Manage and Organize Promotion Budgets

Define campaign and promotion budgets, then reconcile allocated funds against actual spend. Create a budget hierarchy based on your business requirements. For example, nest promotion-specific budgets under a parent campaign-level budget. Use the Salesforce Platform capabilities to reconcile the allocated budgets with actual spend and to control liability.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Loyalty Management - Growth and Loyalty Management - Advanced

How: Create Budget records and link them to promotions and campaigns. To define budget hierarchy, use the Parent Budget field.