CG Cloud: Setting up a Dynamic Group Assignment

The CT CPG or CT Pharma solution must be installed in your Salesforce instance.

The dynamic group functionality extends the way of working with multiple records, helps to keep these records up-to-date, and provides the dynamic group assignment feature that allows you to add Catalog or Promotion to the Retail Store records.

Create a Dynamic Group with Retail Stores

To create a dynamic group with retail stores, follow the guide depending on the target system:

  1. Add Retail Store as a new group type:

  2. Create a dynamic group:

  3. Set up CT Orders package.

Set up CT Orders package for Dynamic Group Support

Create the following fields with the Lookup record type:

  1. Create a lookup from the Catalog object to the dynamic group object, for example, GroupId__c.

  2. Create a lookup from the Promotion object to the dynamic group object if necessary.

These fields will be used by the CT Orders inner mechanics to provide a dynamic search within the installed target package.

Next, customize Catalog Assignment and Promotion Assignment layouts.

  1. Go to the Settings tab and click New.

  2. In the New Settings window, select Layout Settings record type.

  3. Specify the following:

    • Select a Sales Organization.

    • Object: orders__CatalogAssignment__c.

    • Fields To Display: RetailStoreId__c.

  4. Click Save & New.

  5. In the New Settings window, select Layout Settings record type.

  6. Specify the following:

    • Select a Sales Organization.

    • Object: orders__PromotionAssignment__c.

    • Fields To Display: RetailStoreId__c.

  7. Click Save.

The setup is complete.

Assign a Dynamic Group

To assign a dynamic group, create a new Settings record with the Object Setting record type and specify the referenced objects in Group Object and Group Member Object fields:

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