Salesforce supports Promotion Checks at three defined levels: General Promotion, Individual Product, and Product Category. These levels determine the commercial context against which a field representative performs the promotional compliance assessment.
A Product Category-level Promotion Check is appropriate when the promotion applies across a category of products. For example, an organization may discount all beverages or energy bars and assess compliance collectively rather than creating an independent promotion check for each SKU.
An Individual Product-level Promotion Check is used when a promotion applies to a specific product, such as the launch of a new flavor or an in-store sampling activity. The field representative evaluates execution specifically for that product.
A General Promotion does not require association with a particular product or product category. It is suitable for store-wide activities such as coupons, signage, or general promotional conditions that apply across the outlet.
These three levels allow promotion configuration to match the intended scope while avoiding unnecessary duplication of promotional records and assessment tasks. Salesforce uses the same levels when defining the promotion and when executing the corresponding Promotion Check in the field.
Study Guide Topics:Visit Execution - > Promotion Check - > General Promotion - > Product - > Product Category
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