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
            Preparing and Uploading External Data

            You are here:

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

            Preparing and Uploading External Data

            To cluster the accounts and categories, the machine learning model requires external data. Ensure that the required external dataset, CSV file, and the Trade Promotion Optimization (TPO) Calendar are available to configure the Clustering app. Use a CSV template file to load data from an external source.

            Required Editions

            Available in: Professional, Enterprise, Unlimited, and Developer Editions with the TPM Revenue Prediction and Trade Promotion Management
            Note
            Note Use only a UTF-compliant text editor to create and open CSV files. If you open CSV files in non-compliant text editors, such as Microsoft Excel, then the CSV file gets reformatted and becomes unusable in CRM Analytics. To review the format requirements, such as data formats, see the CRM Analytics External Data Format Developer Guide.

            Create a CSV file with the fields in the same order and with the same names as in the table. Field names are case-sensitive.

            External Data
            FIELD NAME DATA TYPE DESCRIPTION
            ProductId Text Unique identifier for the product.
            WeekNum Text Indicates the year and week of the promotion in the format "YYYY-W#," providing a specific time reference for promotional activities. For example, "2021-W1" for the first week of 2021.
            CustomerId Text Unique identifier for the customer.
            NumStores Text Number of stores where the product is available.
            Tactic2 Numeric Tactics used for the promotion.
            Tactic3 Numeric Tactics used for the promotion.
            Tactic1 Numeric Tactics used for the promotion.
            Tactic6 Numeric Tactics used for the promotion.
            BaselineUnits Numeric Initial baseline sales units.
            ConsumerPrice Numeric Price at which the product is sold to consumers.
            IsPromotion Numeric Indicates whether a promotion is active.
            SalesDollars Numeric Total sales revenue generated.
            SalesUnits Numeric Total units of the product sold.
            Tactic10 Numeric Tactics used for the promotion.
            Tactic4 Numeric Tactics used for the promotion.
            Tactic5 Numeric Tactics used for the promotion.
            Tactic7 Numeric Tactics used for the promotion.
            Tactic8 Numeric Tactics used for the promotion.
            Tactic9 Numeric Tactics used for the promotion.
            TPO Calendar
            FIELD NAME DATA TYPE DESCRIPTION
            Year-WeekNumber Text Indicates the year and week of the promotion in the format "YYYY-W#," providing a specific time reference for promotional activities. For example, "2021-W1" for the first week of 2021.
            WeekEnd Date Last day of the week.
            WeekStart Date First day of the week based on the selected calendar.
             
            Loading
            Salesforce Help | Article