If you are a Marketing Manager, you will want to use as much data as you can get to strategize and create an effective and efficient promotion plan that guarantees fulfilling every business requirement. While you are already aware of several strategies to create an effective Incentive, you will use data and information such as:

  • Price dimensions for a promotion
  • Formula fields for lookup objects that you can reference in a promotion
  • Child filters for the formula fields you define
  • Approval workflows for a promotion
  • Groups of promotions
  • Create data roll-up

This data must already be available before you can implement or roll-out your promotion. This section explains how you can access data and then include or reference this data in the Incentives that you create.