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Set Up Trade Promotion Management
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            Set Up Reporting

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            3. Set up and Maintain Trade Promotion Management

            Set Up Reporting

            Configure data governance and data mapping so you can report on accrual data.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions where Trade Promotion Management, CRM Analytics, and Data Cloud are enabled.
            User Permissions Needed
            To Access Data Cloud and CRM Analytics:

            Data Cloud Architect

            CRM Analytics Platform Admin

            CRM Analytics Plus Admin
            To configure apps and assign permission sets: CGCloud Business Admin
            Important
            Important By default, users can access all records in Data 360. To control which records your users can see, define a data governance policy. For more information, see Add Row-Level Security with a Data Governance Policy
            1. Create a data space for accruals.
              1. From Setup, in the Quick Find box, enter Data Spaces, and select Data Spaces.
              2. Click New.
              3. Enter a Name (for example, Accrual Data Space) and a Prefix.
              4. Click Save.
            2. Add the accrual data lake objects to the new data space.
              1. From the App Launcher, find and select Data Spaces.
              2. Open the data space that you created.
              3. In the Data Lake Objects section, click Add Data Lake Object.
              4. Select accrualoutput_decorated and click Next.
              5. Click Add Filter.
              6. Set the filter to: Usage Tag Equals Your Accrual Usage Tag.
                Note
                Note Use the same accrual Usage Tag that you set on your sales organization record.
              7. Click Save.
            3. Deploy the data model and the CRM Analytics dashboards by preparing the files and then running the deployment command.
              1. In your local copy of the CGCloudAddons/TPM/Accruals/Accruals Reports folder, perform these replacements in the file and folder names.
                • _DATASPACE_PREFIX_: Replace with the prefix for your Dataspace. If you're using the default DataSpace, use an empty string.
                • _DATASPACE_NAME_: Replace with the API name of your Dataspace. If you're using the default Dataspace, use default.
                • _ORG_NS_: Replace with your org's namespace. If your org doesn't have a namespace, use an empty string.
              2. After you update the names, deploy the files. Open your terminal and run the deployment command. 
                sf project deploy start -d <CGCloudAddons/TPM/Accruals/Accruals Reports -o <org_alias>
            4. Verify the setup in Analytics Studio.
              1. From the App Launcher, find and select Analytics Studio.
              2. Open the Promotion Tactic Summary report.
              3. Verify that the accrual data is visible and filtered according to your data space settings.
            5. After deployment, add the dashboards to a new or existing Lightning app to make them available to your users.
              1. Create a Lightning app.
              2. From the app page editor, drag the CRM Analytics Dashboard component onto the page.
              3. In the component's properties, for Dashboard, select Accrued Month End Report [DATASPACE_NAME].
                Replace [_DATASPACE_NAME_] with your Dataspace name.
              4. Set the Height to 800.
              5. Save your changes and activate the page.
            6. Configure the Promotion Tactic Accrual Summary component, which requires a custom Lightning web component.
              1. Deploy the UI component from the CGCloudAddons/TPM/Accruals/UI folder.
              2. Configure the component controller to map the correct report and filters for your sales org. Open the controller file and find the component.CONFIGURATION_BY_SALESORG code block.
                Use these replacement tokens:
                • _DATASPACE_PREFIX_: Replace with the prefix for your Dataspace. For the default Dataspace, use an empty string.
                • _DATASPACE_NAME_: Replace with the API name of your Dataspace. For the default Dataspace, use default.
                • _ORG_NS_: Replace with your org's namespace. If your org doesn't have a namespace, use an empty string.

                Add new entries for all your sales orgs. Make sure that the DASHBOARD_DEVELOPER_NAME matches the dashboard you deployed.

                Note
                Note If your org uses a namespace, the dashboard developer name, Data Cloud data model object (DMO) API Name (__dlm), and Data Cloud DMO Field API Name (__c) also have the namespace.
              3. Deploy the updated component.
            7. Add the configured component to the Promotion page layout.
              1. Click Setup, and then select Edit Page.
              2. From the Components pane, drag the TPM Accrual Tactic Summary component onto the page, placing it under the Tactic Funds card.
              3. Save the page.
              When a user selects a tactic for a promotion, the Tactic Accrual Summary is shown on the promotion's page.
             
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