Universal Containers is using sales agreements and does not want to bring actual orders data into salesforce. However, they want to use the actual orders data to analyze the effectiveness if their sales agreements. Which actual calculation option in the sales agreement setup must be selected?
A. Automatically from orders through contracts
B. Manually Using actual orders API
C. Automatically from direct orders
D. Manually using APL upload
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
What is the maximum number of products a sales agreement can have?
A. 1500
B. 500
C. 100
D. 1000
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
A manufacturing cloud user is in the process of adding products to an order that is on active sales agreement. Which status the order be in , to make the addition
A. Approved
B. Pending
C. Active
D. Draft
Explanation:
o add products to an order that is on an active sales agreement, the order must be in Draft status. Once an order is in Draft status, you can add products from the sales agreement or from the product catalog. You can also edit the order details, such as quantity, price, and discount. After you add the products, you can submit the order for approval. The order status changes to Pending, and the order is locked for editing.
The order must be approved before it can be activated. Once the order is activated, the order status changes to Active, and the order is synced with the sales agreement. The order actuals are reflected in the sales agreement actuals. References: Approve and Activate a Sales Agreement, Get Started with Salesforce Order Management
What is the maximum number of sales Agreement that can be activated for the same period, containing the same Products and linked to the same Account?
A. 1
B. 50
C. No defined limit
D. 10000
E. 128
Explanation:
According to Salesforce Manufacturing Cloud documentation, there is no defined limit on the number of sales agreements that can be activated for the same period, containing the same products, and linked to the same account. However, it is recommended to use sales agreements judiciously and avoid creating duplicate or overlapping agreements that could cause confusion or errors in forecasting and reporting. Sales agreements are meant to capture the negotiated terms and conditions of the run-rate business with customers and partners, and they should reflect the actual demand and order realization data. References: Sales Agreements, Frequently Asked Questions for product keys. | Microsoft Learn, Salesforce Manufacturing Cloud Certification Flashcards | Quizlet.
An organization would like to show its account managers specific data points for Sales Agreements terms based on business needs. What is the first step in providing these insights to the account reps?
A. Enabling custom metrics
B. Allowing account reps to add agreement terms
C. Enabling metric groups
Explanation:
The first step in providing insights to the account reps is enabling metric groups. Metric groups are collections of metrics that are relevant for a specific business scenario or use case. They allow account managers to view and compare agreement terms for different metrics, such as revenue, volume, margin, and so on1. Enabling custom metrics and allowing account reps to add agreement terms are not the first steps, as they require metric groups to be enabled first23. References: 1: Create Metric Groups for Sales Agreements4, 2: Map Custom Fields of Sales Agreement Products and Schedules, 3: Select Metrics to Display in Agreement Terms.
When is an appropriate time to generate the detailed technical design document when implementing Manufacturing Cloud?
A. The detailed technical design document is completed after the business requirement document has been generated.
B. The detailed technical design document should be ready before engaging the business users to gather requirements.
C. The detailed technical design document should be completed after an organization goes live with Manufacturing Cloud.
Explanation:
The detailed technical design document is a document that describes the technical specifications and architecture of a solution. It is based on the functional and nonfunctional requirements that are captured in the business requirement document1. Therefore, the detailed technical design document should be completed after the business requirement document has been generated, and before the development and testing phases of the project. This ensures that the technical design aligns with the business needs and expectations, and provides a clear roadmap for the implementation team2. References: 1: Get Started with the Technical Project Documentation3, 2: Documentation and Implementation Diagrams1
Which two methods can be used to recalculate payouts after the payout period is closed?
A. Recalculate payouts due to changed benefits
B. Renew payouts with benefit charges
C. Recalculate payouts with no charge in benefits
D. Receive payouts with charged benefits
E. Recalculate account benefit charge
Explanation:
You can recalculate payouts for closed periods in two situations: when the member benefits change due to changed requirements, or when the member submits transactions after the payout period is closed, or there is an error in the payout calculation. In both cases, you need to modify the payout records and run the rebate flow again to recalculate the payouts. The first method is to recalculate payouts due to changed benefits, which means that the benefit structure and terms have changed after the payout was calculated for a period. The second method is to recalculate payouts with no charge in benefits, which means that the benefit structure and terms have not changed, but the transactions or the payout calculation have changed. References: Recalculate Payouts for Closed Periods, Rebate Management
An organization wants to provide flexibility to account managers and partner users concerning managing sales agreements. The organization has observed several requests from account managers to remove sales agreements they have inadvertently created and would like the account managers to do this themselves. What should the organization do to accomplish this?
A. Give them the Delete Sales Agreements profile
B. Give them the Delete Sales Agreements permission
C. Give them the Remove Sales Agreement permission
Explanation:
To delete a sales agreement, the user must have the Delete Sales Agreements permission, which is included in the Manufacturing Sales Agreement Manager permission set. This permission allows the user to delete an active, approved, canceled, or expired sales agreement, as long as it does not have any active orders associated with it. Giving the user the Delete Sales Agreements profile or the Remove Sales Agreement permission will not enable them to delete sales agreements, as these are not valid options in Salesforce Manufacturing Cloud. References: Delete a Sales Agreement, Assign the Manufacturing Permission Sets to Users.
When discussing the business requirements for a Manufacturing Cloud implementation design, what is a consideration when analyzing data in existing third-party systems?
A. Define current processes required by the business.
B. Identify the capabilities of different data integration tools.
C. Determine the system of record for each data category required by the business.
Explanation:
When designing a Manufacturing Cloud implementation, it is important to consider the data sources and quality of the existing third-party systems that will be integrated with Manufacturing Cloud. One of the key considerations is to determine the system of record for each data category required by the business, such as customer information, product data,order history, inventory levels, and so on. The system of record is the authoritative source of data that is trusted and maintained by the business. By identifying the system of record for each data category, you can ensure data consistency, accuracy, andintegrity across the integrated systems. You can also avoid data duplication, conflicts, and errors that may arise from having multiple sources of data for the same category. References: What Is Manufacturing Cloud?, Data Integration
Sales Management has decided that the Account Managers should be measured on a CSAT target. Which option describes the steps the Admin should take to meet this requirement?
A. Add a picklist value on the Measure Type field with Label = CSAT and add Target Type = Other, on the Account Manager object
B. Add a picklist value 'CSAT' to the Measure field and add Measure Type = CSAT, on the Target object
C. Add a picklist value on the Measure field with Label = CSAT and add Measure Type = Other, on the Account Manager Target object
D. Add a picklist value 'CSAT' to the Type Field and add Target Type = Other, on the Account Target object
Explanation:
The Account Manager Target object represents a target created by an account manager for a fiscal year, measure, and target value1. To measure the account managers on a CSAT target, the admin should add a picklist value on the Measure field with Label = CSAT and add Measure Type = Other, on the Account Manager Target object. This way, the account managers can create and assign targets for the CSAT measure to their direct reports2. The other options are incorrect because they either use the wrong object,field, or value for the CSAT target. References: Create and Assign Targets, Set Up and Configure Account Manager Targets, Discuss SalesforceManufacturing-Cloud-Professional Exam Topic 1 Question 19, Manufacturing Cloud Developer Guide
Which three actions are available when using the Mass Update function to update multiple values of a single metricof a Sales Agreement in the Sales Agreement Terms tab?
A. Decrease By
B. Update With
C. Increase By
D. Replace With
E. Multiply By
Explanation:
The Mass Update function allows you to update multiple values of a single metric of a sales agreement in theSales Agreement Terms tab. You can use this function to quickly adjust the planned quantity, revenue, or margin of multiple products and periods with a single action. The available actions are Decrease By, Increase By, and Replace With. These actions letyou specify a percentage or an absolute value to decrease, increase, or replace the existing values. For example, you can use the Decrease By action to reduce the planned quantity of all products by 10% for the next quarter. You can also add a note to explain the reason for the mass update. References: Mass Update Sales Agreement Action, Update Multiple Values of Sales Agreements
Which statement is accurate about Account Manager Targets?
A. Account Manager Targets are only supported for custom fiscal year.
B. Account Manager Targets are supported for standard fiscal year and custom fiscal year.
C. Account Manager Targets can only be used after a forecast calendar is configured.
D. Account Manager Targetsare only supported for standard fiscal year and not for custom fiscal year.
Explanation:
Account Manager Targets are a feature of Manufacturing Cloud that allows you to set and track sales goals for your account managers based on product volume, revenue, orany other custom measure. You can assign targets to individual account managers or to teams, and monitor their progress and performance over time. Account Manager Targets are supported for both standard fiscal year and custom fiscal year, which means you can align your targets with your company’s fiscal calendar. You can also use Account Manager Targets with or without a forecast calendar, which is another feature of Manufacturing Cloud that helps you create and manage forecasts for your accounts andproducts. References: Account Manager Targets in Manufacturing Cloud, Enable Account Manager Targets, What Is Manufacturing Cloud?
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