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Manage Promotions in Multisite

Use promotions to offer precise discounts, influence customer buying decisions, and boost sales. Sales reps can view applicable promotions for products and apply them to quotes and orders during configuration. Reps can apply promotions from the Sales Transaction Line Editor or the Configurator. The price waterfall automatically displays real-time price adjustments that reflect the active discounts.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Energy & Utilities Advanced and Global Promotions Management Basic Add-On
User Permissions Needed
To manage promotions:

Apply Promotions on Sales Transactions

AND

Promotions Viewer

Use promotions to:

  • Browse eligible offers: View promotions that apply to specific products directly on the Catalogs page.
  • Track applied discounts: Check applied promotions on assets to maintain visibility into active customer deals.
  • Manage the product lifecycle: Efficiently coordinate products with promotions during amendments, renewals, and cancellations.

See Also

View Promotions in the Browse Catalog Window

View products and promotions applicable to the product in a catalog. View automatic promotions applied to the product and add products from a catalog to the quote or order record page. After browsing the catalog and selecting a product, you can configure the product or add the product directly to the quote line items or order line items.

Here are some of the considerations for promotions in the Browse Catalogs window.

  • Shows only the promotions for root products.

  • Shows up to 5 eligible promotions for a product. However, there’s no limit on the number of promotions that your product designers can configure or the promotions you can apply.

    To increase this limit to show up to 10 eligible promotions, contact Salesforce Customer Support.

  • By default, promotions is displayed based on the currency of the account selected for a transaction. However, your admin can customize the settings to show promotions based on the transaction currency.
  1. Open the quote or order record.
  2. Click Browse Catalogs, select a catalog, and click Next.
  3. To view the promotions applicable for a category, click View Promotions on the banner.
  4. To view the promotions applicable for a product, click Promotions next to the product.
  5. Click Add to add the product.
    Note
    Note To configure the product, click the The Configurator icon icon.
  6. Save your changes.
    The products are added to the quote line items or order line items.

View and Apply Promotions in Product Configurator

View products and promotions applicable to the product in a configurator. Configure and apply promotions to the product from a configurator on the quote or order record page.

  1. Open the configurator.
    The Product Configurator window shows the number of available promotions.
  2. To view the promotions applicable for a product, click Promotions next to the product.
    For bundled products, the configurator shows only the eligible promotions for the root product. To apply manual promotions to child products, use the side panel on Sales Transaction Line Editor.
  3. Enable the toggle to apply a promotion.
  4. Save your changes.
    The discounts are applied to the product.

Apply Promotion to Quote Line Items or Order Line Items

Apply manual promotions to quote line items or order line items in the Sales Transaction Line Editor so that sales reps can offer discounts on products and services. Sales reps can select the manual promotions they want to apply, while the automatic promotions are auto-applied.

  1. Open the quote or order record.
  2. For quote line items, click the Quote Line Items tab. For order line items, click the Lines tab.
  3. Click a product from the list.
    A side panel opens that shows all the available promotions.
  4. On the Promotions tab, apply the promotions that you want.
    Note
    Note Automatic promotions are applied automatically and can't be removed. You can only apply and remove manual promotions.
  5. Save your changes before applying promotions to other line items.
    The promotions are applied and the prices are updated.

Create Assets from an Order with Promotions

Assets are automatically created upon activation of an order that includes promotions. To view the promotions applied to an asset, go to the Accounts, and select Assets with promotions.

View Promotions Applied to Assets

Sales reps can view promotions applied to the asset from the Promotions tab and the Related Lists tab of an asset.

  1. From the App Launcher, find and select Accounts.
  2. Open an account record.
  3. Click the Assets tab.
  4. To see promotion details from the side panel, click an asset name.
    The Promotions tab shows the list of applied promotions.
  5. To see promotions from the related list, open an asset, and click the Related Lists tab.
    The Asset Action Source Price Adjustment related list shows applied promotions.