---
schema_version: "1"
id: efd3a61c38e19df63812d802b345523f4e63d67830baebd91387233231ef4434
title: Promotion Management in Retail Execution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_promotion_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_promotion_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4050992c676561d21351c096ecb0fbe2ca01c2601bfd86f7a7907d06d4f4143
description: Promotions aim at increasing revenue and market share using mechanics such as Temporary Price Reductions (TPR), coupons, or in-store displays. Each promotion can contain multiple tactics—the implementable elements of a promotion—and have a cost. Consumer Goods Cloud app uses special promotions called sellable promotions to manage visits and orders.
products:
  - Consumer Goods
release: "264"
---
# Promotion Management in Retail Execution

Promotions aim at increasing revenue and market share using mechanics such as Temporary Price Reductions (TPR), coupons, or in-store displays. Each promotion can contain multiple tactics—the implementable elements of a promotion—and have a cost. Consumer Goods Cloud app uses special promotions called sellable promotions to manage visits and orders.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

## User Personas in Promotion Management

The user personas involved in managing promotions are:

- HQ Sales Manager: Sets up national, regional, or customer-specific promotions to drive retail execution processes, such as orders
- Sales Supervisor:
    - Ensures that the sales and service teams plan and implement promotional activities
    - Reviews promotions and selling material
    - Defines compliance checks and supporting activities, such as promotion display
    - Reads, creates, edits, deletes, views, and modifies promotions
- Key Account Manager (KAM):
    - Manages promotions
    - Adds tactics to promotions
    - Reads, creates, edits, deletes, views, and modifies promotions
- Business Admin:
    - Manages promotion templates
    - Manages tactic templates
    - Manages promotion expressions
    - Assigns tactic templates to a promotion template
    - Assigns child promotion templates to a promotion template
    - Sets the promotion lock status setting for deletion

## Considerations for Promotions

Here are the considerations for working with promotions:

- One promotion can have up to 1,000 products
- One promotion can have up to 8 reward groups
- One reward can have up to 300 reward products
- One reward group can have up to 8 hurdles
- One reward group can have up to 8 rewards
- One promotion can have up to 40 hurdles

- **[Create a Promotion Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_promotion_template.htm&release=264.0.0&type=5)**  
    Create promotions by using promotion templates. Create one promotion template and reuse the template with multiple promotions. Promotion templates determine the type of promotion a user creates.
- **[Create a Tactic Template](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_tactic_template.htm&release=264.0.0&type=5)**  
    A tactic describes an action or a procedure as a step in the execution of a promotion. Use tactic templates to create tactic types. Display each template with a different user interface to maintain different attributes for different tactic types.
- **[Create a Promotion Expression](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_promotion_expressions.htm&release=264.0.0&type=5)**  
    Promotion expressions and hurdles are used in combination to define parameters and evaluation criteria to be considered for a selectable promotion.
- **[Create a Sellable Promotion](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_sellable_promotions.htm&release=264.0.0&type=5)**  
    Before creating a promotion, evaluate your customer objectives and targets for the specific time period.
- **[Sales Folders in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_sales_folder.htm&release=264.0.0&type=5)**  
    Configure a sales folder to manage and publish core-selling content to support sales reps during sales pitches. You can link a sales folder to
- **[Add Promotion Lock Status](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_promotion_lock_status.htm&release=264.0.0&type=5)**  
    Add the promotion lock status setting to enable your users to delete promotions in any phase.
- **[Configure Promotion Lock Status](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_configure_promotion_lock_status.htm&release=264.0.0&type=5)**  
    When you add the promotion lock status setting, your users can delete promotions in any phase. Customize the setting so that users can’t delete promotions in the phases that you specify.
- **[TPM Promotion Integration with RE](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_tpm_re_promotion_integration.htm&release=264.0.0&type=5)**  
    Run planned Trade Promotion Management (TPM) promotions as sellable promotions in Retail Execution (RE). When a TPM promotion is marked as transferable, the system recreates it as a sellable promotion in RE. Transfer promotions individually through UI triggers or in bulk through a batch process.