Consumer Goods Cloud Trade Promotion Management Accredited

About this course

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

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