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Agent skill

Consumer Goods Tpe Dashboard Configure

by forcedotcom in forcedotcom/sf-skills

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…

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Consumer Goods Tpe Dashboard Configure

skills CLI
$ npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install forcedotcom/sf-skills consumer-goods-tpe-dashboard-configure --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/consumer-goods-tpe-dashboard-configure .claude/skills/consumer-goods-tpe-dashboard-configure && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
consumer-goods-tpe-dashboard-configure
GitHub stars
1.1k
Token cost
~1.5k tokens
SKILL.md length
552 words
Files
10 (incl. scripts, references)
Skills in repo
252
Repo updated
First seen
Licence
Apache-2.0

At a glance

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…

  • Works in 2 steps: TPM System Admin username — must already… → Dry-run? — offer by default. In dry-run,…
  • Admin wants to set up TPE dashboards
  • SKILL.md covers Inputs to collect first, Phase list, Scripts and Report
  • Runs JavaScript scripts from its folder; calls node and sf

What it does

Consumer Goods Tpe Dashboard Configure is an agent skill from forcedotcom/sf-skills. 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 TPMPROMOTIONMEASURE 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…

Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 11 other files, including scripts and reference files (for example `references/phases-1-6.md`, `references/phases-7-12.md` and `scripts/find-failure-reason.js`).

It sits in Business, Finance & HR, covering OKRs and executive reporting. It works with Salesforce and Tableau. The repository describes itself as: Salesforce's curated collection of agent skills for building applications. Optimized for Agentforce Vibes, compatible with all AI tools. The licence is Apache-2.0.

When your agent uses it

  • Admin wants to set up TPE dashboards
  • Enable Trade Promotion Effectiveness
  • Install the TPE analytics app
  • Set up and customize TPE dashboards with their own KPIs

Example prompts

  • “/consumer-goods-tpe-dashboard-configure”

Requirements

  • Node.js

Workflow steps

2 steps, taken from the first numbered list in SKILL.md.

  1. TPM System Admin username — must already be authenticated via sf CLI. Verify with node ./scripts/sf-rest.js org-status --target-org (never…
  2. Dry-run? — offer by default. In dry-run, every read/verify/check step still runs; every write/trigger/install step is skipped and recorded…

What it can do on your machine

Read from SKILL.md and the folder at commit 4bbae5c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 7 files in scripts/ (JavaScript), which the agent can run.

    Shell commands in SKILL.md call:

    • node
    • sf

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Consumer Goods Tpe Dashboard Configure loads about 1.5k tokens when it runs, and up to ~9.3k if it reads all its reference files. Until then it costs about 167 tokens; SKILL.md has 552 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~167
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~9.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from forcedotcom/sf-skills at commit 4bbae5c, republished under its Apache-2.0 licence (© forcedotcom). 552 words, ~1,455 tokens.

Download SKILL.mdSave it as .claude/skills/consumer-goods-tpe-dashboard-configure/SKILL.md (or your agent's skills folder). This skill also uses 9 other files; get the full folder from GitHub.
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
metadata.minApiVersion
67.0
metadata.domains
Consumer Goods
metadata.relatedSkills
consumer-goods-rtr-datacloud-export-configure, consumer-goods-tpe-dashboard-custom-kpi-configure, consumer-goods-tpe-datakit-deploy

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

Ask before starting. Do not guess.

  1. TPM System Admin username — must already be authenticated via sf CLI. Verify with node ./scripts/sf-rest.js org-status --target-org <username> (never sf org display --json directly — see references/phases-1-6.md).
  2. Dry-run? — offer by default. In dry-run, every read/verify/check step still runs; every write/trigger/install step is skipped and recorded as pending — not run (dry-run).

Also detect the installed package namespace and version-gate the org (Consumer Goods Cloud >= 262.2 required) before Phase 1 — see "Namespace detection" in references/phases-1-6.md.

Phase list

PhaseStepSummaryDetails
Setup—Collect inputs, detect namespace, version-gate the orgreferences/phases-1-6.md
1Tenant pairingAsk user to confirm Hyperforce Processing Service pairing (not verifiable programmatically)references/phases-1-6.md
2TPM Admin permission set(s)Ask user to confirm org-specific persona permission sets are assignedreferences/phases-1-6.md
3GenieAdmin / TableauEinsteinAdminQuery, and on confirmation assign, these two permission setsreferences/phases-1-6.md
4SSOT packageVerify the ssot managed package is installedreferences/phases-1-6.md
5Enable Tableau NextAsk user to confirm manual UI enablement (not verifiable programmatically)references/phases-1-6.md
6C360 SDMVerify or trigger + poll the C360 Unified Semantic Model app installreferences/phases-1-6.md
7TPM Accruals Data KitDelegated to consumer-goods-tpe-datakit-deployreferences/phases-7-12.md
8Business Period exportAnonymous-Apex export via a Hyperforce-substrate Sales Org, poll, then confirm the tpmbusinessperiod Data Stream syncreferences/phases-7-12.md
9RTR Data Cloud exportDelegated to consumer-goods-rtr-datacloud-export-configurereferences/phases-7-12.md
10TPM_PROMOTION_MEASURE Data TransformAsk (credit consumption), then run and poll the Data Transformreferences/phases-7-12.md
11TPE Analytics App installTrigger + poll the async app-framework install (~15-20 min)references/phases-7-12.md
12Customize KPIs (optional)Delegated to consumer-goods-tpe-dashboard-custom-kpi-configure, only if requestedreferences/phases-7-12.md
Show full SKILL.md (183 more words)Show less

references/phases-7-12.md also documents the shared scripts/poll-status.js poller and the full set of hard Rules (never authenticate on the user's behalf, never hardcode a namespace or Sales Org, never claim success on anything but a terminal success status, a poll timeout is not a failure, etc.) that apply across every phase.

Scripts

  • scripts/sf-rest.js — authenticated REST calls; also exposes org-status (strips accessToken before printing).
  • scripts/poll-status.js — generic async-status poller, reused by Phases 6 and 11.
  • scripts/find-failure-reason.js — extracts the actual per-requirement failure reason for a FailedStatus app-framework install (Phase 11), including "DMO not available" detection.
  • scripts/render-apex.js — renders an anonymous-Apex template with --var substitutions; loads scripts/soql-escape.js to escape substituted literals.
  • scripts/soql-escape.js — escapes a value for safe interpolation into a single-quoted SOQL/Apex string literal.
  • scripts/run-data-transform.js — triggers and polls a named Data Transform (Phase 10).
  • scripts/schedule-business-period-export.apex — anonymous-Apex template for Phase 8.

Report

At the end of a run, give the user a structured status per phase (1-12): pass / blocked / pending, with the specific blocking reason and remediation click-path where applicable. Call out anything skipped due to dry-run, a declined confirmation, or (Phase 12) the customer opting out of KPI customization.

© forcedotcom, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 9 other files (scripts, references) in skills/consumer-goods-tpe-dashboard-configure of forcedotcom/sf-skills.

  • SKILL.md
  • references/phases-1-6.md
  • references/phases-7-12.md
  • scripts/find-failure-reason.js
  • scripts/poll-status.js
  • scripts/render-apex.js
  • scripts/run-data-transform.js
  • scripts/schedule-business-period-export.apex
  • scripts/sf-rest.js
  • scripts/soql-escape.js

Open the folder on GitHubat commit 4bbae5c

Compare with similar skills

Consumer Goods Tpe Dashboard Configure next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Consumer Goods Tpe Dashboard Configure compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Consumer Goods Tpe Dashboard Configure this skillforcedotcom/sf-skills1.1k—~1.5kAutomated safety check: PassApache-2.0
Building Streamlit Dashboardsiusztinpaul/designing-real-world-ai-agents-workshop512—~1.1kAutomated safety check: PassApache-2.0
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Kpi Dashboard Designaiskillstore/marketplace43310 repos~3.5kAutomated safety check: PassNone
SVG Visualsdata-goblin/power-bi-agentic-development1k—~4.3kAutomated safety check: PassGPL-3.0
Ops Metrics Analysiszj-unicom-ai/UniEmployee360—~473Automated safety check: PassMIT

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Works with

Categories

Questions about Consumer Goods Tpe Dashboard Configure

What does Consumer Goods Tpe Dashboard Configure do?

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…. Consumer Goods Tpe Dashboard Configure is an agent skill from forcedotcom/sf-skills. 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 TPMPROMOTIONMEASURE Data Transform, TPE Analytics app install, and optional KPI dashboard customization.

When should I use Consumer Goods Tpe Dashboard Configure?

Consumer Goods Tpe Dashboard Configure fits situations like: admin wants to set up TPE dashboards; enable Trade Promotion Effectiveness; install the TPE analytics app; set up and customize TPE dashboards with their own KPIs.

How do I install Consumer Goods Tpe Dashboard Configure in Claude Code?

Run `npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -a claude-code`. Or copy the skill folder (skills/consumer-goods-tpe-dashboard-configure in forcedotcom/sf-skills) into .claude/skills/consumer-goods-tpe-dashboard-configure in your project. Claude Code loads it when a task matches its description.

How do I install Consumer Goods Tpe Dashboard Configure in Codex?

Run `npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -a codex`. Or copy the skill folder (skills/consumer-goods-tpe-dashboard-configure in forcedotcom/sf-skills) into .agents/skills/consumer-goods-tpe-dashboard-configure in your project. Codex loads it when a task matches its description.

Can I use Consumer Goods Tpe Dashboard Configure in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add forcedotcom/sf-skills --skill consumer-goods-tpe-dashboard-configure -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/consumer-goods-tpe-dashboard-configure, .gemini/skills/consumer-goods-tpe-dashboard-configure, .github/skills/consumer-goods-tpe-dashboard-configure and .opencode/skills/consumer-goods-tpe-dashboard-configure in your project.

What does Consumer Goods Tpe Dashboard Configure need to run?

Going by SKILL.md and its folder, Consumer Goods Tpe Dashboard Configure needs JavaScript for the scripts in its folder and the command-line tools its instructions call (node and sf). Our summary lists: Node.js.

Does Consumer Goods Tpe Dashboard Configure access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Consumer Goods Tpe Dashboard Configure safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Consumer Goods Tpe Dashboard Configure use?

Consumer Goods Tpe Dashboard Configure is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Consumer Goods Tpe Dashboard Configure use?

About 1.5k tokens (SKILL.md is roughly 5.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 7.8k tokens, read only when the agent opens those files.

What are the alternatives to Consumer Goods Tpe Dashboard Configure?

Skills that share tags, products or a category with Consumer Goods Tpe Dashboard Configure: Building Streamlit Dashboards (iusztinpaul/designing-real-world-ai-agents-workshop, 512 stars), Business Overview Analysis (zj-unicom-ai/UniEmployee, 360 stars), Kpi Dashboard Design (aiskillstore/marketplace, 433 stars) and SVG Visuals (data-goblin/power-bi-agentic-development, 1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Consumer Goods Tpe Dashboard Configure?

forcedotcom (a GitHub organization) maintains it in forcedotcom/sf-skills, which has 1,067 GitHub stars. The repository holds 252 skills in this directory. The repository was last updated on October 9, 2026.

Source: forcedotcom/sf-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.