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Prerequisites

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud Trade Promotion Management enabled.

  • Consumer Goods Cloud Retail Execution and Trade Promotion Management.
  • Salesforce Connected App (for user authentication). See Connected Apps in Salesforce Help.
  • Integration API user with appropriate rights (that is, read files) configured.
  • Ensure to activate Business Years for all the export functions. Export functions are based on the sales org, business year, and data source (e.g. account, promotion).