Add Files in the Related List for a TPM Promotion

The promotion transfer process transfers any Salesforce files linked in the TPM promotion to the retail promotion. Similar to a TPM promotion, the system creates a link to the content file in the RE promotion.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To view the files in the promotion’s related list: CGCloud Business Admin
  1. From Setup, select Edit Page.
  2. Drag the Related List - Single component to the Add Component(s) Here section.
  3. Select the component, and select Files as a value for the Related List dropdown.
  4. Save your changes.

You can add files to the TPM promotion’s related list. During the promotion transfer, the system transfers the files to the RE promotion.