Create RTR report configuration records to export CSVs.
| Required Editions |
|---|
| 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:
When the dimension meta is created and configured, you must save and synchronize the dimension meta to Consumer Goods Cloud Processing Service.
Note
The account dimension for integration export must be configured for each sales org on which CSV exports is executed.
You must configure the promotion dimension for integration export for each sales org on which CSV exports is executed.
You must configure the tactic dimension for integration exports for each sales org on which CSV exports is executed.
You must configure product dimension for integration export for each sales org on which CSV exports is executed.
To extract data at the Bill of Materials (BOM) component or product part level, configure Product Part Dimension for each sales org on which CSV exports are executed.
Configuration of Integration Meta Data
The integration meta configuration defines dimensions, export columns, filters, or conditions for CSV exports.
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