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Set Up Trade Promotion Management
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            Set Up Your Org

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            3. Set up and Maintain Trade Promotion Management

            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, Einstein 1, and Agentforce 1 Editions with Consumer Goods Cloud Trade Promotion Management and Data 360
            User Permissions Needed
            To access Data 360: Data Cloud Architect
            To configure apps and assign permission sets: CGCloud Business Admin
            1. Click the gear icon and go to Data Cloud Setup.
              If you don't see Data Cloud Setup, your user may be missing the required permissions.
            2. Make sure that you have the required permission sets.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              2. Assign the Data Cloud Architect permission set to the appropriate users, such as the Salesforce admin.
              3. Assign the Data Cloud Architect permission set to the Accrual Ingestion Process User.

                If you can't find the Data Cloud Architect permission sets, your org may not have the necessary licenses. Contact your Salesforce account executive for assistance.

             
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