Set Up Trade Promotion Management

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Set Up Trade Promotion Management
Uplift Prediction
Agentforce for Trade Promotion Management

Set Up Accrual Engine

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Set Up Accrual Engine

Set up your org and enable accrual engine. If you’re not using the engine with the Trade Promotion Management (TPM) solution, customize the scheduling because you can’t use the TPM Accruals Data Kit.

Set Up Your Org
Verify that your org has the required licenses and that both Data Cloud and CRM Analytics are set up and available.
Enable the Accrual Engine
To enable the accrual engine, a Salesforce admin must activate it from the accruals setup page.
Create Reports
Create reports to see the output of the accrual engine.

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