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Salesforce Consumer Goods Cloud: Trade Promotion Management Accredited Professional Sample Questions (Q43-Q48):NEW QUESTION # 43
Cloud Kicks recently implemented a Consumer Goods Cloud TPM solution and key account managers (KAMs) are now using the TPM system. During the strategic planning, once the revenue targets are finalized, funds are allocated for an account. A KAM takes the first look at the account plan. After analyzing the account's products and related key performance indicators (KPIs) at the account, product group, and product levels, the KAM identified the gap between the baseline volumes and the target sales volume.
How should a consultant recommend filling the identified gap without creating incremental volume?
- A. Plan the sellable promotions in the TPM system and view the increased volume resulting from the promotions. Analyze how effective promotions are and whether they are likely to hit the target volume.
- B. Anticipate changes to some adjustment KPIs. Adjust the KPIs in a Customer Business Plan and look at these changes in the account plan view to analyze promotion effectiveness for target volume.
- C. Edit and change the adjustment KPIs in the account plan and look at these changes in the account plan view in order to analyze promotion effectiveness for target volume.
Answer: C
Explanation:
This scenario describes Gap Planning, a critical part of the Account Planning process (Customer Business Plan or CBP). The KAM has a "Target" (Goal) and a "Baseline" (Forecast). The difference is the "Gap." The constraint in the question is key:"without creating incremental volume."
* Incremental Volumeis generated byPromotions(Tactics like price cuts or displays). Therefore, Option C (Plan sellable promotions) is incorrect because that is explicitly about driving incremental volume.
If the KAM needs to close the gapwithoutrunning new promotions, they must adjust theBaselineorBase Forecastassumptions. For example, they might believe the market will grow organically, or a new product listing will drive steady sales. In Consumer Goods Cloud TPM, this is done usingAdjustment KPIsdirectly within the Account Plan (CBP) view. By editing these adjustment fields (e.g., "Baseline Adjustment" or
"Manual Forecast Override"), the KAM effectively modifies the "Base" volume prediction to match the
"Target," thereby closing the gap in the plan. Option A correctly identifies this direct manipulation of the Account Plan KPIs as the method to align forecasts without resorting to trade activity.
NEW QUESTION # 44
Key account managers (KAMs) want to use existing promotions as a blueprint and run the same pattern at a future date with the same customer. To reduce the number of clicks, the TPM consultant must ensure that the application presets the products and tactics from the source promotion.
Which settings should the TPM consultant configure?
- A. Mark the promotion template as copyable, set up a child promotion relationship with the promotion template, and configure Usage Copy and Copied Components Tactics; Products
- B. Mark the promotion template as pushable, set up a child promotion relationship with the promotion template, and configure Usage Push and Copied Components Tactics; Products
- C. Mark the promotion template as derivable, set up a child promotion relationship with the promotion template, and configure Usage Derive and Copied Components Tactics; Products
Answer: C
Explanation:
In Consumer Goods Cloud TPM, the concept of a "Blueprint" or "Pattern" promotion is handled through Derivation. This is distinct from a simple "Copy/Paste." A "Derivable" promotion acts as a parent or master template. To implement this:
* Mark as Derivable:The specificPromotion Templatemust be flagged as Derivable.
* Child Relationship:You must define the relationship that allows a new promotion to be spawned from this template.
* Usage Derive:The configuration setting Usage: Derive tells the system that this logic applies when deriving a child promotion, not just copying one.
* Copied Components:This is the most critical part for the user's requirement ("presets the products and tactics"). The consultant must explicitly selectTacticsandProductsin the Copied Components configuration.
If these components are not selected, the new promotion will be created with the correct dates and header info, but it will be empty (no products, no tactics). By configuringDerivewithCopied Components, the system duplicates the entire structure of the blueprint, allowing the KAM to simply adjust the dates or uplift numbers, significantly reducing click count and ensuring consistency with the "Blueprint" strategy.
NEW QUESTION # 45
Which setting does a consultant need to activate to ensure that every time a claim is set to submitted for approval, an automated process checks if at least one fund is linked to the claim?
- A. The Enable Tactic Auto Fund Assignment on the sales org
- B. The Requires Funds setting on the claim template
- C. The Requires Funds setting on the approval process
Answer: B
Explanation:
Claims Management involves validating that a deduction or invoice is valid before paying it. A critical validation rule is ensuring that the money is coming from somewhere-i.e., a Fund.
This validation logic is controlled by theClaim Template. The Claim Template acts as the blueprint for the claim document. It contains a specific checkbox or setting called"Requires Funds"(Option C).
* When this is enabled, the system enforces a hard validation: a user cannot change the status to
"Submitted" (or advance the workflow) unless a Fund record is associated with the Claim.
* Option A ("Auto Fund Assignment") is an automation feature tofinda fund, not a validation rule tocheck for one.
* Option B is incorrect because Approval Processes triggeraftersubmission logic; the validation typically happens on the record state transition controlled by the template6.
NEW QUESTION # 46
Cloud Kicks (CK) has decided to extend its existing Salesforce solution by implementing Consumer Goods Cloud TPM. CK has started a discovery workshop and, due to a multi cloud solution, wants to have specific security requirements to limit users' access to certain customers and products. Customer and product accessibility should be set by selecting specific combinations of elements, and also by using the customer and product hierarchy.
How should a consultant meet these requirements?
- A. Leverage Salesforce Platform's standard security, which will derive the access to customer and promotional plans without the need to provide access to an individual customer at the Account and Product category levels.
- B. Leverage Consumer Goods Cloud TPM's standard security to manage the edit and access rights in the User settings for individual users based on the accounts and product categories for which they are responsible.
- C. Leverage Consumer Goods Cloud TPM's permission sets to give users access to specific Products at category level for all customers or individual customers for which they are responsible.
Answer: B
Explanation:
Security in Consumer Goods Cloud TPM operates on two layers: the standard Salesforce record access (Sharing Rules) and the application-specific TPM User Settings.
For the complex requirement of "selecting specific combinations of elements" (e.g., User A handles
'Beverages' for 'Walmart' but only 'Snacks' for 'Target'), standard Salesforce Sharing Rules are often too blunt or require excessive maintenance. TPM addresses this viaUser Settings.
In the TPM application configuration, you can defineManaged AccountsandManaged Productsfor each user or user profile. This acts as a filter for the Planning Grid (P&L view). When a Key Account Manager (KAM) logs in, the system checks these User Settings to determine which part of the massive Product x Customer hierarchy to load into their view. This ensures they only see and plan for the specific intersection of Customers and Categories they are responsible for. Option A correctly identifies this mechanism ("User settings") as the standard and intended way to handle this granular, matrix-based responsibility assignment within the TPM module, rather than relying solely on broad Platform security or Permission Sets.
NEW QUESTION # 47
A consultant needs to configure the Volume Only promotions so that the key account manager (KAM) can see the Volume Planning card (VPC).
Where should the consultant configure this to see the VPC?
- A. In the promotion template
- B. In the KPI subset
- C. In the tactic template
Answer: A
Explanation:
The Promotion Template is the master controller for the layout and behavior of a specific type of promotion.
When a business defines different types of promotions-for example, a "Full P&L Promotion" versus a
"Volume Only Promotion"-they use different Promotion Templates to tailor the user experience.
For a "Volume Only" promotion, the business might want to hide financial complexity (like ROI or Fixed Funds) butmustshow the volume data. The visibility of the major UI components (Cards) is toggled directly on thePromotion Templaterecord.
Within the Promotion Template configuration, there are specific checkboxes or settings for:
* Show VPC (Volume Planning Card):Controls if the volume grid is visible.
* Show SPC (Spend Planning Card):Controls if the financial grid is visible.
To ensure the KAM can see the VPC, the consultant must navigate to the specificPromotion Templateused for "Volume Only" promotions and ensure the VPC visibility setting is enabled. While KPI Subsets (Option B) controlwhichcolumns appear inside the card, the Promotion Template (Option C) controls whether the card appearsat all. Tactic templates (Option A) control the individual tactics (e.g., Display, Flyer) and do not control the high-level promotion page layout.
NEW QUESTION # 48
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