Set Up Trade Promotion Management

Use Trade Promotion Management (TPM) to plan, budget, present, and run promotions. TPM gives you a single view of all active promotions and provides tools for evaluating and refining your promotions to improve performance.

To use TPM, you need the LightningTradePromotionPkg and Trade Promotion Management licenses. To activate these licenses, contact your Salesforce account executive.

• Get Help for Salesforce Trade Promotion Management
  Trade Promotion Management (TPM) helps you oversee the promotions that you run for your retailers, from planning to completion, to ensure that each promotion achieves its objectives. Use TPM to streamline your team’s efforts, overcome the complexities of running several promotions concurrently, and unlock maximum results.
• Get Started with Trade Promotion Management
  Trade Promotion Management (TPM) helps you oversee the promotions you run for your retailers, from planning to completion and ensures each promotion achieves its objectives. With a single view of all active promotions, you can overcome the complexities of running several promotions concurrently, and evaluate and refine your promotions to unlock maximum results.
• Consumer Goods Cloud Trade Promotion Management Data Model
  The Trade Promotion Management (TPM) data model is used to manage promotions, tactics, funds, and claims for customers and their products. You can use TPM to increase your market share or introduce new products to strengthen your brand.
• Install the Consumer Goods Cloud Managed Package
  To use Trade Promotion Management deploy the Consumer Goods Cloud managed package.
• Soft Limits
  Consumer Goods Cloud Trade Promotion Management controls some of its processes by using limitations to ensure convenient response times.
• Manage Multiple Markets
  You can segment data, business processes, and configurations for multiple markets without creating multiple Salesforce orgs by using sales organizations. You can group data according to geography, product division, or account team setup. For example, you can create a sales organization for each country that you do business in or to segment your master data, such as accounts and products, and transactional data such as promotions and claims.
• Create and Organize Customers
  For every entity with whom you have a TPM business relationship, create a customer record. These entities include retail stores, retail chains, restaurants, wholesalers, or ecommerce portals. These records are typically fetched from ERP systems. However, additional attributes and objects for supplementary data (such as TPM-specific roles and distribution profiles) are maintained in Salesforce. To easily run promotions at an individual-level as well as headquarter-level, create a customer hierarchy.
• Create and Organize Products for Promotions
  Typically, all product data, including product hierarchies and attributes, is populated in Salesforce from an integrated ERP system. However, you can also create and manage products in Salesforce. You can plan a promotion for all products in a hierarchy or for a specific group of products.
• Import Data by Using MuleSoft Direct
  Integrate data seamlessly and connect accounts, products, and their hierarchies from third-party systems to Consumer Goods Cloud without leaving the Salesforce platform. Use the prebuilt APIs to quickly connect to Enterprise Resource Planning (ERP) systems and get started with Consumer Goods Cloud with just a few clicks.
• Copy Processing Services Data to a Sandbox
  After you clone or refresh a sandbox, copy the CG Processing Services data when no operations occur in the source org. This practice ensures that your sandbox is a replica of the source org.
• Reactivate Custom Calendar After Cloning a Sandbox
  When you create or refresh your sandbox without cloning the data, and if your sales organization has custom calendar and business years, then reactivate the custom calendar on Salesforce.
• Manage Users
  To control a user’s access based on their roles and responsibilities, assign them the appropriate license, permission set license, and permission sets. And to restrict the accounts and products that a user can manage, create user settings.
• Create Account-Specific Product Lists
  To ensure that the account plan for an account shows only the products that are relevant for the account and not all your products, create an account-specific product list. In an account plan and customer business plan, KAMs can see only the products that are in the account’s product list, and can create promotions only for these products.
• Sync Data with CG Cloud Processing Services
  When you create or edit data in your Salesforce org, the data must be updated in a processing service. With SF Data Sync, you can choose the changed objects and sync the new data with the processing service. You can run the sync as a batch process, continuously, or at specified times.
• Measure Your Business’ Performance with KPIs
  Key Performance Indicators (KPIs) provide the business performance information, such as monetary, volume, and percentage measures. Calculate KPIs to understand how promotions and account plans perform based on current inputs. For example, estimate promotion costs and sales, and assess the effectiveness of the allocated promotion budget. You can use this information to keep a tab on the available budget for upcoming promotions. When you change KPIs in a customer business plan, the changes reflect in promotions and the account plan.
• Track Your Spending with Fund Management
  A fund holds money that serves as the promotion budget for either a customer, customer-category combination, or customer-brand combination. After KAMs (Key account managers) get their sales targets, FMs (Finance Managers) allocate a budget to the KAMs. KAMs can use their budget (fund) to pay for activities such as marketing campaigns, introduce new products, and placing displays that can help them achieve their sales targets. KAMs link the funds allocated to them to individual promotion tactics and transfer money from one fund to another.
• Review Your Sales Targets with TPM Account Plans
  In TPM, you can see the aggregated KPI for a customer and product combination for a timeframe by using an account plan, which shows a profit and loss overview of an account.
• Data Cloud for Consumer Goods Cloud
  Integrate Consumer Goods Cloud with Data Cloud to facilitate account segmentation and to empower sales reps with consumer insights and store-level product performance.
• Set Up Promotions
  A promotion is a marketing and communication activity that boosts a product’s sales volume and revenue, and thereby helps enhance the brand’s long-term value.
• Accrual Engine
  The accrual engine calculates the debt that you incurred for rebate programs, loyalty programs, or promotions and claims. The engine is available on Data Cloud, so you enable Data Cloud for the org. The engine consumes your Data Cloud credits.
• Trade Calendar View
  The Trade Calendar view allows you to see events and promotions on a single screen and provides the key account manager (KAM) with a console to plan trade promotions. This calendar helps the KAM plan events or promotions, identify gaps and opportunities, and monitor execution.
• Settle Promotion Costs with Claims Management
  After the tactics of a promotion are executed, retailers send payments requests (claims) as compensation for the expenses they incurred for executing the planned tactics. You can either manually create claim records or import these records from a third-party system.
• Analyze Your Data with Reporting and Analytics
  Use the multiple reporting options available in TPM to analyze data that’s stored in processing services and in Salesforce.
• Export KPIs for Third-Party Systems
  To use TPM data in downstream systems, such as Trade Promotion Effectiveness, or to store TPM data as backup in a data lake outside of CG Cloud Processing Service, export KPIs as CSV files.
• Integrate Trade Promotion Management Data with Data 360 for Enhanced Insights
  Centralize your Trade Promotion Management (TPM) writeback KPIs from package objects and the offcore processing service into Data 360 to enhance visibility and decision-making. This integration offers a holistic view of product sales, promotional effectiveness, and business trends across various brands, categories, and account hierarchies.
• Understanding How KPI Values are Calculated
  Consumer Goods Cloud Trade Promotion Management (TPM) uses key performance indicators (KPIs) to measure performance at the promotion and account plan level.
• Smart UI
  SmartUI Lightning Components is a user interface layer that you can configure or customize without using code to avoid repeating tasks and saving every few minutes. For example, when you handle a promotion, you perform multiple click-and-save actions from creating the promotion header and saving, and creating and saving every tactic to adding the products for each tactic and saving each product individually. You can avoid all these repetitive clicks by using the Edit mode to plan a full promotion.
• Customize Your Lists
  Use custom metadata types to customize columns, filters, and the logic to retrieve the data for lists.
• Frequently Asked Questions
  Get answers to the most frequently asked questions about Trade Promotion Management.