Permission Sets
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 in Enterprise, Professional, and Unlimited Editions that have Consumer Goods Cloud enabled |
You can assign predefined permission sets to:
- Administrators: Admin permission sets enable the setup and maintenance of the TPM app. The permissions don’t include customizations via Apex code.
- Users: User permission sets give user permissions based on predefined user types, ensuring that users have the access required to perform their specific roles and responsibilities.
- Worker processes: Worker permission sets provide batch users access to run a CG Cloud Processing Services worker process.
For the admin and user personas, assign the permission set as listed in the table.
| Permission Set Type | Permission Set | Gives permissions to |
|---|---|---|
| Admin | CGCloud Finance Admin | Set up and maintain funds in the app. |
| CGCloud Business Admin | Configure the app for creating and maintaining sales organizations, custom calendars, business years, Salesforce data sync, data templates, and TPM templates. | |
| CGCloud Claim Admin | Set up and maintain Claim configurations, such as claim templates. Also, to create claim adjustments and corrections. | |
| CGCloud RBF Admin | Set up and maintain rate-based funding (RBF) configurations, such as RBF templates and KPI maps for RBFs. | |
| CGCloud Real-Time Reporting Admin | Set up and maintain real-time reporting (RTR) configurations. | |
| User | CGCloud KAM | Maintain assortments, promotions, and account plans. Also, to plan and monitor the accounts and the success of the planned promotional activities. This permission set is typically assigned to the Key Account Managers (KAM). |
User Permission Sets
If you started using the Consumer Goods Cloud Trade Promotion Management package inWinter ’25, assign your users the TPM Standard User permission set, which is available as additional_metadata downloaded from Static Resources. Also, based on the user roles, assign at least one of these (new) permission sets.
| Permission Set | Give Permission to |
|---|---|
| TPM Finance User | View funds, and manage multi-fund transactions with record types as transfer and drawback. |
| TPM Finance Manager | Set up and maintain funds, and create and edit multi-fund transactions. |
| TPM RBF User | View rate-based funds and rate-based funding KPIs. |
| TPM RBF Manager | Create and maintain rate-based funds. |
| TPM Claim User | Maintain, adjust, combine, and split claims, and also link claims to tactics and funds. |
| TPM Claim Manager | Maintain, adjust, combine, split, and delete claims, and also link claims to tactics and funds. |
| TPM Real-Time Reporting User | View and filter real-time reports. |
| TPM Data Analyst | Access custom objects that are required for analyzing data. |
Batch User Permission Sets
If you started using the Consumer Goods Cloud Trade Promotion Management package in Summer ’24, assign your batch users, which are also called as worker processes the TPM Batch User permission set, which is available as additional_metadata downloaded from Static Resources. Also, based on the user roles, assign at least one of these permission sets.
| Permission Set | Give Permission to |
|---|---|
| TPM Calculation Result Export | Export calculation results and KPIs as a CSV file. |
| TPM Funds Calculation Worker | Calculate funds and their KPIs. |
| TPM Payment Calculation Worker | Calculate claims for promotions. |
| TPM Process Orchestration Worker | Orchestrate batch processes and update their statuses in Salesforce. |
| TPM Promotion Calculation Worker | Trigger the promotion calculation batch process and calculate promotions using accounts, sales organizations, and processing service data. |
| TPM RBF Calculation Worker | Calculate rate-based funds. |
| TPM Reporting Worker | Fetch calculation results for real-time reports from processing services. |
| TPM SF Data Sync Worker | Sync data between processing services and Salesforce. |
| TPM Account Plan Calculation Worker | Calculate account plans. |
| TPM Product Assortment APL Alignment Worker | Maintain product lists based on account hierarchy, product hierarchy, and product status. |
| TPM Refresh Product Info Worker | Update the product filter cache. |
| TPM Reorganization Worker | Delete obsolete data. |
| TPM Processing Service Manager | Manage processing service pairing, for instance, to trigger emails when the processing service certificate expires. |
If you started using the Consumer Goods Cloud Trade Promotion Management package before Summer ’24, you can continue to use the (old) permission set assignments for your batch users as listed in the table. However, we strongly recommend that you assign the TPM Batch User permission set, which is available as additional_metadata downloaded from Static Resources, new permission sets and new profile cgcloud_standard_batch_user to your batch users and remove the old permission sets assignments.
If you started using the Consumer Goods Cloud Trade Promotion Management package before Winter ’25, you can continue to use the (old) permission set assignments for your users as listed in the table.
The new permission sets are available with the CG managed package, so you don’t need to manage permission sets every time you upgrade the managed package.
| Permission Set (old) | Gives permissions to |
|---|---|
| CGCloud Account Plan Calculation Worker | Access the account plan calculation worker process. |
| CGCloud Funds Calculation Worker | Access the fund calculation worker process. |
| CGCloud Claim Calculation Worker | Access the claim calculation worker process. |
| CGCloud Product Assortment APL Alignment Worker | 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. |
| CGCloud Promotion Calculation Worker | Access the promotion calculation worker process. |
| CGCloud RBF Calculation Worker | Access the RBF calculation worker process. |
| CGCloud Reorganization Worker | Access the reorganization worker process. |
| CGCloud SF Data Sync Worker | Access the SF data sync worker process. |
| CGCloud Finance User | View and use funds by linking tactics to funds. |
| CGCloud Finance Manager | Set up and maintain funds in the app. |
| CGCloud KAM | Maintain assortments, promotions, and account plans. Also, to plan and monitor the accounts and the success of the planned promotional activities. This permission set is typically assigned to the Key Account Managers (KAM). |
| CGCloud Claim Finance User | View all claims, and maintain claims for instance link claims to tactics and funds, split claim amounts, adjust claims, and combine and split claims. |
| CGCloud Claim User | View claims only for the accounts that the user is responsible, and maintain claims for instance link claims to tactics and funds, split claim amounts, adjust claims, and combine and split claims. |
| CGC Processing Services Register | Register orgs with CG Cloud processing services. |
| CGCloud RBF Finance User | Maintain RBFs, for instance, set up categories and rates. |
| CGCloud RBF User | Maintain RBFs, for instance, set up categories and rates. Also, to stop and shorten an active RBF. |
| CGCloud Real-Time Reporting | Access RTR functionalities. |
- Permission Sets
Understand the permission sets that can be assigned to users.
