About the CredentialConsumer Goods Cloud: Trade Promotion Management (TPM) – Accredited Professional validates your ability to design, plan, and deliver TPM solutions that meet real business needs. Certified professionals demonstrate they can implement Consumer Goods Cloud TPM on best-practice architecture, integrate it into existing trade environments, and drive long-term customer success beyond core Salesforce.Who It’s ForAccredited Professional (AP) exams are designed for Salesforce Partners with access to Partner Learning Camp and the Partner Community.Candidate ProfileIdeal candidates typically have:2–3 years of Salesforce consulting experience.2+ years with Salesforce technology and 1+ year hands-on with Consumer Goods Cloud TPM.Experience leading TPM implementations using Service Cloud capabilities (Omni-Channel Routing, voice/digital channels, self-service) and adjacent Salesforce features.What You Should Know BeforehandSuccessful candidates can demonstrate the following skills and understanding:TPM Foundations: End-to-end trade promotion lifecycle, key personas, fixed vs. rate-based funding, promotions vs. tactics, settlement types and processes, promotion analysis, and basic calculation configuration.Platform Setup & Security: Org setup, users, profiles, permission sets/licenses, and security model.Architecture & Data: TPM architecture basics, Processing Service purpose, data sources required for trade, when to trigger data syncs, and data management/uploads.Planning & Funds: Creating funds/transactions and rate-based funding, setting customer business plans, navigating trade planning.
What you'll learn
Understand end-to-end trade promotion lifecycle
Configure and manage promotions and tactics effectively
Navigate security models and user permissions in Salesforce
Plan and create effective trade promotion funds and transactions
Course objectives
Prepare for the Consumer Goods Cloud TPM exam
Develop trade promotion management skills using best practices
Integrate Consumer Goods Cloud TPM into existing trade environments