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Set Up Trade Promotion Management
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            Get Help for Salesforce Trade Promotion Management

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            3. Set up and Maintain Trade Promotion Management

            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.

            Required Editions

            Available in: Lightning Experience

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

            Here’s how TPM can help you manage each phase of the promotion lifecycle.

            TPM process
            Note
            Note For TPM usage restrictions, see this document.

            Business process data, such as data related to account, product, sales organization, assortments, promotions, and claims, is stored in Salesforce. Data that is used for P&L calculations, such as KPIs, is stored in a processing service.

            Here’s a simplified version of TPM architecture.

            TPM architecture

            In Salesforce, data is stored in corresponding objects, which are then synchronized with the processing service using the SF Data Sync process.

            Use integration APIs to load data in processing services. You can update the data in processing services after a TPM calculation process is complete. Processing service tables are generic and contains different data characteristics, and so the data is stored based on their type and usage. Use KPIs to retrieve data from processing services.

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