Promotion Assignment Layout Setting (1.0)

Set up the Catalog Assignment layout if you want to assign accounts to a promotion on the Product Management tab on the Catalog record page.

To create the Promotion Assignment layout:

  1. Go to Settings and click New.

  2. In the New Settings window, select Layout Setting.

  3. Configure the settings as follows:

    • Enter Participant in the Record Type field.

    • Select a Sales Organization.

    • In the Object field, specify orders__PromotionAssignment__c.

    • In Fields To Display, specify orders__AccountId__c.

  4. Click Save.

The Promotion Assignment layout is set up.

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