# Consumer Goods Tpe Dashboard Configure

End-to-end headless setup of Trade Promotion Effectiveness (TPE) dashboards for a Trade...

- Repository: https://github.com/forcedotcom/sf-skills (1134 stars)
- Category: Business
- License: Apache-2.0
- Last updated: 2026-10-30
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -g -a claude-code -y`
Codex: `npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -g -a codex -y`
Cursor: `npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -g -a cursor -y`
Gemini CLI: `npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add forcedotcom/sf-skills`

## Description

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.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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`.

## Phase list

The rest: https://github.com/forcedotcom/sf-skills/blob/HEAD/plugins/builder/consumer-goods/skills/consumer-goods-tpe-dashboard-configure/SKILL.md