A manufacturing company makes parts designed to go into finished goods (like a cell phone). However, the company sells to distributors and contract manufacturers who make the phone for the phone brand company. The manufacturing company is not the only approved supplier of the part. Which feature of Manufacturing Cloud should the manufacturing company utilize to help with future opportunity planning?
A. Use Sales Agreements with distributors to manage commits on products and align orders by part number to the forecast with the orders.
B. Use Advanced Forecasting to set the plan by part for each of the phone brands and alignorders by part number to the forecast with the orders.
C. Use Program Based Business to maintain phone brand demand and leverage actuals against different distributors or contract manufacturers.
Explanation:
Program Based Business is a feature of Manufacturing Cloud that allows manufacturers to track and manage the demand from their end customers (such as phone brands) and compare it withthe actual orders from their channel partners (such as distributors or contract manufacturers). This feature helps manufacturers to plan for future opportunities, optimize their inventory and production, and increase their market share. Program Based Business enables manufacturers to:
Create programs that represent the end customer demand for a specific product or product family over a period of time.
Associate sales agreements and orders with programs to track the actual performance against the program demand.
Use program analytics to monitor the program health, identify gaps and risks, and take corrective actions.
Use program forecasts to generate account forecasts based on the program demand and actuals. References: Program Based Business Overview, Create a Program, Associate Sales Agreements and Orders with Programs, Use Program Analytics, Use Program Forecasts.
The warranty claim adjudicators on Universal Containers' global warranty team need visibility to all the claim-related data on a single page. This includes information on whether the asset is covered under warranty and a detailedbreakup in terms of replaced parts and labor costs. Which of the following permission set licenses do the claims adjudicators need for this?
A. Service Console for Manufacturing and Warranty Lifecycle Management Psl
B. Industry Service Excellence and Warranty Lifecycle Management Psl
C. Warranty Lifecycle Management Psl and Claims Management Foundation
Explanation:
Industry Service Excellence and Warranty Lifecycle Management Psl are the permission set licenses that the claims adjudicators need for this requirement. Industry Service Excellence gives users access to the Service Console app, which provides a unified view of all the claim-related data on a single page. Warranty Lifecycle Management Psl gives users access to the Warranty Lifecycle Management features, which enable users to manage warranty contracts, claims, and entitlements. The other options are not sufficient for this requirement. Service Console for Manufacturing does not include the Warranty Lifecycle Management features. Warranty Lifecycle Management Psl and Claims Management Foundation do not include the Service Console app. References: Permission Set Licenses, Set Up Users and Permissions for Manufacturing Cloud, Assign the Manufacturing Permission Sets to Users, Assign Users Permission Sets for Service Lifecycle Features in Manufacturing Cloud
An Account Manager edits the account and market growth percentage values and triggers a forecast recalculation. When will these new values be used in forecasting the future periods?
A. When the forecast is calculated for the first time.
B. When anew forecast is generated for the account.
C. When the Account Manager is the Account owner.
D. When account and market growth percentages are used in the forecast formula.
Explanation:
Account and market growth percentages are values that account managers can enter to indicate the expected growth of their account and the market for their products in theupcoming period. These values are used in the forecast formula to calculate the forecast quantity and revenue for future periods. The new values are used in forecasting the future periods only when the account and market growth percentages are part of theforecast formula. If the forecast formula does not include these values, then editing them will not affect the forecast calculation. References: Create Accurate Account Forecasts, Configure Forecast Metrics and Formulas
Which two out-of-the-box actions can be performed on a Sales Agreement?
A. Recalculate Actuals
B. Update ProductsC) Mass Update
C. Update Adjustments
D. Regenerate Agreement
Explanation:
A sales agreement is a long-term contract that defines the terms and conditions for the products and services that you sell to your customers. You can perform various actions on a sales agreement to manage its lifecycle,such as approving, activating, expiring, or deleting it. Two of the out-of-the-box actions that you can perform on a sales agreement are:
Recalculate Actuals: This action updates the actuals for the sales agreement based on the invoices and orders associated with it. You can recalculate actuals manually or schedule it to run automatically at a specified frequency. Recalculating actuals helps you track the progress and performance of the sales agreement over time.
Update Products: This action allows you to add, remove, or modify the products and categories in the sales agreement. You can update products manually or use the mass update feature to apply changes to multiple products at once. Updating products helps you adjust the sales agreement to reflect the changing needs and preferences of your customers.
References: Sales Agreements and Forecasting in Manufacturing Cloud, Sales Agreement, Get Started with Manufacturing Cloud for Sales, Create and Work with Sales Agreements, Manufacturing Cloud
Which two options are recommended to collaborate with channel partners in Manufacturing Cloud?
A. Visualforce pages
B. Lightning Classic Apps
C. External Apps
D. Experience Cloud
E. Manufacturing Cloud license for external users
Explanation:
To collaborate with channel partners in Manufacturing Cloud, it is recommended to use externalapps and Experience Cloud. External apps are applications that run outside of Salesforce but can integrate with Salesforce data and functionality. They can provide custom solutions for specific business needs and extend the capabilities of Manufacturing Cloud. For example, external apps can enable partners to access inventory levels, order status, product catalogs, and pricing information from Salesforce. Experience Cloud, formerly known as Community Cloud, is a platform that allows you to create branded digital experiences for your customers, partners, and employees. It can help you engage with your channel partners and provide them with self-service tools, collaboration features, and personalized content. For example, Experience Cloud can enable partnersto view and update sales agreements, account forecasts, rebates, and targets from Salesforce. It can also help you train and onboard your partners, monitor their performance, and reward them for their achievements. References: Engage with Your Partners, Re-Imagining Partner Relationships with Manufacturing Cloud, Manufacturing Cloud
What is the recommended way to calculate an Account Based Forecast for the next 13 months in the formula builder?
A. Create a two-part validation rule for periods 1-12 and period 13.
B. Create separate formulas for periods 1-12and period 13.
C. Create a two-part formula for periods 1-12 and period 13.
D. Create an approval process for periods 1-12 and period 13.
E. Create 13 separate formulas.
Explanation:
According to the Salesforce Manufacturing Cloud documentation, you can usethe Formula Builder on the Account Forecasting page in Setup to create formulas for forecast calculations. You can define your own formulas for quantity and revenue based on sales agreements, orders, opportunities, and account metrics. You can create either a single formula for all periods, or multiple formulas for different period ranges. If the forecast display period is 12 months, you can create up to 12 formulas. However, if you want to calculate an account based forecast for the next 13 months, you need to create separate formulas for periods 1-12 and period 13, because the Formula Builder does not support more than 12 periods in a single formula. This way, you can ensure that the forecast calculations are accurate and consistent for each month. References: Build Formulas to Calculate Forecast, Configure Forecast Metrics and Formulas
The Salesforce administrator at a small manufacturer of fasteners for the automobile industry is configuring Manufacturing Cloud. The sales operations manager wants accurate data so they can compare projected parts sales to actual orders The manufacturer currently manages orders and contracts in an external system (SAP). Which actuals calculation option should the administrator select to achieve the manager's request?
A. Manually using API upload
B. Automatically from orders through contracts
C. Automatically from direct orders
Explanation:
For a manufacturer managing orders and contracts in an external system like SAP, the administrator should select the option to manually use API upload. This allows for the bulk upload of updated quantities at regular intervals through integration, which the Salesforce org picks up during a daily scheduled job to update sales agreements .
An organization is looking to support channel partners but has yet to onboard them digitally. The organization would like to work closely with its partners to plan their work and support them by providing functionality, insights, and data. What should the organization do to fill this gap?
A. Add a timeline to the Experience Cloud
B. Leveraging Partner Visit Management functionality
C. Allow them to submit claims against warranty coverage
Explanation:
The organization should leverage Partner Visit Management functionality to fill the gap. Partner Visit Management is a feature of Salesforce Manufacturing Cloud that enables manufacturers to collaborate with their channel partners on sales and service activities. With Partner Visit Management, manufacturers can create and assign visit plans to their partners, track their progress and performance, and provide feedback and coaching. Partners can access the visit plans through the Manufacturing partner site, whichis a predefined template for Experience Cloud sites. The Manufacturing partner site also allows partners to view and update sales agreements, forecasts, and account information, as well as access resources and training materials. By using Partner Visit Management and the Manufacturing partner site, the organization can support its channel partners by providing functionality, insights, and data, as well as working closely with them to plan their work.
References:
Engage with Your Partners - Salesforce
What Is Manufacturing Cloud? - Salesforce
Elevate Partner Management - Salesforce
Simplify Partner Engagement: A Guide for Manufacturers - Salesforce
An Account Manager at Badger Power wants to renew their current Sales Agreement. When can the Sales Agreement renewal occur?
A. Only when the new fiscal period starts.
B. Only when the renewal period ends.
C. Only whenthe renewal period starts.
D. Only when the sales agreement recalculates.
E. Only when the sales agreement regenerates.
Explanation:
Salesforce Manufacturing Cloud allows users to define the renewal period for sales agreements in their org. The renewal period is the number of days before the end date of a sales agreement from when users can renew the agreement. Users can renew a sales agreement only when the renewal period starts. The other options are not related to the renewal of sales agreements. References: Define Renewal Period for Sales Agreements
Which two options can be used to populate a custom metric so that it shows on forecast grid?
A. Implement a record trigger flow on Account Product Forecast (APF)
B. Implement an apex trigger on Account Product Forecast (APF)
C. Used to recalculate all forecast button on the account forecast settings page
D. Implement an apex trigger on Account Product period Forecast (APPF)
E. Implement an record trigger on Account Product period Forecast (APPF)
Explanation:
You can use apex triggers to populate a custom metric on the forecast grid. A custom metric is a fieldthat you can add to the Account Product Forecast (APF) or Account Product Period Forecast (APPF) objects to display additional information on the forecast grid. For example, you can create a custom metric to show the profit margin or the cost of goods soldfor each product. To populate a custom metric, you need to write an apex trigger on the APF or APPF object that calculates the value of the custom metric based on the data in the record. You can use the standard or custom fields in the APF or APPF objectas inputs for the calculation. For example, you can use the Planned Quantity, Planned Revenue, and Product Cost fields to calculate the profit margin. You can also use the fields from the related objects, such as theAccount, Product, or Sales Agreement, by using the relationship queries. For example, you can use the Account Name or the Sales Agreement Status fields to filter the records for the calculation. After writing the apex trigger, you need to deploy it to your org and activate it. Then, you can addthe custom metric field to the forecast grid layout and see the values populated on the grid. References: Create Custom Metrics for Account Forecasts, Apex Developer Guide, Relationship Queries
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