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  3. Salesforce Accredited Agentforce Consumer Goods Professional

Salesforce Accredited Agentforce Consumer Goods Professional

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0/251Learned

Salesforce Accredited Agentforce Consumer Goods Professional

Study Checklist

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Checklist progress

0/251Learned

Route Setup.

0/11

  • How Route records relate to Retail Store records in CGC
  • Purpose and key fields of the Route object in CGC (Route Name, assigned user, associated territory)
  • How Route configuration drives generation of planned Visit records in CGC
  • A consultant has set up routes and assigned stores to each route, but planned Visit records are not being created for the upcoming week. What should the consultant investigate?
  • How the expected visit frequency field on Retail Store records drives route planning coverage in CGC
  • When Visit auto-generation from Routes runs in CGC and what schedule prerequisites apply
  • How expected visit frequency on Retail Store records helps identify coverage gaps in CGC
  • The mechanism that auto-generates planned Visit records from CGC Routes for each store on a route
  • How store sequence and planned visit timing are defined within a CGC Route
  • Adding stores to a Route using Route Product (store-to-route junction) records in CGC
  • A sales manager wants to define a fixed weekly sequence of 12 stores for each territory rep. Which CGC objects and relationships must the consultant configure to represent this route structure?

Price Book Setup.

0/3

  • A rep reports that a product's price shown during DSD order capture does not match the agreed contract price for that account. What price book configuration should the consultant review?
  • How standard and custom price books are configured in CGC for DSD order capture and visit-based order taking
  • How assigning a price book to a Retail Store in CGC affects prices shown during visit-based ordering or DSD

Store Setup.

0/16

  • The relationship between the Account object and the Retail Store object in Consumer Goods Cloud
  • When a separate Retail Store record is required in CGC versus using the Account record alone for field execution
  • A consumer goods company has accounts with multiple physical locations. The client wants field reps to execute visits at each physical location independently. How should the consultant configure the store data model?
  • Required and key fields on the Retail Store object in CGC (store type, store format, status)
  • How Retail Store Groups support territory-oriented store segmentation alongside action plan assignment in CGC
  • How Retail Store fields (store type, store format, status) influence visit eligibility and task generation in CGC
  • Setting up operating hours on Retail Store records in CGC
  • Configuring Retail Store Groups in CGC to segment stores for bulk Action Plan Template assignment
  • How Retail Store geolocation fields support route optimization for field reps in CGC
  • How Retail Store operating hours constrain visit scheduling windows in CGC
  • A field rep is unable to check in to a store visit on the mobile app despite being at the correct location. The consultant suspects a geolocation configuration issue. What should the consultant verify on the Retail Store record?
  • A client wants to assign different sets of action plans to stores based on store format (e.g., hypermarket vs. convenience). Which CGC configuration enables this segmentation?
  • How Retail Store geolocation fields support mobile check-in validation in CGC
  • Retail Store hierarchy in CGC: how child retail stores are associated with parent retail stores
  • A client is migrating store data from a legacy system. Which fields on the Retail Store object must be populated to ensure stores are eligible for visit execution in CGC?
  • Reporting rollup implications when retail stores are organized in a parent-child hierarchy in CGC

Action Plan Setup.

0/14

  • The difference between an Action Plan Template and an Action Plan in Consumer Goods Cloud
  • Marking Action Plan Template tasks as required versus optional in CGC
  • Rules that determine which action plans are generated for a given store visit in CGC
  • Configuring task sequencing and order of execution on Action Plan Templates in CGC
  • A client wants field reps to complete a planogram check before an inventory check during every store visit. How should the consultant configure the Action Plan Template to enforce this sequence?
  • Configuring task types on Action Plan Templates in CGC
  • A company has two store segments — key accounts and general trade — each requiring different sets of tasks. What is the recommended approach to configure action plans in CGC?
  • Assigning Action Plan Templates to Retail Stores or Retail Store Groups in CGC
  • How action plan frequency in CGC affects visit workload for field reps
  • A client wants certain tasks to be mandatory for visit completion while others are optional. How are required tasks configured on an Action Plan Template?
  • A field rep reports that they see duplicate action plans for the same store on every visit. What should the consultant investigate regarding Action Plan Template assignment?
  • How product category and product group linkage on Action Plan Templates drives targeted task execution in CGC
  • How Action Plan Templates are instantiated as Action Plans for specific retail store visits in CGC
  • How Action Plan Templates relate to product categories or product groups in CGC

Planogram Setup.

0/11

  • What the Planogram object represents in Consumer Goods Cloud
  • Assigning planograms to retail stores in CGC
  • The role of the Retail Store Planogram object in determining which planogram a store must comply with in CGC
  • A company is launching a seasonal promotion and wants a temporary planogram to replace the standard one for six weeks. How should effective dates be set on seasonal Planogram records in CGC?
  • A client has different planograms for different store formats. During a planogram check, a rep at a convenience store is shown the hypermarket planogram. What configuration error should the consultant investigate?
  • A company is launching a seasonal promotion and wants a temporary planogram to replace the standard one for six weeks. How should store-level planogram assignments be updated for the promotional period?
  • How Planogram categories and subcategories in CGC organize planograms by product category
  • Expected facings and shelf position on Planogram Product records in CGC and how reps use them during Planogram Check
  • Planogram effective date ranges in CGC
  • How Planogram category and subcategory metadata filters which planogram a rep sees during visit execution in CGC
  • Which Planogram Product fields in CGC define expected product placement for compliance checks

Product Setup.

0/12

  • The Product2 object's role in Consumer Goods Cloud implementations
  • Configuring product categories and hierarchies in CGC
  • Critical Product2 fields for consumer goods use cases in CGC (product code, category, product family)
  • How product category hierarchy in CGC supports targeted action plans
  • How product assortment in CGC configures which products are available at a specific retail store
  • How product category hierarchy in CGC supports inventory checks during visits
  • A client wants reps to only see products listed for a specific store during inventory checks. Which object and relationship must be configured to restrict the product list per store?
  • A consumer goods company sells 5,000 SKUs but each store carries only 200–300. A consultant needs to ensure reps see only store-relevant products during visits. What is the most scalable configuration approach in CGC?
  • How Product Assortment records tie products to Retail Stores or Retail Store Groups for visit task filtering in CGC
  • Product listing vs. product assortment in CGC: the distinction between what is universally catalogued and what is available at a specific store
  • Creating and maintaining Product Assortment records in CGC
  • How product assortment controls which products appear in Promotion Check tasks in CGC

Promotion Setup.

0/10

The Promotion Product junction object in CGC and how promoted SKUs are linked to a Promotion

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The Promotion object in CGC: key fields including promotion type, start date, end date, and status

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The Retail Store Promotion object in CGC and its role in promotion distribution

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What promotion execution data is stored on each Promotion Product record in CGC

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How retail stores become associated with an active Promotion in CGC for execution and checks

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Configuring promotion channels in CGC

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Promotion status lifecycle values in CGC (Draft, Active, Expired)

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A client wants field reps to verify that a national promotion is executed at every store in a particular region. How should the consultant configure promotion distribution to ensure these stores receive the promotion check task?

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A client manages both national promotions (all stores) and local promotions (store subsets). What is the most efficient way to structure promotion distribution records in CGC?

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Using promotion types in CGC to differentiate trade promotions from in-store execution promotions

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Retail Store KPI Setup.

0/12

  • Purpose of the Retail Store KPI object in Consumer Goods Cloud
  • Key fields on Retail Store KPI records in CGC (KPI name, target value, actual value, measurement period)
  • How Retail Store KPI records relate to Retail Store records in CGC
  • Types of KPIs commonly tracked in CGC (on-shelf availability, share of shelf, distribution coverage)
  • How each major Retail Store KPI type in CGC is measured and recorded
  • How Retail Store KPI actuals are populated: whether automatically from visit execution data, via integration, or manually by managers
  • A client wants to track monthly on-shelf availability targets for each store and measure rep performance against them. How should Retail Store KPI records be structured to support this requirement?
  • How Retail Execution Score in CGC is calculated from task compliance data
  • What business insight Retail Execution Score provides to managers in CGC
  • Aligning Retail Store KPI measurement periods in CGC with corporate reporting cycles
  • A manager notices that the Retail Execution Score for several stores is not updating after visits are completed. What should the consultant check in the CGC configuration?
  • A client wants to compare planned KPI targets versus actuals at both store and territory level. Which CGC objects and fields support this multi-level KPI reporting requirement?
  • Visit status states and allowed transitions for Visit records in CGC (Planned → In Progress → Complete)
  • What user or system actions in CGC trigger each Visit status transition
  • Required check-in and check-out actions for Visit records during CGC visit execution
  • A rep calls support saying the 'Complete Visit' button is disabled in the mobile app even though they believe all tasks are finished. What configuration-related reasons in CGC might prevent visit completion?
  • How field reps log contextual observations, follow-up actions, or buyer feedback on Visit records in CGC
  • Required task enforcement at visit completion: how CGC prevents a rep from marking a visit as Complete when one or more required Action Plan tasks remain incomplete
  • How managers access visit notes and activity captured by reps in CGC
  • The Custom Task type in CGC: when to use it versus standard task types (Inventory Check, Planogram Check, Promotion Check, Survey)
  • Configuring a Custom Task on an Action Plan Template in CGC
  • A client needs field reps to capture a competitor product price during store visits. No standard CGC task type covers this. What is the recommended configuration approach?
  • Defining custom fields and data collection points on a CGC Custom Task for mobile execution
  • Limitations of Custom Tasks versus structured task types in CGC for auto-calculation and compliance scoring
  • A consultant is evaluating whether to use a Custom Task or a Survey to capture open-ended feedback from store managers during visits. What factors should drive this decision?
  • Where custom task completion values are persisted in the Consumer Goods Cloud data model
  • How custom task data surfaces in CGC reports and analytics for managers
  • Van sales versus pre-sales Direct Store Delivery models in Consumer Goods Cloud
  • How CGC supports van-sales versus pre-sales DSD workflows
  • Order, Delivery, and Invoice objects in a CGC Direct Store Delivery workflow
  • How Order, Delivery, and Invoice records in CGC are created and related during a field visit
  • A field sales rep drives a van to a store, delivers product, and collects a signed receipt on the spot. Which DSD model does this represent in CGC?
  • For a van-sales DSD visit, how does CGC support capturing the delivery transaction and receipt confirmation?
  • How the DSD Delivery record in CGC captures product quantities delivered
  • When an invoice is created in the CGC Direct Store Delivery workflow
  • How CGC synchronizes offline DSD orders and deliveries after the rep reconnects
  • How reps capture signed delivery receipts or confirm delivered quantities for DSD in CGC
  • Required data points on DSD Invoice records in CGC
  • How delivery confirmation updates the status of the Delivery record in CGC
  • A client's reps frequently visit stores in areas with no internet connectivity and need to create DSD orders on-site. Which CGC capability enables offline DSD capture?
  • A client uses a pre-sales model where reps take orders during store visits and deliveries are made from a warehouse separately. How is the DSD workflow configured in CGC for this scenario?
  • What data the Inventory Check task type collects in CGC (on-hand quantity, facing count, gap)
  • Which CGC object stores Inventory Check results from visit execution
  • Marking an Inventory Check task as required versus optional on an Action Plan Template in CGC
  • Configuring which products appear on an Inventory Check task from an Action Plan Template in CGC
  • A field rep reports that not all of the store's listed products appear in the inventory check task. Product assortment records exist for the store. What should the consultant investigate?
  • The difference between facing count and unit count in a CGC Inventory Check
  • When facing count versus unit count is the relevant Inventory Check metric for consumer goods companies
  • How Inventory Check data populates Retail Store KPI actuals in CGC
  • A client wants to identify stores where on-shelf availability is consistently below 80% to prioritize remediation visits. How does inventory check data in CGC support this use case?
  • How Inventory Check results in CGC feed on-shelf availability (OSA) KPI calculations
  • How CGC aggregates multiple inventory checks across visits for reporting
  • The relationship between Inventory Audit records and parent Visit records in CGC
  • Which CGC configuration drives out-of-stock alert behavior from Inventory Check results
  • How an Inventory Check result below a minimum threshold triggers out-of-stock alerts or follow-up actions in CGC
  • A client wants field reps to be automatically prompted to create a replenishment order when an Inventory Check records a stock count below the target quantity. How should this workflow be configured in CGC?
  • Which planogram record the Planogram Check task references during visit execution in CGC
  • What compliance data the Planogram Check task type collects in CGC
  • What a planogram compliance score represents to merchandising managers in CGC
  • How planogram compliance is calculated during a Planogram Check task in CGC
  • A rep completing a Planogram Check on the mobile app sees the wrong planogram for the product category. What should the consultant investigate?
  • When photo evidence is required versus optional during Planogram Check in CGC
  • Configuring photo capture requirements on Planogram Check tasks in CGC
  • Limitations of photo capture during Planogram Check in CGC
  • How Planogram Check and Inventory Check in CGC differ in the data each task collects
  • A consumer goods company wants to verify both product availability and correct shelf placement during every store visit. Which task types should be included in the Action Plan Template, and why?
  • When a consultant should recommend Planogram Check versus Inventory Check for a given CGC requirement
  • How the Survey task type in CGC differs from Salesforce Surveys
  • What kinds of visit data the CGC Survey task type is designed to collect
  • Marking a Survey task as required on an Action Plan Template in CGC
  • Survey question types available in CGC (text, numeric, picklist, multi-select)
  • A client needs reps to ask store managers three questions about competitor activity and capture numeric scores. Which CGC task type should the consultant recommend?
  • How each Survey question type is configured in a CGC survey template
  • Linking a survey template to a Survey task on an Action Plan Template in CGC
  • Conditional survey logic in CGC: how subsequent questions can branch based on a rep's answer to a prior question
  • How CGC stores Survey responses from multiple store visits
  • A client wants additional follow-up questions to appear only when a rep selects 'Out of Stock' for a product in a survey. What CGC Survey feature enables this conditional behavior?
  • A consultant is deciding between a CGC Survey task and a Custom Task for collecting structured store manager feedback with branching logic. What are the key trade-offs?
  • How aggregated Survey responses from visits are reported on in CGC
  • What the Promotion Check task type verifies during a store visit in CGC
  • How a Promotion Check task is automatically generated for a store visit based on active promotions that have been distributed to that store
  • A field rep visits a store but does not see a Promotion Check task for an active campaign. The promotion has correct dates and is distributed to the store. What else should the consultant verify?
  • Compliance fields captured during a Promotion Check in CGC (display present, correct products, correct pricing)
  • How a Promotion Check task links to Promotion records in CGC
  • A client wants to track how many stores complied with a promotional display requirement during a campaign. How does CGC Promotion Check task data support this reporting need?
  • How Promotion Check task data relates to the parent Visit record in CGC for compliance rollup
  • How Promotion Check data on Visit records supports aggregate promotion compliance reporting in CGC
  • How CGC flags promotion non-compliance from Promotion Check task results
  • A client has overlapping promotions active at the same store during the same period. How does CGC determine which Promotion Check tasks appear for a given visit?
  • How offline data synchronization is triggered for CGC field execution in the Salesforce mobile app
  • Which CGC data is available offline in the Salesforce mobile app
  • How CGC synchronizes visit and task results to the server once a rep regains connectivity after working offline
  • Which CGC offline and mobile capabilities allow field reps in low-connectivity areas to complete visits and capture task data until they reconnect?
  • Which rep actions on CGC store visits can be performed without connectivity in the Salesforce mobile app
  • A client wants to automatically notify a manager when a rep completes a visit with non-compliant Promotion Check results. Which Salesforce platform capability should the consultant use?
  • Customizing the CGC field experience using page layouts for Consumer Goods objects
  • How route assignments in CGC determine store responsibility when not using traditional territory models
  • Using compact layouts in CGC to optimize mobile record headers for field reps
  • Mobile navigation settings that streamline CGC workflows for field reps
  • What object and field access each standard CGC permission set typically grants
  • Einstein Vision for shelf image analysis: how it integrates with CGC to automate planogram compliance scoring from photos taken during Planogram Check tasks
  • Salesforce Maps integration with CGC for route visualization and turn-by-turn navigation to retail stores during visit execution
  • A client is evaluating Einstein Vision for planogram compliance but is concerned about implementation complexity. What are the prerequisites and key limitations of using Einstein Vision in a CGC implementation?
  • How Salesforce Territory Management in CGC controls which field reps are responsible for which Retail Stores
  • Versioning considerations when upgrading the CGC managed package
  • What a Salesforce Connected App is in the context of Consumer Goods Cloud mobile access
  • Why a Connected App is required for the Salesforce Consumer Goods mobile app
  • Connected App settings consultants must configure for CGC mobile users (OAuth scopes, IP restrictions)
  • A client's field reps cannot authenticate to the Consumer Goods mobile app after a recent org security policy update. Which Connected App settings should the consultant review first?
  • When sharing rules are required on CGC objects to extend access to specific rep or manager groups beyond OWD
  • How org-wide default sharing on Retail Store and Visit objects controls baseline visibility in CGC
  • A client reports that reps can see Visit records belonging to other reps in their region. The intent is for each rep to see only their own visits. What OWD and sharing configuration should the consultant adjust on the Visit object?
  • Implications of master-detail versus lookup relationships in CGC for rollup summary fields and cascade delete
  • Installing and maintaining the Consumer Goods Cloud managed package as an org setup prerequisite
  • Assigning CGC permission sets and enabling Consumer Goods feature settings during org setup
  • Which key Consumer Goods Cloud relationships are master-detail versus lookup (for example, Visit Task to Visit, Action Plan to Visit)
  • How Action Plan Templates fulfill visit-level task configuration and assignment responsibilities in CGC
  • How Planograms define expected shelf placement and facings versus how Product Assortment defines which SKUs are stocked at a store in CGC
  • How Salesforce platform updates can affect custom configurations built on Consumer Goods Cloud
  • What the Consumer Goods Cloud managed package provides out-of-the-box
  • When Planogram configuration versus Product Assortment drives visit task generation in CGC
  • A client wants field reps to view but not edit Retail Store KPI targets, while managers can edit them. How should the consultant configure security and permissions to meet this requirement?
  • Extending the CGC data model with custom objects and fields to accommodate client-specific requirements while preserving managed package upgrade compatibility
  • Standard Consumer Goods Cloud permission sets provided out-of-the-box (for example, CGC Field Sales Rep, CGC Manager)
  • Using Salesforce Flow in CGC to automate visit status updates and task-completion-driven processes
  • Manually creating Visit records in CGC
  • Route-based scheduling of visits in CGC
  • A field sales manager wants to pre-schedule all store visits for the next month based on rep territories and store visit frequency targets. Which CGC capabilities support bulk visit scheduling?
  • Recurring visit configuration in CGC and how it affects visit creation
  • Visit lifecycle states for Visit records in CGC (Planned, In Progress, Complete)
  • A rep's manager notices that a store scheduled for weekly visits has had no visit in three weeks. Which CGC tools or reports help the manager identify and correct this coverage gap?
  • Salesforce Maps Advanced for route optimization in CGC: how it sequences daily store visits to minimize rep travel time
  • How field reps create and execute unplanned (ad-hoc) visits in CGC
  • When ad-hoc visits are appropriate versus relying on the pre-planned visit schedule in CGC
  • How visit check-out is captured in CGC after task execution
  • How Retail Store operating hours prevent scheduling reps outside store business hours in CGC
  • Geolocation validation during visit check-in in CGC
  • A client wants to enforce that reps can only check in to a visit when within 100 meters of the store location. Which CGC setting controls this geofencing behavior?
  • How the check-in radius is configured on the Retail Store record in CGC
  • What base Salesforce Maps provides for Consumer Goods Cloud (store visualization, address geocoding)
  • What Salesforce Maps Advanced adds for CGC (route optimization, multi-stop sequencing) and when it is appropriate versus base Maps
  • A client wants the system to automatically sequence each rep's daily store visits in the most efficient geographic order. Which Salesforce product beyond the base CGC license is required?
  • What store and route data must be complete in CGC before automated geographic route sequencing works for field reps?
  • Key fields on the Visit record in CGC (visit type, scheduled start/end, status, assigned rep)
  • ERP-to-Salesforce integration patterns for synchronizing product master data into Consumer Goods Cloud
  • ERP-to-Salesforce integration patterns for Direct Store Delivery order synchronization in CGC
  • ERP-to-Salesforce integration patterns for synchronizing retail store data into CGC
  • A client wants to sync product master data from SAP to CGC on a nightly basis. What integration approach and key considerations should the consultant recommend?
  • Which Salesforce API is most appropriate for initial bulk loads of CGC data versus ongoing incremental syncs
  • A client needs to import 500,000 Retail Store records from a legacy system into CGC. Which Salesforce API should the consultant prioritize for the load?
  • Using External IDs on CGC objects (Retail Store, Product2) for upsert operations when integrating with external systems
  • When to use the Salesforce REST API versus Bulk API versus Streaming API for CGC integration scenarios
  • Offline data sync conflict resolution: how CGC handles data conflicts when a rep syncs offline visit data that conflicts with records changed by another user during the offline period
  • A client needs to import 500,000 Retail Store records from a legacy system into CGC. Which Salesforce data loading tool or pattern should accompany that API choice?
  • MuleSoft Anypoint Platform as an integration layer for CGC: when MuleSoft is preferred over direct Salesforce API integrations for enterprise CGC deployments
  • A client wants ERP order confirmation status to automatically update the CGC Order record when warehouse picking is complete. What integration pattern and Salesforce API capability should the consultant recommend?
  • A client's DSD process requires that orders captured in CGC appear in SAP within 15 minutes for warehouse picking. What integration architecture should the consultant recommend?
  • How parent-child Account and Retail Store hierarchy is maintained when syncing master data from an ERP or MDM into CGC
  • DSD order integration: how orders created by field reps in CGC are transmitted to an order management or ERP system for warehouse fulfillment
  • Common inbound integration patterns for writing DSD order status changes from external fulfillment systems back into Consumer Goods Cloud
  • Middleware vs. point-to-point integration for CGC: trade-offs when choosing an integration architecture for connecting CGC to ERP, WMS, and other backend systems
  • How CRM Analytics (Tableau CRM) integrates with Consumer Goods Cloud data for retail execution insights
  • Which out-of-the-box CRM Analytics dashboards and apps Salesforce provides for consumer goods field execution
  • How the CGC Analytics App gives managers visibility into field execution compliance
  • Which datasets the Consumer Goods Cloud Analytics App includes
  • Key KPIs surfaced in the CGC Analytics App for retail execution
  • A sales manager wants a dashboard showing visit compliance rate, average on-shelf availability, and promotion check pass rate by territory. Which CGC analytics capability best supports this requirement?
  • Limitations of standard Salesforce Reports and Dashboards for CGC compared with CRM Analytics for consumer goods analytics
  • A client has licensed CGC but not CRM Analytics. A sales director wants trend analysis of planogram compliance over 12 months. What is the most feasible approach using standard Salesforce reporting tools?
  • Data refresh cadence options for CRM Analytics datasets fed by Consumer Goods Cloud data
  • Retail Execution Score analytics: how the score is visualized in CGC dashboards and how managers use it to identify underperforming stores or reps
  • A client wants to identify which product categories have the highest planogram non-compliance rate, segmented by store format. Which tool and data source in CGC supports this analysis?
  • A client's operations team needs daily KPI snapshots available in CRM Analytics by 6 AM each morning. What data sync schedule and dataset refresh approach should the consultant recommend?
  • How near-real-time versus batch analytics refresh in CGC affects manager decision-making and operational responsiveness

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Using promotion types in CGC to differentiate trade promotions from in-store execution promotions

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Explainer

Consumer Goods Cloud distinguishes between Trade Promotion Management (TPM) promotions aimed at retailers and Retail Execution (RE) promotions aimed at end consumers. TPM focuses on financial planning and negotiation with retailers, while RE drives field sales activities like store audits and orders at the SKU level. These distinct workflows are managed within the same Salesforce objects but are separated by promotion types and record types.

Core information
  • Trade promotions target retailers to earn benefits, whereas consumer promotions provide discounts or bundles directly to shoppers purchasing from stores.
More details and nuances
  • Certain TPM promotion types such as brand programs, umbrella promotions, and shell promotions are not relevant for Retail Execution execution.