End-to-end headless setup of Trade Promotion Effectiveness (TPE) dashboards for a Trade Promotion Management (TPM) Cloud org, covering tenant pairing checks, permission sets, SSOT and Tableau Next enablement, C360 SDM verification, the TPM Accruals data kit install, business-period export, RTR Data Cloud export configuration, the TPM_PROMOTION_MEASURE Data Transform, TPE Analytics app install, and optional KPI dashboard customization. Use when a customer or admin wants to set up TPE dashboards,…
End-to-end headless setup of Trade Promotion Effectiveness (TPE) dashboards for a Trade Promotion Management (TPM) Cloud org, covering tenant pairing checks, permission sets, SSOT and Tableau Next enablement, C360 SDM verification, the TPM Accruals data kit install, business-period export, RTR Data Cloud export configuration, the TPM_PROMOTION_MEASURE Data Transform, TPE Analytics app install, and optional KPI dashboard customization.
Use when a customer or admin wants to set up TPE dashboards, enable Trade Promotion Effectiveness, install the TPE analytics app, or set up and customize TPE dashboards with their own KPIs.
Similar popular skills
Related neighbors and high-traction skills in the same topics — useful to compare before installing.
Files included with this skill beyond the listing page.
skill mdSKILL.md5,852 B
docsSUMMARY.md671 B
History
First recorded snapshot · 238 installs
SKILL.md
Consumer Goods TPE Dashboard Configure
Bring a TPM org from bare state to a running TPE dashboard in one guided session, driven entirely by sf CLI + REST/anonymous-Apex against an already-authenticated org — never a password or interactive login on the user's behalf.
Persona: a Salesforce TPM System Admin setting up TPE dashboards for their org.
Delegates three of its twelve steps to standalone sibling skills (own SKILL.md, own inputs, self-contained per this repo's skills architecture rules — no shared files):
Step 12 → consumer-goods-tpe-dashboard-custom-kpi-configure (optional, only if the customer wants custom KPIs on the base dashboards)
Every other step runs directly in this skill.
Inputs to collect first
Ask before starting. Do not guess.
TPM System Admin username — must already be authenticated via sf CLI. Verify with node ./scripts/sf-rest.js org-status --target-org <username> (never sf org display --json directly — see references/phases-1-6.md).
Dry-run? — offer by default. In dry-run, every read/verify/check step still runs; every write/trigger/install step is skipped and recorded as pending — not run (dry-run).
Also detect the installed package namespace and version-gate the org (Consumer Goods Cloud >= 262.2 required) before Phase 1 — see "Namespace detection" in references/phases-1-6.md.
Phase list
Phase
Step
Summary
Details
Setup
—
Collect inputs, detect namespace, version-gate the org
references/phases-1-6.md
1
Tenant pairing
Ask user to confirm Hyperforce Processing Service pairing (not verifiable programmatically)
references/phases-1-6.md
2
TPM Admin permission set(s)
Ask user to confirm org-specific persona permission sets are assigned
references/phases-1-6.md
3
GenieAdmin / TableauEinsteinAdmin
Query, and on confirmation assign, these two permission sets
references/phases-1-6.md
4
SSOT package
Verify the ssot managed package is installed
references/phases-1-6.md
5
Enable Tableau Next
Ask user to confirm manual UI enablement (not verifiable programmatically)
references/phases-1-6.md
6
C360 SDM
Verify or trigger + poll the C360 Unified Semantic Model app install
references/phases-1-6.md
7
TPM Accruals Data Kit
Delegated to consumer-goods-tpe-datakit-deploy
references/phases-7-12.md
8
Business Period export
Anonymous-Apex export via a Hyperforce-substrate Sales Org, poll, then confirm the tpmbusinessperiod Data Stream sync
references/phases-7-12.md
9
RTR Data Cloud export
Delegated to consumer-goods-rtr-datacloud-export-configure
references/phases-7-12.md
10
TPMPROMOTIONMEASURE Data Transform
Ask (credit consumption), then run and poll the Data Transform
references/phases-7-12.md
11
TPE Analytics App install
Trigger + poll the async app-framework install (~15-20 min)
references/phases-7-12.md
12
Customize KPIs (optional)
Delegated to consumer-goods-tpe-dashboard-custom-kpi-configure, only if requested
references/phases-7-12.md
references/phases-7-12.md also documents the shared scripts/poll-status.js poller and the full set of hard Rules (never authenticate on the user's behalf, never hardcode a namespace or Sales Org, never claim success on anything but a terminal success status, a poll timeout is not a failure, etc.) that apply across every phase.
Scripts
scripts/sf-rest.js — authenticated REST calls; also exposes org-status (strips accessToken before printing).
scripts/poll-status.js — generic async-status poller, reused by Phases 6 and 11.
scripts/find-failure-reason.js — extracts the actual per-requirement failure reason for a FailedStatus app-framework install (Phase 11), including "DMO not available" detection.
scripts/render-apex.js — renders an anonymous-Apex template with --var substitutions; loads scripts/soql-escape.js to escape substituted literals.
scripts/soql-escape.js — escapes a value for safe interpolation into a single-quoted SOQL/Apex string literal.
scripts/run-data-transform.js — triggers and polls a named Data Transform (Phase 10).
scripts/schedule-business-period-export.apex — anonymous-Apex template for Phase 8.
Report
At the end of a run, give the user a structured status per phase (1-12): pass / blocked / pending, with the specific blocking reason and remediation click-path where applicable. Call out anything skipped due to dry-run, a declined confirmation, or (Phase 12) the customer opting out of KPI customization.
