Consumer Goods Cloud Developer Guide

Consumer Goods Standard Objects
Sync Management Custom Objects
Retail Execution Custom Objects
Trade Promotion Management Custom Objects
Custom Objects for Retail Execution and Trade Promotion Management
Custom Objects for Future Use
Consumer Goods Cloud Associated Objects
Consumer Goods Standard Metadata APIs
Consumer Goods Cloud Custom Metadata Types
Consumer Goods Business APIs
Trade Promotion Management Service APIs
Get Global Account Product List
Get Time-Dependent Account Product List
Get Products
Get Report Data
Scheduling Jobs
Begin Job Scheduling Transaction
Commit Job Scheduling Transaction
Schedule Account Plan Calculation
Schedule Account Plan Calculation V2
Schedule Account Plan Category Calculation
Schedule Adhoc Promotion Calculation
Schedule Fund Calculation
Schedule Global Account Product List
Schedule Promotion Calculation
Schedule Rate Based Funding Calculation
Schedule Reorganization
Schedule SF Data Sync
Update Product Assortment
Update Promotion
MetadataWizard
Metadata Definition
Metadata Wizard Expression
Metadata Components
Promotion Wizards & Customization
New Promotion Wizard Input Structure
Trade Promotion Management Transformation Engine Workflows
Promotion Creation Workflow
Promotion Copy Workflow
TPM User Interface Customization
TPM UI Edit Access Rights Customization
TPM Promotion and Tactic Transfer Customization
Retail Order Customization
TPM Calendar Launchpad Customization
tpm-promotion Component
TPM Account Plan LWC Reference
TPM Promotion Header LWCs
TPM_ManualInputs Class
TPM_ParticipatingCustomers Class
TPM_ParticipatingCustomers.ParticipatingCustomer Class
TPM_ProductFilter Class
TPM_ProductFilter.ManualProduct Class
TPM_Promotion Class
TPM_Promotion.DoWork Class
TPM_Promotion.Record
TPM_Promotion.TacticRecord
TPM RTR Report Classes
TPM_Scenarios Class
TPM_Scenarios.ScenarioParameter Class
TPM_SubAccounts
TPM_SubAccounts.SubAccount
tpmGenericUtils Module
Einstein Visit Recommendation Standard Objects
Einstein Visit Recommendation Recommendation Associated Objects
Einstein Visit Recommendation Recommendation Actions
Einstein Visit Activity Recommendation Standard Objects
Einstein Visit Task Recommendation Associated Objects
API End-of-Life Policy
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Schedule Account Plan Calculation

Schedule calculation for account plans for the given account plan IDs, category IDs, and time range for a given KPI collection.

When you create a new project, use the SCHEDULE_ACCOUNT_PLAN_CALCULATION_V2 endpoint to calculate the Account Plan, which is handled by Customer Business Plans.

Note

A batch process is started to calculate and write back values for an account plan. The batch processes the products, retrieves measure data, initializes a calculation based on the KPI configuration, and generates write back data based on the outcome. For more information on the product resolution, see /Products/GetProducts.

Soft limits:
  • Maximum number of months based on TradeCalMaxNumberMonths. Default value is 48.
  • Maximum number of accounts based on AccountLoaderMaxNumberOfAccounts. Default value is 1000.
  • Maximum number of categories based on AccountLoaderMaxNumberOfCategories. Default value is 50.
  • Maximum number of KPI Plans based on KpiSetMaxKPIPlan. Default value is 130.
  • Maximum number of writeback KPI plans based on KpiSetMaxWritebackKPIPlan. Default value is 70.
  • Maximum number of KPI Promotions based on KpiSetMaxKPIPromotion. Default value is 130.
  • Maximum number of writeback KPI Promotions based on KpiSetMaxWritebackKPIPromotion. Default value is 70.
  • Maximum number of KPI SubAccounts based on KpiSetMaxSubAccountsKPI. Default value is 10.
See Soft Limits of Account Plan.
Resource
Available version
55.0
Request Parameters
Name Type Description Required or Optional
salesOrg String ID of the Salesforce org. Required
jobName String Name of the job to be schedule for calculation. Required
processName String Name of the process. Required
jobThreads Number Number of job threads. Required
batchChain String Name of the batch chain. Required
batchChainType String Type of the batch chain. Required
accountId String ID of the account record.
kpiSetId String ID of the KPI collection record.
year String Time range for a given KPI collection.
categoryId String ID of the category record.
Apex Request Example