Customize the Tactic Transfer Process

To modify the tactic details related to the promotion 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_TacticTransfer>. The RE_TacticTransfer class exposes methods to access the promotion and its tactic or tactic products. For a list of all the exposed methods, see RE_TacticTransfer 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_TacticTransfer instances from the arguments 5 List < cgcloud.RE_TacticTransfer > tacticTransferWrapper = (List < cgcloud.RE_TacticTransfer > ) params.get('tacticTransfer'); 6 // Your custom logic goes here 7 return tacticTransferWrapper; 8 } 9}

To modify the tactic or tactic product fields, use the methods exposed by the RE_TacticTransfer class.

Add your customizations in the Apex class to:

Create additional tactic records.
Modify and delete existing tactic records.

Here’s a sample Apex class that adds additional tactic sObject records to a planned promotion that’s saved.

1global class TacticTransferSaveCust implements System.Callable {
2
3    global Object call(String action, Map < String, Object > params) {
4        // Get the RE_TacticTransfer instances from the arguments
5        List < cgcloud.RE_TacticTransfer > tacticTransferWrapper = (List < cgcloud.RE_TacticTransfer > ) params.get('tacticTransfer');
6        for (Integer count = 0; count < 2; count++) {
7            cgcloud__Tactic__c newTactic = new cgcloud__Tactic__c();
8            newTactic.cgcloud__Tactic_Template__c = 'a3A8D000000RFbnUAG';
9            newTactic.cgcloud__Date_From__c = Date.newInstance(2023, 9, 9);
10            newTactic.cgcloud__Date_Thru__c = Date.newInstance(2023, 9, 12);
11            newTactic.RecordTypeId = '0128D000002MRKIQA4';
12            newTactic.cgcloud__Promotion__c = 'a2Y8D000000g4kZUAQ';
13            tacticTransferWrapper.add(new cgcloud.RE_TacticTransfer(newTactic));
14        }
15        return tacticTransferWrapper;
16    }
17}

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 the following details, and then save your work.
- Label: RE_Tactic_Transfer_Save
- DeveloperName: RE_Tactic_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 tactic or tactic product details related to the promotion based on your custom logic before transferring it to RE.

Consumer Goods Cloud Developer Guide

Customize the Tactic Transfer Process