Manufacturing-Cloud-Professional Practice Test

A.   Other User

D.   Order Owner

E.   Account Owner

Explanation:

These three user types can be selected to receive credit for an order in the Tableau CRM configuration wizard when calculating actuals against account manager targets. The configuration wizard guides users through the creation of an app from the Analytics for Manufacturing template and allows them to customize the data and settings for the app. One of the settings is to choose who gets credit for the orders, which determines how the actual revenue is attributed to the account managers. The user can select one of the following options:

Account Owner: This option credits all orders to the account owner’s actual revenue, regardless of who owns the order. This is useful when the account owner is responsible for the overall relationship and revenue of the account.

Order Owner: This option credits all orders to the order owner’s actual revenue, regardless of who owns the account. This is useful when the order owner is responsible for the individual order and revenue of the order.

Other User: This option credits all orders to a custom user’s actual revenue, based on a custom lookup field for a user on the account. This is useful when there is a different user, such as a sales engineer or a partner, who is responsible for the order and revenue of the order.

References: = Create and Share an App from the Analytics for Manufacturing Template, Salesforce Authentication - Tableau, The Configuration Wizard - Salesforce Developers

A.   It tracks product growth trends

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:

• How will my product sales grow or decline in the next quarter or year?
• How will my account revenue change over time and how does it align with my targets?
• How will my product margins vary across different regions and segments and how can I optimize them?

The time series projection feature uses an algorithm called exponential smoothing, which assigns more weight to recent data and less weight to older data, to create a smooth curve that fits the historical data and extends into the future. You can adjust the projection parameters, such as the confidence interval, the seasonality, and the trend, to customize the forecast according to your business needs and assumptions. You can also compare different scenarios and what-if analyses using the projection feature. References: = Predictive Modeling Functions in Time Series Visualizations, Time Series Forecasting: Definition & Examples, Time Series Analysis: Definition, Types & Techniques

B.   Product Categories

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

B.   Manually Using actual orders API

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

A.   1500

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