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Trailhead

Set Up Trade Promotion Management in Consumer Goods Cloud

Salesforce via Trailhead

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Overview

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Optimize sales and branding for your business.
  • Set up promotions to achieve your targets.
  • Streamline fund allocation to sponsor promotions.
  • Set up claims to streamline payments to retailers.
  • Create effective promotions to boost your brand, product, and sales.
  • Export and download trade promotion data to measure performance.

Syllabus

  • Promotions Setup in Trade Promotion Management
    • Get Started with Promotions
    • Explore Promotion KPIs
    • Set Up Promotion KPIs
    • Set Up a Tactic Template
    • Create a Promotion
  • Funds Administration in Trade Promotion Management
    • Get Started with Fund Management
    • Explore KPIs and Transaction Types
    • Create Fund Templates
    • Discover Fund Determination and the Fund Checkbook
  • Claims Management Basics in Consumer Goods Cloud
    • Get Started with Claims
    • Set Up Claims
    • Manage Claims
  • Trade Calendar in Consumer Goods Cloud
    • Get Started with the Trade Calendar
    • Manage Promotions and Account Plans
  • Data Exports and Downloads in Consumer Goods Cloud
    • Get Started with Data Exports and Downloads
    • Explore Key Performance Indicator Exports
    • Set Up Profit and Loss Data Downloads
  • Real-Time Reporting in Trade Promotion Management
    • Get Started with Real-Time Reports
    • Explore Real-Time Report Building Blocks
    • Dive into Report Metadata JSON
    • Create a Real-Time Report

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