Salesforce Certified Manufacturing Cloud Accredited Professional Practice Test - Questions Answers, Page 10

According to the Salesforce Manufacturing Cloud Learning documents, the actuals calculation mode in the sales agreement setup determines how the actual quantity and amount for products are calculated from active orders associated with a sales agreement1.If UC wants to avoid bringing actual orders data into Manufacturing Cloud, but still use it for its sales agreements, it can select the automatic mode from orders through contracts2. This mode creates contracts and orders from the related list of a sales agreement record and derives the actuals from them.

Refresh Actuals Calculation Action

Choose How Sales Agreement Actuals Are Calculated

Approve and Activate a Sales Agreement

Create Orders Associated with Contracts to Calculate Sales Agreement Actuals

According to the Salesforce Manufacturing Cloud Learning documents, one of the best practices for maintaining data integrity in Manufacturing Cloud is to limit the mass update for sales agreements1. This prevents accidental or malicious changes to existing sales agreements that could affect other records or processes in Manufacturing Cloud. By cloning a standard manufacturing sales agreements permission set and assigning it to all non-System Administrator users, an administrator can reduce data corruption and maintain data sanctity.

Create a Permission Set

Clone a Permission Set

Assign a Permission Set

According to the Salesforce Manufacturing Cloud Learning documents, understanding the landscape of the business is important before going into the details of requirements because it helps to identify the pain points, goals, and opportunities for improvement in each business process1.By knowing how different teams use Manufacturing Cloud to support their customer interactions, such as sales, service, marketing, finance, etc., a consultant can tailor a solution that meets their specific needs and expectations2.Additionally, understanding the landscape of the business also helps to determine which features and data models are most relevant and valuable for each team3.

Business Landscape Analysis

Manufacturing Cloud Overview

Data Model Extensions

The administrator can choose any combination of modules based on the business need when installing the Analytics for Manufacturing app. The app has three modules: Sales Agreements, Account Based Forecasts, and Account Manager Targets. Each module provides a set of dashboards and lenses that analyze and visualize the data from the corresponding Manufacturing Cloud features. The administrator can select which modules to install depending on the features that are enabled and used in the org. For example, if the org does not use Account Manager Targets, the administrator can skip installing that module. The administrator can also install additional modules later if the business need changes.Reference::Analytics for Manufacturing - Salesforce:Install Analytics for Manufacturing - Salesforce

An administrator of an organization would configure Field-Level Security for the Advanced Account Forecast Partner and Advanced Account Forecast Fact objects to provide users with separate levels of visibility to forecast data. Field-Level Security is a feature that allows the administrator to control the access and editability of specific fields on an object for different profiles and permission sets. By configuring Field-Level Security for the Advanced Account Forecast Partner and Advanced Account Forecast Fact objects, the administrator can:

Restrict the access to sensitive or confidential forecast data, such as account ID, name, or forecast set ID, to prevent unauthorized changes or leaks.

Grant different levels of access to forecast data based on the user's role and responsibility, such as account manager, forecast manager, or executive.

Customize the visibility of forecast data based on the user's preference and need, such as showing or hiding certain dimensions or metrics.

Field-Level Security does not affect the access to partner and fact records, which is controlled by the sharing settings and the ownership of the records. Field-Level Security also does not affect the visibility of activity data, which is stored in a different object and can be viewed in the Activity Timeline or the Tableau CRM for Manufacturing app.

To create and share the Advanced Account Forecasting Analytics for Manufacturing app, the administrator needs to enable Account Forecasting in the Manufacturing Cloud setup. Account Forecasting is a feature that allows users to generate and view forecasts based on various data sources and metrics. The Advanced Account Forecasting Analytics for Manufacturing app is a prebuilt Tableau CRM app that provides dashboards and insights into the account forecast data. If Account Forecasting is not enabled, the administrator cannot access the app or share it with other users.Reference:Set Up and Configure Account Forecasting,Use Advanced Account Forecasting Analytics for Manufacturing

To make the support process easier for the service agents, the consultant should recommend enabling the Service Console for Manufacturing app. This is a prebuilt Lightning app that provides a unified view of all the information related to contacts and accounts, such as cases, assets, warranties, and claims. The app also includes components and tools that help the service agents to manage and resolve issues faster and more efficiently. The app can be customized and configured to meet the specific needs of the service agents and the business.Reference:Set Up and Configure Service Console for Manufacturing,Use Service Console for Manufacturing

The new values of account and market growth percentage will be used in forecasting the future periods only when account and market growth percentages are used in the forecast formula. The forecast formula is a custom formula that defines how the forecast metrics are calculated based on the data sources and the growth factors. If the formula does not include the account and market growth percentages, then changing these values will not affect the forecast calculation.Reference:

Forecast Formula

Account and Market Growth Percentage

The recommended way to calculate an account based forecast for the next 13 months in the formula builder is to create separate formulas for periods 1-12 and period 13. This is because the formula builder allows you to create different formulas for different period ranges based on the forecast display duration. For example, if the forecast display duration is 13 months, you can create up to 13 formulas, one for each month. You can also create a single formula for all 13 months, but this may not be as accurate or flexible as creating separate formulas.By creating separate formulas, you can use different fields, functions, and operators to calculate the forecast for each month based on your business logic and requirements1.Reference:Build Formulas to Calculate Forecast