Permission Sets for TPM Users
Use permissions sets to give users access to specific features and functions without altering the existing profiles of the users.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Assign your users the permission set based on the TPM features they use. The permission sets are available with the CG managed package. You don’t need to manage permission sets every time you upgrade the managed package.
Access to most user configuration settings is managed through permission sets. However, some configuration options, such as Layout Assignments and Default Record Types, are configured only at the Profile level. So, when you first install the CG managed package, we recommend that you assign the correct profiles to your users.
Because of technical limitations, some permissions aren’t part of the CG managed package and are grouped together as unmanaged permission sets. The unmanaged permission sets are available as Static Resources. Deploy these permission sets when you first install the CG managed package by importing additional metadata. See Import Additional Metadata.
Considerations for Assigning Permission Sets
The managed permission sets are configured with TPM objects, fields, and pages. If you create custom objects and fields, then maintain custom permission sets to manage the custom elements.
To easily manage multiple permission sets for users, group feature permission sets as Permission Set Groups (PSGs). See Permission Set Groups.
If you use PSGs, you can mute permissions to remove specific permissions given by permission sets. See Muting.
You want to give a user these permissions:
- See the Trade Calendar page.
- Create and edit promotions.
- Edit a new custom field for the Promotion object.
- Can’t see the Products tab.
Create a PSG that includes these permission sets:
- CGC Retail and Trade Promotion Management Psl: Required for TPM features
- Lightning Trade Promotion Management Psl: Required for TPM features
- TPM Trade and Account Plan User: To give access to the Trade Calendar page
- TPM Promotion Manager User: To give access to promotions
- TPM Standard User: Required as dependency for TPM features
- Custom Permission Set: To give access to custom Promotion field
- Permission Set Group Muting Permission Set: To mute the Products Tab access and prevent the user from seeing the tab
Permission Sets for TPM Users
To enable your users to use TPM features, assign these mandatory permission sets to all your users.
| Permission Set | Gives permissions to |
|---|---|
| CGC Retail and Trade Promotion Management Psl | Use Retail Execution and TPM common features. |
| Lightning Trade Promotion Management Psl | Use TPM features. |
After you’ve assigned the mandatory permission sets to your users, assign feature-specific permission sets to give users access to specific TPM features. Also, assign the required unmanaged permission sets.
| Permission Set | Gives permissions to | Required Unmanaged Permission Sets |
|---|---|---|
| TPM Master Data Admin | All TPM features | TPM Standard Object Admin |
| TPM Finance User | View funds, and manage multi-fund transactions with record types as transfer and drawback. | TPM Standard User |
| TPM Finance Manager | Set up and maintain funds, and create and edit multi-fund transactions. | TPM Standard User |
| TPM RBF User | View rate-based funds and rate-based funding KPIs. | TPM Standard User |
| TPM RBF Manager | Create and maintain rate-based funds. | TPM Standard User |
| TPM Claim User | Maintain, adjust, combine, and split claims, and also link claims to tactics and funds. | TPM Standard User |
| TPM Claim Manager | Maintain, adjust, combine, split, and delete claims, and also link claims to tactics and funds. | TPM Standard User |
| TPM Real-Time Reporting User | View and filter real-time reports. | TPM Standard User |
| TPM Data Analyst | Custom objects that are required for analyzing data. | TPM Analytics User |
| TPM Trade and Account Plan User | View Trade Planning and Account Plan View pages. | TPM Standard User |
| TPM Promotion Manager User | Create, edit, delete, copy, derive, mass copy freeze, and unfreeze TPM Promotions. | TPM Standard User |
| TPM Assortment Manager | Create, edit, sync, and delete TPM Assortments. | TPM Standard User TPM Standard Assortment Manager |
| TPM Account Plan User | View Account Plans. | TPM Standard User |
| TPM Account Plan Manager | View, create, edit, delete, and calculate Account Plans. | TPM Standard User |
| Use TPM Revenue Prediction Psl | Use the Promotion Uplift Prediction feature | NA |
Permission Sets for CG Cloud Processing Service Users
Processing Service Users are integration users used to communicate between the Salesforce platform and CG Cloud Processing Services (CGPS). All users set up for these processes require these permission sets:
| Permission Set | Give Permission to |
|---|---|
| CGC Retail and Trade Promotion Management Psl | Use Retail Execution and TPM common features. |
| Lightning Trade Promotion Management Psl | Use TPM features. |
| CGC Processing Services Register Psl | Use for CGPS processes. |
Depending on the processes that the user is assigned in the Processing Services Pairing App, the user needs certain permission sets in order to execute the process effectively:
| Process | Description | Permission Set | Required Unmanaged Permission Sets |
|---|---|---|---|
| Account Plan Calculation Batch | Calculate account plans. | TPM AccountPlan Calculation Worker | TPM Batch User |
| Calculation Result Export | Export calculation data. | TPM Calculation Result Export Worker | TPM Batch User |
| Fund Calculation Batch | Calculate funds and their KPIs. | TPM Funds Calculation Worker | TPM Batch User |
| Process Orchestration | Orchestrate batch processes and update their status on platform. | TPM Process Orchestration Worker | TPM Batch User |
| Claim Calculation Batch | Calculate claims for promotions. | TPM Claim Calculation Worker | TPM Batch User |
| Assortment - Account Product List Align | Access the Product Assortment Account Product List Alignment (PAAPLA) worker process. PAAPLA is the process that aligns the platform product assortments with the account product lists in processing services. | TPM Product Assortment APL Alignment Worker | TPM Batch User |
| Manage CGCloud Processing Services | Manage processing service pairing. For example, trigger emails when the processing service certificate expires. | TPM Processing Service Manager | TPM Batch User |
| Promotion Calculation Batch | Calculate promotions. | TPM Promotion Calculation Worker | TPM Batch User |
| Rate Based Funding Creation Batch | Calculate rate-based funds. | TPM RBF Calculation Worker | TPM Batch User |
| Refresh Product Information Batch | Refresh product cache. | TPM Refresh Product Info Worker | TPM Batch User |
| Reorganization Batch | Delete obsolete data. | TPM Reorganization Worker | TPM Batch User |
| Real Time Reporting | Generate real-time reports and export KPIs. | TPM Reporting Worker | TPM Batch User |
| Data synchronization from/to Salesforce | Sync data between CGPS and Salesforce. | TPM SF Data Sync Worker | TPM Batch User |
| Trade Promotion Optimization | Run Trade Promotion Optimization processes such as Uplift Prediction. | CG Analytics User and CRM Analytics Plus User | TPM Batch User |
Migrate to Managed Package Permission Sets
Maintain user permissions with the managed package permission sets to have seamless upgrades. If you started using the Consumer Goods Cloud Trade Promotion Management package before Spring ’25, we recommend that you reassign the managed permission sets to your users from the CG managed package. After doing this, you won't have to manage permission sets every time you upgrade the managed package.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
After you upgrade your Salesforce org to Spring ’25, deploy the additional metadata. See Import Additional Metadata. When you deploy the additional metadata, these additional permission sets are deployed:
- TPM Analytics User
- TPM Batch User
- TPM Standard Assortment Manager
- TPM Standard Object Admin
- TPM Standard User
These permission sets contain object-level access for standard TPM objects. Use these permission sets in tandem with the managed permission sets. After these permission sets are available in Salesforce, start assigning the managed permission sets to your users. To maintain user configurations such as page layout assignments and default record type assignments that can't be maintained on permission sets, create user profiles.
This table provides the mapping between legacy unmanaged permission sets and their equivalent managed permission sets. Based on the unmanaged permission sets assigned to your users, reassign the managed permission sets.
To easily manage multiple permission sets for users, we recommend grouping feature permission sets as Permission Set Groups (PSGs). See Permission Set Groups.
Here are a few scenarios where you can use PSGs:
- To add additional permissions to custom fields or other metadata. We recommend creating your own permission set with the additional access configurations and add it to the permission set group.
- To remove accesses granted by another permission set: In a permission set group, mute permissions to remove specific permissions. For example, you don’t want a user to access a tab. See Muting.
You can use different tools when reassigning permission sets to ensure that users retain the same level of access before and after the reassignment.
- In Setup, view a summary for User, Permission Set, and Permission Set Group (PSG) to see the aggregated view of all permissions, object accesses, and field accesses.
- Use the User Access and Permissions Assistant tool to get a condensed view and compare permission sets and PSGs. See User Access and Permissions Assistant tool.
