The standard Manufacturing Experience Cloud Template includes functionalities such as Sales

Agreements and Account Manager Targets among its offerings. Sales Agreements help manage and

track the terms of sales between a business and its customers, while Account Manager Targets

facilitate setting and tracking sales targets for account managers. These functionalities are integral to

streamlining sales operations and enhancing the management of customer relationships within the

Manufacturing Cloud .

if Sales Agreement List View is not selected in the Account Forecast Calculation Settings, no sales

agreements will be considered when calculating the sales agreement metric values of account

forecasts. This means that the account forecasts will only reflect the opportunity metric values, and

not the sales agreement metric values. To include the sales agreement metric values in the account

forecasts, you need to select a sales agreement list view that defines which sales agreements to use

for the calculations. Reference: 1: Configure Account Forecast Calculation Settings - Salesforce

Sales agreement cloning is a feature that allows users to create a new sales agreement by copying

the details from an existing one. This can save time and effort when creating similar sales

agreements for different accounts or time periods. When cloning a sales agreement, the product

details, such as product name, quantity, price, and discount, are copied over from the original sales

agreement. The new sales agreement is created in draft status, which means it can be edited and

submitted for approval. The default start date of the new sales agreement is the current date, not the

start date of the original sales agreement. The agreement term details, such as metrics, actuals, and

forecasts, are not copied over from the original sales agreement, as they are specific to each sales

agreement and time period. Reference: Clone a Sales Agreement, Sales Agreement Cloning

You can use apex triggers to populate a custom metric on the forecast grid. A custom metric is a field

that 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 sold for 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 object as 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 the Account, 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 add the custom metric field to the forecast grid layout and see the values populated on

the grid. Reference: Create Custom Metrics for Account Forecasts, Apex Developer

Guide, Relationship Queries

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. Reference: Implementation Guide, System Updates

To create a custom metric for display on Agreement Terms, you need to create custom fields on the

Sales Agreement Product and Sales Agreement Product Schedule objects, and map them using the

Data.com Administration tool. The custom fields must have the same data type as the default fields,

and only number, currency, and formula field types are available for mapping. Therefore, the correct

answer is C. Only number, currency, and formula field types are available for

mapping. Reference: Customize Salesforce Field Mappings, Create Custom Fields for Sales

Agreement Products and Schedules

A System Integration Testing (SIT) environment is used as an environment to perform system-to-

system testing. This means that the SIT environment is used to test the integration of different

systems or components that are part of the Salesforce Manufacturing Cloud solution. The SIT

environment allows the verification of the functionality, performance, and reliability of the

integrated systems, as well as the identification and resolution of any defects or issues that may arise

during the integration process. The SIT environment is typically a replica of the production

environment, but with a smaller data set and lower security requirements. The SIT environment is

also used to validate the data migration and synchronization between the source and target systems,

as well as the compatibility and interoperability of the APIs and web services that are used for the

integration. Reference:

Manufacturing Cloud - Salesforce

How to Perform Automated Integration Testing in Salesforce

Automate and Test During Integration

n: Sales Agreements are the standard feature in Manufacturing Cloud that allow users to track and

manage their run-rate or long-term negotiated business. Sales Agreements unify the data from ERP

and order management systems with the contract terms, including planned volumes and revenues,

so that both operations and account teams can have a 360-degree view of the customer. Sales

Agreements also enable users to forecast their run-rate business more accurately and efficiently by

using account-based forecasting. Opportunities are used to track new business or one-off business,

not run-rate business. Opportunity or Sales Agreements is not a valid option, as they are two

different features. Reference: What Is Manufacturing Cloud?, Forecast Your Run-Rate and New

Business with Account-Based Forecasting, Salesforce Launches Manufacturing Cloud—Aligning Sales

and Operations to Deliver More Transparent and Predictable Business Outcomes, Salesforce Blog:

Manufacturing Cloud

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. Reference: 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

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. Reference: Manufacturing Actions | Manufacturing Cloud Developer Guide |

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