Loading
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Considerations for Setting Up Trade Promotion Effectiveness

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Considerations for Setting Up Trade Promotion Effectiveness

            To retrieve data from TPM, configure the MuleSoft Accelerator for Consumer Goods with TPE APIs.

            Required Editions

            Available with Consumer Goods Cloud Trade Promotion Management for an additional cost in: Enterprise, Performance, and Unlimited Editions

            Dataset Requirements

            Use Mulesoft Accelerator for Consumer Goods to retrieve data from TPM in a single dataset (.csv),  convert the dataset to the applicable format, and import the dataset to CRM Analytics using the Salesforce CRM Analytics Connector - Mule 4. You can schedule CRM Analytics recipes to load the whole dataset or make new additions and modifications to existing datasets. Before you configure the TPE setup wizard, ensure that your dataset has the following prefixes based on its type:

            Before you configure the TPE setup wizard, ensure that your dataset has the following prefixes based on its type:

            Dataset Type Prefix
            Promotion TPE_Promo_
            Promotion tactic TPE_PrTactic_
            Account plan TPE_AccPlan_
            Exported measure codes TPE_KPIList_

            Salesforce Objects

            Ensure that your Salesforce org is configured for data sync or direct data. These objects are required in your Salesforce org.

            • Account
            • Product2
            • cgcloud__Promotion__c
            • cgcloud__Promotion_Template__c
            • cgcloud__Tactic__c
            • cgcloud__Tactic_Template__c
            • StoreAssortment
            • Assortment
            • cgcloud__Product_Assortment_Template__c
            • AssortmentProduct
            • cgcloud__Sales_Organization_User__c
            • cgcloud__Sales_Organization__c
            • cgcloud__Product_Category_Share__c
            • cgcloud__KPI_Definition__c
             
            Loading
            Salesforce Help | Article