Linking Freebie Type Records with a Sales Organization (3.2)

After you created the required Freebie Types, link them to your Sales Organization.

Only one selective and one prioritized Freebie Type records can be simultaneously used for one Sales Organization. The records must not interact with each other because conditions of both types will be applied at once. If you try to link two records of the same Freebie Type to a Sales Organization, you receive an error.

  1. Go to Organization Freebie Type and click New.

  2. Enter the following:

    1. Select your Sales Organization.

    2. Specify the Freebie Type record that you created in Workshop 3.1: Configuring Prioritized Freebie Type.

      link freebie type records with a sales org 2020 07 21

  3. Click Save & New.

  4. Repeat step 2 to link the Freebie Type record that you created in Workshop 3.2: Configuring Selective Freebie Type.

  5. Click Save.

The setup is complete.

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