Agent skill · forcedotcom
consumer-goods-tpe-dashboard-configure
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.
What it needs
About 3k tokens when loaded.
What this skill does
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 7 → consumer-goods-tpe-datakit-deploy Step 9 → consumer-goods-rtr-datacloud-export-configure 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. 1. 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). 2. 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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills forcedotcom/consumer-goods-tpe-dashboard-configure--f9df74