Configure advanced promotions

This guide walks through how to configure Advanced Promotions (using the Promotion v2 engine) in Salesforce. It covers how the records fit together, the fields each record needs, and worked examples of the most common scenarios.

For a high-level overview of what Advanced Promotions can do compared with standard Promotions, see About advanced promotions.

How it works

A working Advanced Promotion requires three records — Condition, Reward, and Promotion v2 — joined by a fourth: the Promotion 2 Condition link record. If you skip the link record, the promotion will never fire. For a full breakdown of what each record does, see About advanced promotions.

A single Promotion v2 can have multiple Promotion 2 Condition records, which is how tiered offers work (one tier per link record). Conditions and Rewards can be reused across multiple promotions.

An optional fifth record, Promotion 2 Product Scope, attaches to a Condition or Reward to limit it to specific products, categories, brands, or shipping zones. The worked examples below note when you need one.

Configuration steps

The order of creation matters because each step references the previous one. Build the Reward first, then the Condition, then the Promotion 2 header, then the Promotion 2 Condition link.

Step 1: Create the Reward

Navigate to the Rewards tab (or Rewards in the App Launcher) and click New.

Field	Required	Notes
Display Name	Yes	Internal name shown to admins
Identifier	Yes	A unique key (e.g. members-free-shipping)
Type	Yes	Pick from: Free Product, Discounted Shipping, Discount on Subtotal, Discount on Products, Fixed Price for N Products
Discount Type	When applicable	Percentage or Fixed Amount. Required for the discount-type rewards.
Discount Percentage	When Discount Type is Percentage	The % to apply (e.g. 10 for 10%, 100 for full free shipping)
Discount Amount	When Discount Type is Fixed Amount	The dollar amount to discount
Quantity	When Type is Free Product or Fixed Price for N Products	The N value
Frequency	No	Once (default) applies the reward one time per cart. No Limit lets it repeat per qualifying group (useful for “every 3 items get 10% off”).
Apply to	No	For product-level rewards. Matched Products uses the Condition’s scope; Specified Products uses the Reward’s own scope.
Apply first to	No	Most Expensive or Least Expensive — controls which items are discounted first when only some qualify.

Step 2: Create the Condition

Navigate to the Conditions tab and click New.

Field	Required	Notes
Name	Yes	Internal name
Type	Yes	Pick from: Always Applies, Total Value, Total Quantity, Product Count, Liquid Condition
Amount	Required for Total Value, Total Quantity, Product Count	The threshold (e.g. 500 for “cart total reaches $500”, 3 for “buy 3 items”)
Currency	No	Restricts the condition to carts in a specific currency. Leave blank to apply to all currencies.

Choosing a Type:

• Always Applies — the Condition itself does not impose a cart requirement. Use this when the only restriction you want is on the Promotion v2 itself (such as Customer Scope Membership for “members get free shipping”).
• Total Value — qualifies when the cart’s eligible value reaches the Amount.
• Total Quantity — qualifies when the eligible item count reaches the Amount (e.g. buy 3 of any qualifying product).
• Product Count — qualifies when the count of distinct eligible products reaches the Amount.
• Liquid Condition — for custom rules written in Liquid (advanced use, rarely needed).

Step 3: Create the Promotion

Navigate to the Promotions v2 tab and click New.

Field	Required	Notes
Display Name	Yes	Shown internally and may appear in the cart when the promotion applies
Store	Yes	The store this promotion applies to
Start Date	Yes	The date the promotion becomes active
End Date	No	Leave blank to run indefinitely
Start Time / End Time	No	Time-of-day on the start/end dates
From Time / To Time	No	Daily window (e.g. only between 5pm and 7pm each day)
Days of Week	No	Restrict to specific days
Reward Strategy	Defaults to Tiered	Tiered = best single matching condition applies. Stacked = all matching conditions apply.
Stacking Behaviour	Defaults to Stackable	Stackable = can combine with other promotions. Not Stackable = conflicts with other non-stackable promotions.
Coupon Code	No	Leave blank for automatic application. Populate to require the customer to enter a code at checkout.
Customer Scope Contact	No	Restrict to a single contact
Customer Scope Account	No	Restrict to a single account
Customer Scope Membership	No	Restrict to contacts with a specific active membership
Channel Scope Store	No	Restrict to a specific store
Channel Scope Outlet	No	Restrict to a specific outlet (POS)
Total Usage Limit	No	Max uses across all customers. Blank = unlimited.
Per Customer Usage Limit	No	Max uses per customer. Blank = unlimited.
Stop After This Promo	No	When true, stops evaluating further promotions once this one applies

Note: Customer Scope fields are mutually exclusive — set one of Contact, Account, or Membership, not multiple. Channel Scope Store and Channel Scope Outlet are also mutually exclusive.

Step 4: Create the Promotion v2 Condition link

This is the record that wires the three pieces together. If you skip this step, the promotion will never fire.

From the Promotion v2 record you just created, scroll to the Promotion v2 Conditions related list and click New.

Field	Required	Notes
Promotion v2	Yes (auto-filled from the related list)	The promotion header
Condition	Yes	The Condition record from Step 2
Reward	Yes	The Reward record from Step 1
Priority	Yes	Evaluation order within the promotion. Lower numbers run first. Use 1 for a single-tier promo; use 1, 2, 3, … for tiered promos (lowest priority = highest threshold).

Step 5: Test in an incognito browser

1. Open an incognito or private browser window.
2. Sign in as a contact who matches the Customer Scope (if you set one).
3. Add a product, go to checkout, and progress through the steps until the cart totals are recalculated.
4. The discount should appear in the cart totals automatically (or after entering the coupon code, if you set one).

Important: A Salesforce support login as the customer does not always trigger member-based scopes correctly. Always test with a real customer login or with the customer’s actual credentials in incognito.

Worked examples

Example 1: Free shipping when cart reaches $200

Goal: Cart total of $200 or more = free shipping, automatically applied, no coupon code.

Step 1 — Reward

Field	Value
Display Name	Free Shipping at $200
Identifier	free-shipping-over-200
Type	Discounted Shipping
Discount Type	Percentage
Discount Percentage	100
Frequency	Once

Step 2 — Condition

Field	Value
Name	Cart Total $200
Type	Total Value
Amount	200

Step 3 — Promotion v2

Field	Value
Display Name	Free Shipping over $200
Store	(your store)
Start Date	Today
Reward Strategy	Tiered
Stacking Behaviour	Stackable
Coupon Code	(blank)

Step 4 — Promotion v2 Condition

Field	Value
Condition	Cart Total $200
Reward	Free Shipping at $200
Priority	1

Example 2: Discounted shipping (50% off) when cart reaches $100

Goal: Cart total of $100 or more = half-price shipping, automatically applied.

Step 1 — Reward

Field	Value
Display Name	Half-Price Shipping at $100
Identifier	half-price-shipping-over-100
Type	Discounted Shipping
Discount Type	Percentage
Discount Percentage	50
Frequency	Once

Step 2 — Condition

Field	Value
Name	Cart Total $100
Type	Total Value
Amount	100

Step 3 — Promotion v2

Field	Value
Display Name	Half-Price Shipping over $100
Store	(your store)
Start Date	Today
Reward Strategy	Tiered
Coupon Code	(blank)

Step 4 — Promotion v2 Condition

Field	Value
Condition	Cart Total $100
Reward	Half-Price Shipping at $100
Priority	1

Example 3: 10% off the entire cart when over $150

Goal: Spend $150 or more and get 10% off the cart subtotal, automatically applied.

Step 1 — Reward

Field	Value
Display Name	10% Off Subtotal
Identifier	ten-percent-off-subtotal
Type	Discount on Subtotal
Discount Type	Percentage
Discount Percentage	10
Frequency	Once

Step 2 — Condition

Field	Value
Name	Cart Total $150
Type	Total Value
Amount	150

Step 3 — Promotion v2

Field	Value
Display Name	10% Off When Over $150
Store	(your store)
Start Date	Today
Reward Strategy	Tiered
Coupon Code	(blank)

Step 4 — Promotion v2 Condition

Field	Value
Condition	Cart Total $150
Reward	10% Off Subtotal
Priority	1

Example 4: Tiered spend-and-save (10% / 20% / 30%)

Goal: Spend more, save more. $500 = 10% off, $1000 = 20% off, $1500 = 30% off. Only the best matching tier applies. Automatic, no coupon code.

This is the canonical use case for Reward Strategy = Tiered. You will create three Rewards, three Conditions, and three Promotion v2 Condition link records under a single Promotion v2.

Step 1 — Create three Rewards

Reward	Type	Discount Percentage
10% Off Subtotal	Discount on Subtotal	10
20% Off Subtotal	Discount on Subtotal	20
30% Off Subtotal	Discount on Subtotal	30

Step 2 — Create three Conditions

Condition	Type	Amount
Cart Total $500	Total Value	500
Cart Total $1000	Total Value	1000
Cart Total $1500	Total Value	1500

Step 3 — Create one Promotion v2

Field	Value
Display Name	Spend and Save
Store	(your store)
Start Date	Today
Reward Strategy	Tiered (important — gives the best single match)
Stacking Behaviour	Stackable
Coupon Code	(blank)

Step 4 — Create three Promotion v2 Conditions under that Promotion v2

Condition	Reward	Priority
Cart Total $1500	30% Off Subtotal	1
Cart Total $1000	20% Off Subtotal	2
Cart Total $500	10% Off Subtotal	3

Why this order? With Tiered strategy, only one Promotion v2 Condition applies per cart. Putting the highest threshold at Priority 1 ensures big-spending carts get the largest discount instead of stopping at the first match.

Result: A $600 cart gets 10% off. A $1200 cart gets 20% off. A $1600 cart gets 30% off.

Choosing between automatic and coupon-based promotions

• Leave Coupon Code blank for an automatic promotion that applies as soon as the cart meets the conditions. No customer input is required, and the discount shows up in the cart totals automatically.
• Populate Coupon Code when you want the customer to enter the code at checkout to activate the discount.

Coupon codes are case-insensitive. The store variable promotions.max_coupon_codes_per_cart controls how many coupon codes a single cart can accept.

Common mistakes and how to fix them

Symptom	Likely cause	Fix
Promotion never fires	Missing Promotion v2 Condition link record	Create the Promotion v2 Condition that links the Promotion to a Condition and a Reward
Promotion applies to everyone, not just members	Customer Scope Membership not set on the Promotion v2	Set Customer Scope Membership on the Promotion v2 header
Discount is wrong amount	Wrong Reward Type, or Discount Percentage / Discount Amount field not populated	Confirm Reward Type matches the intent, and the matching amount field has a value
Two tiers stacked when only the best should apply	Reward Strategy set to Stacked instead of Tiered	Change Reward Strategy to Tiered
Promotion not applying despite cart being over the threshold	Start Date is in the future, or Currency on the Condition does not match cart currency	Set Start Date to today or earlier, and either set the Currency to match the cart or clear it
Free shipping works for one customer but not another	Membership on the customer’s account is missing or expired	Open the customer’s account and check the related Memberships list

Where to go next

• About advanced promotions for the feature overview and capability comparison with standard Promotions
• Promotions for the standard (legacy) promotion engine, still supported alongside Advanced Promotions
• Discounts for the simpler product-level discount mechanism, often the right choice for “free shipping for members” or other membership-only price changes without cart-level conditions