Trade Promotion Management licensing and planning tools
Key Takeaway
To use Trade Promotion Management (TPM), the org needs two licenses: LightningTradePromotionPkg and Trade Promotion Management. You can't turn them on yourself. To activate them, contact your Salesforce account executive.
Trade Promotion Management (TPM) is the part of Agentforce Consumer Goods that consumer goods manufacturers use to plan, budget, run, and measure promotions with their retail customers. Before anyone can use TPM, the org needs two TPM licenses. Each user also needs the right access set up. After access is in place, key account managers plan with the trade calendar, account plans, funds, and key performance indicators (KPIs).
What TPM does
TPM covers the full promotion lifecycle, so you plan, budget, present, and run promotions in it. TPM gives you a single view of all active promotions, along with tools to evaluate and refine them.
TPM works in two layers. Data syncs between Salesforce and the processing service. The processing service then calculates the KPIs.
SF Data Sync copies changed sales org, product, customer, and template data from Salesforce to the processing service. You can run SF Data Sync as a batch, continuously, or on a schedule. KPI calculations depend on this data being synced.