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Question 1 - Certified Manufacturing Cloud Accredited Professional discussion

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A salesforce Manufacturing cloud user finds that the current sales agreement data is not displaying in tableau CRM for manufacturing. What two possibilities could cause this to happen?

A.
The sales agreement was linked to person accounts
Answers
A.
The sales agreement was linked to person accounts
B.
Sales agreements are only displayed in the grid
Answers
B.
Sales agreements are only displayed in the grid
C.
The sales agreement was not added to the data flow
Answers
C.
The sales agreement was not added to the data flow
D.
The sales agreement data flow was not updated
Answers
D.
The sales agreement data flow was not updated
Suggested answer: C, D

Explanation:

The sales agreement data is not displaying in Tableau CRM for Manufacturing because the sales agreement was not added to the data flow or the sales agreement data flow was not updated.

A data flow is a set of instructions that specifies how to integrate, transform, and update data in Tableau CRM1.

To display sales agreement data in Tableau CRM, the sales agreement object must be added to the data flow and the data flow must be run to update the data2.

The sales agreement object is a custom object that stores information about the negotiated terms and conditions between a manufacturer and a customer3.

The sales agreement data flow is a prebuilt data flow that includes the sales agreement object and other related objects, such as account, product, and forecast4.

The sales agreement data flow can be customized to include additional objects or fields, or to apply filters or transformations4.

The sales agreement data flow must be run manually or scheduled to run periodically to ensure that the data in Tableau CRM is up to date4.Reference:1:What Is a Dataflow? | Salesforce Help2:Add Sales Agreement Data to Tableau CRM | Salesforce Help3:Sales Agreement Object | Salesforce Help4:Sales Agreement Dataflow | Salesforce Help

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asked 23/09/2024
Tu Nguyen
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