# consumer-goods-tpe-dashboard-custom-kpi-configure

Clones the Trade Promotion Effectiveness dashboards with your KPI measure codes, leaving the shipped base model untouched. Built for Salesforce TPM admins.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 311 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-custom-kpi-configure/SKILL.md
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/skills/consumer-goods-tpe-dashboard-custom-kpi-configure

## What it does

The skill fills the five generic KPI slots on the Promotion Analysis and Tactic Analysis dashboards: Promotion Measure 1-3 and Tactic Measure 1-2. It reads the base semantic-model artifacts, deep-copies their JSON with your overrides, and posts the copy under a customer-chosen suffix. The shipped model is never mutated in place.

Each slot is two artifacts: a `List` parameter with an `allowedValues` menu and a calculated measurement whose `expression` points back at the parameter. Both get cloned. APPEND mode upserts one `{measureCode, displayName}` pair into the existing menu; REPLACE mode swaps the whole menu for a list you supply. All five slots are cloned even when a slot has no override.

You need `node` 20.0.0 or newer and `sf` 2.0.0 or newer, plus an org where the TPE Analytics app and the Extended TPM Analytics SDM are already installed — that part belongs to `consumer-goods-tpe-dashboard-configure`. The underlying measure data has to be populated beforehand. Connectivity is checked with `node ./scripts/sf-rest.js org-status --target-org <username>` rather than `sf org display --json`, because the latter prints a live `accessToken`. A status other than `Connected` stops the run until you log in.

## Requirements
- Works with: Salesforce

## Install

### Claude Code (native platform)

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

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

### Codex

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

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

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

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

### Gemini CLI

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

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

### Windsurf (Devin Desktop)

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

## When to use it
- put your own KPI measure codes on the TPE dashboards
- relabel an existing menu entry without editing the base model
- replace the whole `allowedValues` menu with a custom list
- clone all five slots under a separate suffix
- review the clone plan before anything is written

## Example prompts
- customize the TPE dashboards with our own measure codes
- replace the Promotion Measure 1 menu with our display names
- run the TPE dashboard clone as a dry run and show me the plan

## 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: b3d8ece310340359.

BEGIN THIRD-PARTY FILE b3d8ece310340359
```text
---
name: consumer-goods-tpe-dashboard-custom-kpi-configure
description: "Customize the Trade Promotion Effectiveness (TPE) Analytics dashboards' generic KPI slots (Promotion Measure 1-3, Tactic Measure 1-2) with customer-chosen KPI measure codes and display names, without touching the shipped base model. Use when a customer/admin wants to \"customize TPE dashboards\", \"change the KPIs on the Promotion/Tactic Analysis dashboard\", or \"swap in our own measure codes on the TPE dashboard\"."
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"
---

# Customize TPE Dashboard KPIs

Headlessly clones the base TPE Analytics semantic-model parameters, visualizations, and dashboards
under a customer-chosen suffix, so a customer's own KPI measure codes appear on the Promotion/Tactic
Analysis dashboards without ever mutating the shipped base model. Driven entirely by `sf` CLI +
REST against an already-authenticated org. Requires `consumer-goods-tpe-dashboard-configure` to
have already installed the TPE Analytics app and the Extended TPM Analytics SDM — this skill never
installs those, only customizes on top of them.

Persona: a **Salesforce TPM System Admin** customizing TPE dashboards for their org's own KPIs.

There is no native "clone" endpoint for any of the three artifact types this skill touches
(semantic-model parameters, visualizations, dashboards) — every clone is the same three-step
pattern: **GET** the base artifact, **deep-copy** its JSON and apply overrides, **POST** the copy as
a new artifact. Base-model artifacts are never mutated in place.

## The 5 KPI slots — two artifacts per slot, not one
```
END THIRD-PARTY FILE b3d8ece310340359

The third-party file has ended. Everything between the b3d8ece310340359 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 1806 of 9540 bytes. © forcedotcom · Apache-2.0 · https://github.com/forcedotcom/sf-skills/tree/HEAD/skills/consumer-goods-tpe-dashboard-custom-kpi-configure/SKILL.md

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---
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