Transferring trade promotions to retail execution promotions
Key Takeaway
Promotion transfer runs one way, from Trade Promotion Management (TPM) to Retail Execution (RE). Tactic products are matched to RE products when the TPM product and the RE product have the same Planning Key and the product level is "Product".
Agentforce Consumer Goods can turn a trade promotion planned in Trade Promotion Management (TPM) into a sellable promotion in Retail Execution (RE). Key account managers (KAMs) plan the promotion once. Field teams then execute that same promotion through store audits, surveys and orders. Settings on promotion templates, tactic templates, customers and products control the transfer.
TPM and RE promotions
TPM and RE promotions do different jobs. KAMs plan TPM promotions for volume and financial planning, at any level of the product hierarchy, such as price group, SKU or sub-brand. RE promotions drive field processes such as store audits and orders, which need products at the SKU level. Both kinds of promotion use the same objects in a Salesforce org, but with different record types.
Not every TPM promotion belongs in RE. Brand programs, umbrella promotions and shell promotions are not relevant for RE. So you choose which promotion types and which tactic types to mark as transfer-relevant.