Consumer Goods Cloud Trade Promotion Management Accredited Professional Exam Guide

About the Consumer Goods Cloud: Trade Promotion Management Accredited Professional Exam
Audience Description: Consumer Goods Cloud: Trade Promotion Management Accredited Professional
Purpose of this Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Consumer Goods Cloud: Trade Promotion Management Accredited Professional Exam

The Consumer Goods Cloud: Trade Promotion Management (TPM) Accredited Professional is designed for individuals who discover, design, plan, and deliver product value to customers with TPM. This exam is for those who want to demonstrate their skills and knowledge in designing and implementing Consumer Goods Cloud TPM solutions that meet customer business requirements, fit into their existing trade promotion landscape, are based on best practices, and contribute to long-term customer success, taking full advantage of the added value Consumer Goods Cloud TPM delivers on top of core.

Audience Description - Consumer Goods Cloud: Trade Promotion Management Accredited Professional

Accredited Professional exams are intended for Salesforce Partners with access to the Partner Learning Camp training and Partner Community.

The Consumer Goods Cloud Trade Promotion Management (TPM) candidate generally has 2-3 years of consulting experience as well as experience designing and deploying solutions that support customer business processes and requirements using Salesforce applications. The Consumer Goods Cloud TPM candidate has experience designing solutions using Service Cloud, Omni Routing, Integrated Voice, Digital Channels, and Self-Service functionalities, including the knowledge needed to implement appropriate solutions for customer scenarios, and can lead the implementation of these solutions within a customer organization. Consumer Goods Cloud TPM candidates are interested in demonstrating their expertise in cloud computing implementations, with a specialty in understanding and implementing Consumer Goods Cloud TPM applications/solutions, and have developed the skills outlined below.

Candidates for this exam generally have 2+ years experience with Salesforce technology and 1+ years of experience with Consumer Goods Cloud TPM as well as experience with the skills outlined below.

Understand the basic trade promotion process
Set up Salesforce org/Users/Profiles/Perm sets/Perm set licenses and security processes
Have a basic understanding of the processing service and its role in the TPM architecture
Have a basic understanding of the data sources required for trade promotion
Have a basic understanding of TPM architecture
Create reports with Lightning, CRMA, and real-time reporting
Understand the persona that uses trade promotion management
Understand data management and uploads
Understand how brands work with retail channel partners
Distinguish between fixed and rate-based funding
Know how to create funds and transactions
Know how to create a rate-based funding record
Understand how to set customer business plans
Understand trade planning navigation
Know the difference between promotion and tactics
Understand the different settlement types and related processes
Understand promotion analysis
Understand basic calculation configuration
Understand when to trigger data synchronization

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Consumer Goods Cloud Trade Promotion Management (TPM) Accredited Professional Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

About the Exam

Here are details about the Consumer Goods Cloud: Trade Promotion Management Accredited Professional Exam.

Content: 62 multiple-choice/multiple-select questions
Time allotted to complete the exam: 75 minutes
Passing score: 66%
Version: Exam questions align to the Summer '24 release
Registration fee: US$150, JPY 20,000, plus applicable taxes as required per local law
Retake fee: US$150, JPY 20,000, plus applicable taxes as required per local law
Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
References: No hard-copy or online materials may be referenced during the exam.
Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

Exam Outline

The Consumer Goods Cloud Trade Promotion Management (TPM) Accredited Professional Exam measures a candidate’s knowledge and skills related to the following objectives.

Discovery: 32%

Given use cases of a customer, rationalize the use of Consumer Goods Cloud and TPM for their environment.
Given high-level business requirements, use the TPM lifecycle to conduct discovery interviews.
Given the wider enterprise landscape, understand the main functional capabilities of each component and map to either TPM or third-party systems.
Given the specific customer requirements, understand the business processes to document the customer journey.
Given the need to balance usability, performance, and scalability, identify the volumetric info to ensure non-func' requirements are captured
Given that each step in the business process involves different data and functionality, gather information to identify functional requirements.
Given the customer technology landscape and environment, leverage product and platform best practices to gather technical requirements.

Design: 36%

Given business requirements and integration information, use best practices for architecture design to plan the master data design for the project.
Given the customer's strategic planning process and areas of focus, design the optimum KPI structure using standard KPI capabilities.
Given the customer's approach to funds management, use standard capabilities to design the funds management solution.
Given the customer's planning metrics using the account and product hierarchy, set up the account planning solution.
Given the customer's Go-To-Market approach, use the promotion standard functionality to define the promotion planning structures.
Given the customer's understanding of promotion execution, use KPIs, Claims, and Account P&L capabilities to design the solution.
Given the customer's monitoring and analysis requirements, determine the appropriate report to design.
Given a draft of the solution design, validate and confirm the design priorities with the key stakeholders to ensure accuracy.
Given specific business planning processes, determine how to set up customer business plans.
Given the customer's strategic objectives, define promotion tactics using the TPM building blocks.

Implement: 32%

Given the need for a Consumer Goods TPM solution, rationalize the licensing needs to install the CGG package with pre/post installation steps.
Given the project lifecycle requirements of the CGG solution, establish a deployment strategy that accounts for sequential migration steps.
Given the approved solution design, configure the TPM settings to account for foundational Consumer Goods Cloud environment setup.
Given the approved solution design, configure the promotion templates.
Given the approved solution design, configure the TPM templates.
Given the approved master data design, configure the data model to prepare for master data setup.
Given the approved solution design, configure the various TPM modules.
Given the approved solution design, configure the various KPIs.
Given the approved solution design, configure the process workflows to cater to business processes and automation requirements.
Given the approved data migration design, populate Salesforce Consumer Goods Cloud data.
Given the approved data migration design, populate the Consumer Goods Cloud processing service data.

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

The certifications recommended (not required) for this exam include:

Salesforce Certified Platform Administrator

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics.

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

Maintaining Your Salesforce Certification

There's no required maintenance for the Consumer Goods Cloud: Trade Promotion Management Accredited Professional certification at this time. Continued learning is encouraged through the Trailblazer Community, Trailhead, and Trailhead Academy.

Bookmark these useful resources for maintaining your certifications.

Consumer Goods Cloud Trade Promotion Management Accredited Professional Exam Guide

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