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Set Up Trade Promotion Management
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            Create Other Versions of Trade Promotion Effectiveness

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

            Create Other Versions of Trade Promotion Effectiveness

            Create other versions of Trade Promotion Effectiveness app using Analytics Studio so that your team members can use the version that meets their needs. You can create as many versions as you need.

            Required Editions

            Available with Consumer Goods Cloud Trade Promotion Management for an additional cost in: Enterprise, Performance, and Unlimited Editions
            Note
            Note While you can create as many Trade Promotion Effectiveness versions as you like, recipe and data sync limits apply.

            To create other versions of Trade Promotion Effectiveness:

            1. In Analytics Studio, click Create.
            2. To open the template picker, select App, then Create App from Template.
            3. Locate the Trade Promotion Effectiveness tile, select it, and click Continue.
            4. Review the app preview page, and click Continue to open the configuration wizard.
            5. If you’re offered a choice of basing your app on an existing app or creating one, select Create a brand new app and click Continue.
              The app runs a compatibility check against your org to ensure it includes the data to successfully create the app’s datasets, recipes, and dashboards. If it doesn’t, follow the instructions in the error message to add the required data and start the app creation process again.
            6. When the org compatibility check succeeds, click Looks good, next.
            7. Next, select the datasets. Click Select Promotion Dataset, and select a dataset that has details of promotion based on sales, spending, and revenue.
            8. Click Select Promotion Tactic Dataset, and select a dataset that has details of tactics used in promotions based on spend types.
            9. Click Select Account Plan Dataset, and then select the dataset that has the details of the account.
            10. Click Select Exported Measure Codes Dataset, and select the dataset that has the details of the KPIs exported for each promotion, tactic, and account Plan.
            11. Click Looks good, next.
            12. Name your app, and click Create.
             
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