Consumer Goods Cloud Real Time Reporting Developer Guide

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Introduction
Exporting the KPIs from Hyperforce
Prerequisites
Configuring Integration Dimension Meta
Account Dimension
Promotion Dimension
Tactic Dimension
Product Dimension
Product Part Dimension
Configuration of Integration Meta Data
Triggering the CSV Export Process
REST API Endpoints
Examples
CGCloud Namespace
Customizing Real Time Reporting (RTR) with APEX
PDF

Configuring Integration Dimension Meta

Create RTR report configuration records to export CSVs.
Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud Trade Promotion Management enabled.

There’s a object called RTR Report Configuration—CGCloud_RTR_Report_Configuration__c—available in your Salesforce org. You must create RTR report configuration records to export CSVs as they hold the dimension meta information for the integration export.

The user mapped to Calculation Result Export Processing Service should have access to the fields and objects configured in report dimensions. The TPM Calculation Result Export permission set provides access to product, account, promotion, tactic, and product part objects and fields. An administrator can assign the TPM Calculation Result Export permission set for this user and also provide access to the additional objects that are used in report dimensions.

Note

For each dimension and sales org, you must create dimension meta as RTR Report Configuration records:
  • Account Dimension
  • Promotion Dimension
  • Tactic Dimension
  • Product Dimension

When the dimension meta is created and configured, you must save and synchronize the dimension meta to Consumer Goods Cloud Processing Service.

Note