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Set Up Trade Promotion Management
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            Import Additional Metadata

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            3. Set up and Maintain Trade Promotion Management

            Import Additional Metadata

            Additional metadata contains permission sets and approval processes.

            Required Editions

            Install Salesforce CLI and authorize it for use with your Salesforce org.

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            1. Download metadata from the additional_metadata folder in Static Resources.
            2. Extract the cgcloud__additional_metadata.zip file.
              Inside the extracted folder, you can see a file named package.xml and the folders: permissionsets and approvalProcesses. The additional_metadata folder contains the admin and user permission sets, and the TPM Batch User permission set from static resources. The other batch user-related permission sets are available in the CG Cloud managed package.
            3. Move the extracted folder into the directory where you have installed Salesforce CLI.
            4. Open the command prompt in Windows or the Terminal in Mac.
            5. Go to the directory where you’ve installed the Salesforce CLI.
            6. Run this Salesforce CLI command: sf project deploy start --metadata-dir additionalMetadata --target-org ALIAS --wait 5.

              Use these options with your command:

              • project deploy start enables the deployment of metadata by using the metadata API.
              • --metadata-dir additionalMetadata specifies the name of the folder that contains the metadata files. If you’re using Windows, specify the complete path to the folder that contains the metadata files.
              • --target-org ALIAS specifies the alias of the Salesforce org linked to your Salesforce CLI.
              • --wait 5 specifies the number of minutes to wait for the command to finish before timing out.

            See Also

             
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