A potential blocker to Universal Containers' current business processes, given their operation across

multiple countries with different currencies, is the limitation that currency exchange rates can only

be updated if Advanced Currency Management (ACM) is enabled in Salesforce. This feature is crucial

for businesses like UC that deal with multiple currencies, as it allows for more precise and dynamic

management of currency exchange rates. Without ACM, UC may face challenges in accurately

updating and managing currency exchange rates, which is essential for indexing prices annually and

introducing new products throughout the year. This limitation can significantly impact the company's

ability to maintain accurate pricing and discount thresholds for their customers categorized as Silver,

Gold, or Platinum, potentially affecting sales agreements and overall business operations.

Data Processing Engine (DPE) Templates are used to customize the data model and calculations for

account-based forecasting in Manufacturing Cloud. DPE Templates allow users to define the

dimensions, metrics, and formulas for their forecasts based on their business needs. In this case, UC

needs to customize the DPE Template to include the product category as a dimension, and the

ordered quantity, revenue, shipped quantity, and revenue as metrics. UC also needs to specify the

custom fiscal year and the weekly forecast frequency in the DPE Template. The other options are not

relevant for this requirement. Sales Agreement Metrics are used to track the performance of sales

agreements, not forecasts. Advanced Account Forecast Fact object is a standard object that stores the

forecast data, not a customization option. Reference: Customize Data Processing Engine (DPE)

Templates, Account-Based Forecasting in Manufacturing Cloud

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. Reference: Manage Products and Categories in a Sales Agreement, Configure Product

Hierarchies Unit

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. Reference: 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]

To create sales agreements from historical data for a Manufacturing Cloud solution, a consultant

must consider the following data items: Accounts, Orders, Order Lines, and Products. These are the

core objects that are used to create and manage sales agreements in Manufacturing Cloud. Accounts

represent the customers or partners that have sales agreements with the organization. Orders and

Order Lines represent the actual sales transactions that are associated with the sales agreements.

Products represent the items or services that are sold or purchased through the sales agreements.

Invoices and Opportunities are not required for creating sales agreements from historical data, as

they are not part of the sales agreement object model. Invoices are used to track the billing and

payment status of the orders, while Opportunities are used to track the potential sales deals that

may or may not result in orders. Reference: Sales Agreement Object Model, Create a Sales

Agreement, Sales Agreement Fields

To conduct proper testing of Manufacturing Cloud, the end users need the following items:

Sandbox access: A sandbox is a copy of the production environment that allows users to test changes

and features without affecting the live data. Manufacturing Cloud offers different types of sandboxes

for different testing purposes, such as learning, pre-release, and base12.

Test data: Test data is a set of realistic and representative data that is used to simulate the actual

business scenarios and workflows in Manufacturing Cloud. Test data can be created manually,

imported from external sources, or copied from the production environment34.

Process scripts: Process scripts are step-by-step instructions that guide the users through the testing

scenarios and expected outcomes. Process scripts help to ensure that the testing is consistent,

comprehensive, and aligned with the business requirements . Reference: Create a Manufacturing

Cloud Trial Org, Try Manufacturing Cloud for Free, Create Test Data for Your Full Sandbox, Import

Data into Your Org, [Create a Test Plan for Your Salesforce Implementation], [Test Your Salesforce

Implementation].

When an administrator changes the team member hierarchy type for account manager targets, the

existing targets are affected by this change. The status of all existing targets becomes read-only,

which means that they cannot be edited or deleted. This is to prevent any inconsistency or data loss

due to the change in hierarchy. The new hierarchy type will apply only to the new targets that are

created after the change. Reference: Choose Team Member Hierarchy for Account Manager Targets

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. Reference: Set Up Users and

Permissions for Manufacturing Cloud, Learn About Service Console for Manufacturing

A sales agreement is a long-term agreement between a buyer and a seller to negotiate price and

volume of products. To create a sales agreement in Salesforce Manufacturing Cloud, you need to

have an account object that represents the buyer. The account object stores the information about

the customer, such as name, address, contact, industry, and so on. You can also associate a contact

object with the account to specify the person who is responsible for the sales agreement. Other

objects that are related to the sales agreement are sales agreement product, sales agreement

product schedule, sales agreement line item, and sales agreement

forecast. Reference: SalesAgreement | Manufacturing Cloud Developer Guide | Salesforce

Developers, Sales Agreements and Forecasting in Manufacturing Cloud | Salesforce Module, Convert

Opportunity to Sales Agreements in Salesforce Manufacturing Cloud

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. Reference: Rebate Management Standard Objects -

Salesforce Developers, Deploy and Use Rebate Analytics - Salesforce, Salesforce Manufacturing Cloud

Flashcards