Universal Containers is implementing Consumer Goods Cloud TPM and needs to onboard a new group of key account managers (KAMS).
What is the recommended approach for populating the KAMs' user data within Consumer Goods Cloud TPM?
Onboarding a 'new group' of users implies a bulk operation. In the Salesforce ecosystem, the standard best practice for bulk data creation is using Data Loader or the Import Wizard via File Upload (Option C).
For TPM specifically, setting up a user is not just about creating the User record. It requires:
User Record:Name, Email, Username.
Profile & Permission Sets:Assigning the 'TPM User' license and specific permissions.
User Settings:(Critical for TPM) Assigning the user to aSales Organd defining theirManaged Accounts/Products.
Option C correctly identifies that all these steps can be handled by preparing a data file (CSV) and uploading it to mass-create and mass-assign these records. 'Quick Start' (Option A) is typically for initial org setup, not ongoing user management. Custom scripts (Option B) are unnecessary technical debt when standard tools exist.
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