Published at: 2026-10-12
Maintain Account Master Data
Prepare dealers and stores that participate in campaigns and maintain their relationship.
Overview
Campaign plan dealer scope, campaign application dealers, and stores that can participate all depend on Account Master Data. Maintain the dealer-store relationship first so plans, applications, agreements, evidence, and settlements can populate the correct customers.
Before you start
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You can maintain customer data.
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Preset Record Types: the dealer API name is
dealer__c, and the end-store/store API name isdefault__c. -
You have confirmed that the enterprise uses the preset Record Types or has completed custom Record Types. If a custom dealer Record Type is used, complete General Settings as well.
Procedure
- Maintain dealer customers. The API name for the preset Record Type is
dealer__c. - Maintain end-store/store customers. The API name for the preset Record Type is
default__c. - In the store customer layout, enter the preset Affiliated Distributor field.
- Save the customer data.
- If dealers use a custom Record Type, complete Configure general settings.
Verification
- Open a store customer and confirm that Affiliated Distributor has a value.
- When creating a campaign plan or application, confirm that the corresponding dealer and store can be selected.
Notes
- The dealer customer data determines the dealer for a campaign application.
- The store’s Affiliated Distributor determines which stores can participate.
- A custom dealer Record Type must be configured in General Settings so the system can identify it.