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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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