Salesforce Docs Portal

Create a Promotion Using the Guided Workflow

Draft a promotion with products and categories from your B2B store.

Required Editions

  1. In the navigation sidebar, select a store from the Store dropdown.
  2. Select Promotions, and select how you want to create the promotion.
    • To create a promotion with pre-selected data, select a promotion template.
    • To create your own promotion, click Skip and Create from Scratch.
  3. On the New Promotion page, customize the fields as needed.
    1. Select the audience for your promotion.
      If you select Specific Buyer Groups, search for the buyer groups that you want to add. If you don’t select a buyer group, the promotion applies to all the customers in the store.
    2. For Name, enter the internal name for your promotion.
      To localize the display name, see Translation Workbench.
    3. To activate the promotion as soon as you save it, select Active. The promotion isn’t available in your store until you activate it.
      Alternatively, you can save the promotion and activate it later. To improve performance, activate and prioritize only the promotions that you’re using. You can assign up to 50 manual and 50 automatic promotions to a store and its buyer groups.
    4. (Optional) Select whether to exclude qualifying items from a discount. For example, if you have a “Buy two shirts, get 50% off pants” promotion, the two shirts that qualify for the promotion aren’t discounted.
    5. (Optional) Select whether to make the promotion tiered.
      If you choose to make promotions tiered, you can only add discounts and qualifiers within the promotion tier record page. See Add a Promotion Tier for a B2B Store .
    6. For Display Name, enter the name that customers see in the store on the cart, search, category, and product pages.
      If you don’t enter a display name, customers don’t know what discount they’re receiving.
    7. (Optional) Select whether to apply an approaching discount to the promotion. Select this option to send an alert to customers if their cart is approaching a discount. Set a threshold value on the promotion qualifier for when the message is shown to customers.
      Apply approaching discount alerts to promotions that target shipping, shipping rates, or transactions. Only the total transaction can act as a qualifier for promotions with approaching discount alerts.
    8. (Optional) Enter the terms and conditions.
      To localize the terms and conditions, see Translation Workbench.
    9. Add discounts.

      For the target type, select the type of item that you want to apply the discount to. For the target, choose the specific item. Then select the adjustment type. For multicurrency stores, choose the Currency ISO Code. Enter the numeric value corresponding to the adjustment type that you selected. See  Define a Discount for a B2B Store from Within the Guided Workflow.

    10. (Optional) Add qualifiers.
      For the qualifier type, select the type of item you want to set specific requirements to. Then, choose the quantifier type. Set a value for the qualifier. See  Choose What Qualifies for a Promotion for a B2B Store from Within the Guided Workflow.
    11. (Optional) Add coupons.

      Enter the coupon code and the associated promotion. Set the status to Active. Enter the redemption limit for all buyers and the redemption limit per buyer. Enter the start and end dates. See  Create a Coupon for a B2B Store from Within the Guided Workflow .

    12. Enter a priority number.
      The priority number determines which promotions apply first. The lower the number, the higher the priority. If you don’t enter a priority number, or if two promotions have the same priority, prioritization tiebreaker rules apply. See Prioritizing Promotions.
    13. Select an exclusivity to specify whether the promotion can be combined with other promotions. See Prioritizing Promotions.
    14. To limit the number of times a customer can use the promotion in one cart, enter a value for Maximum Applications Per Cart.
    15. Select a discount order. For example, most expensive or least expensive.
    16. To make sure that discounted items are cheaper than qualifying items, select a discount restriction.
    17. (Optional) Enter the promotion’s start and end dates.
    18. Save your changes.
  4. Verify that the promotion details are correct on the Segments, Tiers, Coupons, Discounts, and Qualifiers tabs.
  5. If you haven’t already activated the promotion, when you’re ready, on the Details tab, click Active.
    When you activate the promotion, it becomes available in your store.

See Also