I am in CPG trade promotion management. Each account needs to have a product assortment. There is no easy way to do this except manually. We can't copy assortment or have multiple customers assign to one assortment. This is so time consuming and if there is a change we have to go to each one to add or remove a product. Do you have any suggestions to automate this process. We are in a world where everything is automated. I can't believe that Saleforce has not automated this process. What am I missing?
- This is a common pain point in Salesforce Consumer Goods Cloud.
1. Use Data Loader / Bulk API- Export one “template” assortment and reuse it.
Update the AccountId and load it again for multiple customers. Good for initial setup or mass updates.
2. Use Flow for automation
- Trigger: when Account is created/updated , Fetch template assortment
- Create related assortment records automatically This handles ongoing automation.
