⚡ What’s New for Trade Promotion Management in Winter ’26?
More focus on using CG Cloud reports and dashboards to evaluate uplift, cannibalization, and the overall return on trade dollars invested with retailers.
Scenario questions tying promotion plans to visit tasks, surveys, and photos to ensure promotions are executed on shelf as planned.
High-level coverage of how AI and insights can help prioritize visits, stores, or SKUs based on promotion performance signals and compliance risk.
Consumer Goods Cloud: Trade Promotion Management AP Exam Guide
Design and Manage Promotions that Win at the Shelf
The Salesforce Consumer Goods Cloud: Trade Promotion Management Accredited Professional credential validates your ability to configure, execute, and analyze trade promotions with Consumer Goods Cloud. You’ll connect promotion planning, retail execution, and analytics so brands can ensure the right product, price, and display are in-store at the right time.
📊 Exam at a Glance
Exam Domains & Weightage (High-Level View)
1. TPM & Consumer Goods Cloud Fundamentals
~18%This domain ensures you understand the core concepts of Trade Promotion Management and the Consumer Goods Cloud data model.
- Key TPM concepts: trade spend, promotions, tactics, uplift, ROI.
- Consumer Goods Cloud objects for accounts, stores, products, and assortments.
- Relationship between trade promotions, campaigns, price lists, and visits.
- Standard CG Cloud features vs. where customization may be needed.
- Basic navigation and user experience for field reps and planners.
Tip: Expect questions that test whether you can translate business TPM language into Salesforce terms and objects correctly.
2. Promotion Planning & Configuration
~30%This domain focuses on configuring trade promotions from a head-office or planner perspective.
- Defining promotion types, tactics, and participating products.
- Setting dates, budgets, targets, and constraints at account or banner level.
- Aligning promotions with price books, discounts, and funding types.
- Managing overlapping promotions, exclusions, and eligibility rules.
- Using CG Cloud tools to clone, adjust, and manage promotion lifecycles.
Many scenario questions will ask which configuration best supports visibility, reporting, and scalability across channels and retailers.
3. Retail Execution & In-Store Compliance
~24%Here, the exam validates your ability to link promotions to field execution using visits, tasks, surveys, and image capture.
- Configuring visits so that promotion-related tasks and activities appear for the right stores.
- Designing surveys or checklists to validate price, facings, displays, and POS materials.
- Capturing evidence (photos, notes) and linking it back to specific promotions.
- Handling exceptions such as out-of-stocks, incomplete displays, or incorrect pricing.
- Ensuring the field user experience is simple, quick, and mobile-friendly.
Think about how a field rep experiences the promotion: what they see on their route, visit, and visit details pages.
4. Analytics, KPIs & Promotion Optimization
~18%This domain covers how you measure the success of promotions and use data to make better decisions.
- Key KPIs: incremental volume, uplift vs. baseline, ROI, compliance %, distribution.
- Using Salesforce reports, dashboards, and potentially CRM Analytics for TPM.
- Comparing planned vs. actual execution and performance.
- Identifying underperforming promotions and improving future tactics.
- Presenting insights back to sales, marketing, and finance stakeholders.
Answers should show that you understand both the business meaning of TPM metrics and the technical capabilities of the platform.
5. Data, Integration & Governance
~10%Finally, the exam checks your understanding of the data flows and governance behind promotion planning and execution.
- Key data sources: POS sales, shipments, inventory, and master data (accounts, products).
- High-level integration patterns to bring sales and compliance data into Salesforce.
- Data quality considerations: product hierarchies, store lists, calendars.
- Security and sharing for promotion and CG Cloud objects.
- Change management and governance around TPM processes.
Percentages are approximate and grouped at a high level based on the public exam outline. Salesforce may refine the breakdown in future releases.
📝 Sample Trade Promotion Management Questions
💡 Practice with Scenario-Based TPM Questions
These questions are not from the actual exam but mirror the style and reasoning required. Focus on which option best supports accurate planning, execution, and measurement of promotions.
Question 1 – Promotion Planning
A brand manager wants to run a “Back-to-School” promotion across a group of key retail chains for a bundle of SKUs. They need to control start/end dates, participating accounts, products, and funding from one place, and they expect to reuse the structure next year. What should you recommend?
✓ Correct Answer: B) Configure a single trade promotion record with associated tactics, account groups, and products.
A trade promotion is designed to centralize timing, accounts, products, and funding in Consumer Goods Cloud and can be cloned or adjusted in future seasons. This aligns with TPM best practices and supports consistent reporting and reuse.
Question 2 – Retail Execution & Compliance
During execution of a national display promotion, the customer wants field reps to verify that the correct SKU mix, price, and POS materials are present in each store, and to capture photos for proof. What is the most effective configuration?
✓ Correct Answer: C) Configure a visit with a related survey that includes questions and image fields tied to the promotion.
Linking a promotion-specific survey to visits lets reps capture structured data (price, SKU availability, materials in place) and photos directly in CG Cloud. This provides consistent evidence, simplifies mobile execution, and supports downstream analytics.
Question 3 – Analytics & Optimization
After several promotions, the sales director wants to understand which types of tactics (price-off vs. display vs. multi-buy) deliver the best ROI across key accounts. They also want this view refreshed for future planning cycles. What approach should you suggest?
✓ Correct Answer: B) Configure standard reports and dashboards that group promotions by tactic, retailer, and performance KPIs.
Dashboards based on TPM data allow the team to continuously compare tactics and retailers using consistent KPIs. This is scalable, repeatable, and directly supports data-driven future planning.
🎯 4–6 Week Study Plan for TPM Accredited Professional
Review CG Cloud and TPM Trailhead modules. Map the key objects for accounts, stores, products, visits, and promotions. In a practice org, explore how promotions relate to campaigns, price books, and visits.
Configure sample promotions for a seasonal campaign. Set up tactics, products, and visit tasks/surveys. Walk through the journey as a field rep on mobile, capturing compliance data and photos.
Build dashboards to compare promotion performance by retailer and tactic. Work through scenario questions, focusing on which configuration best supports planning, execution, and ROI analysis rather than just “what is possible”.
💡 Exam & Real-World Success Tips
Many questions are easier if you imagine what happens in a single store: how the rep experiences the visit, what they see, and how data gets captured.
Strong answers usually show how promotions are planned, executed, then measured using one connected data model, not separate spreadsheets or ad-hoc processes.
Head office needs structured data and ROI; field users need simple mobile flows. Look for options that support both groups with minimal friction.
Consumer Goods Cloud: Trade Promotion Management AP – FAQ
Who is the TPM Accredited Professional exam for?
This exam is ideal for implementation consultants, business analysts, TPM specialists, trade marketing managers, and CG Cloud admins who design or support promotion processes for consumer goods companies.
How much Consumer Goods Cloud experience do I need?
While Salesforce does not mandate a minimum, most successful candidates have at least 6–12 months of hands-on CG Cloud and retail execution experience plus familiarity with trade promotions, visits, and reporting.
Is this exam very technical?
It’s more of a solution & process exam than a deep developer exam. You should understand the CG Cloud data model, configuration options, and reporting, but you are not expected to write code.
How is this different from the core Consumer Goods Cloud AP?
The core CG Cloud or Retail Execution credentials focus broadly on visits, routes, and store operations. The TPM AP zooms in on trade promotions: planning, in-store activation, compliance, and ROI analytics.