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Salesforce AP-205 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Design | 36% | - Set up account planning using hierarchy and metrics - Validate design priorities with stakeholders - Determine reporting and analysis requirements - Configure customer business plans and promotion tactics - Design solutions using KPIs, claims, and P&L capabilities - Define promotion structures aligned with Go-To-Market strategy |
| Topic 2: Discovery | 32% | - Rationalize use of Consumer Goods Cloud and TPM for customer environments - Document customer business processes and journey - Capture non-functional requirements and volumetric data - Map functional capabilities to TPM or third-party systems - Conduct discovery interviews using TPM lifecycle |
| Topic 3: Implement | 32% | - Configure TPM core features, rules, and workflows - Rationalize licensing and install Consumer Goods Cloud package - Set up integration and data management - Test and validate solution implementation - Plan deployment and migration strategy |
Salesforce Consumer Goods Cloud: Trade Promotion Management Accredited Professional Sample Questions:
1. A client has asked that the discount key performance indicator (KPI) is manually provided by the key account manager (KAM). The discount KPI should only be editable at the total level for the tactic/product hierarchy and should not be editable on a weekly level.
How should a consultant design this discount KPI?
A) Set the Editable storage level of the discount KPI as Tactic.
B) Set the Edit mode of the discount KPI as All.
C) Set the Edit mode of the discount KPI as Total.
2. Northern Trail Outfitters wants to send email to approvers, when the key account manager (KAM) is not able to approve promotions due to a threshold limitation of plan spend being more than US$50,000.
How should a consultant configure this scenario, when promotion plan spend is more than $50,000?
A) Use business object application programming interface (API) to send email to approver.
B) Set action as Email in workflow state transition.
C) Use Validation action to check threshold and email.
3. A key account manager (KAM) at Cloud Kicks wants to set up Customer Business Plans (CBPs) for a Planning Customer. The KAM wants to create a CBP for next year.
How should a consultant advise the KAM to set up the CBP?
A) By specifying the Business Year
B) By specifying the Date From and Date Thru
C) By defining the Date From and number of month
4. Northern Trail Outfitters (NTO) is utilizing Consumer Goods Cloud TPM to manage their promotional activities. NTO needs to handle promotions at retailers that are indirectly managed through distributors.
What is the recommended approach within Consumer Goods Cloud TPM to design the master data that will properly reflect the relationship between the retailer and the distributor?
A) Use the standard Accounts object to represent both retailers and distributors, adding custom lookup fields to establish and describe the indirect management relationship.
B) Create a custom junction object to manually track the interactions between retailers and distributors, allowing for custom fields and records to be maintained for reporting purposes.
C) Leverage the Customer Relationships object to model the connections between retailers and distributors, facilitating the representation of indirect sales channels within the platform.
5. Why should a consultant be conscious about the number of key performance indicators (KPIs) that are related to a KPI set? 1
A) A KPI set is specific to a given object, but is shared across all sales orgs, so the KPI functionality configured within a KPI superset per object must fit within platform limits to protect performance and scalability.
B) A KPI set is defined per template per object, but can be shared across the same or different objects and across sales orgs if needed, so the KPI functionality configured within a KPI set must fit within platform limits to protect performance and scalability.
C) A KPI set is shared across accounts, promotions, promotion tactics, funds, and claims within a given sales org, so the KPI functionality configured within a KPI subset across these objects must fit within platform limits to protect performance and scalability. 2
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: C |
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