Customize the Promotion Transfer Process

To modify the promotion details being transferred, create a callable Apex class as a customization hook.

Log in to your Salesforce org, and go to Developer Console.
Create a global Apex class that implements the System.Callable interface.

Override the global call method that has these parameters.

action: String. The behavior for the method to exhibit.
params: Map<String,Object>. Arguments to be used by the specified action. The object is of type List<RE_PromotionTransfer>. The RE_PromotionTransfer class exposes methods to access the promotion. For a list of all the exposed methods, see RE_PromotionTransfer Class Reference.

Here’s the Apex class structure.

1global class <Your Callable APEX Class> implements System.Callable {
2
3    global Object call(String action, Map<String, Object> params) {
4        // Get the RE_PromotionTransfer instances from the arguments
5        List<cgcloud.RE_PromotionTransfer> promotionTransferWrapper = (List<cgcloud.RE_PromotionTransfer>) params.get('promotionTransfer');
6        // Your custom logic goes here
7        return promotionTransferWrapper;
8    }
9}

To modify the promotion fields, use the methods exposed by the RE_PromotionTransfer class.

Add your customizations in the Apex class to:

Create promotion records.
Modify and delete existing promotion records.

Here’s a sample Apex class that adds a new promotion sObject record during the promotion save process.

1global class PromotionTransferSaveCust implements System.Callable {
2    global Object call(String action, Map < String, Object > params) {
3        // Get the List of RE_PromotionTransfer instances
4        List < cgcloud.RE_PromotionTransfer > promotionTransferWrapperList = (List < cgcloud.RE_PromotionTransfer > ) params.get('promotionTransfer');
5        //Get the first Promotion Record from the wrapper
6        cgcloud__Promotion__c record = (cgcloud__Promotion__c) promotionTransferWrapper[0].getPromotion().getRecord();
7
8        List < cgcloud__Promotion__c > promotionList = new List < cgcloud__Promotion__c > ();
9
10        for (Integer count = 0; count < 1; count++) {
11            cgcloud__Promotion__c newPromotion = new cgcloud__Promotion__c();
12            newPromotion.cgcloud__Slogan_Language_1__c = record.cgcloud__Slogan_Language_1__c + count;
13            promotionList.add(newPromotion);
14            newPromotion.cgcloud__Promotion_Template__c = 'a2X8D0000003NHQUA2'; //Update the new promotion with the target Promotion Template
15            newPromotion.cgcloud__Date_From__c = Date.newInstance(2023, 9, 9);
16            newPromotion.cgcloud__Date_Thru__c = Date.newInstance(2023, 9, 12);
17            newPromotion.RecordTypeId = '0128D000002MRKEQA4'; //Update the new promotion with the correct Record Type ID
18            promotionTransferWrapper.add(new cgcloud.RE_PromotionTransfer(newPromotion));
19        }
20        return promotionTransferWrapper;
21    }
22}

For use cases related to the promotion and tactic transfer process customization, see Promotion and Tactic Transfer Customization Use Cases.

From Setup, in the Quick Find box, enter Custom Metadata Types, and then expand Custom Metadata Types.
On the CGCloud Process Customization row, click Manage Records.
Click New, fill in these details, and then save your work.
- Label: RE_Promotion_Transfer_Save
- DeveloperName: RE_Promotion_Transfer_Save
- Class: <Your Callable APEX Class>
- Method: save
- Enabled: Select the checkbox.

The Apex customization hook is enabled. When a planned promotion is saved in TPM, the call method modifies the existing promotion. Or it adds a promotion record based on your custom logic before transferring it to RE, where the promotion becomes sellable.

The transfer of custom attributes is supported only for advanced promotion, tactic, and tactic product objects.

Note

Consumer Goods Cloud Developer Guide

Customize the Promotion Transfer Process