consumer-goods-tpe-dashboard-configure

Original：🇺🇸 English

Translated

6 scripts

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.

14installs

Sourceforcedotcom/sf-skills

Added on2026-09-02

NPX Install

npx skill4agent add forcedotcom/sf-skills consumer-goods-tpe-dashboard-configure

SKILL.md Content

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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.

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


references/phases-1-6.md
references/phases-1-6.md
references/phases-1-6.md
references/phases-1-6.md
references/phases-1-6.md
references/phases-1-6.md
references/phases-1-6.md
references/phases-7-12.md
references/phases-7-12.md
references/phases-7-12.md
references/phases-7-12.md
references/phases-7-12.md
references/phases-7-12.md

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	TPM_PROMOTION_MEASURE 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.