Salesforce Certified Manufacturing Cloud Accredited Professional Practice Test - Questions Answers, Page 12

Manufacturing Cloud provides some default automation actions that can be used in flows and process builders to streamline the manufacturing processes. These actions are:

Calculate Advanced Account Forecasts: This action calculates the account forecast values based on the sales agreement lines and opportunity line items associated with the account. It also updates the account forecast records with the calculated values.

Recalculate Forecasts Actions: This action recalculates the forecast values based on the changes in the sales agreement lines and opportunity line items. It also updates the forecast records with the recalculated values.

Recalculate Account Manager Targets: This action recalculates the account manager target values based on the changes in the sales agreement lines and opportunity line items. It also updates the account manager target records with the recalculated values.

The warranty claim adjudicators need the Service Console for Manufacturing permission set license and the Warranty Lifecycle Management Psl permission set license to access all the claim-related data on a single page. These permission set licenses provide the following access:

Service Console for Manufacturing: This permission set license gives access to the Service Console app, which is a customized version of the standard Service Console that includes Manufacturing Cloud objects and components. The Service Console app provides a unified view of the customer service lifecycle, including engagements, cases, field service events, assets, warranties, and claims.

Warranty Lifecycle Management Psl: This permission set license gives access to the Warranty Lifecycle Management app, which is a specialized app for managing warranty programs and claims. The Warranty Lifecycle Management app provides a comprehensive view of the warranty terms, coverage, claims, payouts, and insights.

To implement forecasting in Manufacturing Cloud for its stock parts division and engineered-to-order parts division, Universal Containers should use Advanced Account Forecasting with two forecast sets, two period groups, and two forecast metrics. Advanced Account Forecasting is a feature that allows manufacturers to create and manage account-based forecasts that reflect the demand and revenue expectations from their customers and channel partners. A forecast set is a collection of dimensions and measures that define how a forecast is calculated and displayed. A period group is a set of time periods that determine the frequency and duration of a forecast. A forecast metric is a field that stores the forecast value for a measure, such as quantity or revenue.

By using two forecast sets, Universal Containers can create separate forecasts for the stock parts and the engineered-to-order parts, and assign them to different account managers or forecast managers. By using two period groups, Universal Containers can specify different forecast frequencies and display durations for the two divisions. For example, they can use a monthly period group for the stock parts and a quarterly period group for the engineered-to-order parts. By using two forecast metrics, Universal Containers can track both the forecasted quantity and revenue for each division, and compare them with the actual sales performance and compliance metrics.

To help the executive team make decisions quickly, the administrator should implement the Product Categories functionality in Manufacturing Cloud. Product Categories are a way of grouping products based on common attributes, such as product family, product line, or product type. By using Product Categories, the executive team can:

Filter and analyze the sales data and performance by product category, instead of by individual SKUs, which can be overwhelming and time-consuming.

Create and manage sales agreements and forecasts by product category, which can simplify the negotiation and planning processes with customers and channel partners.

Use Tableau CRM for Manufacturing to visualize and compare the sales trends and metrics by product category, and to identify the risks and opportunities for improvement.

To track additional metrics on sales agreements, such as minimum inventory, you need to create a custom field on the Sales Agreement Product object and map it to the corresponding field on the Sales Agreement Product Schedule object. Then, you need to add the custom field to the list of available metrics in the Sales Agreement setup page, so that users can see and edit it on the forecast grid and the sales agreement detail page.Reference:Salesforce Help: Add Custom Metrics to Sales Agreements,Salesforce Help: Map Custom Fields Between Sales Agreement Products and Product Schedules

To forecast at the product hierarchy level, you need to configure the forecast set on the Advanced Account Forecasting Setup page. You can select the product hierarchy field as the forecast context field, which determines the level of granularity for the forecast. You can also select the forecast metrics, such as revenue and quantity, and the forecast periods, such as monthly or quarterly.Reference:Salesforce Help: Configure Advanced Account Forecasting,Salesforce Help: Set Up Forecast Contexts

To create sales agreements from historical data for a Manufacturing Cloud solution, the consultant must consider the data items that are required for the sales agreement object and its related objects. The sales agreement object requires an account, a product level, and an actuals calculation mode. The related objects include the sales agreement term object, which stores the planned quantity and revenue information for each product, and the account product period forecast object, which stores the actual quantity and revenue information for each product in each period. The actual quantity and revenue are derived from the orders and order lines associated with the sales agreement. The products are also required to identify the products that are part of the sales agreement. Therefore, the data items that must be considered are accounts, orders, order lines, and products.Reference:Sales Agreement Object,Sales Agreement Term Object,Account Product Period Forecast Object

Manufacturing Cloud is a Salesforce solution that helps manufacturers to improve their sales forecasting and planning processes, and to collaborate more effectively with their customers and channel partners. Manufacturing Cloud tackles the specific business challenge of gaining visibility in businesses to improve forecast accuracy and collaborate with stakeholders. By using Manufacturing Cloud, manufacturers can:

Create and manage sales agreements that reflect the negotiated terms and conditions with their customers, such as products, prices, quantities, and delivery schedules.

Track the actual sales performance and compliance metrics of each sales agreement, and compare them with the forecasted values and targets.

Use account-based forecasting to generate accurate and realistic sales forecasts based on the input from account managers, customers, and channel partners.

Use Tableau CRM for Manufacturing to analyze and visualize the sales data and trends, and to identify risks and opportunities for improvement.

Use MuleSoft to integrate Manufacturing Cloud with other systems, such as ERP, CRM, or PLM, and to ensure data consistency and quality across the enterprise.

To enable the full functionality of the Service Console for Manufacturing app, the administrator should grant the Service Agents the Service Console for Manufacturing and Industry Service Excellence permission sets. These permission sets provide access to the Service Console for Manufacturing app, the Service Console for Manufacturing components, the Engagement Interaction object, and the relevant fields and tabs. The administrator can also assign the Service Console User permission set license to the Service Agents to access the standard features of the Service Console app.Reference:Enable Service Console for Manufacturing,Assign Permission Sets to Users