cgcloud__Tactic__c

Configures the relation between a Promotion and a Tactic. This object is available in API version 54.0 and later.

Supported Calls 

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields 

LastReferencedDate 
  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user referenced this record.

LastViewedDate 
  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Most recent date on which a user viewed this record.

Name 
  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Unique identification of the record.

RecordTypeId 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Represents the record type of the record.

    This is a relationship field.

  • Relationship Name: RecordType

  • Relationship Type: Lookup

  • Refers To: RecordType

cgcloud__Absolute_Lift__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Estimated Lift value of the tactic. If the tactic is executed, the Baseline Volume is increased by this volume.

cgcloud__Aggregation_Category__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Aggregation category for the tactic under the promotion.

cgcloud__Amount__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Tactic Cost Amount.

cgcloud__Anchor__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Anchor of the promotion to which the tactic is related.

    This is a calculated field.

  • Formula:

    1cgcloud__Promotion__r.cgcloud__Anchor_Account__r.Name

cgcloud__Comment__c 
  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Stores the comment that describes different tactics.

cgcloud__Compensation_Model__c 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update

  • Description: Indicates the compensation model for the tactic execution.

  • Default value: LumpSum

  • Possible values:

    • LumpSum
    • PerCase
    • Percentage
    • WeeklyLumpSum

cgcloud__Condition_Creation_Incidents__c 

  • Type: textarea

  • Properties: Create, Nillable, Update

  • Description: Information about duplicate condition incidents.

    This field is available in API version 55.0 and later.

cgcloud__Condition_Creation_Levels__c 

  • Type: textarea

  • Properties: Create, Nillable, Update

  • Description: JSON file which contains a list of effective product levels.

    This field is available in API version 55.0 and later.

cgcloud__Condition_Maintenance__c 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Defines the action on the conditions that the tactic generates.

  • Default value: initial

  • Possible values:

    • delete
    • freeze
    • initial
    • upsert

cgcloud__Create_Default_Conditions__c 

  • Type: boolean

  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update

  • Description: Indicates whether the system needs to create the default tactic condition creation definitions for the tactics when this tactic is saved in the database.

    This field is available in API version 55.0 and later.

  • Default value: false

cgcloud__Custom1_Date_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Refers to the start of a project-specific time range.

cgcloud__Custom1_Date_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Refers to the end of a project-specific time range.

cgcloud__Custom2_Date_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Refers to the start of a project-specific time range.

cgcloud__Custom2_Date_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Refers to the end of a project-specific time range.

cgcloud__Date_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Start of a project-specific time range. For example, pre-dip.

cgcloud__Date_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: End of a project-specific time range. For example, pre-dip.

cgcloud__Effective_Brands__c 
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Effective brands of the tactic. The field stores a list of sfIds of effective brands that are calculated from the effective SKUs or LDPs of the tactic.

cgcloud__Effective_Categories__c 
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Effective categories of the tactic. The field stores a list of sfIds of effective categories that are calculated from the effective SKUs or LDPs of the tactic.

cgcloud__ExternalId__c 
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: Reference to the promotion ID that the external system uses to import tactic-specific actuals into the offplatform back end.

cgcloud__Filter_Criteria__c 
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Text field that stores the .json file that’s used to apply product filters.

cgcloud__Fund_Template__c 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Fund Type of the funds that are automatically assigned to the tactic.

    This is a relationship field.

  • Relationship Name: cgcloud__Fund_Template__r

  • Relationship Type: Lookup

  • Refers To: cgcloud__Fund_Template__c

cgcloud__Included__c 
  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Included in the promotion.
  • Default value: true

cgcloud__Instore_Date_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Instore start date of a tactic

cgcloud__Instore_Date_Thru__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Instore end date of a tactic.

cgcloud__KPI_Value_1__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Writeback synchronized KPI 1.

cgcloud__KPI_Value_2__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Writeback synchronized KPI 2.

cgcloud__KPI_Value_3__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Writeback synchronized KPI 3.

cgcloud__KPI_Value_4__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Writeback synchronized KPI 4.

cgcloud__LE_Spend__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: LE Spend KPI value that’s to be distributed to the associated tactic funds based on the funding percentage.

cgcloud__Liabilities__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Liability Accrual KPI value that’s to be distributed to the associated tactic funds based on the funding percentage.

cgcloud__Lift_Type__c 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Type of lift of the tactic.

  • Possible values:

    • %
    • Abs

cgcloud__Lift_Value__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Value of the lift type (fixed or percentage value).

cgcloud__Lift__c 
  • Type: percent
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Incremental Lift Factor.

cgcloud__OI_Costs__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Link to the tactic in the parent promotion that created this tactic.

cgcloud__Parent_Tactic__c 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Link to the tactic in the parent promotion that created this tactic.

    This is a relationship field.

  • Relationship Name: cgcloud__Parent_Tactic__r

  • Relationship Type: Lookup

  • Refers To: cgcloud__Tactic__c

cgcloud__Payment_Method__c 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update

  • Description: Payment method that a business partner uses to pay the costs due to the tactic execution.

  • Default value: Deduction

  • Possible values:

    • Check
    • Deduction
    • OffInvoice—Off Invoice
    • OnInvoice—On Invoice

cgcloud__Pct_of_Stores__c 
  • Type: percent
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Percentage of stores that participate in the tactic.

cgcloud__Pending_Amount__c 

  • Type: double

  • Properties: Filter, Nillable, Sort

  • Description: Amount that’s pending to be paid.

    This is a calculated field.

cgcloud__Plan_Spend__c 
  • Type: double
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Planned costs of the tactic.

cgcloud__Promotion_Description__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Slogan of the promotion to which this tactic is assigned.

    This is a calculated field.

  • Formula:

    1HYPERLINK("/one/one.app#/sObject/" & cgcloud__Promotion__r.Id & "/view", cgcloud__Promotion__r.cgcloud__Slogan__c)

cgcloud__Promotion_Phase__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Phase of the promotion to which this tactic is assigned.

    This is a calculated field.

  • Formula:

    1TEXT(cgcloud__Promotion__r.cgcloud__Phase__c)

cgcloud__Promotion__c 

  • Type: reference

  • Properties: Create, Filter, Group, Sort

  • Description: Reference to the promotion.

    This is a relationship field.

  • Relationship Name: cgcloud__Promotion__r

  • Relationship Type: Master-detail

  • Refers To: cgcloud__Promotion__c (Master object)

cgcloud__Record_Link__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Link to the detail page of the Tactic when accessed from the related list of the Promotion object.

    This is a calculated field.

  • Formula:

    1HYPERLINK("/" &Id, $Label.cgcloud__record_link, "_top")

cgcloud__Sales_Org__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Sales org of the tactic.

    This is a calculated field.

  • Formula:

    1TEXT(cgcloud__Tactic_Template__r.cgcloud__Sales_Org__c)

cgcloud__Scenario_Participation__c 
  • Type: double
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Indicates the scenarios to which the tactic belongs.

cgcloud__Shipment_Date_From__c 
  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Shipment start date of a tactic.

cgcloud__Source_Tactic__c 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Identifies the source tactic.

    This field is a relationship field.

  • Relationship Name: cgcloud__Source_Tactic__r

  • Relationship Type: Lookup

  • Refers To: cgcloud__Tactic__c

cgcloud__Tactic_Template__c 

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description: Reference to the tactic template.

    This is a relationship field.

  • Relationship Name: cgcloud__Tactic_Template__r

  • Relationship Type: Lookup

  • Refers To: cgcloud__Tactic_Template__c

cgcloud__Tactic_Type__c 

  • Type: string

  • Properties: Filter, Nillable, Sort

  • Description: Label of the Tactic Template of this tactic.

    This is a calculated field.

  • Formula:

    1cgcloud__Tactic_Template__r.cgcloud__Description__c

cgcloud__Tier_Definition__c 
  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: Text field that stores the .json file that’s used to define the tiers of the tactic.

cgcloud__To_Date_Paid_Amount__c 

  • Type: double

  • Properties: Filter, Nillable, Sort

  • Description: Total amount paid until the current date.

    This is a calculated field.

cgcloud__Total_Plan_Spend__c 

  • Type: double

  • Properties: Filter, Nillable, Sort

  • Description: Sum of all plan spends of funds.

    This is a calculated field.

Associated Objects 

Associated Objects 

This object has these associated objects. If the API version isn’t specified, they are available in the same API versions as this object. Otherwise, they are available in the specified API version and later.

Get Started with Consumer Goods Cloud
Retail Execution
Trade Promotion Management
Custom Objects for Retail Execution and Trade Promotion Management
cgcloud__Account_Condition__c
cgcloud__Account_Extension__c
cgcloud__Account_Manager__c
cgcloud__Account_Relationship__c
cgcloud__Account_Set__c
cgcloud__Account_Set_Account__c
cgcloud__Account_Set_Manager__c
cgcloud__Account_Template__c
cgcloud__Account_Trade_Org_Hierarchy__c
cgcloud__Account_Org_Unit__c
cgcloud__Batch_Run_Status__c
cgcloud__Batch_Run_Status_Detail__c
cgcloud__CGCPS_Service_Settings__c
cgcloud__Condition_Template__c
cgcloud__Custom_Permission_User_Role_Mapping__c
cgcloud__Flatten_Account_Hierarchy__c
cgcloud__Product_Assortment_Template__c
cgcloud__Product_Category_Share__c
cgcloud__Product_Hierarchy__c
cgcloud__Product_Template__c
cgcloud__Promotion__c
cgcloud__Promotion_Attachment__c
cgcloud__Promotion_Attachment_Link__c
cgcloud__Promotion_Template__c
cgcloud__Promotion_Template_Hierarchy__c
cgcloud__Promotion_Template_Tactic_Template__c
cgcloud__Sales_Organization__c
cgcloud__Sales_Organization_User__c
cgcloud__Segmentation_Rule__c
cgcloud__Segmentation_Rule_Def__c
cgcloud__Segmentation_Rule_Def_Column__c
cgcloud__Segmentation_Rule_Template__c
cgcloud__System_Setting__c
cgcloud__Trigger_Setting__c
cgcloud__Tactic__c
cgcloud__Tactic_Product__c
cgcloud__Tactic_Template__c
cgcloud__Transaction_Log__c
cgcloud__Update_Activation__c
cgcloud__User_Setting__c
cgcloud__Validation_Rules_Setting__c
Standard and Custom Objects for Future Use
API End-of-Life Policy
Previous Versions