# consumer-goods-rtr-datacloud-export-configure

Sets up the Real Time Reporting export pipeline from TPM to Data Cloud for Trade Promotion Effectiveness dashboards. Useful when configuring promotion measure exports.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 310 installs · ★ 1112
- Author: forcedotcom
- License: Apache-2.0 · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/consumer-goods-rtr-datacloud-export-configure

## What it does

The skill sets up Real Time Reporting (RTR) exports from a Trade Promotion Management org to Data Cloud. It upserts the `Data_Cloud_Enabled` system setting via anonymous Apex, triggers a targeted SF Data Sync on `System_Setting__c`, and checks `Batch_Run_Status__c` until the process finishes.

For each Sales Org, it resolves records, reuses or creates an `RTR_Report_Configuration__c` linked to a `KPI_Set__c`, and sends REST calls through `scripts/sf-rest.js`. It tracks export progress per Sales Org and can abort runs upon request.

This skill only handles promotion measures via `Usage__c = 'datacloudpromotionmeasuresmeta'`. Account-plan measures remain unsupported. Local execution requires Node.js 20.0.0 or higher and the `sf` CLI at version 2.0.0 or newer.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill consumer-goods-rtr-datacloud-export-configure -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/consumer-goods-rtr-datacloud-export-configure/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill consumer-goods-rtr-datacloud-export-configure -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill consumer-goods-rtr-datacloud-export-configure -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install forcedotcom/sf-skills consumer-goods-rtr-datacloud-export-configure
```

2. **Manually: put the files in place**
- File: `.github/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill consumer-goods-rtr-datacloud-export-configure -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/forcedotcom/sf-skills --path skills/consumer-goods-rtr-datacloud-export-configure
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill consumer-goods-rtr-datacloud-export-configure -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md

## When to use it
- Enable and synchronize the `Data_Cloud_Enabled` setting across the TPM org
- Create or reuse `RTR_Report_Configuration__c` records mapped to KPI sets per Sales Org
- Trigger and poll REST export jobs pushing promotion measures to Data Cloud

## Example prompts
- Configure RTR Data Cloud export for the US01 Sales Org
- Check the status of the promotion measures export to Data Cloud
- Run the RTR setup as a delegated step from consumer-goods-tpe-dashboard-configure

## Source text · SKILL.md · Apache-2.0

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: bb6d900c19737066.

BEGIN THIRD-PARTY FILE bb6d900c19737066
```text
---
name: consumer-goods-rtr-datacloud-export-configure
description: "Configure a Trade Promotion Management (TPM) org's RTR (Real Time Reporting) export pipeline to push promotion measures into Data Cloud (Data 360) for Trade Promotion Effectiveness (TPE) dashboards. Use when a customer or admin wants to set up the RTR export for Data Cloud measures, configure the RTR report for TPE, or as a delegated step from consumer-goods-tpe-dashboard-configure."
metadata:
  version: "1.0"
  domains:
    - "Consumer Goods"
  relatedSkills:
    - "consumer-goods-tpe-dashboard-configure"
  cliTools:
    - tool: ["node"]
      semver: ">=20.0.0"
    - tool: ["sf"]
      semver: ">=2.0.0"
---

# Setup RTR Data Cloud Export

Configures the Data-Cloud-targeted RTR exports: the `Data_Cloud_Enabled` system setting, a scoped SF Data Sync, an `RTR_Report_Configuration__c` record (with its `KPI_Set__c`) for Data Cloud export, and the export trigger/status/abort REST calls. Standalone and self-contained — runs on its own, or as a delegated step invoked by `consumer-goods-tpe-dashboard-configure`, which passes through its own already-collected username, dry-run flag, and GenieAdmin confirmation result.

**Distinct from a sibling CSV-export RTR skill** (if present in this org's checkout): that skill targets `Usage__c IN ('integrationmeta','reportmeta')` for CSV export to the CGCloud Processing Services host. This skill targets Data Cloud export. Same underlying `RTR_Report_Configuration__c` object and `KPI_Set__c` Apex patterns, different `Usage__c` values and `JSON__c` shape — this skill does not invoke or depend on that sibling.

**For now, this skill only supports `Usage__c = 'datacloudpromotionmeasuresmeta'`** (`JSON__c.object = "promotionmeasures"`) — it is hardcoded, never asked as an input. `datacloudaccountplanmeasuresmeta` (account-plan measures) is not yet wired up.

## Inputs and namespace detection

Read `references/inputs-and-namespace.md` before starting. It covers:
- The username/dry-run/GenieAdmin/TPM-Admin/namespace inputs that must be collected (or passed through by a calling skill) before Phase 1.
- The Sales Org / KPI Set / measure-codes / date-from inputs that Phase 6 collects lazily, per Sales Org, only once its existing-config check comes back empty.
```
END THIRD-PARTY FILE bb6d900c19737066

The third-party file has ended. Everything between the bb6d900c19737066 tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

First 2294 of 8010 bytes. © forcedotcom · Apache-2.0 · https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/consumer-goods-rtr-datacloud-export-configure/SKILL.md

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