Administering Promotional Codes

The following guide details how to create a new promotional code. Note, access to promo codes is restricted by profile and only some users will have access to this functionality.

1. Navigate to the Promo Codes Object

First up, you need to navigate to the promo codes object within Salesforce. To do this, do the following - 

  1. Select the nine dots on the left side of your Salesforce navigation bar
  2. Type 'Promo' in the search bar at the top of the page (where it says Find app or item)
  3. Click on the 'Promo Codes' link

2. Create a new Promo Code

Select 'New' from the top right of the screen. This will provide you will a pop-up to create your new promotional code. Now it is time to fill out your fields - 

  • The Promo Code field is the code itself. This is the code that will be used to elicit the defined discount
  • Type - you have the option to select either % or $. % will elicit a percentage discount and $ will discount a set dollar amount
  • Dependent on what you select for type, you should fill out either the Discount % or Discount $ field
  • The Start Date and End Date fields define for what period the promo code should remain active

Once you are done, simply select 'Save'