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

1. A consultant for Northern Trail Outfitters (NTO) is looking to utilize real-time reporting (RTR) to see the complete view of NTO's finances.
If the consultant makes an update to a key performance indicator (KPI) in the Volume Planning card (VPC), how fast will those changes be reflected in the RTR?

A) The KPI changes will be updated immediately.
B) The KPI changes will be reflected every 10 minutes through SF Data Sync.
C) The KPI changes will be picked up in a batch run overnight and reflected the next day.

2. A customer needs to create a promotion level report that has data for three Promotion key performance indicators (KPIs) and four fields from the Promotion object: Promotion Name, Slogan, Anchor Account, Phase.
Which type of reporting solution should a consultant recommend to the customer?

A) External Reporting Solution
B) Real-Time Reporting
C) Salesforce Lightning Reports

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) 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.
B) 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.
C) 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.

4. Cloud Kicks is using Consumer Goods Cloud TPM and wants to tailor the system for a key account manager (KAM). It needs to make sure that the KAM has access solely to products in the Beverages category for all customers.
Which approach should a consultant recommend to set up this specific access within Consumer Goods Cloud TPM?

A) Configure user settings by assigning the Beverages category to the KAM through the product manager, ensuring the KAM's access is limited to products within this category.
B) Implement a sharing rule on the Product object that restricts the KAM's view to only products classified under the Beverages category.
C) Utilize Role-Based Permissions, assigning the KAM to a role that exclusively permits access to products in the Beverages category.

5. Cloud Kicks wants to optimize the allocation of promotion spend for its key account managers (KAMs) on a customer account basis.
Which business stakeholders should a consultant prioritize speaking with when taking a top down approach to begin their discovery process to gather these requirements?

A) Sales managers and KAMs
B) KAMs and demand planners
C) Sales managers and finance managers

Solutions: