Claims Management Basics in Consumer Goods Cloud | Salesforce Trailhead

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Claims Management Basics in Consumer Goods Cloud : https://www.youtube.com/playlist?list=PLqIjn-zAqU7Lwoyf3f_4tpHy-ghRvR3e4

There are two types of anchors in CG Cloud: claim and planning. Claim anchors are the store-level retailers associated with the claims in the financial system of the customer. Planning anchors represent the level at which the account plan is managed within Salesforce trade promotion management (TPM). The sales org of the planning anchor and that of the claim template is the same. Both types of anchors are important.

When a key account manager (KAM) creates a claim in CG Cloud, they select a claim anchor that represents the entity to whom the payment for the claim is made. Salesforce TPM searches the account hierarchy of the retail customer to find the planning anchor that corresponds to the claim anchor. This search occurs whenever a claim record is created or updated.

Follow KAM Gustavo as he selects anchors while creating a claim in the next section.

Create a Claim
Gustavo and his team of field sales reps recently ran a successful promotion at Northern Trail Outfitters (NTO) Store #201 in San Francisco. It was a Buy-1-Get-1-Free offer for Alpine Group’s flagship energy drink, Empower Cherry Cola. The promotion was a huge success, and the store has sent claim requests for the same for Gustavo’s perusal.

Here’s how Gustavo creates the claim in CG Cloud.

Click App Launcher.
Find and select Claims.
Click New.
Select an active claim template and click Select.
Provide the following details.
Vendor Anchor: Northern Trail Outfitters CO/HQ
Default Anchor: NTO Atlanta
Claim Anchor: NTO Store #201
Reference Date: 12/5/2023
Claim Amount: 50000The New Claim: Manual window showing the options to create a claim.
Click Save.
After creating the claim, Gustavo reviews the details on the claim record. Next, he evaluates the claim and submits it for approval.

Evaluate and Close a Claim
Gustavo checks the claim submitted by NTO Store #201 for accuracy. If there are discrepancies, he can reject a part of the claim or the entire claim. For example, he notices non-promotional costs included in the claim and rejects that part. He submits the remaining part of the claim for approval.

Before submitting a claim request, KAMs like Gustavo perform these activities.

Link tactics: Link tactics to the claims associated with the claim amount.
Adjust tactics: Review the tactic funds. If needed, open the spend planning grid on the claim tactic to adjust the cost distribution.
Submit claims: Enter relevant details and submit the claim for approval. When the approver resolves the claim, CG Cloud considers the tactic claim amount as paid out and shows it as such in other claims and on the tactic.
Submit a Claim
After Gustavo adds tactics and funds to a claim, he submits the claim for approval. CG Clouds uses these checks to ensure that the claim is valid.

The payout amount minus any rejected amount equals the tactic payout amount. There can’t be any unallocated remaining balance.
The tactic payout amount equals the tactic-product payout amount.
The claim status is open.
The claim is not submitted for approval more than once.

00:00 Introduction
00:18 Get Started with Claims
01:07 Set Up Claims
02:06 Manage Claims