A new custom field is created on the Account Product Forecast (APF) Table. Account Managers
have already been assigned the standard Manufacturing Account Forecast permission set. Which two actions can be taken to give the Account Managers 'Read" access to this new field?
Correct Answer:AC
= These two actions can be taken to give the Account Managers ??Read?? access to the new custom field on the APF Table. The first action involves cloning the existing permission set that already grants access to the APF Table and its standard fields, and then modifying the cloned permission set to include the new custom field. The second action involves editing the existing permission set directly to add the new custom field. Both actions require the same license type, which is Manufacturing Forecast Psl, to access the APF Table. The other two actions are not valid because they use a different license type, which is Salesforce, that does not support the APF Table. References: = Assign the Permission Set for Advanced Account Forecast Product Category, Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects, Permission Sets and Licenses for Manufacturing Cloud
Which two out-of-the-box actions can be performed on a Sales Agreement?
Correct Answer:AC
A sales agreement is a long-term contract that defines the terms and conditions for the products and services that you sell to your customers. You can perform various actions on a sales agreement to manage its lifecycle, such as approving, activating, expiring, or deleting it. Two of the out-of-the-box actions that you can perform on a sales agreement are:
✑ Recalculate Actuals: This action updates the actuals for the sales agreement based on the invoices and orders associated with it. You can recalculate actuals manually or schedule it to run automatically at a specified frequency. Recalculating actuals helps you track the progress and performance of the sales agreement over time.
✑ Update Products: This action allows you to add, remove, or modify the products and categories in the sales agreement. You can update products manually or use the mass update feature to apply changes to multiple products at once. Updating products helps you adjust the sales agreement to reflect the changing needs and preferences of your customers.
References: Sales Agreements and Forecasting in Manufacturing Cloud, Sales Agreement, Get Started with Manufacturing Cloud for Sales, Create and Work with Sales Agreements, Manufacturing Cloud
Universal Containers just launched 100 new products to be used in Salesforce Sales Agreements.
ow should the products be set up in order for them to appear in sales agreements?
Correct Answer:C
To ensure that the 100 new products appear in sales agreements, they must be marked as active and added to the standard price book. This is necessary for managing products and categories within a sales agreement and allows for the addition of new product lines or categories to activated sales agreements .
Which two list views are provided by default to filter account manager targets by the assigned user?
Correct Answer:CD
Account manager targets are records that represent the revenue goals for account managers. They can be filtered by different criteria using list views. By default, Salesforce Manufacturing Cloud provides two list views to filter account manager targets by the assigned user: Assigned by Me and Assigned to Me. Assigned by Me shows the targets that the current user has created and assigned to other users. Assigned to Me shows the targets that the current user owns and is responsible for achieving. References: Learn About Manufacturing Cloud and Explore, Filter Account Manager Targets with List Views
An administrator has completed the data migration from a client's legacy system to Manufacturing Cloud. The client wants to ensure all Advanced Account Forecast calculations are correct and the data has been properly migrated.
How should the administrator reassure the client that data has been accurately calculated7
Correct Answer:B
The best way to reassure the client that the data has been accurately calculated is to launch the calculations of the Advanced Account Forecast and compare the values with the legacy system. This will ensure that the forecast metrics, such as planned revenue, actual revenue, forecast quantity, and forecast revenue, are consistent and correct. The administrator can use the Data Processing Engine templates to configure the calculations and run them manually or on a schedule1. The administrator can also view the forecast results in the Accounts Health dashboard or the Account Forecast tab2. Using
Data Loader to generate a .csv file and manually compare it to import files is not a reliable method, as it may introduce errors or inconsistencies in the data format or values. Requesting the users to verify the Advanced Account Forecast values of their accounts is not a feasible method, as it may be time-consuming, impractical, or inaccurate, depending on the number and complexity of the accounts. References: Learn How Forecast Data Is Created, View and Adjust Forecasts
At universal containers some Manufacturing cloud users have ??Delete sales agreement?? profile permission. Which two statements are correct about that permission and the entitled users ability to delete sales agreements?
Correct Answer:CE
According to the Salesforce Manufacturing Cloud documentation, the ??Delete sales agreement?? profile permission allows users to delete an active, approved, canceled, or expired sales agreement. However, they can only delete a sales agreement if it doesn??t have any active orders associated with it. Only users with this permission will see the ??Delete?? option on the sales agreement record header. Account owners or other users without this permission will not see the ??Delete?? option. The status of the sales agreement does not affect the ability to delete it, as long as there are no active
orders1. References: 1: Delete a Sales Agreement - Salesforce