process for the Tactic object.
            2. Create the Permission Set
              1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              2. Click New.
              3. For the label, enter a descriptive name, such as Push Promotion Custom Fields.
              4. Click Save.
            3. Grant Access to the Custom Fields
              1. In the permission set you just created, click Object Settings.
              2. Select the Advanced Promotions object, then click Edit.
              3. Find the custom fields you identified in step 1 and enable Read Access and Edit Access for each.
              4. Click Save.
              5. Repeat this process for the Tactic object.
            4. Assign the Permission Set to the user who is configured to run the Promotion Calculation Batch service in Processing Services Pairing App.
              1. On the Permission Set page, click Manage Assignments, and then click Add Assignments.
              2. Select the Promotion Calculation Batch User. This user is configured in the CG Cloud Processing Services app.
              3. Click Next.
              4. Click Assign.
             
            Loading
            Salesforce Help | Article