Integrate Trade Promotion Management Data with Data 360 for Enhanced Insights

With this approach, you can analyze both B2B and B2C data alongside TPM data to uncover consumer behavior patterns and assess how demographics and geography influence sales performance. This unified data access supports strategic initiatives, such as launching new products, entering new markets, and identifying emerging business trends. It also supports proactive decision-making by highlighting areas requiring corrective actions.

By consolidating TPM data within Data 360, you can streamline the creation of reports, dashboards, and actionable insights, eliminating the need for cumbersome CSV exports or KPI extracts. You can easily access and validate writeback KPI data in Data 360, and simplify integration with downstream systems for demand planning and sales operations.

• Considerations and Limitations
  When centralizing your Trade Promotion Management (TPM) data into Data 360 , be aware of these considerations and limitations.
• Data Lake Object Structure
  When you create a data stream, Data 360 attempts to detect the data type of each field. When mapping the data lake object (DLO) to a data model object (DMO), the data type of the DLO field must match the data type of the DMO field.
• Example of an Export to Data 360
  When you modify the set of measure codes in the export configuration, the watermark resets and re-exports all data from the start date. This update ensures that the export includes the changes. This example shows this use case.
• Set Up Your Org
  Your org must have the necessary licenses, and both Data 360 and Trade Promotion Management must be set up and available.
• Create a Data Stream
  Transfer data from the Consumer Goods Processing Service to Data 360 by configuring a data stream.
• Set the Data Cloud Enabled Flag in Custom Settings
  The Consumer Goods Processing Service uses the Data Cloud Enabled field in Custom Settings to determine whether Data 360 is enabled.
• Add Usage Types to the RTR Report Configuration
  Add usage types to the picklist values of the RTR Report Configuration object.
• Create Report Metadata
  Report metadata is a configuration JSON that controls the behavior of the report. Configure report metadata to define how data is filtered, aggregated, and shown in a report.
• Trigger Exports
  You can trigger the export by making an Apex call.
• Check Export Status
  To check the status of the export, use this Apex call.
• Abort Export Process
  When an export process is running for a longer duration than expected, it consumes resources and blocks the scheduling of new exports. The following Abort Export code snippet unblocks the scheduling by aborting the export process.