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.

1DateFrom => Date_From__c
2DateThru => Date_Thru__c
3CommitDate => Commit_Date__c
4PlacementDateFrom => Placement_Date_From__c
5PlacementDateThru => Placement_Date_Thru__c
6OrderDateFrom => Order_Date_From__c
7OrderDateThru => Order_Date_Thru__c
8DeliveryDateFrom => Delivery_Date_From__c
9DeliveryDateThru => 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.