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Set Up Trade Promotion Management
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            Upgrade Your Package

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

            Upgrade Your Package

            Sometimes features aren't set up properly while upgrading the package. Manually perform these steps to ensure that all settings are correctly aligned.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            To install the upgrade package, ensure that your system has 10 MB of free space available on Static Resources. Download the upgrade package from

            https://sf-industries.my.salesforce-sites.com/cgcloud.

            1. To suspend continuous data sync for objects, change the syncing process from the backend to off-platform.
              When continuous sync is on, an instance of the class named ScheduleSFDataSync is scheduled by Salesforce, which makes it impossible to update a Scheduled Class during an upgrade.
            2. From the App Launcher, find and open SF Data Sync.
              The syncing process is suspended by default.
            3. Click Stop Continuous Sync.
            4. Open the installation link, and then provide the credentials of the target Salesforce org.
              The setup process shows a message that this is an upgrade.
            5. Map the profiles as described in Managed Package Installation, and then click Upgrade.
              To align with Salesforce best practices for securing data, as part of Winter '25, field- and object-level security is enforced when you save TPM promotions. So, if you're modifying any field or object during promotion planning, make sure that you have the create or edit permissions for objects and fields.

            After you upgrade the Consumer Goods managed package. import additional metadata to ensure that you’ve the relevant metadata to run Trade Promotion Management. See Import Additional Metadata.

             
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