How does the time series projection feature in Tableau CRM for manufacturing provide data insights?
A. It tracks product growth trends
B. It tracks performance against account manager targets
C. It tracks inventory utilization for a defined time frame
D. It tracks account revenue growth against goals
E. It tracks against product margin targets
Explanation:
The time series projection feature in Tableau CRM for manufacturing is a predictive modeling function that allows you to forecast future values based on historical data. It provides data insights by showing you how your products, accounts, and margins are expected to perform over time, and how they compare to your goals and benchmarks. You can use the time series projection feature to answer questions such as:
Universal Containers has a large number of stock keeping units (SKUs), which hinders the executive team from making decisions quickly. Which functionality should an administrator implement to help the executive team?
A. Account Based Forecasting
B. Product Categories
C. Sales Agreements
Explanation:
o help the executive team make decisions quickly, an administrator should implement Product Categories functionality. Product Categories are a way of grouping products based on common characteristics, such as type, brand, flavor, or package12. By using Product Categories, the executive team can easily filter, sort, and analyze the large number of SKUs in their business. They can also use Product Categories to create sales agreements and forecasts at different levels of granularity1. References: Manage Products and Categories in a Sales Agreement, Configure Product Hierarchies Unit
Universal Containers is using sales agreements and does not want to bring actual orders data into salesforce. However, they want to use the actual orders data to analyze the effectiveness if their sales agreements. Which actual calculation option in the sales agreement setup must be selected?
A. Automatically from orders through contracts
B. Manually Using actual orders API
C. Automatically from direct orders
D. Manually using APL upload
Explanation:
Universal Containers does not want to bring actual orders data into Salesforce, but still wants to use the actual orders data to analyze the effectiveness of their sales agreements, they must select the Manually Using actual orders API option in the sales agreement setup. This option allows them to use an API to upload actual order data from an external system into Salesforce and associate it with the sales agreements.
This way, they can compare the planned and actual quantities and revenues of each product or product category in the sales agreement. The other options require either creating orders in Salesforce or linking contracts to orders in Salesforce, which Universal Containers does not want to do. References: Choose How Sales Agreement Actuals Are Calculated, Create Orders to Calculate Sales Agreement Actuals
What is the maximum number of products a sales agreement can have?
A. 1500
B. 500
C. 100
D. 1000
Explanation:
A sales agreement is a record that captures the terms and conditions of a long-term or run-rate business relationship between a manufacturer and a customer. It can include products, product categories, prices, volumes, schedules, and other details. A sales agreement can have a maximum of 1500 products or product categories and 72 schedules. Contact Salesforce support if you want to increase the limits. Note that having a large number of product or product categories and schedules can affect system performance1. References: Considerations for Working with Manufacturing
A manufacturing cloud user is in the process of adding products to an order that is on active sales agreement. Which status the order be in , to make the addition
A. Approved
B. Pending
C. Active
D. Draft
Explanation:
o add products to an order that is on an active sales agreement, the order must be in Draft status. Once an order is in Draft status, you can add products from the sales agreement or from the product catalog. You can also edit the order details, such as quantity, price, and discount. After you add the products, you can submit the order for approval. The order status changes to Pending, and the order is locked for editing.
The order must be approved before it can be activated. Once the order is activated, the order status changes to Active, and the order is synced with the sales agreement. The order actuals are reflected in the sales agreement actuals. References: Approve and Activate a Sales Agreement, Get Started with Salesforce Order Management
What is the maximum number of sales Agreement that can be activated for the same period, containing the same Products and linked to the same Account?
A. 1
B. 50
C. No defined limit
D. 10000
E. 128
Explanation:
According to Salesforce Manufacturing Cloud documentation, 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, it is recommended to use sales agreements judiciously and avoid creating duplicate or overlapping agreements that could cause confusion or errors in forecasting and reporting. Sales agreements are meant to capture the negotiated terms and conditions of the run-rate business with customers and partners, and they should reflect the actual demand and order realization data. References: Sales Agreements, Frequently Asked Questions for product keys. | Microsoft Learn, Salesforce Manufacturing Cloud Certification Flashcards | Quizlet.
An organization would like to show its account managers specific data points for Sales Agreements terms based on business needs. What is the first step in providing these insights to the account reps?
A. Enabling custom metrics
B. Allowing account reps to add agreement terms
C. Enabling metric groups
Explanation:
The first step in providing insights to the account reps is enabling metric groups. Metric groups are collections of metrics that are relevant for a specific business scenario or use case. They allow account managers to view and compare agreement terms for different metrics, such as revenue, volume, margin, and so on1. Enabling custom metrics and allowing account reps to add agreement terms are not the first steps, as they require metric groups to be enabled first23. References: 1: Create Metric Groups for Sales Agreements4, 2: Map Custom Fields of Sales Agreement Products and Schedules, 3: Select Metrics to Display in Agreement Terms.
When is an appropriate time to generate the detailed technical design document when implementing Manufacturing Cloud?
A. The detailed technical design document is completed after the business requirement document has been generated.
B. The detailed technical design document should be ready before engaging the business users to gather requirements.
C. The detailed technical design document should be completed after an organization goes live with Manufacturing Cloud.
Explanation:
The detailed technical design document is a document that describes the technical specifications and architecture of a solution. It is based on the functional and nonfunctional requirements that are captured in the business requirement document1. Therefore, the detailed technical design document should be completed after the business requirement document has been generated, and before the development and testing phases of the project. This ensures that the technical design aligns with the business needs and expectations, and provides a clear roadmap for the implementation team2. References: 1: Get Started with the Technical Project Documentation3, 2: Documentation and Implementation Diagrams1
Which two methods can be used to recalculate payouts after the payout period is closed?
A. Recalculate payouts due to changed benefits
B. Renew payouts with benefit charges
C. Recalculate payouts with no charge in benefits
D. Receive payouts with charged benefits
E. Recalculate account benefit charge
Explanation:
You can recalculate payouts for closed periods in two situations: when the member benefits change due to changed requirements, or when the member submits transactions after the payout period is closed, or there is an error in the payout calculation. In both cases, you need to modify the payout records and run the rebate flow again to recalculate the payouts. The first method is to recalculate payouts due to changed benefits, which means that the benefit structure and terms have changed after the payout was calculated for a period. The second method is to recalculate payouts with no charge in benefits, which means that the benefit structure and terms have not changed, but the transactions or the payout calculation have changed. References: Recalculate Payouts for Closed Periods, Rebate Management
An organization wants to provide flexibility to account managers and partner users concerning managing sales agreements. The organization has observed several requests from account managers to remove sales agreements they have inadvertently created and would like the account managers to do this themselves. What should the organization do to accomplish this?
A. Give them the Delete Sales Agreements profile
B. Give them the Delete Sales Agreements permission
C. Give them the Remove Sales Agreement permission
Explanation:
To delete a sales agreement, the user must have the Delete Sales Agreements permission, which is included in the Manufacturing Sales Agreement Manager permission set. This permission allows the user to delete an active, approved, canceled, or expired sales agreement, as long as it does not have any active orders associated with it. Giving the user the Delete Sales Agreements profile or the Remove Sales Agreement permission will not enable them to delete sales agreements, as these are not valid options in Salesforce Manufacturing Cloud. References: Delete a Sales Agreement, Assign the Manufacturing Permission Sets to Users.
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