Loading
Salesforce now sends email only from verified domains. Read More
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
            Main Objects in the Trade Promotion Management Data Model

            You are here:

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

            Main Objects in the Trade Promotion Management Data Model

            Use the objects in the Trade Promotion Management (TPM) data model to get a complete view of active promotions across all stages. To increase sales of specific products, a Key Account Manager (KAM) can use TPM to budget, plan, and run promotions between a manufacturer and a retailer.

            Required Editions

            Available in: Lightning Experience

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

            For a complete list of objects and fields in the data model, see the Consumer Goods Cloud Object Reference guide.

            This table lists the main objects in the TPM data model.

            Object API Name Description
            Advanced Promotions cgcloud__Promotion__c Stores information on agreements between the manufacturer and the customer to increase the revenue and market share of products by using promotions. For example, a mega event or back-to-school promotions with tactics such as Temporary Price Reductions (TPR), coupons, or in-store displays.
            Claims cgcloud__Payment__c

            Specifies the remuneration to customers for running promotion tactics.

            The possible claim types are:

            • Deduction
            • Credit Memo
            • Check Request
            • Invoice-Based

            The claim type is set using the claim template that’s used to create claims.
            Customer Business Plan cgcloud__Account_Plan__c Stores data for an account and business year combination with one or more categories. The data for KPIs in the account plan can be entered or manually adjusted in the customer business plan.
            Funds cgcloud__Fund__c

            The amount allocated for promotional activities.

            A fund can be created for:

            • A customer
            • A customer-category combination
            • A customer-brand combination

            By using these fund types, finance managers can create a variety of funds, each serving a distinct purpose in running promotions. A finance manager can also create funds with various customer- and product-anchor combinations.
            Master Data

            Account

            Product2

            User

            Sales

            Organization

            		 Stores data about accounts, products, users, and the sales org involved in promotional activities.
            Multi-Fund Transactions cgcloud__Fund_Transaction_Header__c

            Transactions to create a fixed budget for promotions:

            • Initial: Transaction to create funds. The transactions don’t need a source fund but can have one or more target funds.
            • Adjustment: Transaction to revoke funds from one or more source funds. These transactions don’t need target funds. For example, adjustment transactions from a customer-product fund.
            • Transfer: Transaction to transfer funds from a source to one or more target funds. For example, transfer of funds from NTO-Headquarters (HQ) to NTO-Atlanta and NTO-Detroit.
            • Drawback: Transaction to transfer funds from one or more source funds to a target fund. For example, transfer of funds from NTO-Atlanta and NTO-Detroit to NTO-Headquarters (HQ).

            The type of transaction is determined based on the fund template selected during the creation of the transaction.
            Product Assortment Assortment Stores information on products grouped for a specific purpose, such as eligibility for sale in a specific store. One assortment can have products from various product categories.
            Rate-Based Funding (RBF) cgcloud__Rate_Based_Funding__c

            Stores details of flexible budget allocated for promotions that are customer- or product specific. The flexibility of fund value is based on the latest estimates.

            Latest estimates are actual values for the past weeks and planned values for the current and future weeks within the selected time frame.

            RBF can be based on:

            • The volume of sales of a product (product cases shipped)
            • A specific percentage of the revenue from a product.
            • A fixed rate for a product or product group

            An RBF inherits its characteristics, such as rate type or Key Performance Indicator (KPI) Sets, from the RBF template.
            Tactics cgcloud__Tactic__c Stores information on promotional tasks carried out by retailers to increase sales. Tactics incur costs to manufacturers. For example, advertisement tactic or display tactic.
             
            Loading
            Salesforce Help | Article