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Salesforce Consumer Goods Cloud: Trade Promotion Management Accredited Professional Sample Questions:

1. A key account manager (KAM) wants to plan for the current and future financial years and create multiple scenarios for evaluation in a Customer Business Plan (CBP). The KAM wants the ability to play with What If scenarios and save Planning Versions.
How should the KAM use the standard CBP scenario planning functionality?

A) Create a real-time report of the scenarios and compare changes to the CBP on a separate tab.
B) Create multiple plan scenarios for the CBP in Promotion Scenario planning.
C) Create scenarios, copy scenarios, compare scenarios, and activate scenarios in the CBP.

2. Cloud Kicks is using assortments to drive the customer product list. Key account managers (KAMs) perform updates multiple times during the day to the product list and want to be able to promote these products on the same day in a new promotion.
What should the KAMs ensure is done to be able to promote products that have been added to the assortment?

A) Refresh the assortment screen.
B) Re-approve the changes in the assortment.
C) Sync the changes in the assortment with the processing service.

3. A consumer goods manufacturer wants to track spending against trade promotion tactics, but does not want to manage the creation of fund records or the financial transactions between funds.
What should a consultant advise?

A) The Funds module is optional in TPM so does not need to be implemented. Actual spend can still be compared to that defined in the Spend Planning card (SPC), but not against the initial or subsequent transactions used to define the available value of funds. The system will not be able to prevent overspending.
B) Tracking spend requires implementation of the Fund Management module. Initial fund values can be loaded as initial transactions by dataloading into the appropriate fund records. Subsequent transactions do not need to be managed in the system. The system can prevent overspending but only in relation to the initial loaded values as subsequent transactions will not be held within the system.
C) The Funds module is optional in TPM so does not need to be implemented.
Create a single fund per sales org with an initial value representing the total amount in the fund at sales org level to act as a dummy fund record so that Spend Tracking can be used.
The system can prevent overspending but only in relation to the initial loaded values as subsequent transactions will not be held within the system.

4. Why should a consultant be conscious about the number of key performance indicators (KPIs) that are related to a KPI set? 1

A) A KPI set is specific to a given object, but is shared across all sales orgs, so the KPI functionality configured within a KPI superset per object must fit within platform limits to protect performance and scalability.
B) A KPI set is defined per template per object, but can be shared across the same or different objects and across sales orgs if needed, so the KPI functionality configured within a KPI set must fit within platform limits to protect performance and scalability.
C) A KPI set is shared across accounts, promotions, promotion tactics, funds, and claims within a given sales org, so the KPI functionality configured within a KPI subset across these objects must fit within platform limits to protect performance and scalability. 2

5. Ursa Major Solar needs to migrate a promotion from its existing legacy system to Consumer Goods Cloud TPM.
Which structures need to be in place in the Salesforce org before migrating the promotion?

A) Sales org, master data, promotion templates, funds, payment templates
B) Org unit hierarchy, master data, assortment, promotion templates, payment templates
C) Sales org, master data, promotion templates, tactic templates, all related KPI templates

Solutions: