Consumer Goods Cloud AP-205 Reddit Questions

In Consumer Goods Cloud TPM, the concept of a "Blueprint" or "Pattern" promotion is handled through Derivation. This is distinct from a simple "Copy/Paste."

A "Derivable" promotion acts as a parent or master template. To implement this:

Mark as Derivable:The specificPromotion Templatemust be flagged as Derivable.

Child Relationship:You must define the relationship that allows a new promotion to be spawned from this template.

Usage Derive:The configuration setting Usage: Derive tells the system that this logic applies when deriving a child promotion, not just copying one.

Copied Components:This is the most critical part for the user's requirement ("presets the products and tactics"). The consultant must explicitly selectTacticsandProductsin the Copied Components configuration.

If these components are not selected, the new promotion will be created with the correct dates and header info, but it will be empty (no products, no tactics). By configuringDerivewithCopied Components, the system duplicates the entire structure of the blueprint, allowing the KAM to simply adjust the dates or uplift numbers, significantly reducing click count and ensuring consistency with the "Blueprint" strategy.

The Promotion Template is the master controller for the layout and behavior of a specific type of promotion. When a business defines different types of promotions—for example, a "Full P&L Promotion" versus a "Volume Only Promotion"—they use different Promotion Templates to tailor the user experience.

For a "Volume Only" promotion, the business might want to hide financial complexity (like ROI or Fixed Funds) butmustshow the volume data. The visibility of the major UI components (Cards) is toggled directly on thePromotion Templaterecord.

Within the Promotion Template configuration, there are specific checkboxes or settings for:

Show VPC (Volume Planning Card):Controls if the volume grid is visible.

Show SPC (Spend Planning Card):Controls if the financial grid is visible.

To ensure the KAM can see the VPC, the consultant must navigate to the specificPromotion Templateused for "Volume Only" promotions and ensure the VPC visibility setting is enabled. While KPI Subsets (Option B) controlwhichcolumns appear inside the card, the Promotion Template (Option C) controls whether the card appearsat all. Tactic templates (Option A) control the individual tactics (e.g., Display, Flyer) and do not control the high-level promotion page layout.

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A robust TPM implementation relies heavily on data that originates outside of Salesforce. The set of systems listed in Option A represents the critical "backbone" integrations required for Trade Promotion Management:

ERP (Enterprise Resource Planning):This is the source of truth for "Actuals." To settle claims and analyze promotion performance, TPM needs shipment and invoice data, which lives in the ERP.

MDM (Master Data Management) / PIM (Product Information Management):TPM requires a clean, hierarchical structure of Products and Customers. Synching this master data ensures that the "Product A" planned in Salesforce matches the "Product A" shipped by the warehouse.

Demand Planning:TPM is often theinputto demand planning (providing the promotional lift), but it also consumes theBaseline Forecast(what would sell with no promotion) from Demand Planning tools to calculate accurate ROI.

While POS data (Option B) is useful for Retail Execution (checking shelf prices), it is less critical for theTrade Planningaspect compared to shipment data. Similarly, HRM (Option C) is generally irrelevant to trade promotion calculations. Therefore, Option A covers the essential data flow: Master Data (MDM/PIM) -> Baseline (Demand Planning) -> Execution/Actuals (ERP)3333.

The Ad-Hoc Sync feature in Consumer Goods Cloud is a critical administrative tool used to push metadata and configuration changes to the Processing Service immediately, bypassing the standard nightly batch windows. This is essential during setup or debugging (like scenario planning configuration) to verify results instantly.

To determinewhichobjects need syncing, analyze what was changed:

New Fields & Linking:The admin created fields and updated theKPI Map. The KPI Map tells the engine how to read/write data from Salesforce fields into the calculation grid. If this isn't synced, the engine won't know the new fields exist.

Configuration:ThePromotion Templatewas modified to include the new KPI Set. The template is the blueprint; the engine needs this new blueprint to know which KPIs to display and calculate.

Transactional Data:Promotionswere created using this template. For the scenario planning to work on these specific records, the promotion instances themselves must be recognized by the processing layer.

While "Customer Extension" (Option B/C) is important for account-level attributes, the scenario specifically highlights changes to theKPI definition,Template structure, and thePromotionsthemselves. Therefore, the set {KPI Map, Promotion Template, Promotion} represents the specific metadata chain that must be refreshed for the calculation engine to correctly process the new scenario planning logic.