--- schema_version: "1" id: f5c46bc0c6de64f523440882ed6fba5710dfe752021500e7b2bca9a1849b2e60 title: cgcloud__Tactic__c collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/retail_api/sforce_api_objects_cgcloud__tactic__c.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_objects_cgcloud__tactic__c.htm source_site: developer.salesforce.com content_type: documentation content_hash: 3413a25dda3f2cbddca31b183afd625aefd5e776b9fe4cf3265b840e5ff728e9 description: Configures the relation between a Promotion and a Tactic. This object is available in API version 54.0 and later. --- # cgcloud\_\_Tactic\_\_c Configures the relation between a Promotion and a Tactic. This object is available in API version 54.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: Most recent date on which a user referenced this record. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: Most recent date on which a user viewed this record. ### Name - **Type**: string - **Properties**: Autonumber, Defaulted on create, Filter, idLookup, Sort - **Description**: Unique identification of the record. ### RecordTypeId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Represents the record type of the record. This is a relationship field. - **Relationship Name**: RecordType - **Relationship Type**: Lookup - **Refers To**: RecordType ### cgcloud\_\_Absolute\_Lift\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Estimated Lift value of the tactic. If the tactic is executed, the Baseline Volume is increased by this volume. ### cgcloud\_\_Aggregation\_Category\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Aggregation category for the tactic under the promotion. ### cgcloud\_\_Amount\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Tactic Cost Amount. ### cgcloud\_\_Anchor\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Anchor of the promotion to which the tactic is related. This is a calculated field. - **Formula**: cgcloud\_\_Promotion\_\_r.cgcloud\_\_Anchor\_Account\_\_r.Name ### cgcloud\_\_Comment\_\_c - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Stores the comment that describes different tactics. ### cgcloud\_\_Compensation\_Model\_\_c - **Type**: picklist - **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update - **Description**: Indicates the compensation model for the tactic execution. - **Default value**: LumpSum - **Possible values**: - LumpSum - PerCase - Percentage - WeeklyLumpSum ### cgcloud\_\_Condition\_Creation\_Incidents\_\_c - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: Information about duplicate condition incidents. This field is available in API version 55.0 and later. ### cgcloud\_\_Condition\_Creation\_Levels\_\_c - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: JSON file which contains a list of effective product levels. This field is available in API version 55.0 and later. ### cgcloud\_\_Condition\_Maintenance\_\_c - **Type**: picklist - **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Defines the action on the conditions that the tactic generates. - **Default value**: initial - **Possible values**: - delete - freeze - initial - upsert ### cgcloud\_\_Create\_Default\_Conditions\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether the system needs to create the default tactic condition creation definitions for the tactics when this tactic is saved in the database. This field is available in API version 55.0 and later. - **Default value**: false ### cgcloud\_\_Custom1\_Date\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Refers to the start of a project-specific time range. ### cgcloud\_\_Custom1\_Date\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Refers to the end of a project-specific time range. ### cgcloud\_\_Custom2\_Date\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Refers to the start of a project-specific time range. ### cgcloud\_\_Custom2\_Date\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Refers to the end of a project-specific time range. ### cgcloud\_\_Date\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Start of a project-specific time range. For example, pre-dip. ### cgcloud\_\_Date\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: End of a project-specific time range. For example, pre-dip. ### cgcloud\_\_Effective\_Brands\_\_c - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: Effective brands of the tactic. The field stores a list of sfIds of effective brands that are calculated from the effective SKUs or LDPs of the tactic. ### cgcloud\_\_Effective\_Categories\_\_c - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: Effective categories of the tactic. The field stores a list of sfIds of effective categories that are calculated from the effective SKUs or LDPs of the tactic. ### cgcloud\_\_ExternalId\_\_c - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update - **Description**: Reference to the promotion ID that the external system uses to import tactic-specific actuals into the offplatform back end. ### cgcloud\_\_Filter\_Criteria\_\_c - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: Text field that stores the .json file that's used to apply product filters. ### cgcloud\_\_Fund\_Template\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Fund Type of the funds that are automatically assigned to the tactic. This is a relationship field. - **Relationship Name**: cgcloud\_\_Fund\_Template\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Fund\_Template\_\_c ### cgcloud\_\_Included\_\_c - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Included in the promotion. - **Default value**: true ### cgcloud\_\_Instore\_Date\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Instore start date of a tactic ### cgcloud\_\_Instore\_Date\_Thru\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Instore end date of a tactic. ### cgcloud\_\_KPI\_Value\_1\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Writeback synchronized KPI 1. ### cgcloud\_\_KPI\_Value\_2\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Writeback synchronized KPI 2. ### cgcloud\_\_KPI\_Value\_3\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Writeback synchronized KPI 3. ### cgcloud\_\_KPI\_Value\_4\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Writeback synchronized KPI 4. ### cgcloud\_\_LE\_Spend\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: LE Spend KPI value that's to be distributed to the associated tactic funds based on the funding percentage. ### cgcloud\_\_Liabilities\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Liability Accrual KPI value that's to be distributed to the associated tactic funds based on the funding percentage. ### cgcloud\_\_Lift\_Type\_\_c - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update - **Description**: Type of lift of the tactic. - **Possible values**: - % - Abs ### cgcloud\_\_Lift\_Value\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Value of the lift type (fixed or percentage value). ### cgcloud\_\_Lift\_\_c - **Type**: percent - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Incremental Lift Factor. ### cgcloud\_\_OI\_Costs\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Link to the tactic in the parent promotion that created this tactic. ### cgcloud\_\_Parent\_Tactic\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Link to the tactic in the parent promotion that created this tactic. This is a relationship field. - **Relationship Name**: cgcloud\_\_Parent\_Tactic\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Tactic\_\_c ### cgcloud\_\_Payment\_Method\_\_c - **Type**: picklist - **Properties**: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update - **Description**: Payment method that a business partner uses to pay the costs due to the tactic execution. - **Default value**: Deduction - **Possible values**: - Check - Deduction - OffInvoice—Off Invoice - OnInvoice—On Invoice ### cgcloud\_\_Pct\_of\_Stores\_\_c - **Type**: percent - **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update - **Description**: Percentage of stores that participate in the tactic. ### cgcloud\_\_Pending\_Amount\_\_c - **Type**: double - **Properties**: Filter, Nillable, Sort - **Description**: Amount that's pending to be paid. This is a calculated field. ### cgcloud\_\_Plan\_Spend\_\_c - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Planned costs of the tactic. ### cgcloud\_\_Promotion\_Description\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Slogan of the promotion to which this tactic is assigned. This is a calculated field. - **Formula**: HYPERLINK("/one/one.app#/sObject/" & cgcloud\_\_Promotion\_\_r.Id & "/view", cgcloud\_\_Promotion\_\_r.cgcloud\_\_Slogan\_\_c) ### cgcloud\_\_Promotion\_Phase\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Phase of the promotion to which this tactic is assigned. This is a calculated field. - **Formula**: TEXT(cgcloud\_\_Promotion\_\_r.cgcloud\_\_Phase\_\_c) ### cgcloud\_\_Promotion\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Sort - **Description**: Reference to the promotion. This is a relationship field. - **Relationship Name**: cgcloud\_\_Promotion\_\_r - **Relationship Type**: Master-detail - **Refers To**: cgcloud\_\_Promotion\_\_c (Master object) ### cgcloud\_\_Record\_Link\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Link to the detail page of the Tactic when accessed from the related list of the Promotion object. This is a calculated field. - **Formula**: HYPERLINK("/" &Id, $Label.cgcloud\_\_record\_link, "\_top") ### cgcloud\_\_Sales\_Org\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Sales org of the tactic. This is a calculated field. - **Formula**: TEXT(cgcloud\_\_Tactic\_Template\_\_r.cgcloud\_\_Sales\_Org\_\_c) ### cgcloud\_\_Scenario\_Participation\_\_c - **Type**: double - **Properties**: Create, Defaulted on create, Filter, Nillable, Sort, Update - **Description**: Indicates the scenarios to which the tactic belongs. ### cgcloud\_\_Shipment\_Date\_From\_\_c - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Shipment start date of a tactic. ### cgcloud\_\_Source\_Tactic\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Identifies the source tactic. This field is a relationship field. - **Relationship Name**: cgcloud\_\_Source\_Tactic\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Tactic\_\_c ### cgcloud\_\_Tactic\_Template\_\_c - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Reference to the tactic template. This is a relationship field. - **Relationship Name**: cgcloud\_\_Tactic\_Template\_\_r - **Relationship Type**: Lookup - **Refers To**: cgcloud\_\_Tactic\_Template\_\_c ### cgcloud\_\_Tactic\_Type\_\_c - **Type**: string - **Properties**: Filter, Nillable, Sort - **Description**: Label of the Tactic Template of this tactic. This is a calculated field. - **Formula**: cgcloud\_\_Tactic\_Template\_\_r.cgcloud\_\_Description\_\_c ### cgcloud\_\_Tier\_Definition\_\_c - **Type**: textarea - **Properties**: Create, Nillable, Update - **Description**: Text field that stores the .json file that's used to define the tiers of the tactic. ### cgcloud\_\_To\_Date\_Paid\_Amount\_\_c - **Type**: double - **Properties**: Filter, Nillable, Sort - **Description**: Total amount paid until the current date. This is a calculated field. ### cgcloud\_\_Total\_Plan\_Spend\_\_c - **Type**: double - **Properties**: Filter, Nillable, Sort - **Description**: Sum of all plan spends of funds. This is a calculated field. ## Associated Objects ### Associated Objects This object has these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later. - **[cgcloud\_\_Tactic\_\_cChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.")**: Change events are available for the object. - **[cgcloud\_\_Tactic\_\_cFeed](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")**: Feed tracking is available for the object. - **[cgcloud\_\_Tactic\_\_cHistory](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")**: History is available for the tracked fields of the object. - **[cgcloud\_\_Tactic\_\_cOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")**: Sharing rules are available for the object. - **[cgcloud\_\_Tactic\_\_cShare](https://developer.salesforce.com/docs/atlas.en-us.retail_api.meta/retail_api/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")**: Sharing is available for the object.