Top Tips Of Updated Manufacturing-Cloud-Professional Pdf

NEW QUESTION 1
Which dashboards are on the Account page by default after the system administrator installs the Analytics app?

• A. Accounts agreement performance; Forecast analytics for all accounts
• B. Accounts agreement performance; Pricing analytics for the selected account
• C. Accounts agreement performance; Forecast analytics for the selected account

Answer: C

Explanation:
Upon the installation of the Analytics app, the default dashboards on the Account page include "Accounts agreement performance" and "Forecast analytics for the selected account." These dashboards provide a comprehensive overview of an account's performance in terms of sales agreements and forecast accuracy, allowing for in-depth analysis and strategic planning based on historical and current data.

NEW QUESTION 2
An Admin is creating an app from the Analytics for manufacturing template in Tableau CRM for Manufacturing. Which Rebate Management object supports custom fields for rebate program(s) analysis?

• A. Program Rebate Type Benefit
• B. Program Rebate Type
• C. Rebate Program
• D. Rebate Member Product Aggregate

Answer: A

Explanation:
Program Rebate Type Benefit is a Rebate Management object that supports custom fields for rebate program(s) analysis. It is used to define the benefit tiers for a rebate type, such as the percentage or amount of rebate that is paid out based on the achievement of a certain threshold. Program Rebate Type Benefit can have custom fields that specify the criteria by which the benefits vary, such as product category, region, or industry segment. These custom fields can be used in the Analytics for manufacturing app in Tableau CRM for Manufacturing to create dashboards and reports that show the
performance and impact of rebate programs. References: Rebate Management Standard Objects - Salesforce Developers, Deploy and Use Rebate Analytics -Salesforce, Salesforce Manufacturing Cloud Flashcards

NEW QUESTION 3
Badger Power is using Manufacturing Cloud. Forecasts have been set up and generated for all of their accounts. The forecast formula was recently adusted to reflect Opportunity Probability. Which action will this trigger?

• A. Recalculation of all active forecast(s).
• B. Recalculation of all forecast(s).
• C. Regeneration of all forecast(s).
• D. Regeneration of all active forecast(s).

Answer: C

Explanation:
When you change the forecast formula, the existing forecasts are deleted and new forecasts are generated using the updated formula. This applies to all forecasts, regardless of their status. Therefore, the correct answer is C. Regeneration of all forecast(s). References: Build Formulas to Calculate Forecast, Configure Forecast Metrics and Formulas

NEW QUESTION 4
In Salesforce Manufacturing Cloud, why is it important to validate the functionality against business process flows during implementation or system updates?

• A. To ensure that the system accurately supports and aligns with the specific manufacturing processes of the organization
• B. To optimize and streamline the manufacturing operations by leveraging the full capabilities of Salesforce Manufacturing Cloud
• C. To improve user adoption and satisfaction by customizing the system to match the organization's unique business requirements

Answer: A

Explanation:
Validating the functionality against business process flows is a key step in the implementation or system update of Salesforce Manufacturing Cloud. It helps to ensure that the system meets the business requirements and expectations of the stakeholders, and that it can handle the various scenarios and use cases that may arise in the manufacturing industry. By validating the functionality, you can also identify and resolve any issues or gaps that may affect the system performance, usability, or security. Additionally, validating the functionality can help you to document and communicate the system changes and benefits to the end users and other parties involved in the
project. References: Implementation Guide, System Updates

NEW QUESTION 5
The service agents at Universal Containers reported that it takes too long to find information related to contacts and accounts, such as Cases, Assets, Warranties, and Claims.
What should the consultant recommend to make the support process easier?

• A. Create a custom Case Lightning record page.
• B. Enable the Service Console app.
• C. Enable the Service Console for Manufacturing app.

Answer: C

Explanation:
✑ The Service Console for Manufacturing app is a prebuilt app that provides a unified console for customer service representatives (CSRs) to view and manage information related to contacts and accounts, such as Cases, Assets, Warranties, and Claims1.
✑ The app also provides features such as a timeline of interactions, contextual alerts, relevant actions, and knowledge articles to help CSRs resolve customer issues and provide proactive service1.
✑ The app is designed specifically for the manufacturing industry and integrates with other Manufacturing Cloud features such as Sales Agreements and Account Forecasting2.
✑ The other options are incorrect because they do not provide the same level of functionality and integration as the Service Console for Manufacturing app. Option A would only customize the layout of the Case object, but not the other related objects. Option B would enable the generic Service Console app, which does not have the manufacturing-specific components and data sources.
References:
✑ Service Console for Manufacturing - Salesforce
✑ Get Started with Manufacturing Cloud for Service - Salesforce

NEW QUESTION 6
A salesforce Manufacturing cloud user finds that the current sales agreement data is not displaying in tableau CRM for manufacturing. What two possibilities could cause this to happen?

• A. The sales agreement was linked to person accounts
• B. Sales agreements are only displayed in the grid
• C. The sales agreement was not added to the data flow
• D. The sales agreement data flow was not updated

Answer: CD

Explanation:
According to the Salesforce Manufacturing Cloud documentation, to display the current sales agreement data in tableau CRM for manufacturing, you need to add the sales agreement object to the data flow and update the data flow. The data flow is a set of instructions that defines how data is extracted, transformed, and loaded into the app. If you do not add the sales agreement object to the data flow, the app will not have access to the sales agreement data. If you do not update the data flow, the app will not reflect the latest changes in the sales agreement data1. References: 1: Set Up the CRM Analytics App for Manufacturing Cloud
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1blob:https://www.bing.com/75924f7d-ce10-4904-b3d2-4996b3dcdca7developer.salesforce.com2blob:https://www.bing.com/c30db82f-7512-4b86-8ad0- 68f8704ae728trailhead.salesforce.com

NEW QUESTION 7
The administrator at Bonsai Manufacturing wants to renew several sales agreements. Which status on the sales agreement restricts the administrator from renewing?

• A. Expired
• B. Activated
• C. Approved

Answer: B

Explanation:
A sales agreement can be renewed only when it is in the renewal period, which is defined by the number of days before the end date of the agreement. A sales agreement that is expired or approved can be renewed if it is within the renewal period. However, a sales agreement that is activated cannot be renewed, because it means that the agreement is currently active and has not reached its end date or renewal period. References: Define Renewal Period for Sales Agreements, Renew a Sales Agreement.

NEW QUESTION 8
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

Answer: A

Explanation:
The time series projection feature in Tableau CRM for manufacturing is designed to track product growth trends. This functionality utilizes statistical order forecasting predictions generated using time series forecasting models, which include order quantity values and order revenue values with a specified confidence level. By focusing on product growth trends, this feature enables manufacturers to analyze and predict future product performance, facilitating informed decision-making and strategic planning .

NEW QUESTION 9
Universal Containers (UC) wants to implement forecasting in Manufacturing Cloud for its stock parts division and engineered-to-order parts division. UC would like to see stock parts on a rolling monthly basis, with forecasted revenue and quantity. Engineered-to-order parts are ordered less frequently, so UC would like to see these on a rolling quarterly basis but with the same two metrics.
What should a Manufacturing Cloud consultant recommend for configuring forecasting?

• A. Configure Advanced Account Forecasting with two forecast sets, two period groups, and two forecast metrics.
• B. Configure Advanced Account Forecasting with one forecast set, two period groups, and four forecast metrics.
• C. Configure Advanced Account Forecasting with one forecast set, two period groups, and two forecast metrics.

Answer: A

Explanation:
✑ To configure forecasting in Manufacturing Cloud, UC needs to create and configure forecast sets, which are the primary building blocks for generating forecasts1.
✑ A forecast set contains information such as the forecast period, the forecast fact object, the forecast frequencies, the data processing engine definitions, the forecast dimensions, and the forecast measures1.
✑ UC has two different divisions with different forecasting needs, so they need to create two forecast sets, one for each division2.
✑ Each forecast set needs to have a different period group, which defines the time periods for forecasting. For the stock parts division, UC needs a monthly period group, and for the engineered-to-order parts division, UC needs a quarterly period group2.
✑ Each forecast set also needs to have two forecast metrics, which are the measures that UC wants to forecast. In this case, UC wants to forecast revenue and quantity for both divisions2.
✑ The other options are incorrect because they do not match the requirements of UC. Option B would create only one forecast set, which would not allow UC to differentiate between the two divisions. Option C would create only two forecast metrics, which would not allow UC to forecast both revenue and quantity.
References:
✑ Create and Configure Forecast Sets - Salesforce
✑ Configure Forecast Sets Unit | Salesforce Trailhead

NEW QUESTION 10
What is required before the Analytics for Manufacturing App can be created?

• A. At least one record must exist in each of the Manufacturing Cloud objects to be analyzed.
• B. Refresh Sales Agreement(s) to be analyzed.
• C. Refresh Forecast(s) to be analyzed.
• D. At least one dashboard must exist in each of the Manufacturing Cloud objects to be analyzed.

Answer: A

Explanation:
The Analytics for Manufacturing App is a prebuilt app that includes dashboards to visualize and analyze data from various Manufacturing Cloud objects, such as sales agreements, account forecasts, account manager targets, and rebates. Before you can create the app, you need to ensure that your data meets some specific requirements, otherwise the app creation fails. One of the requirements is that at least one record must exist in each of the Manufacturing Cloud objects to be analyzed, such as Order, Sales Agreement, Account Forecast, and so on. This ensures that the app has some data to work with and can generate meaningful insights. The other requirements are related to record types, permissions, and field-level security1. References: Data Required to Create the Analytics for Manufacturing App, Set Up Analytics for Manufacturing, Deploy CRM Analytics for Manufacturing.

NEW QUESTION 11
Which dashboard allows a user to analyze revenue realization, length of relationship, and customer lifetime value across accounts?

• A. Customers Health
• B. Sales Agreement Insights
• C. White Space Analysis
• D. Account Insights
• E. Accounts Health

Answer: E

Explanation:
The Accounts Health dashboard allows a user to analyze revenue realization, length of relationship, and customer lifetime value across accounts. Revenue realization is the actual revenue as a percentage of planned revenue. Length of relationship is the duration between today and the start date of the first sales agreement with an account. Customer lifetime value is the total of revenue generated to date and revenue anticipated from the account. These metrics help the user to assess the performance and potential of each account and identify opportunities for growth or retention. References: Calculate Key Performance Indicators Using CRM Analytics, Calculating Customer Lifetime Value (CLV) With Salesforce, How to calculate customer lifetime value

NEW QUESTION 12
Which three options can be defined by an Admin in the Setup area in Account Manager Targets?

• A. Price Book
• B. Target Measure Type
• C. Team Member Hierarchy
• D. Distribution Frequency
• E. Default Currency

Answer: BCD

Explanation:
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

NEW QUESTION 13
Partner managers from Universal Containers (UC) are performing onsite visits to their distribution partners. During the visit they have a goal of getting partners to renew the terms of their sales agreements with UC. Leadership wants to understand how effective these in-person visits are in getting partners to renew. They would also like to standardize the tasks to be performed during these visits and report on this data in Salesforce.
Which features should a Manufacturing Cloud consultant recommend to meet these requirements?

• A. Partner Visit Management, Advanced Account Forecasting, and CRM Analytics for Manufacturing
• B. Partner Visit Management, Action Plans, and Generic Visit Key Performance Indicators
• C. Partner Visit Management, Experience Cloud, and Service Console for Manufacturing

Answer: B

Explanation:
To meet the requirements of UC, a Manufacturing Cloud consultant should recommend the following features: Partner Visit Management, Action Plans, and Generic Visit Key Performance Indicators. Partner Visit Management helps sales managers schedule visits to dealer and distributor locations, monitor performance, follow up on sales agreements, and capture key metrics1. Action Plans allow sales managers to create lists of tasks and associated assessment indicators that are commonly repeated across multiple visits2. Generic Visit Key Performance Indicators enable sales managers to compare the expected metrics versus the actual metrics for the key performance indicators they defined and then take necessary actions3. These features help UC to standardize the tasks to be performed during visits, understand how effective these visits are in getting partners to renew, and report on this data in Salesforce. The other features are not relevant for the given scenario. Advanced Account Forecasting is used to create holistic forecasts based on sales agreements, orders, opportunities, and account metrics4. CRM Analytics for Manufacturing is used to gain insights into sales performance, pipeline health, and customer satisfaction. Experience Cloud is used to create branded digital experiences for customers, partners, and employees. Service Console for Manufacturing is used to provide customer service and support across multiple channels. References: Partner Visit Management Workflow, Build Distributor Relationships with Partner Visit
Management, Strengthen Relationships with Partners, Create Holistic Forecasts with Advanced Account Forecasting, [CRM Analytics for Manufacturing], [Experience Cloud], [Service Console for Manufacturing]

NEW QUESTION 14
A regional sales manager for Universal Containers would like to forecast at the product hierarchy level.
How should the system administrator set up Advanced Account Forecasting?

• A. Configure the forecast set on the Advanced Account Forecasting Setup page.
• B. Configure the forecast context field from Account Id to Product Category.
• C. Create a flow to modify the Advanced Account Forecasting to support the product hierarchy.

Answer: C

Explanation:
To forecast at the product hierarchy level, the system administrator needs to create a flow that modifies the Advanced Account Forecasting to include the product category as a custom dimension. The product category is a field on the product object that defines the hierarchy of products. By adding the product category as a custom dimension, the system administrator can enable the regional sales manager to view and adjust forecasts based on different product categories. The flow should use the Data Processing Engine to aggregate data from orders, opportunities, sales agreements, and other custom objects by product category, and then use the Calculate Advanced Account Forecast and Update Advanced Account Forecast Set Partner invocable actions to generate the forecasts. The flow should also assign the appropriate forecast set to the regional sales manager based on their role and region. References: Create Holistic Forecasts with Advanced Account Forecasting, Example: Generate Forecasts Across Multiple Regions with Advanced Account Forecasting, Calculate Account Forecasts Using Flows

NEW QUESTION 15
A Salesforce consultant has been tasked with creating an integration user to facilitate order data from an Enterprise Resource Planning (ERP) system into Sales Agreements. The integration will require the ability to write to a custom object.
How should the consultant extend access to grant the necessary permissions for the integration user?

• A. Use a Salesforce administrator account as an integration user and the necessary access will already be granted.
• B. Create permission sets and permission set groups to extend access and grant necessary permissions, then assign it to an integration user.
• C. Extend access and grant necessary permissions through the integration user profile.

Answer: B

Explanation:
For integrating order data from an ERP system into Sales Agreements in Salesforce, the best practice is to create specific permission sets and possibly permission set groups that grant the necessary permissions, including write access to custom objects.
These permission sets should then be assigned to the integration user account. This approach ensures that the integration user has precisely the access needed without the broad permissions that would come with using a Salesforce administrator account. It also allows for more granular control and security by limiting permissions to only those necessary for the integration's functionality .

NEW QUESTION 16
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