Salesforce Certified Manufacturing Cloud Accredited Professional Practice Test - Questions Answers, Page 2

Invalid team assignments are the target assignments that become invalid when the assigned team member is no longer part of the team member hierarchy. The visibility of invalid team assignments depends on the following factors:

Invalid target assignments are shown in the Invalid Team Assignments section of the Assignments tab in the target's record.This section displays the invalid assignments for all the team members who are assigned to the target, regardless of the owner of the target1.

Invalid target assignments can be seen in the Invalid Target Assignments report.This report shows the invalid assignments for all the targets that you have access to, based on your role and sharing settings2.

Manufacturing Cloud provides two list views by default to filter account manager targets by the assigned user. The list views are:

Assigned by Me: This list view shows all the account manager targets that you have created and assigned to other users3.

Assigned to Me: This list view shows all the account manager targets that have been assigned to you by other users3.

When multiple active sales agreements exist for the same product and account, the order can be linked to the sales agreement based on custom logic defined by the admin. The custom logic can use any field on the sales agreement or the order to determine the match. For example, the custom logic can use the start and end dates of the sales agreement, the order date, the product category, or any other criteria. This way, the order can be linked to the most relevant sales agreement for the account and product.Reference:SalesAgreement,Set Up and Configure Sales Agreements

If the actual orders data is not stored in Salesforce, the admin can use the Actual Orders API to manually upload the data from an external source. The Actual Orders API allows the admin to create, update, or delete actual orders records that are linked to sales agreements. The actual orders data can then be used to calculate the actual values of the sales agreements, such as actual quantity, actual revenue, and actual margin. The actual values can also be compared with the planned values to measure the performance of the sales agreements.Reference:Set Up and Configure Sales Agreements, [ActualOrder]

Sales agreements in Manufacturing Cloud have several out-of-the-box actions that can be performed by users to manage the lifecycle of an agreement. Two of these actions are:

Recalculate Actuals: This action updates the actuals on the sales agreement based on the orders and invoices associated with it. It also recalculates the compliance metrics and the forecasted revenue and quantity. This action can be performed manually by users or automatically by a scheduled job.

Mass Update: This action allows users to update multiple sales agreement lines at once. Users can select the lines they want to update and then choose the fields and values they want to change. This action can save time and effort when users need to make bulk changes to the sales agreement lines.

Tableau CRM for Manufacturing is a set of prebuilt dashboards and datasets that provide insights into sales performance, account health, and sales agreement compliance. To ensure that users only see the data they are authorized to access, Tableau CRM for Manufacturing uses security predicates to filter the data based on the user's profile and permissions. One of these security predicates is:

Use Manager Hierarchy: This predicate filters the data based on the user's position in the manager hierarchy. Users can only see the data for themselves and the users below them in the hierarchy. This predicate uses theManagerIdfield on the User object to determine the hierarchy.

When loading data into Sales Agreement, the recommended sequence is to load the Sales Agreement object first, then the Sales Agreement Product object, and finally the Sales Agreement Product Schedule object. This sequence ensures that the data is loaded correctly and the relationships between the objects are maintained.Reference:Salesforce Help: Load Data into Sales Agreement,Salesforce Trailhead: Create Sales Agreements

If Universal Containers does not want to bring actual orders data into Salesforce, they can use the actual orders API to import the data from external systems and use it to calculate the actual values of orders in sales agreements. This option allows them to analyze the effectiveness of their sales agreements without storing the orders data in Salesforce.Reference:

Choose How Sales Agreement Actuals Are Calculated

Sales Agreement Actuals API

There is no defined limit on the number of sales agreements that can be activated for the same period, containing the same products and linked to the same account. However, having multiple active sales agreements for the same account and products can cause confusion and inconsistency in forecasting and reporting. Therefore, it is recommended to use one sales agreement per account and product combination for a given period, unless there is a valid business reason to do otherwise.Reference:

Activate a Sales Agreement

Sales Agreements and Forecasting in Manufacturing Cloud