Promotion
This section provides information about promotion..
loadPromotionDefaults2
- Description: Loads promotion values. If the Input Id matches and existing promotion by Id or by External Id, the Promotion will be loaded. If not, a new promotion will be created.
- Classname: Promotion2BoApiCoreWorkflowSteps
- Method: loadPromotionDefaults
Property | Description | Required or Optional |
---|---|---|
.Id | SFDC Id or External Id for the Promotion. | Optional |
.PromotionTemplate | Promotion Template Name or SFDC Id of the Promotion Template | Required |
setPromotionAnchor2
- Description: Sets the Promotion Anchor (Account, Account Set or null) depending on the template
- Classname: Promotion2BoApiCoreWorkflowSteps
- Method: setPromotionAnchor
Property | Description | Required or Optional |
---|---|---|
.AnchorAccount | SFDC Id or External Id for the customer. | Optional |
.AnchorAccountSet | SFDC Id or Name for the customer set. | Optional |
setPromotionDates2
- Description: Sets the dates (from/thru, commit, placement, order, delivery for a promotion)
- Classname: Promotion2BoApiCoreWorkflowSteps
- Method: setPromotionDates
Property | Description | Required or Optional |
---|---|---|
.DateFrom | Start date. | Optional |
.DateThru | Start and end date. | Optional |
.CommitDate | Commit date. | Optional |
.PlacementDateFrom | Placement start date. | Optional |
.PlacementDateThru | Placement start and end date. | Optional |
.OrderDateFrom | Order start date. | Optional |
.OrderDateThru | Order start and end date. | Optional |
.DeliveryDateFrom | Delivery start date. | Optional |
.DeliveryDateThru | Delivery start and end date. | Optional |
This workflow step sets the dates for a promotion. It maps the following Simple Promotion JSON properties to their equivalents on the Promotion Object.
DateFrom => Date_From__c
DateThru => Date_Thru__c
CommitDate => Commit_Date__c
PlacementDateFrom => Placement_Date_From__c
PlacementDateThru => Placement_Date_Thru__c
OrderDateFrom => Order_Date_From__c
OrderDateThru => Order_Date_Thru__c
DeliveryDateFrom => Delivery_Date_From__c
DeliveryDateThru => Delivery_Date_Thru__c
It has 2 different cases:
- On New Promotion
- DateFrom and DateThru are required. If they're missing, raise an exception.
- If any of the other properties is missing, the value from it's equivalent in the DateFrom/DateThru will be used instead
- On Update Promotion
- If any of the other properties is not provided, the original value remains untouched.
applyPromotionDateHandling2
- Description: Applies automatic date handling rules to new promotions. must be executed after setPromotionDates rule.
- Classname: Promotion2BoApiCoreWorkflowSteps
- Method: applyPromotionDateHandling
This rule must run after setPromotionDates rule.
setPromotionCategories2
- Description: Sets the promotion categories.
- Classname: Promotion2BoApiCoreWorkflowSteps
- Method: setPromotionCategories
setPromotionSubAccounts2
- Description: Sets the promotion default sub accounts.
- Classname: Promotion2BoApiCoreWorkflowSteps
- Method: setPromotionSubAccounts
This workflow step sets the Sub Account information for the promotion. On a new Promotion, it checks for the Sub_Accounts_Enabled__c flag of the template. If set, set the SubAccounts selection using the methods of the Promotion Factory class:
setPromotionParticipatingCustomers2
- Description: Sets the promotion default participating customers list.
- Classname: Promotion2BoApiCoreWorkflowSteps
- Method: setPromotionParticipatingCustomers
This workflow step sets the Participating Customer information for the promotion. On a new Promotion, it checks for the Is_Pushable__c flag of the template.