# consumer-goods-tpe-dashboard-configure

A skill that walks a TPM admin through twelve phases of Trade Promotion Effectiveness dashboard setup, from package checks to the analytics app install.

- 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-tpe-dashboard-configure/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/consumer-goods-tpe-dashboard-configure

## What it does

This skill takes a TPM org from bare state to a running TPE dashboard in one guided session. Everything runs through the `sf` CLI plus REST or anonymous Apex against an org you already authenticated. It never asks for a password and never logs in on your behalf.

Twelve phases sit inside: tenant pairing, the TPM Admin and GenieAdmin/TableauEinsteinAdmin permission sets, the `ssot` package check, Tableau Next enablement, the C360 Unified Semantic Model install, business-period export, the `TPM_PROMOTION_MEASURE` Data Transform, and the TPE Analytics app install. Three steps are handed off to sibling skills — the Data Kit, the RTR Data Cloud export, and custom KPI work. Bundled scripts handle REST calls, async status polling, Apex template rendering, and Data Transform runs.

You need `node` 20.0.0 or newer and `sf` 2.0.0 or newer, and the org has to be on Consumer Goods Cloud 262.2 or later. Some steps cannot be verified programmatically, so Hyperforce Processing Service pairing and Tableau Next enablement are confirmed by hand. A dry-run mode runs every read and check while skipping all writes and installs. The TPE Analytics install is async and takes roughly 15-20 minutes, so a poll timeout is not a failure.

## Requirements
- Works with: Tableau

## Install

### Claude Code (native platform)

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

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

### Codex

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

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

### Cursor

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

2. **Manually: put the files in place**
- File: `.cursor/skills/consumer-goods-tpe-dashboard-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-tpe-dashboard-configure
```

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

### Gemini CLI

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

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

### Windsurf (Devin Desktop)

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

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-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-tpe-dashboard-configure/SKILL.md

## When to use it
- walk a TPM org through every TPE setup step without digging through docs
- confirm the `ssot` package and permission sets before installing analytics
- trigger the `TPM_PROMOTION_MEASURE` Data Transform and wait for it to finish
- export business periods via anonymous Apex and confirm the Data Stream sync
- run all checks in dry-run without touching a production org

## Example prompts
- set up TPE dashboards for my TPM org, start with the tenant pairing check
- run consumer-goods-tpe-dashboard-configure in dry-run and show what gets skipped
- detect the namespace and version-gate the org before phase one

## 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: 0012cddbaa97333d.

BEGIN THIRD-PARTY FILE 0012cddbaa97333d
```text
---
name: consumer-goods-tpe-dashboard-configure
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."
metadata:
  version: "1.0"
  minApiVersion: "67.0"
  domains:
    - "Consumer Goods"
  relatedSkills:
    - "consumer-goods-rtr-datacloud-export-configure"
    - "consumer-goods-tpe-dashboard-custom-kpi-configure"
    - "consumer-goods-tpe-datakit-deploy"
  cliTools:
    - tool: ["node"]
      semver: ">=20.0.0"
    - tool: ["sf"]
      semver: ">=2.0.0"
---

# 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
```
END THIRD-PARTY FILE 0012cddbaa97333d

The third-party file has ended. Everything between the 0012cddbaa97333d 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 1915 of 5856 bytes. © forcedotcom · Apache-2.0 · https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/consumer-goods-tpe-dashboard-configure/SKILL.md

_Part of the page did not fit — see the HTML version._

---
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