Salesforce Manufacturing-Cloud-Professional Dumps

The administrator can choose any combination of modules based on the business need when installing the Analytics for Manufacturing app. The app has three modules: Sales Agreements, Account Based Forecasts, and Account Manager Targets. Each module provides a set of dashboards and lenses that analyze and visualize the data from the corresponding Manufacturing Cloud features. The administrator can select which modules to install depending on the features that are enabled and used in the org. For example, if the org does not use Account Manager Targets,the administrator can skip installing that module. The administrator can also install additional modules later if the business need changes. References: : Analytics for Manufacturing - Salesforce : Install Analytics for Manufacturing - Salesforce

To ensure that only invoices with status paid are included in the rebate calculation, the admin should validate the invoice status in the ERP system before bringing the data into Salesforce. This way, the admin can avoid importing unnecessary or inaccurate data that might affect the rebate performance and payout. The other options are not feasible or efficient because:

• Option B is incorrect because transactions with any status are included in the journal by default. The admin needs to set up eligibility conditions in the rebate types to filter out transactions based on status or other criteria1.
• Option C is incorrect because creating a custom field in the transaction journal and copying the invoice status data into it is redundant and time-consuming. The invoice status is already available as a standard field in the transaction journal object2.
• Option D is incorrect because updating the data processing engine job to filter out transactions based on invoice status is not possible. The data processing engine job is used to process the data from the transaction journal into the rebate journal, and it does not have any filtering options3.

References: 1: Rebate Types 2: Transaction Journal 3: Data Processing Engine

An Admin can define the following options in the Setup area in Account Manager Targets:

• Price Book: Specify the default price book for the account manager targets that are distributed by product. The selected price book is populated by default in all the target distributions when account managers distribute a target by product.
• Team Member Hierarchy: Select the team member hierarchy for account manager targets. The selected hierarchy determines the users that account manager can assign targets to.
• Distribution Frequency: Select the frequency of the periods by which the account manager targets are distributed when an account manager distributes targets by period. The value of a target is automatically divided among all the periods with the selected frequency equally.

References: Set Up and Configure Account Manager Targets

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. References: Salesforce Help: Add Custom Metrics to Sales Agreements, Salesforce Help: Map Custom Fields Between Sales Agreement Products and Product Schedules

The mass update feature allows the user to update multiple values of a single metric of a sales agreement terms tab at once. This can save time and effort when making changes to the sales agreement performance or forecast data. The user can select one or more periods and one metric, and then choose one of the following actions to apply to the selected values:

• Replace with: This action replaces the selected values with a new value that the user enters. For example, the user can replace the forecast quantity of 100 units with 120 units for the selected periods.
• Decrease by: This action decreases the selected values by a percentage or an absolute amount that the user enters. For example, the user can decrease the forecast quantity by 10% or by 20 units for the selected periods.
• Increase by: This action increases the selected values by a percentage or an absolute amount that the user enters. For example, the user can increase the forecast quantity by 15% or by 30 units for the selected periods. The other options are not valid actions for the massupdate feature. There is no action called Update with or Multiple by in the mass update feature. The user can only use the actions that are available in the dropdown menu of the mass update feature. References: [Mass Update Multiple Values of a Single Metric], [Sales Agreement Term Fields]

Claim is a standard object that captures the information about a warranty claim submitted by a partner or a distributor. It includes fields such as Type, Reason, Account, Status, and Resolution. Claim is the parent object of Claim Item, which captures the information about the individual products or services involved in the claim. Claim is also related to Claim Participant, which captures the information about the parties involved in the claim, such as the claimant, the manufacturer, the service provider, etc. References: [Claim], [Claim Item], [Claim Participant]

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. References: 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. References: Migrate Data to Manufacturing Cloud, Sales Agreements, Orders

To create a new custom metric on the account product period forecast component, an admin needs to follow these steps:

• Create a custom field on the Account Product Period Forecast object, which stores the forecast data for each product and period combination. The data type of the field should be currency, number, decimal, or percentage.
• Create a custom field on the Account Product Forecast object, which stores the forecast data for each product. The data type of the field should be the same as the one on the Account Product Period Forecast object.
• Map the custom fields on the Account Forecasting page in Setup, by selecting the corresponding dropdown values for Product Period Metrics and Product Metrics. This will make the custom metric available on the Forecast tab of an account, where the user can select it from the metrics dropdown menu. The other options are not correct, as they either involve creating custom fields on the wrong objects, such as Sales Agreement or Account Forecast Adjustment, or they do not map the custom fields in the account forecast setting page, which is required to display the custom metric on the account forecast component. References: Map Custom Fields of Account Product Forecast and Account Product Period Forecast, Configure Forecast Metrics and Formulas

Loading data into Manufacturing Cloud requires following a specific order of operations to ensure data integrity and avoid errors. The order of operations is based on the dependencies and relationships among the objects involved in Manufacturing Cloud. Accounts, Contacts, and Products are the basic objects that need to be loaded first, as they are referenced by other objects. Sales Agreements and Orders are the objects that represent the planned and actual business transactions, respectively. Sales Agreements need to be loaded before Orders, as Orders can be associated with Sales Agreements. Orders also need to be loaded after Products, as Orders contain Order Products that reference Products. References: What Is Manufacturing Cloud?, Importing Order Data

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.

References: : What Is Manufacturing Cloud? - Salesforce : Manufacturing Cloud Basics Unit | Salesforce Trailhead

The start period is the number of periods before the current period that the forecast should include. In this case, the current period is Feb 2024, and the organization wants to start forecasting from Jan 2024, which is one period before. Therefore, the start period value should be 2. References: Advanced Account Forecasting with Manufacturing Cloud, Set Up Dimensions and Period Groups

To upload sales agreement data into Manufacturing Cloud, the administrator needs to follow a specific order of operations to ensure data integrity and avoid errors. The order of operations is based on the dependencies and relationships among the objects involved in sales agreements. The objects are:

• Sales Agreement: This object represents the negotiated business transaction between an account and a manufacturer. It contains information such as the account, the product level, the actuals calculation mode, the start and end dates, the status, and the approval process.
• Sales Agreement Product: This object represents the product that is part of the sales agreement. It contains information such as the product, the quantity, the revenue, and the metrics.
• Sales Agreement Product Schedule: This object represents the planned quantity and revenue for each product in each period of the sales agreement. It contains information such as the product, the period, the quantity, the revenue, and the metrics.

The administrator needs to insert the sales agreement records first, as they are the parent records of the sales agreement products and schedules. The administrator also needs to insert the sales agreement products before the sales agreement product schedules, as the schedules are the child records of the products. The administrator can use the Data Loader tool or the API to insert the data in batches. The administrator can also use the Mass Update Sales Agreement action to update the sales agreement data in bulk1.

• The sales agreement data is not displaying in Tableau CRM for Manufacturing because the sales agreement was not added to the data flow or the sales agreement data flow was not updated.
• A data flow is a set of instructions that specifies how to integrate, transform, and update data in Tableau CRM1.
• To display sales agreement data in Tableau CRM, the sales agreement object must be added to the data flow and the data flow must be run to update the data2.
• The sales agreement object is a custom object that stores information about the negotiated terms and conditions between a manufacturer and a customer3.
• The sales agreement data flow is a prebuilt data flow that includes the sales agreement object and other related objects, such as account, product, and forecast4.
• The sales agreement data flow can be customized to include additional objects or fields, or to apply filters or transformations4.
• The sales agreement data flow must be run manually or scheduled to run periodically to ensure that the data in Tableau CRM is up to date4. References: 1: What Is a Dataflow? | Salesforce Help 2: Add Sales Agreement Data to Tableau CRM | Salesforce Help 3: Sales Agreement Object | Salesforce Help 4: Sales Agreement Dataflow | Salesforce Help

 Partner Visit Management is a Manufacturing Cloud feature that helps users to plan, execute, and track their visits to channel partners, such as dealers and distributors. Users can create visit plans that define the objectives, agenda, and tasks for each visit, and assign them to partner account teams. Users can also log visit reports that capture the outcomes, feedback, and follow-up actions from each visit. This can help users to work closely with their partners, monitor their performance, provide support, and drive partner engagement

Experience Builder is the tool that can be used to customize the site after selecting the manufacturing template in the community creation wizard. Experience Builder allows the admin to edit the site pages, components, branding, navigation, and settings. The admin can also preview and publish the site changes from Experience Builder. The other options are not valid tools for customizing the site. Template Builder is a tool for creating custom templates, not for editing existing ones. Site Builder is a legacy tool that is replaced by Experience Builder. Partner Builder and Process Builder are not related to site customization. References: Create a Manufacturing Cloud Community, Customize Your Community with Experience Builder

The time series projection feature in Tableau CRM for manufacturing provides data insights by tracking product growth trends. It uses historical data and machine learning to forecast future product demand and revenue. You can use this feature to analyze how your products are performing over time, identify seasonal patterns, and compare different scenarios. You can also adjust theforecast parameters, such as confidence interval, seasonality, and projection period, to suit your business needs. References: Time Series Forecasting Transformation: Forecast Measures

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

• The order needs to have Status = Activated. This indicates that the order is confirmed and ready to be fulfilled.
• The date in the Order Date field should be in the past. This ensures that the order is not a future projection but an actual transaction.
• The Sales Agreement field needs to be populated on the Order. This links the order to the corresponding sales agreement that it belongs to. References:
• What Is Manufacturing Cloud?
• Sales Agreement Actuals

Validating the functionality against business process flows is important to ensure that the system accurately supports and aligns with the specific manufacturing processes of the organization. Business process flows are the sequences of steps and actions that define how the organization operates and delivers value to its customers. By testing the system against the business process flows, the organization can verify that the system meets the expected outcomes, complies with the business rules and logic, and handles the exceptions and errors properly. This can help to avoid any discrepancies, inefficiencies, or failures in the system that can affect the manufacturing performance and customer satisfaction. References: : Manufacturing Cloud Implementation Guide - Salesforce : Business Process Testing - Salesforce

To integrate Oracle ERP orders data with Manufacturing Cloud, you can use an AppExchange ISV solution or use API integration with custom logic. An AppExchange ISV solution is a third-party application that is certified by Salesforce and can be installed from the AppExchange marketplace. API integration with custom logic is a custom development approach that uses the Salesforce APIs to connect with Oracle ERP and implement the business logic for data synchronization. References:

• AppExchange ISV Solutions
• API Integration with Custom Logic

• Sales Agreements are a core functionality of Manufacturing Cloud for Sales, which allows manufacturers to manage their long-term negotiated business with customers and distributors. Sales Agreements capture the pricing, volumes, and order realization data of run-rate business, and enable accurate forecasting and demand planning1.
• Account Based Forecasts are another key functionality of Manufacturing Cloud for Sales, which allows manufacturers to align sales and operations teams with a common view of the market demand. Account Based Forecasts enable strategic planning and precise input into the sales and operations planning process with operational forecast flexibility by any dimension1. References:
• 1: The CRM Analytics for Manufacturing Template - Salesforce

The Advanced Account Forecast object is a Manufacturing Cloud object that allows field reps to forecast their run-rate and new business for each account. The Advanced Account Forecast object stores the planned and actual quantities and revenue for each product, location, and period. Field reps can compare and update the expected versus actual order values by using the Advanced Account Forecast app or the Actionable Relationship Center component on the account page. The Advanced Account Forecast object also supports account-based forecasting, which enables field reps to collaborate with their distributors on creating and updating forecasts. References: Advanced Account Forecast Object, Advanced Account Forecasting with Manufacturing Cloud, Actionable Relationship Center

The ‘Delete sales agreement’ profile permission allows users to delete sales agreements that are not active. Only users with this permission will see the ‘Delete’ option on the sales agreement record header. Account owners or other users without this permission cannot delete sales agreements, regardless of their status. Sales agreements with any status, including active ones, can be deleted by users with this permission, unless they have associated products. References:

• Set Up and Configure Sales Agreements
• Delete a Sales Agreement

To embed the Manufacturing Agreement Performance and Manufacturing Product Performance dashboards in a Lightning page, you need to follow these steps:

• Edit the Lightning page where you want to embed the dashboard.
• Drag the Analytics Dashboard component onto the page.
• Select the dashboard you want to embed from the list of available dashboards.
• Set the Component height to 120 to display the dashboard properly.
• Save and activate the page. You can embed the dashboards in any Manufacturing Cloud page layout, such as sales agreement, forecast, order, or product. References: Embed Dashboards in Lightning Pages

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.

References: : Recalculate Actuals on a Sales Agreement : Mass Update Sales Agreement Lines

Manufacturing Cloud provides a predefined manufacturing partner template that can be used to set up a secure site for collaboration with channel partners. The template includes features such as leads, sales agreements, forecasts, and dashboards that partners can use to work with the manufacturer. The template also allows the manufacturer to control the access and permissions of the partners based on their roles and profiles. References: : Engage with Your Partners Unit | Salesforce Trailhead : What Is Manufacturing Cloud? - Salesforce

A System Integration Testing (SIT) environment is used as an environment to perform system-to-system testing. System-to-system testing is the process of verifying that different systems can communicate and exchange data correctly and reliably. For example, in Manufacturing Cloud, system-to-system testing can be used to check the integration of Salesforce with other systems, such as ERP, CRM, or PLM, using tools like MuleSoft. System-to-system testing can help to identify and resolve any issues or errors in the integration, such as data quality, security, performance, or functionality. A SIT environment is not used as a backup and archive of production configuration and data, nor as a development environment to configure and build new applications. References: : [Manufacturing Cloud Implementation Guide - Salesforce] : [System Integration Testing - Salesforce]

 Adjusting the forecast formula to reflect opportunity probability will trigger the regeneration of all forecasts. This is because changing the forecast formula will affect the existing forecasts and require them to be deleted and recreated based on the new formula. The regeneration process may take some time depending on the number of accounts and products involved2. The regeneration will apply to all forecasts, regardless of their status, because the forecast formula is not specific to a particular status. Therefore, both active and inactive forecasts will be regenerated3. References: Change the Forecast Formula, Account Forecast Status

To allow the Service Agents to access the latest updates to a sales agreement when navigating from the customer interaction related to the account, the Manufacturing Cloud consultant should recommend adding the Sales Agreement related list to the Account record page in Lightning App Builder. This way, the Service Agents can see the sales agreements associated with the account and view their status, terms, and schedules. The Sales Agreement related list is available for the Account object by default and can be added to the Account page layout using the Lightning App Builder. References: Sales Agreements Overview, Customize Record Pages with the Lightning App Builder

To create and share the Advanced Account Forecasting Analytics for Manufacturing app, the administrator needs to enable Account Forecasting in the Manufacturing Cloud setup. Account Forecasting is a feature that allows users to generate and view forecasts based on various data sources and metrics. The Advanced Account Forecasting Analytics for Manufacturing app is a prebuilt Tableau CRM app that provides dashboards and insights into the account forecast data. If Account Forecasting is not enabled, the administrator cannot access the app or share it with other users. References: Set Up and Configure Account Forecasting, Use Advanced Account Forecasting Analytics for Manufacturing

The new values of account and market growth percentage will be used in forecasting the future periods only when account and market growth percentages are used in the forecast formula. The forecast formula is a custom formula that defines how the forecast metrics are calculated based on the data sources and the growth factors. If the formula does not include the account and market growth percentages, then changing these values will not affect the forecast calculation. References:

• Forecast Formula
• Account and Market Growth Percentage

Experience Cloud is a recommended option to collaborate with channel partners in Manufacturing Cloud because it allows you to create a responsive portal where your partners can access knowledge articles, collaborate on sales agreements and advanced account forecasts, and manage leads to improve sales and revenue. Partners can get visibility into sales agreement negotiations, share leads, work on forwarded opportunities, and view and update account forecasts. Experience Cloud also enables you to assign user permissions, customize the site branding and layout, and integrate with other Salesforce features and apps.

Program Based Business is a feature of Manufacturing Cloud that allows you to track and manage the demand from your end customers (such as phone brands) and the supply from your channel partners (such as distributors or contract manufacturers). You can create programs for each endcustomer and associate them with sales agreements or opportunities. You can also assign program lines to each product or part that you sell to the end customer and specify the expected quantity and revenue. Program Based Business helps you to forecast the demand from the end customer and compare it with the actual orders from the channel partners. You can also monitor the performance of your channel partners and identify any gaps or risks in fulfilling the end customer demand. References: [Program Based Business Overview], [Create Programs]

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.

References: : [Create Product Categories Unit | Salesforce Trailhead] : [Product Categories - Salesforce Developers]

Account Based Forecasting allows you to forecast your revenue based on the market growth and the account growth. The market growth is the expected increase or decrease in the market demand for your products or services. The account growth is the expected increase or decrease in your share of the market. To achieve a target growth of 10% when the market growth is 5%, you need to set the account growth to 5%, which means you expect to gain 5% more market share. Updating the account forecast or the market growth will not reflect the correct scenario. References: Account Based Forecasting, Forecast Revenue with Account Based Forecasting

To test Manufacturing Cloud features on mobile devices, the test users need to have the Mobile User permission assigned to them. This permission enables them to access the Salesforce mobile app and use the features that are available on mobile, such as viewing and approving sales agreements1. Sales Agreement features are available on mobile devices, and approvals can be done via the mobile app or email2. When testing Manufacturing Cloud for mobile, a Wi-Fi connection is not required, but it is recommended for better performance3. References: Automated Testing with the Salesforce Mobile App & Appium, Sales Agreement Management, Online Testing Cloud for Salesforce Websites

Manufacturing Actions are custom actions that are available in Process Builder and Flow Builder to automate common tasks related to Manufacturing Cloud objects. Out of the box, there are two Manufacturing Actions that can be performed in Process Builder and Flow Builder: Mass Update Account Forecast and Mass Update Sales Agreement. Mass Update Account Forecast allows you to update multiple account forecasts at once based on a filter criteria. Mass Update Sales Agreement allows you to update multiple sales agreements at once based on a filter criteria. These actions can help you save time and ensure data accuracy by applying bulk changes to your account forecasts and sales agreements. References: Manufacturing Actions | Manufacturing Cloud Developer Guide | Salesforce Developers, Salesforce Manufacturing Cloud Professional Dumps Updated - Dumpsbase, Salesforce Manufacturing-Cloud-Professional Exam Dumps - DumpsMate

create a sales agreement, you need to specify the account, the price book, and the product(s) that are part of the agreement. The account is the customer that you have a contractual relationship with. The price book is the list of products and prices that you offer to the account. The product(s) are the items that you agree to sell to the account for a certain quantity, price, and time period. You can also add other optional data elements to the sales agreement, such as start date, end date, schedule frequency, schedule count, and terms and conditions1. References:

• Create a Sales Agreement

It is important to understand the landscape of the business before going into the details of requirements because it helps the consultant to ensure there’s an understanding of the big picture and where the real opportunity lies between teams agnostic of Manufacturing Cloud. By analyzing the current state of the business, the consultant can identify the pain points, challenges, goals, and opportunities of the organization and its stakeholders. The consultant can also map out the value chain, the customer journey, the key processes, and the systems and data involved in the business operations. This will help the consultant to align the requirements with the business objectives and priorities, and to design a solution that delivers value and impact across the organization. Understanding the business landscape also enables the consultant to communicate effectively with the client and to establish trust and credibility. References:

• Manufacturing Cloud - Salesforce
• Manufacturing - Salesforce.com
• Meet Manufacturing Cloud Unit | Salesforce Trailhead

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

 The recommended method for an administrator to enable the full functionality of the Service Console for Manufacturing app is to 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 and the components within it, such as the Customer 360 Timeline, the Asset Performance Monitor, and the Warranty Claims Manager1. Adding the Service Console for Manufacturing component to the Service Console Lightning Page Layout or creating a custom permission set are not necessary steps to enable the app functionality2. References: Set Up Users and Permissions for Manufacturing Cloud, Learn About Service Console for Manufacturing

Manufacturing Cloud is a solution that enables manufacturers to align their sales and operations teams, improve account-based forecasting, and drive business outcomes. One of the main challenges that Manufacturing Cloud addresses is the volatility of the manufacturing industry, which makes it difficult to plan and execute production and distribution efficiently. By gaining visibility into the entire value chain, manufacturers can improve their forecast accuracy, collaborate with their stakeholders, and respond to changing customer needs and market conditions. References: What Is Manufacturing Cloud?, Inside Salesforce’s New Trends in Manufacturing Report

When multiple active sales agreements contain the same product for the same account and time period, you can use custom logic to determine which sales agreement to link the order to. You can use the Sales Agreement Order Linking Apex class to implement your custom logic and override the default behavior of linking the order to the sales agreement that was activated last1. References:

• Sales Agreements and Forecasting in Manufacturing Cloud
• Set Up and Configure Sales Agreements

 Account Manager Targets is a feature of Manufacturing Cloud that allows you to set up and manage sales goals and track performance for your account managers and their teams. To use this feature, you need to enable it in Setup and define some settings that affect how targets are created, assigned, and distributed. The three options that can be defined by an admin in the Setup area in Account Manager Targets are:

• Target Measure Type: This is the unit of measurement for the targets, such as revenue, volume, or any custom measure. You can define up to three target measure types for your org and assign them to different target types. For example, you can have a target type for revenue and another one for volume, and use different target measure types for each one.
• Team Member Hierarchy: This is the hierarchy that determines how targets are rolled up from individual account managers to their managers and so on. You can use the standard User Role hierarchy or a custom hierarchy based on a custom object. The hierarchy affects how targets are distributed, aggregated, and reported.
• Distribution Frequency: This is the frequency at which targets are distributed from parent targets to child targets. You can choose from monthly, quarterly, or yearly distribution. The distribution frequency affects how targets are calculated and displayed for different time periods.

References: Account Manager Targets in Manufacturing Cloud | Salesforce Trailhead Module, Enable Account Manager Targets - Salesforce, Define Account Forecast Settings Unit | Salesforce Trailhead Module

 To set up Tableau CRM for Manufacturing, an Admin needs to have the Manufacturing Einstein Admin permission set and the Manufacturing Analytics Admin permission set. The Manufacturing Einstein Admin permission set grants access to the Manufacturing Einstein features, such as Account Forecasting and Account Manager Targets. The Manufacturing Analytics Admin permission set grants access to the Manufacturing Analytics app and its dashboards, such as Sales Agreement Performance and Account Health1. The other permission sets are not specific to Manufacturing Cloud and do not provide the necessary access to set up Tableau CRM for Manufacturing. References: 1: Set Up Users and Permissions for Manufacturing Cloud2

To ensure that rebates are paid out only on invoices that have status paid, an admin can create a custom field in the Transaction Journal object, and copy the invoice status data from the source system into that field. Then, the admin can use that field as an eligibility condition in the Rebate Types, so that only transactions that match the criteria are included in the rebate calculation. This way, the admin can avoid paying rebates on invoices that are not yet paid, or that are canceled, refunded, or disputed. References: [Rebate Management - Salesforce Help], Create and Manage Rebate Types - Salesforce Help, Create and Manage Transaction Journals - Salesforce Help, Create and Manage Data Processing Engine Definitions - Salesforce Help, Rebate Management for Manufacturing Cloud - Salesforce Help

To access the Rebate analytics functionality in Tableau CRM for Manufacturing, you need two licenses: Manufacturing Analytics Plus and Rebates Management Add on. Manufacturing Analytics Plus is a license that enables you to use the Analytics for Manufacturing app, which provides out-of-the-box dashboards and reports for sales agreements, forecasts, targets, and rebates. Rebates Management Add on is a license that enables you to use the Rebate Management feature, which allows you to create and manage custom rebate programs, automate payouts, and review processes. Together, these licenses allow you to perform what-if analysis, monitor program performance, and collaborate with channel partners using Tableau CRM for Manufacturing. References: Rebate Management - Salesforce Help, Salesforce Manufacturing Cloud Rebates What-If | Tableau Exchange, Streamline Channel Sales with an Intelligent Rebate Strategy - Salesforce

To meet the business requirements of UC, the administrator should add a custom Material dimension to the Forecast Fact and Forecast Set objects. This will allow UC to group and filter the forecast data by the material attribute of the products. The administrator should also clone and use the standard DPE definitions to populate the new custom metrics for the Material dimension. The standard DPE definitions are templates that can be used to aggregate data from various sources, such as sales agreements, orders, opportunities, and custom objects. By cloning and using the standard DPE definitions, the administrator can save time and effort in creating the formulas and filters for the new custom metrics. The administrator does not need to configure a custom Forecast Context or create new DPE definitions from scratch, as these options are more complex and require more customization. References: Create Holistic Forecasts with Advanced Account Forecasting, Set Up Dimensions and Period Groups, Streamline Forecast Calculations with Data Processing Engine Definitions

The Analytics for Manufacturing app is a prebuilt app that provides dashboards and insights for manufacturing account managers. The app has three modules: Sales Agreements, Account Based Forecasts, and Account Manager Targets. Each module has its own dataflow, template, and dashboard. The administrator can choose any combination of modules based on the business need and data availability. For example, if the administrator only wants to analyze sales agreements and account forecasts, they can select only those two modules and exclude the account manager targets module. The app creation process will only include the dataflows and templates for the selected modules. The administrator can also add or remove modules later by editing the app1. References: Create and Share an App from the Analytics for Manufacturing Template

Account Manager Targets are a feature of Manufacturing Cloud that allows you to set and track sales goals for your account managers based on product volume, revenue, or any other custom measure. You can assign targets to individual account managers or to teams, and monitor their progress and performance over time. Account Manager Targets are supported for both standard fiscal year and custom fiscal year, which means you can align your targets with your company’s fiscal calendar. You can also use Account Manager Targets with or without a forecast calendar, which is another feature of Manufacturing Cloud that helps you create and manage forecasts for your accounts and products. References: Account Manager Targets in Manufacturing Cloud, Enable Account Manager Targets, What Is Manufacturing Cloud?

Manufacturing Cloud provides some default automation actions that can be used in flows and process builders to streamline the forecasting process. These actions are1:

• Calculate Advanced Account Forecasts: This action calculates the forecast values for the advanced account forecast records based on the forecast set, forecast type, and time period. It can be used to generate forecasts for product categories or key revenue measures.
• Recalculate Forecasts Actions: This action recalculates the forecast values for the account forecast records based on the forecast set, forecast type, and time period. It can be used to update forecasts for run-rate or new business.
• Recalculate Account Manager Targets: This action recalculates the target values for the account manager target records based on the forecast set, forecast type, and time period. It can be used to update targets for account managers based on their assigned accounts and products.

The other options are not default automation actions provided by Manufacturing Cloud. They are either custom actions or features that require manual configuration. References: 1: Flow Builder and Process Builder Actions for Manufacturing Cloud2

A security predicate is a filter that restricts access to data based on user attributes. In Tableau CRM for manufacturing, you can use the Manager Hierarchy security predicate to limit data access based on the user’s manager. For example, if you want to show only the sales agreements that belong to the user or their direct reports, you can use the Manager Hierarchy security predicate with the ManagerId field. This way, each user can see only the data that is relevant to them and their team. References: Add Row-Level Security with a Security Predicate, Developing and Managing Tableau CRM Assets in Production

The account product period forecast record limit is the maximum number of records that can be stored in the Account Product Period Forecast object, which represents the quantity and revenue information of products for a particular time period of the forecast rolling period1. The default limit is 9 million records, but it can be changed by the admin2. If the org hits the limit, new products cannot be added to account forecasts, and new products are not added when recalculating a single account forecast or recalculating all account forecasts2. This means that the forecast data will not reflect the latest changes in the product portfolio and may affect the accuracy of the forecast. The add products option will still appear on the agreement terms tab, but it will not work if the limit is reached. New products added to account forecasts will be included in recalculations, as long as the limit is not exceeded. References: Considerations for Working with Manufacturing - Salesforce, Define Account Forecast Settings Unit | Salesforce Trailhead Module, Advanced Account Forecasting with Manufacturing Cloud | Salesforce, AccountProductPeriodForecast | Manufacturing Cloud Developer Guide | Salesforce Developers

To export Account Based Forecast data, the user needs to add the fields that capture the forecasting quantity data, including any sales team adjustments. The ‘Adjusted Forecast Quantity’ field shows the forecast quantity after applying the adjustment percentage for each account product forecast. The ‘Total Adjusted Forecasted Quantity’ field shows the sum of the adjusted forecast quantity for all the account product forecasts in the same account forecast1. These fields are available in the standard report type of ‘Account Forecasts with Product Period Forecast’, so there is no need to create a custom report type. References: What Is Manufacturing Cloud?, Create Holistic Forecasts with Advanced Account Forecasting

Experience Cloud for Manufacturing is a digital platform that enables manufacturers to create personalized and engaging experiences for their customers, partners, and employees. One of the features of Experience Cloud for Manufacturing is the ability to submit sales agreements for approval using a quick action. This quick action allows users to initiate an approval process for a sales agreement record from the Experience Cloud site, without having to switch to the Salesforce app12. References:

• Experience Cloud for Manufacturing
• Create Automation for Submitting Positions for Approval

When list views are selected for account forecasts, the account managers can generate forecasts based on the list view if they have one of these two permissions options: share list view with group of users or share list view with account owners. These options allow the account managers to see only the accounts that they have access to, and not all the accounts in the org. This way, they can create more accurate and relevant forecasts for their accounts. References: Create and Edit Permission Set List Views, Set Up Users and Permissions for Manufacturing Cloud

To migrate data from a legacy system to Manufacturing Cloud, the administrator should follow the recommended order of data import. This order ensures that the data dependencies and relationships are maintained and that the data integrity is preserved. The recommended order of data import is as follows1:

• Accounts: This is the first object to import, as it represents the customers and their details. Accounts are related to Sales Agreements and Orders, so they must be imported before them.
• Sales Agreements: This is the second object to import, as it represents the contractual agreements between the customers and the manufacturer. Sales Agreements are related to Sales Agreement Products and Sales Agreement Schedules, so they must be imported before them.
• Sales Agreement Products: This is the third object to import, as it represents the products that are included in the Sales Agreements. Sales Agreement Products are related to Sales Agreement Product Schedules, so they must be imported before them.
• Sales Agreement Product Schedules: This is the fourth object to import, as it represents the forecasted quantities and prices of the Sales Agreement Products over time. Sales Agreement Product Schedules are related to Orders, so they must be imported before them.
• Orders: This is the fifth and final object to import, as it represents the actual orders placed by the customers. Orders are related to Order Products, which are automatically created when the Orders are imported.

Therefore, the correct answer is B. Accounts, Sales Agreements, Sales Agreements Schedules, Orders. References: Import Data into Manufacturing Cloud

 A consultant should use an external object to access account order information from an ERP system. An external object is similar to a custom object, but the record data is stored outside the Salesforce organization. By using external objects, the consultant can access the order data in real time via web service callouts, without replicating the data in Salesforce. This way, the sales teams can view the current state of the order information related to an account, without wasting storage and resources keeping data in sync1. A standard Order object or a custom object would require copying the order data from the ERP system to the Salesforce organization, which is not the desired solution for UC. References: 1: External Objects2

n: A stepped calculation method calculates a benefit structure based on the quantity of units sold within a specified range. For example, if you sell 150 units, and the first 100 units earn $0 per unit and the next 50 units earn $10 per unit, the total benefit is $500. This is different from the other calculation methods, which are:

• Specified: Calculates a benefit structure based on a fixed amount or percentage for each unit sold.
• Elapsed: Calculates a benefit structure based on the time elapsed since the start of the sales agreement.
• Aggregate: Calculates a benefit structure based on the total quantity of units sold across all products in the sales agreement. References: What Is Manufacturing Cloud?, [Create a Benefit Structure for Sales Agreements]

The best way to reassure the client that the data has been accurately calculated is to launch the calculations of the Advanced Account Forecast and compare the values with the legacy system. This will ensure that the forecast metrics, such as planned revenue, actual revenue, forecast quantity, and forecast revenue, are consistent and correct. The administrator can use the Data Processing Engine templates to configure the calculations and run them manually or on a schedule1. The administrator can also view the forecast results in the Accounts Health dashboard or the Account Forecast tab2. Using Data Loader to generate a .csv file and manually compare it to import files is not a reliable method, as it may introduce errors or inconsistencies in the data format or values. Requesting the users to verify the Advanced Account Forecast values of their accounts is not a feasible method, as it may be time-consuming, impractical, or inaccurate, depending on the number and complexity of the accounts. References: Learn How Forecast Data Is Created, View and Adjust Forecasts

 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

 = These two actions can be taken to give the Account Managers ‘Read’ access to the new custom field on the APF Table. The first action involves cloning the existing permission set that already grants access to the APF Table and its standard fields, and then modifying the cloned permission set to include the new custom field. The second action involves editing the existing permission set directly to add the new custom field. Both actions require the same license type, which is Manufacturing Forecast Psl, to access the APF Table. The other two actions are not valid because they use a different license type, which is Salesforce, that does not support the APF Table. References: = Assign the Permission Set for Advanced Account Forecast Product Category, Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects, Permission Sets and Licenses for Manufacturing Cloud

The Account Manager Target object represents a target created by an account manager for a fiscal year, measure, and target value1. To measure the account managers on a CSAT target, the admin should add a picklist value on the Measure field with Label = CSAT and add Measure Type = Other, on the Account Manager Target object. This way, the account managers can create and assign targets for the CSAT measure to their direct reports2. The other options are incorrect because they either use the wrong object, field, or value for the CSAT target. References: Create and Assign Targets, Set Up and Configure Account Manager Targets, Discuss Salesforce Manufacturing-Cloud-Professional Exam Topic 1 Question 19, Manufacturing Cloud Developer Guide