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Trailhead

Adopt Trade Promotion Management in Consumer Goods Cloud

Salesforce via Trailhead

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Overview

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Learn how to manage promotions, funds, and strategies to optimize sales and branding.
  • Use Consumer Goods Cloud to manage and track promotions and keep them running smoothly.
  • Set up and run successful promotions to optimize sales and branding.
  • Use funds to streamline promotions and budget distribution.
  • Use customer business plans to strategize and measure sales success.

Syllabus

  • Trade Promotion Management in Consumer Goods Cloud
    • Get Started with Trade Promotion Management
    • Develop a TPM Strategy
    • Set Up an Account Plan
    • Plan Your Promotions
    • Run Your Promotions
  • Deep Dive into Promotions for Consumer Goods Cloud
    • Start Your Promotions Journey
    • Discover Promotion Details
    • Learn About Tactics and Tactic Funds
    • Explore Promotion Push
    • Do More with Promotions
  • Funds Planning in Trade Promotion Management
    • Get Started with Funds for Promotions
    • Explore Fund Transactions and Rate-Based Funds
    • Create Funds
  • Strategy Planning with a Customer Business Plan
    • Get Started with Customer Business Plans
    • Dive into Customer Business Plans
    • Read Customer Business Plan Data from an Account Plan View
    • Analyze Promotional Impact on Plan Data in Real Time

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