consumer-goods-tpe-dashboard-configure

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

| Phase | Step | Summary | Details |

|---|---|---|---|

| Setup | — | Collect inputs, detect namespace, version-gate the org | references/phases-1-6.md |

| 1 | Tenant pairing | Ask user to confirm Hyperforce Processing Service pairing (not verifiable programmatically) | references/phases-1-6.md |

| 2 | TPM Admin permission set(s) | Ask user to confirm org-specific persona permission sets are assigned | references/phases-1-6.md |

| 3 | GenieAdmin / TableauEinsteinAdmin | Query, and on confirmation assign, these two permission sets | references/phases-1-6.md |

| 4 | SSOT package | Verify the ssot managed package is installed | references/phases-1-6.md |

| 5 | Enable Tableau Next | Ask user to confirm manual UI enablement (not verifiable programmatically) | references/phases-1-6.md |

| 6 | C360 SDM | Verify or trigger + poll the C360 Unified Semantic Model app install | references/phases-1-6.md |

| 7 | TPM Accruals Data Kit | Delegated to consumer-goods-tpe-datakit-deploy | references/phases-7-12.md |

| 8 | Business Period export | Anonymous-Apex export via a Hyperforce-substrate Sales Org, poll, then confirm the tpmbusinessperiod Data Stream sync | references/phases-7-12.md |

| 9 | RTR Data Cloud export | Delegated to consumer-goods-rtr-datacloud-export-configure | references/phases-7-12.md |

| 10 | TPM_PROMOTION_MEASURE Data Transform | Ask (credit consumption), then run and poll the Data Transform | references/phases-7-12.md |

| 11 | TPE Analytics App install | Trigger + poll the async app-framework install (~15-20 min) | references/phases-7-12.md |

| 12 | Customize KPIs (optional) | Delegated to consumer-goods-tpe-dashboard-custom-kpi-configure, only if requested | references/phases-7-12.md |

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.