Salesforce Certified Manufacturing Cloud Accredited Professional Practice Test - Questions Answers, Page 11

Customers Health dashboard allows a user to analyze revenue realization, length of relationship, and customer lifetime value across accounts. Customers Health dashboard is part of the Actionable Relationship Center (ARC) feature in Manufacturing Cloud, which provides a 360-degree view of customer health and engagement. Customers Health dashboard shows key metrics such as revenue realization rate, average length of relationship, average customer lifetime value, and customer churn rate. It also allows the user to filter the accounts by various dimensions, such as industry, region, product family, and account owner. Customers Health dashboard helps the user to identify the most valuable and loyal customers, as well as the customers who are at risk of attrition or dissatisfaction.Reference:

Actionable Relationship Center, Salesforce Help Docs

Customers Health Dashboard, Salesforce Help Docs

Calculating Customer Lifetime Value (CLV) With Salesforce, Salesforce Ben Blog

Data Cloud for Marketing, Salesforce Website

To set up Tableau CRM for Manufacturing, the admin needs two permission sets: Tableau CRM Plus Admin and Manufacturing Analytics Admin. The Tableau CRM Plus Admin permission set license gives the admin access to Tableau CRM features and dataflows. The Manufacturing Analytics Admin permission set gives the admin access to the Manufacturing Analytics app and its datasets, dashboards, and lenses. The admin also needs to assign the Manufacturing Analytics User permission set to the users who need to view the Manufacturing Analytics app.Reference::CRM Analytics Administration for Manufacturing Cloud | Salesforce Trailhead:Set Up Users and Permissions for Manufacturing Cloud - Salesforce

A sales agreement can be renewed when the renewal period starts. The renewal period is a time frame before the expiration of the sales agreement, during which the account manager can create a new sales agreement with the same products and attributes as the current one. The renewal period is defined by the Salesforce admin and can vary depending on the sales agreement type (one-time, weekly, monthly, quarterly, or yearly). The renewal period can be viewed on the sales agreement record page. When the renewal period starts, the account manager can use the Renew quick action to create a new sales agreement.Reference::Renew a Sales Agreement - Salesforce:Define Renewal Period for Sales Agreements - Salesforce

To include an order in the Actuals calculation process on a Sales Agreement, the following conditions need to be fulfilled:

The order needs to haveStatus = Activated. This indicates that the order is confirmed and ready to be fulfilled.

The date in theOrder Datefield should be in thepast. This ensures that the order is not a future projection but an actual transaction.

TheSales Agreementfield needs to be populated on the Order. This links the order to the corresponding sales agreement that it belongs to.Reference:

What Is Manufacturing Cloud?

Sales Agreement Actuals

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]

When designing a Manufacturing Cloud implementation, it is important to understand the data sources and systems that the business uses and relies on. Data integration is a key aspect of the solution, as it enables the synchronization of data across different systems and platforms. To ensure data quality and accuracy, it is essential to determine the system of record for each data category, such as accounts, contacts, products, orders, forecasts, etc. The system of record is the authoritative source of truth for a given data category, and it should be the primary source for creating, updating, and deleting data records. By identifying the system of record for each data category, the consultant can design the data integration strategy and avoid data duplication, inconsistency, and conflict.Reference: [Salesforce Manufacturing Cloud Implementation Guide], [Data Integration]

A list of unstructured, unprioritized requirements is not sufficient to proceed to the next step of the project, which is the solution design. The consultant needs to work with the client to structure, prioritize, and validate the requirements, and to align them with the business objectives and the Manufacturing Cloud capabilities. A possible approach is to prepare a template with the requirements and their associated priority, and work with the client to evaluate each item. The priority can be based on factors such as the business value, the urgency, the complexity, the dependency, and the risk of each requirement. The template can also include other information, such as the scope, the acceptance criteria, the assumptions, and the dependencies of each requirement. By using this approach, the consultant can ensure that the requirements are clear, complete, and feasible, and that they reflect the client's needs and expectations.Reference: [Salesforce Manufacturing Cloud Implementation Guide], [Gather Requirements]

A sales agreement can only be renewed if its status is Activated or Approved. An Expired sales agreement cannot be renewed, and the administrator must create a new sales agreement instead.Reference: Sales Agreement Lifecycle

The correct order of data migration from a legacy system to Manufacturing Cloud is to first migrate the accounts, then the sales agreements, then the sales agreements schedules, and finally the orders. This order ensures that the data dependencies and relationships are maintained and that the actuals are updated correctly from the orders. The sales agreements schedules are the child records of the sales agreements that specify the planned quantities and revenues for each product and time period. The orders are the child records of the accounts that capture the actual order quantities and revenues for each product and time period. The sales agreements and the orders are linked by the account-product-period combination.Reference:Migrate Data to Manufacturing Cloud,Sales Agreements,Orders