About the CredentialConsumer Goods Cloud: Trade Promotion Management (TPM) – Accredited Professional validates your ability to design, plan, and deliver TPM solutions that solve real business problems. Earning this credential proves you can implement CG Cloud TPM on best-practice architecture, integrate it with existing trade systems, and drive long-term customer outcomes beyond core Salesforce.Who It’s ForAccredited Professional (AP) exams are intended for Salesforce Partners with access to Partner Learning Camp and the Partner Community.Candidate ProfileYou’ll be well-prepared if you have:2–3 years of Salesforce consulting experience.2+ years on the Salesforce platform and 1+ year hands-on with CG Cloud TPM.Experience leading TPM implementations using Service Cloud (Omni-Channel Routing, voice/digital channels, self-service) and adjacent Salesforce capabilities.What You Should KnowSuccessful candidates demonstrate competency across:TPM Foundations – End-to-end trade promotion lifecycle; key personas; fixed vs. rate-based funding; promotions vs. tactics; settlement types and processes; promotion analysis; basic calc configuration.Platform Setup & Security – Org setup, users, profiles, permission sets/licenses, and security model.Architecture & Data – TPM architecture basics; Processing Service role; required trade data sources; data management/uploads; when to trigger syncs.Planning & Funds – Creating funds/transactions and rate-based funding; customer business plans; trade planning navigation.Reporting & Analytics – Building reports in Lightning and CRM Analytics (CRMA); near real-t
What you'll learn
Understand the end-to-end trade promotion lifecycle
Implement TPM solutions on best-practice architecture
Integrate TPM with existing trade systems
Create and manage trade plans and customer business plans
Build reports using Lightning and CRM Analytics
Course objectives
Prepare candidates for the Accredited Professional exam
Enhance knowledge of TPM foundations and processes
Familiarize learners with TPM architecture and data management
Develop skills in reporting and analytics within Salesforce