Choose Which Promotion Fields to Show in a Customer Business Plan

Show only the relevant fields on the Promotions tab to help key account managers focus on the data they need to analyze a promotion or hide the page entirely. The account manager can select a promotion link to go to the promotion’s page. Translate the field labels in any Salesforce-supported language.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, Einstein 1, and Agentforce 1 editions with Consumer Goods Cloud Trade Promotion Management.

How: In the Customer template, select whether to show the Promotion tab. Add or delete fields in the component.