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Question 106 - Certified Manufacturing Cloud Accredited Professional discussion

Report
Export

A user wants to export Account Based Forecast data to use in their Demand Planning system. They want to use standard Salesforce Reporting to create a report with only forecasting quantity data, including any sales team adjustments. Which two actions will enable this process?

A.
Create a report using the standard report type of 'Account Forecasts with Product Period Forecast'.
Answers
A.
Create a report using the standard report type of 'Account Forecasts with Product Period Forecast'.
B.
Creating a report using a custom report type.
Answers
B.
Creating a report using a custom report type.
C.
Adding the 'Adjusted Forecast Quantity' field from the 'Account Product Forecast' object to the report.
Answers
C.
Adding the 'Adjusted Forecast Quantity' field from the 'Account Product Forecast' object to the report.
D.
Adding the 'Total Adjusted Forecasted Quantity' field from the 'Account Product Forecast' object to the report.
Answers
D.
Adding the 'Total Adjusted Forecasted Quantity' field from the 'Account Product Forecast' object to the report.
Suggested answer: A, C

Explanation:

To export Account Based Forecast data to use in their Demand Planning system, the user can use standard Salesforce Reporting to create a report with only forecasting quantity data, including any sales team adjustments. To do this, the user can perform the following actions:

Create a report using the standard report type of 'Account Forecasts with Product Period Forecast'. This report type allows the user to access the data from the AccountForecast and AccountProductPeriodForecast objects, which store the forecast metrics for each account and product combination.

Add the 'Adjusted Forecast Quantity' field from the 'Account Product Forecast' object to the report. This field shows the forecast quantity after applying any adjustments made by the sales team. The user can also add other fields, such as account name, product name, period name, or forecast set name, to the report as needed.

The user can then run the report and export the data to a CSV file or another format that can be used by their Demand Planning system.

Create Holistic Forecasts with Advanced Account Forecasting>Use Advanced Account Forecasting Analytics for Manufacturing>Create Reports and Dashboards for Advanced Account Forecasting

AccountForecast | Manufacturing Cloud Developer Guide

[AccountProductPeriodForecast | Manufacturing Cloud Developer Guide]

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asked 23/09/2024
Christian Galea
40 questions
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