Get Started: This document explains the Salesforce configurations required to export CSV files from within Real Time Reporting (RTR) using the Integration API, and provides information on customizing the RTR using APEX. RTR exports support the export of BOM components.
TPM_RTRSalesforceMonthlyMeasures_AMS (Base Class): TPM_RTRSalesforceMonthlyMeasures_AMS is the second base class that's used for code-routing and is required to retrieve the information by a Salesforce REST endpoint (/services/apexrest/RTRSalesforceMonthlyMeasures).
TPM_RTRSalesforceMonthlyMeasures_AMS (Base Class): TPM_RTRSalesforceMonthlyMeasures_AMS is one of the base classes that's used for code-routing and is required to retrieve the information by a Salesforce REST endpoint (/services/apexrest/RTRSalesforceMonthlyMeasures).
TPM_RTRFixedFunds_AMS (The Logic Class): The actual logic is defined in this class. The benefit of routing to a separate third class is that the code runs only when needed.
TPM_RTRReportingWrapper_AMS (Base Class): TPM_RTRReportingWrapper_AMS is a base class that contains the structures to load the input. This class contains the list of KPIs and filter criteria that you chose in the report—selected time frame or the list of customers and products. Depending on various use cases, the payload method can contain different attributes.
TPM_RTRReportingWrapper_AMS (Base Class): TPM_RTRReportingWrapper_AMS is a base Apex class that receives the payload that's constructed by filter selection in the report. The payload contains the KPIs that are defined in the report, the customer, dates, and other important attributes. It then deserializes the payload into an object that can be used in all other related classes.
Classes: Detailed samples of the classes that are used in report configurations.
Create a Fund Report with Custom Apex Datasources: The data that's required for the reports is available on a Hyperforce server and is interfaced via regular data sources such as AccountMonthlyMeasures or AccountWeeklyMeasures.
Create Reports with Custom Apex Filter: Along with standard filters, you can also define custom Apex filters that reference the attributes of the Promotion object.
Use Case: Fixed Funds: In this use case, the custom datasource is used to include a fixed fund KPI in Real Time Report (RTR). As a result, the fixed funds are aggregated on both category and brand levels. One visualization option is this report, in which a brand value is only available for one brand. However, this value is not summed up to the category level. For the calculation of category levels, the data that's stored on Salesforce and Processing Services is used.
Use Case: Fund Amount: The Fund object stores the fund amount in Salesforce. To show a fund amount for a particular category or brand, fetch it from the Salesforce database by using custom data sources.
Customizing Real Time Reporting (RTR) with APEX: You can create a fund report with custom APEX data sources to integrate KPI values that are obtained from other sources such as a Salesforce attribute. You can also create reports with custom APEX filters, along with the standard filters.
