Manufacturing Cloud

Salesforce, Winter ’25

Last updated: November 1, 2024

© Copyright 2000–2024 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., as are other

names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS

Manufacturing Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Learn and Explore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Configure General Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Organize Your Product Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Manage Sales Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Forecast Your Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Manage Program Based Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Manage Account Manager Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Manage Partner Visits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474
Manage Customer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Manage Asset Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
Manage Warranties and Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
Manage Your Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
Work with Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
MANUFACTURING CLOUD

Manufacturing Cloud lets you bring your entire book of business and customer service journey into
EDITIONS
Salesforce. All your teams—from sales, operations, finance, channel partners, and customer
service—can collaborate on developing accurate volume and revenue forecasts, drive business Available in: Lightning
growth, and ensure customer satisfaction. Manufacturing Cloud provides objects, features, tools, Experience
and apps built specifically for the manufacturing industry. It’s built on the Salesforce platform, which
means you can use Sales Cloud and Service Cloud functionality depending on your business needs. Available in: Enterprise,
Unlimited, and Developer
Editions

Mapping Your Business Requirements to Manufacturing Cloud Capabilities

Create a Trial Org

Learn About Manufacturing Cloud for Sales

Learn About Manufacturing Cloud for Service

Trailhead: Manufacturing Cloud Basics

Trailhead: Manufacturing Cloud Trailmix

Learn About Manufacturing Cloud and Explore

Learn how Manufacturing Cloud can help your business and customers. Understand its core functionality, create a trial org, and learn
how to get started.
Configure General Settings for Manufacturing Cloud
Enable Manufacturing Cloud features and configure the security settings and permissions for internal and external users who use
Manufacturing Cloud. Build responsive, branded Experience Cloud sites to connect and collaborate with partners, distributors,
suppliers, and customers. Scale up your process by configuring additional features such as Timeline, Actionable Relationship Center,
and Actionable Segmentation. Automate workflows and complex processes by using Flow for Manufacturing tools. Use prebuilt
apps to implement process-specific workflows and meet nuanced business needs.
Manage Your Product Portfolio in Manufacturing Cloud
Build a comprehensive product portfolio that efficiently showcases your product offerings to partners and customers. Win more
business by helping sales teams easily find products in product catalogs, configure the attributes of products, and curate product
bundles that meet customers’ needs. Elevate productivity by infusing your product catalog management processes with your sales
processes.

1
Manufacturing Cloud

Manage Long-Term Business with Sales Agreements in Manufacturing Cloud

Make your business transactions, profits, and revenue margins more predictable with sales agreements. Use sales agreements to
negotiate the purchase and sale of products over a continued period of time. Sales agreements provide you insights into products,
prices, discounts, and quantities. With an integrated sales experience, you can also track your planned quantities, actual quantities,
and revenue with associated updates from orders and contracts.
Forecast Your Business in Manufacturing Cloud
Plan for demand more efficiently and align your production and sales teams around your evolving customer trends. Forecasts can
show you planned and actuals for your business in one place, forecasted out for a specific period of time, grouped by product,
location, or other dimensions.
Forecast Based on a Customer’s Forecast with Program Based Business in Manufacturing Cloud
Manufacturing suppliers across industries work closely with their customers to supply the products and components needed to
manufacture equipment. In order to do this successfully, suppliers need to consider their customers' forecasts in order to determine
their own. Program based business gives manufacturing suppliers complete visibility into their book of business, by using a
program-based model to gain deep insights into their customers’ forecasts.
Manage Your Organizational Targets with Account Manager Targets in Manufacturing Cloud
Convert your organization’s growth plans into measurable targets with Account Manager Targets. Motivate your account managers
to close deals and drive more business. Create targets for revenue, quantity, and other currency or non-currency measure types and
allocate specific target percentages to your team members. Strategically distribute targets by products and accounts to meet market
demands and organizational requirements. Distribute targets by month, quarter, or year for better visibility and periodic reviews.
Update target values at any time and redistribute targets as needed.
Build Distributor Relationships with Partner Visit Management in Manufacturing Cloud
Partner Visit Management helps sales managers in your company schedule visits to partner and distributor locations. Sales managers
can use those visits to monitor performance, arrange for periodic check-ins, conduct trainings, upsell and cross-sell products, and
follow up on sales agreement renewals and warranty expiration. With action plan templates, sales managers can create lists of tasks
and associated assessment indicators that are commonly repeated across multiple visits. Then field reps can use action plans to
perform the tasks associated with a visit and capture metrics on their mobile devices.
Deliver Delightful Service with Service Console for Manufacturing
Orchestrate every part of the service experience and provide meaningful, personalized interactions to your customers using the
Service Console for Manufacturing and the service console components. Customer service representatives (CSRs) can use the Service
Console for Manufacturing to get a unified view of customers at their fingertips, quickly resolve their problems, and proactively
address potential issues or opportunities. CSRs can work with service console components to meet the needs of your customers
and business. Service technicians in the field can generate service estimates quickly using the Pre-Work Estimation app.
Manage the Asset Service Lifecycle in Manufacturing Cloud
Manage every stage in an asset’s service lifecycle and get visibility into all the activities related to an asset. Use the powerful Asset
Service Console for Manufacturing to stay on top of the changes related to an asset, to view the major milestones of the asset, and
to capture the key details of the asset. Manage asset service operations, orchestrate onsite services, provision service entitlements,
and boost service team productivity. Link assets with related accounts and contacts. Get visibility into the operations of your asset
fleets.
Manage the Warranty Lifecycle in Manufacturing Cloud
Orchestrate the complete warranty lifecycle—from warranty administration to claims collection and adjudication—by using Warranty
Lifecycle Management. Create and manage warranties at multiple product levels. Define a robust framework of warranty eligibility
rules and entitlements based on labor, parts, and expenses covered. Develop thorough service standards for product defects,
expenses, and labor services to ensure accuracy and consistency in warranty management and service operations. Capture the right
information about claims from partners, dealers, and distributors to minimize subjectivity in claims adjudication, and reduce followups
for clarification. Build an automated warranty claims adjudication process to supercharge the efficiency of claims adjudicators, to
prevent manual errors, and to reduce processing time. Manually scrutinize and adjudicate warranty claims from a single page.

2
Manufacturing Cloud Learn About Manufacturing Cloud and Explore

Manage Product and Part Inventory in Manufacturing Cloud

Empower inventory mangers, service technicians, and service reps to plan inventory transfers and returns better with near real-time
visibility into inventory at different inventory locations such as warehouses and distribution lots. Track information about your
inventory with the inventory management data model. Design your inventory search experience to track and transfer your inventory
across various locations by using Inventory Search and Transfer. Set up the search experience for users to search and track inventory
by using fields from multiple objects. Decide the way the results are shown and what users can do with the results.
Analyze Your Manufacturing Business Trends
Learn how to set up and work with analytics for Manufacturing Cloud.
Considerations for Manufacturing Cloud
Review these considerations before you start working with Manufacturing Cloud.

SEE ALSO:
Manufacturing Cloud Developer Guide
Industries Common Features Guide

Learn About Manufacturing Cloud and Explore

Learn how Manufacturing Cloud can help your business and customers. Understand its core
EDITIONS
functionality, create a trial org, and learn how to get started.

Tip: Looking for our main documentation page? Go to Manufacturing Cloud. If you opened Available in: Lightning
this page using a bookmark, consider updating it to point to the Manufacturing Cloud page Experience
instead. Available in: Enterprise,
Unlimited, and Developer
What Is Manufacturing Cloud? Editions
Salesforce Manufacturing Cloud is a platform that helps you manage your entire book-of-business
and customer service lifecycle, while increasing collaboration and transparency between sales,
operations, and partners.
Mapping Your Business Requirements to Manufacturing Cloud Capabilities
Built on the Salesforce Platform, Sales Cloud, and Service Cloud, Manufacturing Cloud meets the unique needs of manufacturers
with features, data models, and workflows based on industry-wide best practices. It comes with robust features, tools, apps,
standardized workflows, and automation tools that are tailored for manufacturing processes and requirements.
Get Started with Manufacturing Cloud for Sales
Manufacturing Cloud for Sales makes your run-rate business more predictable and ensures transparency and collaboration across
your sales and operations teams with accurate forecasts. See a complete picture of new business opportunities, customer agreements,
and long-term projects and programs. Explore a trial org and then learn about what’s included, what setup we recommend, and
how to get ready for your implementation.
Get Started with Manufacturing Cloud for Service
Manufacturing Cloud for Service helps you manage your entire customer service experience. You can solve customer issues, automate
service processes, manage warranties, survey your customers, and forecast your service revenue and spare parts demand. Explore
a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.
Manufacturing Cloud Data Model
The Manufacturing Cloud data model includes objects and fields that you can use to store information about your commercial,
service, partner engagement, and inventory operations. The data model is built with industry-wide best practices, and you can adapt
and extend the data model to meet your company’s unique needs.

3
Manufacturing Cloud What Is Manufacturing Cloud?

Create a Manufacturing Cloud Trial Org

Get hands-on experience with Manufacturing Cloud and Rebate Management in a full-featured trial experience. Trial orgs are intended
for proof of concept and guided self-exploration. Trial orgs expire in 30 days.

SEE ALSO:
Manufacturing Cloud Developer Guide
Industries Common Features Guide

What Is Manufacturing Cloud?

Salesforce Manufacturing Cloud is a platform that helps you manage your entire book-of-business
EDITIONS
and customer service lifecycle, while increasing collaboration and transparency between sales,
operations, and partners.
Available in: Lightning
Manufacturing Cloud extends Sales Cloud and Service Cloud with industry-specific capabilities. It’s Experience
built on the Salesforce Customer 360 platform; it’s not a managed package. Your business can
Available in: Enterprise,
decide how Manufacturing Cloud is implemented in your org. You can implement Manufacturing
Unlimited, and Developer
Cloud for Sales, Manufacturing Cloud for Service, or Manufacturing Cloud for both Sales and Service.
Editions
You can have a mix of Manufacturing Cloud users and standard Sales Cloud or Service Cloud users.
You can integrate Manufacturing Cloud with your existing Enterprise Resource Planning (ERP)
systems and Order Management Systems (OMS) by using APIs, the MuleSoft Accelerator for
Manufacturing, or other middleware solutions. Think of Manufacturing Cloud as a system of record, engagement, and innovation that
sits on top of your back-office systems.

Who Can Use Manufacturing Cloud?

Manufacturing Cloud can be used by companies in the manufacturing industry who want to manage their commercial operations,
orchestrate their service experience, and streamline their partner engagement.
• Original equipment manufacturers (OEMs)
• Production suppliers

4
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

• Distribution or aftermarket manufacturers

• Process manufacturers
• Oil and gas producers
• Companies that manage run-rate, on-going, or long-term business
• Companies that want to orchestrate their service lifecycle
• Companies that want to drive greater partner engagement

What Are the Benefits of Using Manufacturing Cloud?

Manufacturing Cloud can help your business in various ways.
• Modernize your commercial operations
• Manage, grow, and forecast your entire top-line revenue
• Transform your service experiences
• Consolidate customer interactions into a single source-of-truth
• Simplify and strengthen your partner engagements
• Make faster, more informed decisions with actionable analytics

SEE ALSO:
Mapping Your Business Requirements to Manufacturing Cloud Capabilities
Get Started with Manufacturing Cloud for Sales
Get Started with Manufacturing Cloud for Service
Manufacturing Cloud Basics
Manufacturing Cloud Pricing

Mapping Your Business Requirements to Manufacturing Cloud Capabilities

Built on the Salesforce Platform, Sales Cloud, and Service Cloud, Manufacturing Cloud meets the
EDITIONS
unique needs of manufacturers with features, data models, and workflows based on industry-wide
best practices. It comes with robust features, tools, apps, standardized workflows, and automation Available in: Lightning
tools that are tailored for manufacturing processes and requirements. Experience

Available in: Enterprise,

Salesforce Platform Capabilities in Manufacturing Cloud Unlimited, and Developer
Editions
The Salesforce platform, Sales Cloud, and Service Cloud are the foundation of Manufacturing Cloud
and are included with the product. The platform comes with sales pipeline management, service
process management, workflows, data insights, and other capabilities.

Core Capabilities in Manufacturing Cloud

Manufacturing Cloud includes industry-specific features, tools, apps, and other default configurations. It also includes an industry-specific
data model that helps you unify your commercial operations, service experience, partner engagement, and inventory management
data. The features and objects available to you depend on whether you use Manufacturing Cloud for Sales, Manufacturing Cloud for
Service, or Manufacturing Cloud for Sales and Service.

5
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Capability Included in Included in Included in

Requirement Manufacturing Manufacturing for Manufacturing for
for Sales? Service? Sales and Service?
Make run-rate business Sales Agreements
more predictable and
track long-term customer Account managers can use Sales
compliance for Agreements to track long-term
committed orders. business negotiations with
partners and track the sale of
products.

Manage organizational Account Manager Targets

targets and distribute
them among teams. Account managers can use
Account Manager Targets to
create measurable targets,
allocate targets to team members,
and distribute targets by products,
accounts, and time period.

Generate forecasts to get Advanced Account Forecasting

a unified, accurate picture
of customer demand, Use Advanced Account
service revenue, Forecasting to generate
inventory requirements, comprehensive, multi-horizon
and other key metrics. forecasts on various aspects of
your business. These forecasts can
inform your plans as they show
planned and actual measures
alongside historical measures. You
can also view forecasts by regions,
product categories, inventory
location, or other dimensions.

Plan and manage Program-Based Business

programs on the
production of new Account managers can use
products, variants, and Program-Based Business to derive
components. component production forecasts
from the forecasts of customers,
and transform forecasts into
business opportunities.

Plan and perform Partner Visit Management

effective visits to partners,
distributors, and Sales and service can use Partner
suppliers. Visit Management to schedule
visits and define tasks and metrics
to assess partner performance.
Field reps can perform productive

6
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Capability Included in Included in Included in

Requirement Manufacturing Manufacturing for Manufacturing for
for Sales? Service? Sales and Service?
visits by getting quick access to
visit details on the go.

Track information about Inventory Information

the complete journey of Management
your inventory—from
inventory stocks at Inventory managers can use the
various locations to inventory management objects
inventory transfers, to monitor inventory stock and
returns, and shipments. movement, track transfer of
products, and describe the
replenishment, adjustment, and
transfer of products.

Monitor and transfer Inventory Search and Transfer

products across inventory
locations Inventory managers can search
for products and parts across
inventory locations by using an
inventory search experience. They
can transfer serialized and
non-serialized products across
inventory locations.

Define comprehensive Warranty Lifecycle Management

warranty entitlements
and eligibility, and Warranty admins can use
establish service Warranty Lifecycle Management
operation standards to define robust warranty terms
and assign them to products and
assets. They can also define robust
standards to describe product
defects and service operations.

Capture warranty claims Warranty Lifecycle Management

from partners and
manually or automatically Use Warranty Lifecycle
adjudicate them. Management to capture warranty
claims. Build a claims adjudication
process that determines approved
amounts against predefined
business rules. Claim adjudicators
can review and adjudicate claims
from a single page.

Manage supplier recovery Warranty Supplier Recovery

claims to recovery costs

7
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Capability Included in Included in Included in

Requirement Manufacturing Manufacturing for Manufacturing for
for Sales? Service? Sales and Service?
for defective parts Use Warranty Supplier Recovery
covered under supplier to raise claims to be reimbursed
contracts. for defective parts procured from
suppliers. Enter into supplier
recovery contracts and specify the
terms for recovering expenses for
defective parts. Help suppliers
adjudicate supplier recovery
claims from a partner portal.

Manage effective product Product Service Campaign

service campaigns to
service faulty products, Service managers can design
recall defective assets, timely product service campaigns
and manage customer and effortlessly segment and
communications at scale. curate lists of impacted assets.
Service agents engage with
customers and track services to
be performed, such as product
recall or maintenance.

Create quotes for field Work Order Estimation

service work easily.
Service agents and field service
technicians can generate quotes
for services using an intuitive
guided flow. They can easily
create work orders if customers
approve the quotes.

Manage the return Service Part Return

process for parts during
services. Service teams can use Service Part
Return to easily request the return
of parts associated with a work
order or a warranty claim.

Get a complete picture of Asset Coverage View

entitlements for an asset.
Service reps can use Asset
Coverage View to assess an asset's
entitlements, such as
maintenance plans, warranties,
and service contracts, when they
open a case or a work order.

8
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Capability Included in Included in Included in

Requirement Manufacturing Manufacturing for Manufacturing for
for Sales? Service? Sales and Service?
Easily visualize the Asset Interactive Hierarchy
hierarchy of child assets
in an asset. Service managers and field
technicians can use Asset
Interactive Hierarchy to visualize
the structure of an asset and
replace and relocate assets
quickly.

Ensure labor union Timesheet Automation and Labor

compliance and reduce Cost Association
manual entries for
timesheets. Use Timesheet Automation and
Labor Cost Association to
maintain, validate, and categorize
time sheets automatically based
on labor laws, company
regulations, and labor union rules.

Deliver meaningful Service Console for Manufacturing

service interactions to
customers, quickly Service reps can use the Service
resolve customer cases, Console for Manufacturing to get
and proactively address a holistic view of customers, take
issues. actions during an interaction, and
get timely alerts on critical issues.

Manage the end-to-end Asset Service Console for

lifecycle of an asset with Manufacturing
a complete view into its
activities. Service reps can use the Asset
Service Console for Manufacturing
to get a comprehensive view into
assets, including their key
milestones, warranties, cases,
work orders, and claims.

Capture information Asset, Asset Milestone, Asset

about assets that are Account Participant, and Asset
manufactured, delivered, Contact Participant Records
sold to a customer, or
installed as a part of Service reps can use Asset records
another asset. to capture granular information
about assets, such as their owners,
prices, and installation dates.
Service reps can use Asset
Milestones to track the key

9
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Capability Included in Included in Included in

Requirement Manufacturing Manufacturing for Manufacturing for
for Sales? Service? Sales and Service?
moments in an asset’s lifecycle
and initiate downstream actions
based on the moments.
Service reps can use the Asset
Account Participant and Asset
Contact Participant records to
track all accounts and contacts
associated with an asset.

Manage the activities of Fleet Management

fleets of assets, such as
mobile equipment, fixed Use Fleet Management to track
systems, and power tools. fleets, assets in fleets, and
stakeholders associated with
fleets.

Estimate field service Work Order Estimation

work and quote costs to
customers easily. Field service technicians and
service agent use Work Order
Estimation can quickly generate
cost estimates for onsite services
and create work orders if
customers approve the quotes.

Take product orders on Prework Estimation

the go and send a copy
of the order details to the Use Prework Estimation to
dealer. generate order estimates on a
mobile app and send a PDF to the
dealer.

Additional Capabilities in Manufacturing Cloud

Design and implement your own workflows by using a suite of no-code and low-code automation, process management, and data
management tools that come with Manufacturing Cloud.

Business Requirement Capability

Launch actions to resolve customer queries. Action Launcher
Use Action Launcher to make it easier for sales and service teams
to find and launch actions such as creating work orders, extending
warranty terms, and renewing contracts.

10
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Requirement Capability

Visualize the relationships between people, businesses, assets, and Actionable Relationship Center
other records.
Use Actionable Relationship Center to visually depict relationships
between assets, contacts, and other records on an interactive, visual
map. You can also use it to visualize complex organization
hierarchies and business relationships, such as relationships
between parent and child accounts.

Segment customers, prospects, assets, and other records for Actionable Segmentation
outreach activities.
Use Actionable Segmentation to segment assets, contacts,
accounts, and other records and curate lists. Sales and service teams
can use these lists for outreach initiatives and targeted
engagement.

Monitor identity verification records of customers when they initiate Audit Trail
a service interaction.
Use Audit Trail to review customer verification logs to meet
regulatory standards and detect potential identity fraud.

Use data from applications in processes with ease and flexibility. Context Service
Use Context Service to simplify the sharing and usage of data
between business applications and procedures. For example,
enable easy retrieval and utilization of warranty claims data in claim
adjudication processes.

Import large datasets in CSV files into Manufacturing Cloud. CSV Data Management
Use the CSV Data Management feature to upload large datasets
into Salesforce as records in a few clicks.

Search for information that's stored across multiple objects. Criteria-Based Search and Filter
Use Criteria-Based Search and Filter to build search experiences
that users use to search for data that's stored across multiple
objects, such as inventory. They can review and perform actions
on the search results.

Create high-performance rollups, and aggregate and transform Data Processing Engine
large datasets.
Use Data Processing Engine to aggregate, join, and transform the
data spread in multiple objects and fields, and write the data back
into desired objects. Use the Data Processing Engine templates
that come with Manufacturing Cloud to generate advanced
account forecasts based on sales data, and derive forecasts for a
manufacturing program based on customer forecasts.

Capture key events or milestones about people, companies, and Events and Milestones
assets, and plan business processes accordingly.

11
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Requirement Capability

Use Events and Milestones to capture key moments in the lifecycle
of assets, accounts, and contacts, and initiate downstream actions
based on these moments.

Collect feedback and information from your customers by using Surveys

surveys.
Use Surveys to create engaging, personalized surveys to gather
required data from customers.

Protect the identity of customers, partners, and their authorized Identity Verification
representatives when they initiate a service interaction.
Use Identity Verification to verify the identity of a caller by using
preset questions and locating their record in the customer
database.

Capture information from documents such as claims and invoices Intelligent Document Reader
into Salesforce.
Use Intelligent Document Reader to automatically extract data
from documents to create, update, or verify records such as rebate
claims and transaction journals.

Get notified on time-sensitive activities related to records. Record Alerts

Use Record Alerts to get actionable notifications for critical updates
on information stored in internal and external systems, such as
upcoming sales agreement expiration and overdue asset
maintenance.

Launch service processes to get day-to-day jobs done. Service Process Studio
Use Service Process Studio to design end-to-end service processes.

Get a quick view of customer-related activities in a single place. Timeline

Use Timeline to see an interactive, chronological view of key
records, such as orders, work orders, warranties, stakeholders, and
engagements.

Extended Solutions in Manufacturing Cloud

Use solutions that cater to manufacturing use cases and work with Manufacturing Cloud to manage and analyze your data, interact with
partners, and build workflows. These solutions come with predefined templates, workflows, and features for manufacturers.

Business Requirement Solution

Automate complex workflows and decision-making. Flow for Manufacturing
Automate customer-focused digital experiences for your entire
business with the suite of tools included in Flow for Manufacturing.

12
Manufacturing Cloud Mapping Your Business Requirements to Manufacturing
Cloud Capabilities

Business Requirement Solution

This suite includes Flow Builder, Omnistudio, Data Processing
Engine, Business Rules Engine, Decision Tables, Intelligent Form
Reader, and Document Generation.

Build guided brand experiences, applications, and workflows. Omnistudio

Use Omnistudio to create guided experiences for your users based
on your business processes. You can use predefined Omnistudio
components that come with Manufacturing Cloud. For example,
you can use predefined Omnistudio components to review
warranty claims.

Connect and collaborate with partners and customers. Experience Cloud for Manufacturing
Build an Experience Cloud site by using the Manufacturing template
to create feature-rich, branded portals. Use these portals to
coordinate on commercial operations, service interactions,
inventory processes, and other parts of your business.

Unify and analyze large-scale manufacturing data stored in external Data Cloud
data lakes, warehouses, and systems.
Use Data Cloud with Manufacturing Cloud to ingest, harmonize,
and analyze data on manufacturing operations, assets, and
customers. Use manufacturing telematics data model objects to
model and store data on asset operations and usage.

Transform, query, and segment manufacturing data at scale and Manufacturing Data Kit
analyze asset and customer data.
Use the Manufacturing data kit to get predefined calculated insights
and data streams that help you unify, model, and analyze your
customer, asset, sales, and service data in Data Cloud.

Make faster, more informed decisions with actionable analytics. CRM Analytics for Manufacturing
Use CRM Analytics dashboards for manufacturing to surface
actionable insights on sales agreements, warranty claims, account
manager targets, and other parts of your business.

Integrate external systems, such as product information MuleSoft

management and enterprise resource planning systems, with
Manufacturing Cloud. Use MuleSoft Accelerators for Manufacturing to sync and transfer
data on sales agreements, rebates, and other records from external
systems to Manufacturing Cloud.

Other Solutions That Work With Manufacturing Cloud

Use other Salesforce solutions with Manufacturing Cloud to incentivize your partners, manage field service operations, and manage
other parts of your business. You can extend and customize these solutions to work with features in Manufacturing Cloud.

13
Manufacturing Cloud Get Started with Manufacturing Cloud for Sales

Business Requirement Capability

Reward partners when they meet targets by using rebates. Rebate Management
Use Rebate Management to create rebate programs, design
incentives and sales targets, and manage rebate claims and
transactions.

Adjust product prices to protect partners' margins and nurture Ship and Debit Process Management
partner loyalty.
Use Ship and Debit Process Management to create ship and debit
programs, compensate partners based on products sold, and
process ship and debit claims.

Orchestrate asset service operations and streamline field service Asset Service Lifecycle Management
work.
Use Asset Service Lifecycle Management to streamline your asset
service operations, manage product services at scale, and improve
service delivery.

Build a comprehensive product portfolio that showcases your Product Catalog Management
product offerings to partners and customers.
Product catalog management and design teams can design the
product and organize their product portfolio.

Manage field service operations, schedule work orders, and create Field Service
maintenance plans for assets.
Use Field Service with Manufacturing Cloud to manage your field
service workforce, asset service operations, and work orders.

SEE ALSO:
Get Started with Manufacturing Cloud for Sales
Get Started with Manufacturing Cloud for Service

Get Started with Manufacturing Cloud for Sales

Manufacturing Cloud for Sales makes your run-rate business more predictable and ensures transparency and collaboration across your
sales and operations teams with accurate forecasts. See a complete picture of new business opportunities, customer agreements, and
long-term projects and programs. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get
ready for your implementation.

14
Manufacturing Cloud Get Started with Manufacturing Cloud for Service

Get Oriented Dive In: Learn About Recommended Go Deeper: Learn About Features for
What is Manufacturing Cloud for Sales? Core Features Specific Business Needs

Trailhead: Manufacturing Cloud Basics Manage Long-Term Business with Sales Forecast Based on a Customer’s Forecast
Agreements in Manufacturing Cloud with Program Based Business in
Video: Watch a Demo Manufacturing Cloud
Create Holistic Forecasts with Advanced
Create a Manufacturing Cloud for Sales Trial Account Forecasting Build Distributor Relationships with Partner
Org
Manage Your Organizational Targets with Visit Management in Manufacturing Cloud
Account Manager Targets in Manufacturing Flow for Manufacturing
Cloud

Extend Further: Learn About Additional Get Ready for Your Implementation Know Your Resources & Get Help
Capabilities & Add-Ons Configure General Settings for Trailhead: Manufacturing Cloud Trailmix
Set Up Experience Cloud Sites for Manufacturing Cloud Manufacturing Cloud Learning Map
Manufacturing Extend Manufacturing Cloud with Prebuilt Manufacturing Cloud Developer Guide
Analyze Your Manufacturing Business Apps
Trends Trailblazer Community: Manufacturing
Considerations for Manufacturing Cloud Cloud & Rebate Management Group
Enhance Your Incentive Model with Rebate
Management Accelerators Catalog: Find Expert Coaching

Mulesoft Exchange: Connect Your Systems

with the Mulesoft Accelerator for
Manufacturing

Tip: When you’re ready to set up things, go to the Guidance Center for personalized help right inside the app. Then, look for the
Manage Manufacturing Cloud for Sales section. If you don’t see this section, click View More.

Get Started with Manufacturing Cloud for Service

Manufacturing Cloud for Service helps you manage your entire customer service experience. You can solve customer issues, automate
service processes, manage warranties, survey your customers, and forecast your service revenue and spare parts demand. Explore a trial
org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.

15
Manufacturing Cloud Manufacturing Cloud Data Model

Get Oriented Dive In: Learn About Recommended Go Deeper: Learn About Features for
What is Manufacturing Cloud for Service? Core Features Specific Business Needs

Trailhead: Manufacturing Cloud Basics Service Console for Manufacturing Forecast Service Revenue and Spare Parts
Manage Warranties and Claims Demand
Video: Watch a Demo
Manage Product and Part Inventory Service Console Components in
Create a Manufacturing Cloud Trial Org Manufacturing Cloud
Manage the Asset Lifecycle in
Manufacturing Cloud Salesforce Feedback Management for
Manufacturing Cloud
Flow for Manufacturing

Extend Further: Learn About Additional Get Ready for Your Implementation Know Your Resources & Get Help
Capabilities & Add-Ons Configure General Settings for Manufacturing Cloud Developer Guide
Set Up Experience Cloud Sites for Manufacturing Cloud Trailhead: Manufacturing Cloud Trailmix
Manufacturing Extend Manufacturing Cloud with Prebuilt Trailblazer Community: Manufacturing
Analyze Your Manufacturing Business Apps Cloud & Rebate Management Group
Trends Considerations for Manufacturing Cloud Accelerators Catalog: Find Expert Coaching
Enhance Your Incentive Model with Rebate
Management

Tip: When you’re ready to set up things, go to the Guidance Center for personalized help right inside the app. Then, look for the
Manage Manufacturing Cloud for Service section. If you don’t see this section, click View More.

Manufacturing Cloud Data Model

The Manufacturing Cloud data model includes objects and fields that you can use to store information
EDITIONS
about your commercial, service, partner engagement, and inventory operations. The data model
is built with industry-wide best practices, and you can adapt and extend the data model to meet Available in: Enterprise,
your company’s unique needs. Unlimited, and Developer
Editions
Objects to Manage Product and Asset Information
Use these objects to define your products, organize your product portfolio, and manage your assets.

Note: Use the product design and portfolio data model in the Product Catalog Management features for Manufacturing Cloud.
Organize products in sophisticated hierarchies, maintain an exhaustive product taxonomy, and design products with attributes.
See Manage Your Product Portfolio in Manufacturing Cloud on page 205.

16
Manufacturing Cloud Manufacturing Cloud Data Model

Product
Stores information about a stock-keeping unit in the product portfolio, such as a product model or a part type. A product has a
commercial value and can be sold to a customer. Use manufacturing-specific fields on the Product object to define products and
components in your product portfolio. See Products in Manufacturing Cloud.
Catalog
Stores information about a catalog that represents a collection of similar products.
Category
Stores information about a category that organizes products in a catalog into logical groups and subgroups.
Price Book
Stores information about a price book that contains the list of products that a company sells, along with the products’ prices.
Price Book Entry
Stores information about a product entry in a price book with the product’s price.
Business Brand
Stores information about a business brand under which a manufacturer sells its products. A business brand differentiates products
by product usage or market segment.
Product Related Material
Stores information about the component of a product. Use product-related material to map components procured from different
suppliers to a finished product. You can also use the object to maintain a bill of materials to track the list of components required
to create a product.
Asset
Stores information about a physical item of commercial value that is manufactured, delivered, sold, or installed. An asset is an instance
of a product. An asset can have multiple related child assets.
Asset Milestone
Stores information about key events or moments in an asset’s lifecycle, such as the milestone type, milestone location, milestone
date, and stage. Each asset can have multiple related asset milestones.
Asset Account Participant
Stores information about an account related to an asset. Each asset can have multiple related stakeholder accounts, each with a
different role.
Asset Contact Participant
Stores information about a contact related to an asset. Each asset can have multiple related stakeholder contacts, each with a different
role.

Objects to Manage Sales Agreements

Use objects to manage sales agreements, and manage orders and contracts to derive sales agreement actuals.

17
Manufacturing Cloud Manufacturing Cloud Data Model

Sales Agreement
Stores information about a long-term agreement between a buyer and a seller to negotiate the price and volume of products.
Sales Agreement Product
Stores the quantity, revenue, and pricing information of a product or category in a sales agreement across the duration of the sales
agreement.
Sales Agreement Product Schedule
Stores the quantity, revenue, and pricing information of a product or category in a sales agreement for a particular schedule of the
sales agreement.
Order
Stores information about a customer’s order for a product or a service.
Order Product
Stores information about the quantity and pricing information of a product in an order.
Contract
Stores information about a contract that establishes the business terms between a manufacturer and their customer.

Objects to Manage Account Manager Targets

Use these objects to create organizational targets, allocate them to team members, and distribute targets by products and accounts.

18
Manufacturing Cloud Manufacturing Cloud Data Model

Account Manager Target

Stores information about a target created by an account manager. This object stores the fiscal year, measure, target value, start date,
end date, and assignment information of an account manager target.
Account Manager Target Distribution
Stores information about the account, product, and price book related to an account manager target. This object is a child object
of the Account Manager Target object.
Account Manager Periodic Target Distribution
Stores information about the target value of each period of an account manager target. This object is related to either an account
manager target and an account manager target distribution.

Objects to Manage Advanced Account Forecasts

Use these objects to store information about complex, comprehensive forecasts for your entire book of business.

19
Manufacturing Cloud Manufacturing Cloud Data Model

Advanced Account Forecast Set

Stores information about a set of configurations to generate advanced account forecasts.
Advanced Account Forecast Set Use
Stores information about a record that provides the context to generate forecasts. Advanced Account Forecast Set Use is a junction
between an advanced account forecast set and another object whose record provides the context to generate forecasts.
Advanced Account Forecast Set Partner
Stores information about an account associated with an advanced account forecast set. Advanced Account Forecast Set Partner is
a junction between an advanced account forecast set and an account.
Advanced Account Forecast Fact
Stores information about the advanced account forecasts that are generated.
Advanced Account Forecast Fact Adjustment
Stores information about adjustments made to advanced account forecast fact records.
Advanced Account Forecast Period
Stores information about the periods for which advanced account forecasts are generated.
Advanced Account Forecast Period Group
Stores information about a group of advanced account forecast periods. Advanced Account Forecast Period Group is the parent
object of all the related advanced account forecast period records.
Advanced Account Forecast Measure Definition
Stores information about a measure in a forecast set. It stores information such as measure type, how the measure is aggregated,
and the method to calculate the measure values.
Advanced Account Forecast Adjustment Period
Stores the details of the adjustment period of the advanced account forecast values.
Advanced Account Forecast Formula
Stores the details of the formula that is used to calculate advanced account forecasts.
Advanced Account Forecast Dimension
Stores information about the dimensions that categorize the forecast data for an advanced account forecast set.
Advanced Account Forecast Dimension Source
Stores information about the source of a dimension that is used to generate forecast data.

20
Manufacturing Cloud Manufacturing Cloud Data Model

Advanced Account Forecast Display Group

Stores information about a group of measures or dimensions for an advanced account forecast set.
Advanced Account Forecast Display Group Item
Stores information about an item in an advanced account forecast display group for an advanced account forecast set.

Objects to Manage Program Based Business

Use these objects to manage your program-based business, derive forecasts from your customers’ forecasts, define relationships between
customer products and manufacturing supplier products, and manage opportunities related to a program.

Note: The program-based business data model includes objects that you can use to manage advanced account forecasts.

Manufacturing Program
Stores information about a set of related measures that provides a long-term view of various business opportunities for the products
that the suppliers manufacture. A manufacturing program includes the manufacturing program, program variant, and program
component forecasts.
Manufacturing Program Forecast Fact
Stores information about the program-level forecasts of a manufacturing program.
Manufacturing Program Variant Forecast Fact
Stores information about the variant-level forecasts of a manufacturing program.
Manufacturing Program Component Forecast Fact
Stores information about the component-level forecasts of a manufacturing program.
Manufacturing Program Template
Stores information about a template of a manufacturing program.
Manufacturing Program Template Item
Stores information about a section in the structure of a program template. This object stores the details of the transformation type,
display order, and forecast set associated with the template item.

21
Manufacturing Cloud Manufacturing Cloud Data Model

Product Related Material

Stores information about the components of a product.

Objects to Manage Visit Information

Use these objects to plan and execute the visits to distributors and partners.

Note: You can use Action Plan Template and Action Plan for purposes other than visit management. For example, you can create
action plans on Asset Account Participant or Asset Milestone.
Action Plan Template
Stores information about a set of frequently performed generic visit tasks and associated assessment indicator definitions. You can
use each action plan template to create multiple action plans.
Action Plan
Stores information about the list of tasks related to a specific visit, and about mandatory tasks. Each action plan is related to a visit
and an action plan template.
Visit
Stores information about visit data, such as the account, location, time, priority, and visitor. Each visit is related to one or more action
plans and one or more generic visit tasks.
Generic Visit Task
Stores information about a task a field rep performs during a visit, such as status, time, and sequence of the task.

22
Manufacturing Cloud Manufacturing Cloud Data Model

Generic Visit Task Context

Stores information about common attributes that you can use for different types of contexts for the tasks that you perform during
the visit. Generic Visit Task and Generic Visit Task Context have a many-to-many relationship.
Generic Visit Task Context Relation
Stores information that connects a specific task with a specific task context. Generic Visit Task Context Relation is a junction object
between Generic Visit Task and Generic Visit Task Context.
Assessment Indicator Definition
Stores information about the parameters or metrics for each task. Multiple assessment indicator definitions are related to a generic
visit task context and a generic visit key performance indicator.
Generic Visit Key Performance Indicator
Stores information about the target and actual values for the assessment indicator definitions that are related to a visit. Generic Visit
Key Performance Indicator and Generic Visit Task Context have a many-to-many relationship.
Visitor
Stores information about a field rep performing a visit.
Visited Party
Stores information about point of contact for a visit.

Objects to Manage Inventory Information

Use these objects to track your inventory stock at different locations, inventory movement and transfers, and how products are used to
complete work orders.

Note: To learn about the objects that you can use to store information about inventory, see Field Service Inventory Management
Data Model.

23
Manufacturing Cloud Manufacturing Cloud Data Model

Product Item
Stores information about the stock of a product at a particular location. A product item is associated with an inventory location, such
as a warehouse or a distribution lot, and a product.
Product Item Transaction
Stores information about an action taken on a product item. Product item transactions are auto-generated records that help you
track when a product item is consumed, replenished, adjusted, or transferred.
Product Request
Stores information about an order or a request for a part or parts.
Product Request Line Item
Stores information about each product that’s a part of a product request. Product request line items are components of product
requests.
Product Transfer
Stores information about the transfer or the movement of inventory between two inventory locations.
Product Transfer State
Stores information about an action taken to associate a serialized product to a product transfer and indicates the action done to the
serialized product. The new state is a result of the action. The product transfer state is created when serialized products are attached
to the product transfer.
Shipment
Stores information about the transport or shipment of inventory between two inventory locations.
Shipment Line Item
Stores information about a product that is included in a shipment.
Product Required
Stores information about a product that you need to complete a work order or work order line item.
Product Consumed
Stores information about a product that is used to complete a work order or work order line item.
Product Consumed State
Stores information about the new state of the product after it’s consumed.
Return Order
Stores information about the return, recall, or repair of products.
Return Order Line Item
Stores information about a product that is returned or repaired as part of a return order.
Return Order Item Adjustment
Stores information about a price adjustment on a return order line item.
Serialized Product
Stores information about the serial number for a product in an inventory.
Serialized Product Transaction
Stores information about a transaction that is performed on a serialized product.

Objects to Administer Warranty Terms and Service Standards

Use these objects to administer the warranty entitlements and eligibility for different products and assets and the service standards used
in warranty processes.

24
Manufacturing Cloud Manufacturing Cloud Data Model

Warranty Term
Stores information about warranty terms with the labor, parts, expenses, and exchange options that you offer to rectify issues with
products.
Product Warranty Term
Stores information about warranty terms that are related to a product or a product family.
Asset Warranty Term
Stores information about warranty terms that are related to an asset. You can specify extensions or exclusions for the assigned
warranty term.
Warranty Term Coverage
Stores information about extensions or restrictions for a warranty term based on a code set or a product part.
Code Set
Stores information about a unique code in the context of its system and version of the system. Code sets store standard definitions
of a situation or an activity.
Product Fault Code
Stores information about the relationship between a product or product family and the fault code.
Product Labor Code
Stores information about the relationship between the labor code that's applicable to a product or product family and the required
standard operation time.
Codeset Relationship
Stores information about the relationship between a code set and its related code set. For example, a labor code associated with a
fault code.

25
Manufacturing Cloud Manufacturing Cloud Data Model

Objects to Capture Warranty Claims

Use these objects to capture detailed warranty claims.

Claim
Stores information about a claim to request a manufacturer to compensate a partner for the repair work performed on a defective
asset. Claim can store information such as its status, type, reason, and account.
Claim Item
Stores information about a defective asset related to a claim. Claim item can store information such as asset usage, fault date, and
repair date.
Claim Coverage
Stores information about a causal part in a defective asset. Claim coverage can store information such as its fault code and coverage
type.
Claim Coverage Payment Detail
Stores information about the labor services, part replacements, or expenses that are incurred to rectify a causal part.

26
Manufacturing Cloud Create a Manufacturing Cloud Trial Org

Claim Participant
Stores information about the stakeholders that are related to a claim.

Objects to Manage Fleets of Assets

Use these objects to track your asset fleet operations.

Fleet
Stores information about a group of assets used in fleet operations.
Fleet Asset
Stores information about the relationship between an asset and the fleet to which it belongs.
Fleet Participant
Stores information about the relationship between a fleet and a participant, such as an account, a contact, or a user.

SEE ALSO:
How Product Information is Represented in Manufacturing Cloud
How Warranty Terms and Service Standards Information Is Represented in Manufacturing Cloud
How Warranty Claim Information Is Represented in Manufacturing Cloud
How Inventory Information is Represented in Manufacturing Cloud

Create a Manufacturing Cloud Trial Org

Get hands-on experience with Manufacturing Cloud and Rebate Management in a full-featured
EDITIONS
trial experience. Trial orgs are intended for proof of concept and guided self-exploration. Trial orgs
expire in 30 days. Available in: Enterprise,
1. Determine the trial org type that you need: Unlimited, and Developer
Editions
• Learning Trial Org: This fully configured org includes rich sample data and lets you see all
the Manufacturing features in action. Use these orgs to see what a comprehensive
enablement looks like.
• Base Trial Org: This unconfigured org is a blank slate with only the necessary licenses and permissions. Use these orgs for quick
proof of concept projects or general testing.

27
Manufacturing Cloud Configure General Settings for Manufacturing Cloud

• Pre-Release Trial Org: This org provides a sneak peek at upcoming release features. Use these orgs only during sandbox preview
windows. If the page doesn’t include a sign-up form, the preview window is closed.

2. Open the chosen trial org’s sign-up page:

• Learning Trial Org
• Base Trial Org
• Pre-Release Trial Org

3. Enter your contact details.

4. Read and agree to the service agreement.
5. Click Submit.
After your org is created, look for an email with login details. Your trial org includes pre-enabled Manufacturing Cloud and Rebate
Management features. It also includes Experience Cloud, Digital Process Automation, and CRM Analytics for Manufacturing Cloud.

Configure General Settings for Manufacturing Cloud

Enable Manufacturing Cloud features and configure the security settings and permissions for internal and external users who use
Manufacturing Cloud. Build responsive, branded Experience Cloud sites to connect and collaborate with partners, distributors, suppliers,
and customers. Scale up your process by configuring additional features such as Timeline, Actionable Relationship Center, and Actionable
Segmentation. Automate workflows and complex processes by using Flow for Manufacturing tools. Use prebuilt apps to implement
process-specific workflows and meet nuanced business needs.

Enable Features for Manufacturing Cloud

Turn on settings in Setup to enable Manufacturing Cloud features. To get started with certain features, you must set up some
prerequisites and additional configurations.
Set Up Security and Permissions for Manufacturing Cloud
Grant users access to the features by assigning them permission set licenses. Create profiles to define how users access objects and
data, and what they can do within the application. Establish the baseline level of access for each object by setting up organization-wide
defaults and extend access beyond the baseline level by configuring role hierarchies, sharing rules, and other sharing mechanisms.
Lightning Page and Experience Cloud Site Components in Manufacturing Cloud
Build intuitive, responsive lightning pages and Experience Cloud site pages that give users easy access to relevant information.
Manufacturing Cloud has standard components that you can add to lighting pages and Experience Cloud site pages. Use the Lightning
App Builder to add components to the app, home, and record pages for internal users. Use the Experience Cloud Builder to add
components to the pages in an Experience Cloud site that uses the Manufacturing template.
Set Up Experience Cloud Sites for Manufacturing
Connect and collaborate with partners and customers by using Experience Cloud sites for Manufacturing. Admins can use Salesforce
Experience Cloud to build branded partner portals and customer portals. Manufacturers can collaborate with partners by using
partner portals to drive more sales, manage service operations, and help partners track the entire lifecycle of their assets. Manufacturers
can use customer portals to connect with customers to give them visibility into their assets, orders, and warranties and to help them
get the answers they need. Admins can create multiple sites based on their business needs, create partner and customer users, and
control access to the information shared with the partner and customer users.

28
Manufacturing Cloud Enable Features for Manufacturing Cloud

Set Up Additional Features in Manufacturing Cloud

Manufacturing Cloud comes with features that help manufactures get greater visibility and control of their commercial operations,
service experience, and partner engagements. Scale up your processes and enhance your business operations by configuring features
such as Actionable Relationship Center, Events and Milestones, and Intelligent Document Reader. Some features are configured in
Setup, others in the app, and some require integration with external systems.
Set Up Data Cloud for Manufacturing Cloud
Connect, harmonize, and analyze your asset, customer, sales, and service data at scale by setting up Data Cloud for Manufacturing
Cloud. Easily start your implementation by installing the Manufacturing data kit that comes with predefined data streams and
calculated insights. Ingest asset operations and back-office data from different sources into Data Cloud by using data model objects.
Harmonize, query, transform, and segment your data. Empower sales and service teams to make data-driven decisions, optimize
business operations, maximize asset operational performance, and elevate customer satisfaction.
Automate Your Business Processes in Manufacturing Cloud
Automate complex processes and decision-making with low- to no-code tools. Use the suitable Flow for Manufacturing tool to meet
your unique business needs. Create branded experiences with OmniStudio. Use the default actions that are available with
Manufacturing Cloud in Process Builder and Flow Builder.
Extend Manufacturing Cloud with Prebuilt Apps
Manufacturing Cloud provides prebuilt apps to help you get started with your implementation and explore proof-of-concept
configurations. Prebuilt apps include metadata, tools, and workflows for nuanced, process-specific needs.

Enable Features for Manufacturing Cloud

Turn on settings in Setup to enable Manufacturing Cloud features. To get started with certain
EDITIONS
features, you must set up some prerequisites and additional configurations.
To enable the features for Manufacturing Cloud, first assign yourself the System Administrator user Available in: Lightning
profile. Then, assign the required permission set licenses and permission sets to your User record. Experience

Note: This topic covers the settings of key features in Manufacturing Cloud. If you’re using Available in: Enterprise,
additional features and other products, enable them separately. Unlimited, and Developer
Editions
1. To manage your run-rate business by using sales agreements, turn on Sales Agreements
Foundations.
USER PERMISSIONS
a. From Setup, in the Quick Find box, enter Manufacturing, and then select Sales
Agreements. To enable features:
b. Turn on Sales Agreements Foundations. • Customize Application

2. To help account managers to create targets for revenue, quantity, and other targets and allocate
them to team members, turn on Account Manager Targets.
a. From Setup, in the Quick Find box, enter Account Manager Targets, and then select Account Manager Targets.
b. Turn on Account Manager Targets.

29
Manufacturing Cloud Enable Features for Manufacturing Cloud

3. To generate holistic, configurable forecasts for your entire book of business, turn on Advanced Account Forecasting.
Also, enable Data Pipelines to use the Data Processing Engine to aggregate data and calculate forecasts.
a. From Setup, in the Quick Find box, enter Advanced Account Forecasting, and then select Advanced Account
Forecasting .
b. Turn on Advanced Account Forecasting.

4. To help your account managers track forecast numbers for their accounts, turn on Account Forecasting.

Important: We recommend that you use the newer version of forecasting called Advanced Account Forecasting instead of
Account Forecasting. Enabling both Advanced Account Forecasting and Account Forecasting in your org can cause forecast
data disruption or unforeseen errors.
a. From Setup, in the Quick Find box, enter Account Forecasting, and then select Account Forecasting.
b. Turn on Account Forecasting.

5. To help users use program-based business features and derive forecasts from their customer’s forecasts, turn on Program Based
Business.
Also, enable Advanced Account Forecasting to create forecast sets, and Data Pipelines to use the Data Processing Engine templates
to generate manufacturing program component forecasts.
a. From Setup, in the Quick Find box, enter Program Based Business, and then select Program Based Business.
b. Turn on Program Based Business.

6. To help users plan and perform visits to partners and distributors, turn on Partner Visit Management.
a. From Setup, in the Quick Find box, enter Partner Visit Management, and then select Partner Visit Management.
b. Turn on Partner Visit Management.

30
Manufacturing Cloud Enable Features for Manufacturing Cloud

7. To give customer service representatives and service technicians access to the Service Console for Manufacturing and the Asset
Service Console for Manufacturing, turn on Service Console for Manufacturing.
Manufacturing Cloud includes a predefined console app for the Service Console for Manufacturing. However, you must configure
the console’s components to meet your business needs. To learn more, see Set Up Service Console for Manufacturing.
a. From Setup, in the Quick Find box, enter Service Console for Manufacturing, and then select Service Console
for Manufacturing.
b. Turn on Service Console for Manufacturing.

8. To define warranty standards and terms, and process warranty claims, turn on Warranty Lifecycle Management.
a. From Setup, in the Quick Find box, enter Warranty Lifecycle Management, and then select Warranty Lifecycle
Management.
b. Turn on Warranty Lifecycle Management.

9. To use features that help you manage asset service operations, turn on Asset Service Lifecycle Management.
Turn on this setting to use Product Service Campaign and other features that help you manage asset service operations. For more
details, Asset Service Lifecycle Management.
a. From Setup, in the Quick Find box, enter Asset Service Lifecycle Management, and then select Asset Service
Lifecycle Management Settings.
b. Turn on Asset Service Lifecycle Management.

10. To monitor your asset fleet activities, turn on Fleet Management.

a. From Setup, in the Quick Find box, enter Fleet, and then select Fleet Management.
b. Turn on Fleet Management.

11. To configure interactive timelines that visualize information about customers and assets, turn on Timeline.
After you turn on Timeline, you can’t turn off the feature.
a. From Setup, in the Quick Find box, enter Timeline, and then select Timeline.
b. Turn on Timeline.

31
Manufacturing Cloud Enable Features for Manufacturing Cloud

12. To set up and configure a search experience to help users search for inventory stock based on multiple criteria, turn on Criteria-Based
Search and Filter.
For more details, see Asset Service Lifecycle Management.
a. From Setup, in the Quick Find box, enter Criteria-Based Search and Filter, and then select Criteria-Based
Search and Filter.
b. Turn on Criteria-Based Search and Filter.

13. To access Knowledge in the Service Console for Manufacturing, turn on Lightning Knowledge.
To enable Lightning Knowledge, you must have one article type. For more details, see Set Up and Configure Lightning Knowledge.
a. From Setup, in the Quick Find box, enter Knowledge, and then select Knowledge Settings.
b. On the Knowledge Settings page, click Edit.
c. Select Enable Lightning Knowledge.

14. To create Experience Cloud sites and collaborate with partners, turn on Digital Experiences.
For more details, see Enable Digital Experiences.
a. From Setup, in the Quick Find box, enter Digital Experiences, and then select Digital Experiences.
b. On the Settings page, select Enable Digital Experiences.
If enhanced domains are enabled in your org, 'you can view your digital experiences domain. It includes your My Domain name
in the format MyDomainName.my.site.com for production orgs.

c. If enhanced domains aren’t enabled in your org, select a domain name, and click Check Availability to make sure that it’s not
already in use.
d. Save your changes.

15. To build guided, branded applications and workflows, turn on Omnistudio.

a. From Setup, in the Quick Find box, enter Omnistudio, and then select Omnistudio Settings.
b. Turn on Standard Omnistudio Runtime.

16. To run and manage Data Processing Engine definitions, turn on Data Pipelines.
a. From Setup, in the Quick Find box, enter Data Pipelines, and then select Get Started.
b. Turn on Data Pipelines.

17. To help users to automate complex decision-making by using expression sets and lookup tables, turn on Business Rules Engine
features.

32
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

a. From Setup, in the Quick Find box, enter Business Rules Engine Settings, and then select Business Rules Engine
Settings.
b. Turn on Industries Cloud Common Decision Tables Access.

18. To streamline the usage of data in applications and procedures, turn on Context Service.
a. From Setup, in the Quick Find box, enter Context Service Settings, and then select Context Service Settings.
b. Turn on Context Definitions.

19. To store the account and contact information of individual people in account records, turn on Person Accounts.
See Person Accounts.

Set Up Security and Permissions for Manufacturing Cloud

Grant users access to the features by assigning them permission set licenses. Create profiles to define how users access objects and data,
and what they can do within the application. Establish the baseline level of access for each object by setting up organization-wide
defaults and extend access beyond the baseline level by configuring role hierarchies, sharing rules, and other sharing mechanisms.

Permission Set Licenses for Internal Users in Manufacturing Cloud

Grant internal users access to the objects, workflows, and settings that are required to use the Manufacturing Cloud features. Admins
must assign the appropriate combination of permission set licenses to a user based on the user’s role. Permission set licenses give
users access to the features that aren’t included in their user licenses.
Experience Cloud Permission Set Licenses for Manufacturing Cloud
Grant partner users access to the Manufacturing Cloud features in Experience Cloud sites. Admins must assign the appropriate
combination of permission set licenses to a user based on the user’s role. Permission set licenses give users access to the features
that aren’t included in their user licenses.
Create User Profiles for Manufacturing Cloud
Manage data access for users with profiles. Profiles define access to objects, fields, apps, tabs, and page layouts. Profiles are defined
by the users’ job functions. You can assign only one profile to each user. Manufacturing Cloud doesn't come with default profiles,
so you must clone any standard profile and customize it.
Organization-wide Default Sharing Settings for Manufacturing Cloud Objects
Establish the default level of access to records of Manufacturing Cloud objects for internal and external users with organization-wide
sharing settings. Organization-wide sharing settings establish the default level of access that users have to each others’ records. You
can extend access to users beyond the organization-wide defaults by using sharing rules, role hierarchies, and manual sharing.

Permission Set Licenses for Internal Users in Manufacturing Cloud

Grant internal users access to the objects, workflows, and settings that are required to use the
EDITIONS
Manufacturing Cloud features. Admins must assign the appropriate combination of permission set
licenses to a user based on the user’s role. Permission set licenses give users access to the features Available in: Enterprise,
that aren’t included in their user licenses. Unlimited, and Developer
Some permission set licenses are associated with a permission set, and when you assign the Editions
permission set to a user, you automatically assign the permission set license. Other permission set
licenses are assigned directly to a user. Users need both the appropriate permission sets and the
permission set licenses to use the features in Manufacturing Cloud.
To find the permission set licenses available in your org, go to the Company Information page in Setup.

33
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

To collaborate with external users, you also need the Experience Cloud permission set licenses.
Review the permission set licenses required for various personas.

Permission Set License Name Who Needs The License What’s Included
Manufacturing Sales Agreements Psl Key account managers who use sales Access to the sales agreements objects
agreements to manage run-rate business

Manufacturing Account Manager Targets Key account managers who use account Access to Account Manager Target, Account
Psl manager targets to create and allocate Manager Target Distribution, and related
targets to team members objects

Manufacturing Advanced Account Forecast Users who work with advanced account Access to Advanced Account Forecast Fact,
Psl forecasts to generate multi-enterprise, Advanced Account Forecast Set, and related
complex forecasts objects

Manufacturing Account Forecast Psl Users who work with account forecasts Access to Account Forecasts and related
objects

Program Based Business Psl for Program managers who work with Access to Manufacturing Program,
Manufacturing Cloud program-based business and derive Manufacturing Program Forecast Fact, and
component forecasts from customers’ related objects
forecasts

Partner Visit Management Sales managers who organize and schedule Access to the Partner Visit Management
visits features

Field reps who perform visits, complete

tasks, and capture visit metrics

Warranty Lifecycle Management Psl Warranty admins who create warranty terms Access to warranty lifecycle management
for products, define service standards, assign objects such as Warranty Term and Code
warranties to assets, and build claim Set
adjudication processes

Claims Management Foundation Warranty claim analysts and adjudicators Access to all warranty claim objects, such
who validate warranty claims, determine as Claim, Claim Item, Claim Coverage, Claim
claimed amount, and audit claims Coverage Payment Detail, and Claim
Participant

Inventory Search and Transfer Admins who set up an inventory search Access to the Product Inventory Searchable
experience. Field object

Inventory managers and service reps who

use the inventory search experience.

Industry Service Excellence Customer service reps and service Access to Record Alerts, Audit Trail, Actions
technicians who work with Service Console and Recommendations, Action Launcher,
for Manufacturing, Asset Service Console and Identity Verification.
for Manufacturing, and the individual This permission set license also provides
components in the consoles, such as internal users access to the Decision
Identity Verification, Timeline, Record Alerts, Explainer features and APIs. This permission

34
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

Permission Set License Name Who Needs The License What’s Included
Actions and Recommendations, and Audit set license includes the Service Excellence
Trail Component User and Service Excellence
Platform User user permissions, and the
Engagement Attendee, Engagement
Interaction, and Engagement Topic objects.

Industries Sales Excellence Users who work with actionable Access to actionable segmentation features
segmentation

Fleet Management Users who monitor asset fleets and related Access to Fleet, Fleet Asset, and Fleet
stakeholders Participant objects

Asset Service Lifecycle Management Admins who set up asset service lifecycle Access to the objects for the asset service
management features, such as Product lifecycle management features
Service Campaign and Work Order
Estimation.
Users who use asset service lifecycle
management features.

Action Plans Users who use action plan templates for visit Access to Action Plan, Action Plan Template,
management and to launch action plans and Action Plan Template Item objects
with asset milestones and other objects

Actionable Relationship Center Users who create and manage Actionable Access to the Actionable Relationship Center
Relationship Center (ARC) relationship and the ARC Relationship Graph component
graphs

Business Milestones and Life Events Access Users who create and manage business Access to the Events and Milestones
milestones and life events for person component and to the Person Life Event
accounts, business accounts, and contacts and Business Milestone objects

Business Rules Engine Designer Business rules designers who manage and Access to all the objects that help your users
calculate processes by using Business Rules work with Business Rules Engine
Engine

Business Rules Engine Runtime Users who run operations based on Business Read access to all the objects that help your
Rules Engine users work with Business Rules Engine

ContextService Admin Psl Context service admins who create and Access to context service objects and
manage context definitions context definitions

ContextService Runtime Psl Context service run-time users who use Read access for context definitions and read
context definitions in various applications and write access to all the context data
that’s present in the cache

Criteria-Based Search and Filter Admins who create a search experience for Access to the criteria-based search and filter
their product and part inventory capabilities.
Inventory managers and service reps who Admins and users need access to search
use the search experience source objects and to the data
transformation mechanisms.

35
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

Permission Set License Name Who Needs The License What’s Included
Data Pipelines Base User Users who create and run Data Processing Access to the datasets, recipes, and
Engine (DPE) definitions dataflows that are required to run DPE
definitions

Decision Explainer Permission Set License Users who use the decision explainer Access to the decision explainer features

Omnistudio Admin and Omnistudio User Admins and users who work with Access to all objects that help your admins
Omniscripts, Omnistudio Data Mappers, configure OmniStudio processes and
Integration Procedures, and FlexCards interfaces.
Access to all the objects that help your users
work with OmniStudio tools.

Product Catalog Management Administrator Product catalog admins who create and Create, read, update, and delete access to
manage your company’s product portfolio. the Product Catalog Management features
The admins also manage and configure and objects
products.

Product Catalog Management Viewer Key account managers and other sales team Read access to the Product Catalog
members who sell products to customers Management features and objects

Product Catalog Management Customer Customer community users who collaborate Read access to the Product Catalog
Community User on products from the customer community Management features and objects for
customer community users

Product Catalog Management Partner Partner community users who collaborate Read access to the Product Catalog
Community User on products from the partner community Management features and objects for
partner community users

CRM Analytics Plus and Manufacturing Admins who create and customize Analytics Access to the CRM Analytics app template
Analytics Apps apps to get business-specific predefined that includes predefined dashboards that
CRM Analytics dashboards visually represent all aspects of your
business and make data more meaningful.
You must assign the user permissions to the
business users who use the dashboards in
the Analytics for Manufacturing template
to analyze the business.

Experience Cloud Permission Set Licenses for Manufacturing Cloud

Grant partner users access to the Manufacturing Cloud features in Experience Cloud sites. Admins
EDITIONS
must assign the appropriate combination of permission set licenses to a user based on the user’s
role. Permission set licenses give users access to the features that aren’t included in their user Available in: Enterprise,
licenses. Unlimited, and Developer
Some permission set licenses are associated with a permission set, and when you assign the Editions
permission set to a user, you automatically assign the permission set license. Other permission set
licenses are assigned directly to a user. Users need both the appropriate permission sets and the
permission set licenses to use the features in Manufacturing Cloud.

36
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

To find the permission set licenses available in your org, go to the Company Information page in Setup.
Review the permission set licenses required to use the revenue management features for sales agreements.

Permission Set License Name Who Needs The License What’s Included
Manufacturing Sales Agreements For Partner users who collaborate on sales Access to the objects that store sales
Community Psl agreements to track the planned and actual agreement information in Experience Cloud
revenue, and quantity of products sites.

Manufacturing Advanced Account Forecast Partner users who track and adjust forecasts Access to the objects that store advanced
For Community Psl account forecasting information in
Experience Cloud sites. This permissio set
license includes these objects: Account,
Product, Advanced Account Forecast Fact
Adjustment, Advanced Account Forecast
Fact, Advanced Account Forecast Set
Partner, and Advanced Account Forecast
Set Use.

Warranty Management For Experience Claim clerks at partner companies who Access to the objects that store warranty
Cloud submit and track warranty claims from term, claim, and product information in
Experience Cloud sites Experience Cloud sites. This permission set
They can also view warranty terms and license includes these objects: Assets, Claim
service standards that warranty admins Coverage Payment Adjustments, Claim
define Coverage Payment Details, Claim Coverages
Claim Items, Claim Participants, Claims, Code
Sets, Codeset Relationships, Product Fault
Codes, Product Labor Codes, Product
Related Materials, Warranty Term Coverages,
and Warranty Terms.

Warranty Supplier Recovery for Experience Claim clerks at suppliers who review and Access to the objects that store supplier
Cloud adjudicate supplier recovery claims to recovery claims information in Experience
reimburse manufacturers for defective parts Cloud sites, such as Claim, Claim Item,
that are covered by supplier recovery Contract, Sales Contract Lines, and Asset
contracts Warranties.

Business Rules Engine Runtime for Partner users who track business rule engine Read access to the objects that store
Communities outcomes and steps in Experience Cloud business rules engine information in
sites Experience Cloud sites.

Partner Visit Management for Experience External users who manage action plans Access to the objects that store visit
Cloud and visits to various partner locations information in Experience Cloud sites, such
as Action Plan, Action Plan Template Visit,
Visited Party, and Visitor.

Fleet Management for Experience Cloud Customers and partners who monitor the Access to the objects that store action plan
operations of their fleets of assets information such as Fleet, Fleet Participant,
and Fleet Asset.

37
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

Permission Set License Name Who Needs The License What’s Included
Inventory Search for Experience Cloud Partners who use an inventory search Access to the objects that store inventory
experience to search for products and parts information such as Product Inventory
across various locations Searchable Field, Product Item, Product, and
Location.

Criteria-Based Search and Filter for Partners and customers who use a search —
Experience Cloud experience to search for information stored
across various objects

Action Plans Customers and partners can create action Access to the objects that store fleet
plan templates and assign action plans to information such as Action Plan, Action Plan
records, such as visits and assets Template, and Recurrence Schedule.

Rebate Management for Experience Cloud Partners can submit rebate claims and Access to the objects that store rebate
Users proofs of sale to get incentives when they program and rebate claim information. This
attain agreed-upon targets. This permission permission set license includes these
set is available only if you have the add-on objects: Program Rebate Type Benefit
license for Rebate Management. Mappings, Program Rebate Type Benefits,
Program Rebate Type Filters, Program
Rebate Type Payouts, Program Rebate Type
Payout Sources, Program Rebate Type
Products, Program Rebate Type References,
Program Rebate Types, Rebate Claims,
Rebate Member Aggregate Items, Rebate
Member Product Aggregates, Rebate
Payments, Rebate Payout Adjustments,
Rebate Program Members, Rebate
Programs, Received Documents, and
Transaction Journals.

Ship and Debit Process Management for Partners can submit ship and debit claims Access to the objects that store ship and
Experience Cloud and proofs of sale to get special prices and debit program and ship and debit claim
discounts for different products. This information. This permission set license
permission set is available only if you have includes these objects: Account Account
the add-on license for Rebate Management. Relationships, Accounts, Party Role
Relationships, Rebate Claim Adjustments,
Rebate Claims, Rebate Member Claim
Aggregates, Rebate Partner Special Pricing
Term Benefits, Rebate Partner Special Pricing
Terms, Rebate Payments, Rebate Program
Members, Rebate Programs, Received
Documents, and Transaction Journals.

38
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

Create User Profiles for Manufacturing Cloud

Manage data access for users with profiles. Profiles define access to objects, fields, apps, tabs, and
EDITIONS
page layouts. Profiles are defined by the users’ job functions. You can assign only one profile to
each user. Manufacturing Cloud doesn't come with default profiles, so you must clone any standard Available in: Enterprise,
profile and customize it. Unlimited, and Developer
Editions
Note: Ensure you go through the resources on Profiles before you create and assign profiles
to Manufacturing Cloud users. See Profiles.
1. Create or clone a profile. USER PERMISSIONS
We recommend you clone the Standard User profile and customize the permissions. To create user profiles:
2. Click Edit on the profile you want to configure. • Manage Users

3. In the Page Layouts section, review the page layouts assignments for objects for that profile.
You can navigate to the page layout assignments for an object and edit the assignments as needed.

4. In the Field-Level Security section, view and edit the field-level security access for objects for that profile.
You can set fields to be visible, editable, or read only. See Field-Level Security.

5. In the Custom App Settings section, select Visible for at least these apps.
• Manufacturing
• Service Console for Manufacturing
• Partner Visits
• Warranty Lifecycle Management
• Product Catalog Management

6. In the Tab Settings section, view and edit the tab settings for objects for that profile.
You can set a tab for an object to be Default Off, Default On, or Hidden. See Tab Settings.

7. In the Standard Object Permissions and the Custom Object Permission sections, view and edit the type of access that users have to
objects.
We recommend you provide your users at least Read access on all Manufacturing Cloud objects. See Edit Object Permissions in
Profiles.

8. Specify other details as required.

9. Save your changes.
Create users and assign them profiles to specify their minimum permissions and access settings.
To extend users’ their functional access without changing their profiles, create permission sets and assign them to users.

Organization-wide Default Sharing Settings for Manufacturing Cloud Objects

Establish the default level of access to records of Manufacturing Cloud objects for internal and
EDITIONS
external users with organization-wide sharing settings. Organization-wide sharing settings establish
the default level of access that users have to each others’ records. You can extend access to users Available in: Enterprise,
beyond the organization-wide defaults by using sharing rules, role hierarchies, and manual sharing. Unlimited, and Developer
Editions
Note: Ensure you go through the resources on Sharing Settings before you configure the
organization-wide sharing settings for Manufacturing Cloud objects. See Sharing Settings.

39
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

Organization-wide defaults are the baseline level of access to each object. For most objects, organization-wide sharing settings can be
set to Private, Public Read Only, or Public Read/Write.
Internal Access applies to users who work in your company. External Access applies to users such as customer or partner users who don't
work for your company and use an Experience Cloud site to collaborate with your company.
Review the recommended level of access for internal and external users. You can modify the access based on your business structure
and requirements.

Objects Recommended Default Access

Account and Contract • Internal: Public Read/Write
• External: Private

Contact • Internal: Controlled by Parent

• External: Controlled by Parent

Product • Internal: Public Read/Write

• External: Public Read Only

Price Book • Internal: Use

• External: Use

Order • Internal: Controlled by Parent

• External: Controlled by Parent

Case • Internal: Public Read/Write/Transfer

• External: Private

Lead • Internal: Public Read/Write/Transfer

• External: Private

Opportunity • Internal: Public Read Only

• External: Private

User • Internal: Public Read Only

• External: Private

Asset • Internal: Controlled by Parent

• External: Controlled by Parent

Objects for managing sales agreements • Internal: Public Read Only

Example objects: • External: Private
• Sales Agreement
• Sales Agreement Product

40
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

Objects Recommended Default Access

• Sales Agreement Product Schedule

Objects for managing account manager targets • Internal: Private

Example objects: • External: Private
• Account Manager Target
• Account Manager Target Distribution
• Account Manager Periodic Target Distribution

Objects for managing advanced account forecasts • Internal: Public Read Only
Example objects: • External: Private
• Advanced Account Forecast Fact
• Advanced Account Forecast Set Use
• Advanced Account Forecast Set

Objects for managing program-based business • Internal: Public Read Only

Example objects: • External: Private
• Manufacturing Program
• Manufacturing Program Forecast Fact
• Manufacturing Program Variant Forecast Fact
• Manufacturing Program Component Forecast Fact

Objects for managing, scheduling, and performing visits • Internal: Public Read/Write
Example objects: • External: Public Read Only
• Visit
• Generic Visit Task
• Assessment Indicator Definition

Objects for administering warranty terms and managing service • Internal: Public Read Only
standards • External: Public Read Only
Example objects:
• Warranty Term
• Code Set
• Product Warranty Term

Objects for capturing partner warranty claims • Internal: Public Read Only
Example objects: • External: Private
• Claim
• Claim Item

41
Manufacturing Cloud Set Up Security and Permissions for Manufacturing Cloud

Objects Recommended Default Access

• Claim Coverage
• Claim Coverage Payment Detail

Objects for capturing supplier, supplier recovery contract, and • Internal: Public Read Only
supplier recovery claim information • External: Private
Example objects:
• Supplier
• Supplier Product
• Contract
• Sales Contract Line
• Claim
• Claim Item
• Claim Coverage
• Claim Coverage Payment Detail

Objects for managing and searching inventory information • Internal: Public Read Only
Example objects: • External: Public Read Only
• Product Inventory Searchable Field
• Product Item
• Serialized Product
• Return Order
• Product Consumed

Objects for managing product service campaign • Internal: Public Read Only
Example objects: • External: Private
• Product Service Campaign
• Product Service Campaign Item
• Work Order
• Work Order Line Item

Objects for managing asset fleets • Internal: Public Read Only

Example objects: • External: Public Read Only
• Fleet
• Fleet Asset
• Fleet Participant

42
Manufacturing Cloud Lightning Page and Experience Cloud Site Components in
Manufacturing Cloud

Lightning Page and Experience Cloud Site Components in Manufacturing

Cloud
Build intuitive, responsive lightning pages and Experience Cloud site pages that give users easy
EDITIONS
access to relevant information. Manufacturing Cloud has standard components that you can add
to lighting pages and Experience Cloud site pages. Use the Lightning App Builder to add components Available in: Lightning
to the app, home, and record pages for internal users. Use the Experience Cloud Builder to add Experience
components to the pages in an Experience Cloud site that uses the Manufacturing template.
Available in: Enterprise,
Note: This topic lists only the key components that are available with Manufacturing Cloud. Unlimited, and Developer
You can also install the prebuilt apps for Manufacturing Cloud to use components for custom Editions
use cases and process-specific requirements. See Learn About Prebuilt Apps for Manufacturing
Cloud.
To learn about the other standard components built by Salesforce, see Standard Lightning
Page Components.
To learn about the custom components created by you or someone else, see Custom Lightning
Page Components.

Here’s the list of the components supported for internal and external users. In the Available for External Users column, you can review
the components that are support for Experience Cloud sites that are built using the Manufacturing template.

Component Use Case Available for Internal Users Available for External Users
Action Launcher Add the component to quickly
launch service processes,
omniscripts, flows, and quick
actions.

Action Plan List Add the component to Visit,

Account, or other pages to show
users the list of action plans
related to a record.

Action Plan Visit Task Add the component to an

Action Plan record page to show
users the visit tasks associated
with an action plan.

Actions & Recommendations Add the component to quickly

launch service processes,
omniscripts, flows, and quick
actions.

ARC Graph, ARC Details Panel, Add one of these components

and ARC Highlights Panel to Account, Asset, Contact, or
other pages to show users the
relationship between records
across multiple levels.

Account Manager Targets Add the component to an

Account page to show users the

43
Manufacturing Cloud Lightning Page and Experience Cloud Site Components in
Manufacturing Cloud

Component Use Case Available for Internal Users Available for External Users
account manager targets for an
account.

Advanced Forecast Add the component to an

Advanced Account Forecast Set
Partner, Advanced Account
Forecast Set Use, Manufacturing
Program, or an Experience Cloud
site page to show users the
forecasts associated with a
forecast context or a
manufacturing program.

Agreement Terms Add the component to a Sales

Agreement page to show users
The Sales Agreement page
the agreement terms table for a
automatically shows the
sales agreement.
agreement terms table for a
sales agreement, but you can’t
add the component to other
Experience Cloud pages.

Criteria-Based Search and Filter Add the component to any page

to help users quickly search for
records, such as spare parts or
customers.

Decision Explainer Log History Add the component to a page

to show users the explanations
for the results of the steps in an
expression set.

Events and Milestones Add the component to Asset,

Account, Contact, or other pages
to show users the key moments
and milestones in the lifetime of
a record.

Explainability Action Log Add the component to a page

to show users the explanations
for the results of the steps in an
expression set in an Experience
Cloud site.

Forecast Add the component to an

Account page to show users the
forecasts for an account.

Flexcard Add the component to Asset,

Contact, or other pages to select
predefined or custom flexcards.

44
Manufacturing Cloud Lightning Page and Experience Cloud Site Components in
Manufacturing Cloud

Component Use Case Available for Internal Users Available for External Users
To learn more about flexcards
for manufacturing use cases, see
Preconfigured OmniStudio
Components for Manufacturing
Cloud on page 115.

Manufacturing Template Home Add the component to an

Experience Cloud site page
that’s built using the
Manufacturing template. This
component shows external
users sales agreements, rebates,
advanced account forecasts,
leads, opportunities, and chatter
mentions.

Program Rebate Types Panel Add the component to Contract,

Quote, Sales Agreement,
Opportunity, or other pages to
show users the eligible and
applied rebate types for a record.

Program Rebate Types Tab Add the component to Contract,

Quote, Sales Agreement,
Opportunity, or other pages to
show users the details of applied
rebate types for a record.

Record Alerts Add the component to Asset,

Contact, or other pages to show
users errors, warnings, and other
information related to external
and internal events.

Salesforce Manufacturing Add the component to a page

Analytics to show users dashboards on
sales agreements, rebates, and
more.

Target Hierarchy Add the component to an

Account Manager Target record
page to show users the target
assignments for an account
manager target.

Timeline Add the component to Asset,

Contact, or other pages to give
users a chronological view of
activities.

45
Manufacturing Cloud Lightning Page and Experience Cloud Site Components in
Manufacturing Cloud

Component Use Case Available for Internal Users Available for External Users
Visit Actions Add the component to a Visit
record page to show users
actions to start and end a visit,
and an action that redirects a rep
to the navigation app on the
mobile device. We recommend
that you add this component to
a Visit page that supports the
phone form factor.

Visit List Add the component to an

Account or other pages to show
users the visits associated with
a record.

Visit Map Add the component to a Visit

record page to show users the
location of a visit on an
embedded map, if addresses
and maps are enabled. We
recommend that you add this
component to a Visit page that
supports the phone form factor.

Visit Plan KPI Add the component to a Generic

Visit Task record page to show
users the expected or target
value for each assessment
indicator definition. We
recommend that you add this
component to a Visit page that
supports the phone form factor.

Visit Overview Add the component to a Visit

record page to show users the
key details of a visit, such as
planned visit start time and
priority. We recommend that
you add this component to a
Visit page that supports the
phone form factor.

Visit Task List Add the component to a Visit

record page to show users a list
of the tasks associated with the
visit. We recommend that you
add this component to a Visit
page that supports the phone
form factor.

46
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Set Up Experience Cloud Sites for Manufacturing

Connect and collaborate with partners and customers by using Experience Cloud sites for
EDITIONS
Manufacturing. Admins can use Salesforce Experience Cloud to build branded partner portals and
customer portals. Manufacturers can collaborate with partners by using partner portals to drive Available in: Lightning
more sales, manage service operations, and help partners track the entire lifecycle of their assets. Experience
Manufacturers can use customer portals to connect with customers to give them visibility into their
assets, orders, and warranties and to help them get the answers they need. Admins can create Available in: Enterprise,
multiple sites based on their business needs, create partner and customer users, and control access Unlimited, and Developer
to the information shared with the partner and customer users. Editions

Capabilities of Experience Cloud Sites for Manufacturing

Manufacturers can create partner and customer portals to coordinate their commercial operations, to deliver delightful service
interactions, to manage partner engagement, and to streamline inventory operations.
Partner and Customer Experience Cloud Licenses for Manufacturing
Experience Cloud for Manufacturing is available with both Partner Community for Manufacturing and Customer Community Plus
for Manufacturing licenses. Admins can build a partner portal or a customer portal based on the license they have.
Experience Cloud Setup Checklist in Manufacturing Cloud
To successfully set up an Experience Cloud site for your manufacturing partners and customers, you must perform certain tasks.
Create a Partner User Profile for Manufacturing
A manufacturer can create a partner portal by using Experience Cloud and collaborate with partners, distributors, and suppliers on
sales agreements, forecasts, rebate programs, and so on. Partners can log in to the portal, track information about orders, work orders,
and warranties. They can also get visibility into the activities related to their assets, leads, and opportunities.
Create a Customer User Profile for Manufacturing
A manufacturer can create a customer portal by using Experience Cloud to help customers track the activities related to their assets,
warranties, and so on. Create a user profile so that customers can log in to your portal and access information, resolve problems
through self-service features, manage account and contact participants, and track the major milestones in the lifecycle of their assets.
Create an Experience Cloud Site for Manufacturing
Create an Experience Cloud site to connect with and collaborate with your partners and customers. To quickly build a site, use the
predefined Manufacturing template that includes the Manufacturing objects and features. You can also create a site from scratch
or by using another template and adding the Manufacturing objects to the site.
Recommended Customizations for Experience Cloud Sites for Manufacturing
Customize your Experience Cloud site for Manufacturing to collaborate with partner users on sales agreements, forecasts, assets,
warranties, and so on. You can also customize the site to help customer users track the details on their fleets, cases, work orders, and
so on.
Object and Record Sharing with External Users in Manufacturing Cloud
Ensure that the external users who use the Experience Cloud site get the right access to the relevant records and that they can view
only the information that you want to share with them. You can control sharing access at the level of objects, fields, and records.
Create Partner Users and Build a Distributor Portal
Provide users the required access to Manufacturing objects and records, and create a responsive Experience Cloud site for partner
users.

SEE ALSO:
Understand the Basics of Experience Cloud

47
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Capabilities of Experience Cloud Sites for Manufacturing

Manufacturers can create partner and customer portals to coordinate their commercial operations,
EDITIONS
to deliver delightful service interactions, to manage partner engagement, and to streamline inventory
operations. Available in: Enterprise,
External users can take advantage of these key capabilities when they use an Experience Cloud site Unlimited, and Developer
for Manufacturing. Editions

Feature Key Use Cases

Sales Agreements Partners can collaborate with manufacturers on
sales agreements to track run-rate negotiations,
revenue realization, and order fulfillment.

Advanced Account Forecasting Partners can view advanced account forecasts

of product demand, component production,
run-rate business, service part inventory, and so
on. They can drill into the right forecasts for their
business needs and adjust the forecasts as
required.

Partner Warranty Claims Partners and customers can review entitlements,

and eligibility conditions for warranties for
products and assets. They can also track service
operations covered and excluded under
warranties. Partner users can submit detailed
warranty claims for the assets that they repair
for customers, track claim adjudication, and
review approved amounts.

Warranty Supplier Recovery Suppliers can adjudicate supplier recovery

claims to reimburse manufacturers for defective
parts that are covered by supplier recovery
contracts. They can also review contract terms.

Asset Management Customers and partners can track the activities

in an asset’s lifecycle. They can view information
about the key milestones of the asset, related
work orders, stakeholders, warranties, and so
on. Partner users can use the asset information
for sales and service processes, and customers
can track the assets that they own.

Inventory Visibility Partners can search for the stock of products

and parts at various inventory locations. They
can also track product transfers, shipments, and
serialized product inventory at various locations.

Fleet Management Customers and partners can track the health

and performance of their fleets of assets, view
information about the key participants

48
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Feature Key Use Cases

associated with the fleets, and track the related action plans.

Sales Processes Partners can monitor leads, opportunities, quotes, and orders and
collaborate on them with manufacturers to boost sales and to
increase customer lifetime revenue.

Incentive Management Partners can submit rebate and ship and debit claims to get
incentives after they achieve the agreed-upon targets.

Partner Visit Management Partners can track the visits scheduled for their location, create
visits to customers, and manage action plans for visit tasks.

Case Management Customers can create cases to seek support for their sales and
service processes. Partners can engage with customers by using
the portal to resolve the cases and improve customer satisfaction.

Self-Service Customers and partners can access knowledge articles and track
warranty terms, work orders, cases, and entitlements. While partner
users typically address customer queries by using the portal,
customers use the portal to find quick resolutions and raise cases.

Work Order Management Partners can create and track work orders for customer service
operations, service appointments, maintenance tasks, and other
work to be performed for customers. They can track effort estimates,
the products required and consumed to complete a work order,
and so on.

Return Order Management Partners such as distributors and suppliers can generate return
orders for products and assets to claim refunds against them.

Product Catalog Management Partners can track the products in a manufacturer’s product
portfolio, explore their product taxonomy, catalogs, and bundles,
and tailor the offerings for their customers.

Partner and Customer Experience Cloud Licenses for Manufacturing

Experience Cloud for Manufacturing is available with both Partner Community for Manufacturing
EDITIONS
and Customer Community Plus for Manufacturing licenses. Admins can build a partner portal or a
customer portal based on the license they have. Available in: Enterprise,
For a comprehensive list of capabilities and comparisons for Customer Community Plus and Partner Unlimited, and Developer
Community licenses, see Experience Cloud User Licenses. Editions

Partner Community for Manufacturing License

You need this license to create a portal to connect with your partners, distributors, and suppliers.
You can coordinate with partners on sales agreements and help partners track the agreement terms. They can also track leads, opportunities,
quotes, and campaigns. Partners can review the activities of the assets they own and monitor their asset fleet operations. Partners can
use self-service processes to resolve problems. They can get near real-time visibility into the inventory at various locations such as
warehouses and distribution lots. Partners can view warranty terms for various products and assets, submit warranty claims, and track

49
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

claim status and approved amounts. You can also give partners visibility into advanced account forecasts and help them to make
adjustments to forecasts. They can also upload rebate claims, ship and debit claims, and proof-of-sale documents. You can share visits
and action plans with distributors to track their performance.
Person accounts aren’t supported.

Note: If you use the Partner Community license, you can share leads, opportunities, campaigns, and quotes with external users.

Customer Community Plus for Manufacturing License

You need this license to create a portal to connect with your customers.
You can give customers access to cases, knowledge articles, and orders so that customers can track their assets and warranties, view
their sales and service activities, and quickly resolve issues through self-service processes. Customers can also monitor the activities of
their assets and asset fleets.
Both business accounts and person accounts are supported.

Note: If you use the Customer Community Plus license, you can’t share leads, opportunities, campaigns, and quotes with external
users.

Experience Cloud Setup Checklist in Manufacturing Cloud

To successfully set up an Experience Cloud site for your manufacturing partners and customers,
EDITIONS
you must perform certain tasks.
Here are the high-level tasks involved in setting up an Experience Cloud site: Available in: Enterprise,
Unlimited, and Developer
Editions
Basic Configuration
• Review your assigned licenses on the Company Information page in Setup. Plan your
implementation based on whether you have a Customer Community license or a Partner Community license. See Experience Cloud
User Licenses.
• Enable Digital Experiences and select a domain name. See Enable Digital Experiences.
• Set up roles in your org so that you can share records with a group of users. Most Experience Cloud licenses require roles in your
org. See Create a User Role.
• Review the capabilities of Partner Community and Customer Community Plus for Manufacturing. See Partner and Customer Experience
Cloud Licenses for Manufacturing on page 49.
• Clone the Partner Community or Customer Community user profile. See Create or Clone Profiles.
• Create a partner or customer user. See Create a Partner User for Manufacturing on page 51 or Create a Customer User for Manufacturing
on page 53.
• Assign permission set licenses to the user.
• Provide the desired read, edit, create, and delete access on objects by editing the Standard Object Permissions section of the user
profile. See Edit Object Permissions in Profiles.
• Provide the desired read and view access for each field on the objects by editing the Field-Level Security section of the user profile.
See Set Field Permissions in Permission Sets and Profiles.
• Provide partner users permissions to manage, convert, and create leads via the General User Permissions section of the user profile.
See User Permissions.
• Create a Digital Experience site by using the Manufacturing template. See Create an Experience Cloud Site with the Manufacturing
Template on page 54.

50
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

• Add the user profile as a member of the site and activate the site. See Create an Experience Cloud Site with the Manufacturing
Template.
• Customize the pages and components of the site by using Experience Builder. See Recommended Customizations for Experience
Cloud Sites for Manufacturing.
• Edit sharing settings and set up sharing rules to determine record access for users. See Object and Record Sharing with External
Users for Manufacturing on page 57.

Additional Configuration
• Enable Chatter feed for objects that are exposed to external users. See Chatter in Experience Cloud Sites.
• Enable Knowledge for Experience Cloud and help external users to create and manage topics. See Enable Salesforce Knowledge in
Your Experience Cloud Site.
• To completed additional configuration, review this Experience Cloud site setup checklist as well. See Experience Cloud Site Setup
Checklist.
• Share CRM Analytics dashboards with users. See Enable Analytics in Your Experience Cloud Site.
• Add reports and dashboards to the site. See Experience Cloud Sites Report and Dashboard Considerations.

Create a Partner User Profile for Manufacturing

A manufacturer can create a partner portal by using Experience Cloud and collaborate with partners,
EDITIONS
distributors, and suppliers on sales agreements, forecasts, rebate programs, and so on. Partners can
log in to the portal, track information about orders, work orders, and warranties. They can also get Available in: Enterprise,
visibility into the activities related to their assets, leads, and opportunities. Unlimited, and Developer
Make sure that you have the Partner Community license for Experience Cloud added to your org. Editions
See Partner Portal User Licenses.
1. Create a user profile. USER PERMISSIONS
a. From Setup, in the Quick Find box, enter Profiles, and then select User Profiles. To create user profiles:
b. Clone the Partner Community User profile. • Manage External Users
c. Enter a name for the new user profile, and save your changes. AND

d. Change the user permissions, tab settings, and object permissions as needed. Manage Profiles and
Permission Sets
2. Add a partner account.
a. Open the account record of the account that you want to enable as a partner.
b.
Click , and select Enable as Partner.
c. Open the contact record of the contact that you want to enable as a partner user.
d.
Click , and select Enable Partner User.

3. Add user details.

a. From Setup, in the Quick Find box, enter Users, and then select Users.
b. Provide the details of the user.

51
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Field Description
Email Email address that the welcome email with login credentials
is to be sent to.

Role Some community licenses, such as Customer Community Plus

and Partner Community, require a role to be assigned to
external users.

User License Select Partner Community.

Profile Enter the name of the cloned user profile.

c. To activate the user, select Active.

d. Select Generate new password and notify user immediately.
e. Save your changes.

4. Add permissions.
a. In Setup, on the User page of the new user, go to Permission Set License Assignments, and click Edit Assignments.
b. For the required permission set licenses, select Enabled, and save your changes.
c. In Permission Set Assignments, click Edit Assignments.
d. Move the required permission sets to the Selected list, and save your changes.

5. Create an Experience Cloud site and assign the partner user profile as a member.
See Create an Experience Cloud Site with the Manufacturing Template on page 54.

6. Create a sharing set to control record access for objects that are related with an account or contact that matches the user’s account
or contact.
For example, to help partners work on the cases assigned to them, you can set up the access as User = Account, Target Case =
Related Account, and Access Level = Read/Write. See Object and Record Sharing with External Users for Manufacturing

When the partner user logs in to the Experience Cloud site, they can see the objects and records that you provided them access to.

52
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Create a Customer User Profile for Manufacturing

A manufacturer can create a customer portal by using Experience Cloud to help customers track
EDITIONS
the activities related to their assets, warranties, and so on. Create a user profile so that customers
can log in to your portal and access information, resolve problems through self-service features, Available in: Enterprise,
manage account and contact participants, and track the major milestones in the lifecycle of their Unlimited, and Developer
assets. Editions
Make sure you have the Customer Community Plus license for Experience Cloud added to your org.
See Customer Portal User Licenses. USER PERMISSIONS
1. Create a user profile.
To create user profiles:
a. From Setup, in the Quick Find box, enter Profiles, and then select User Profiles. • Manage External Users
b. Clone the Customer Community Plus User profile. AND
c. Enter a name and save the user profile. Manage Profiles and
Permission Sets
d. Review the user permissions, tab settings, and object permissions. Edit access as required.

2. Create a customer.
a. Open the contact record of the contact that you want to enable as a customer user.
b.
Click , and select Enable Customer User.

3. Create a user.
a. From Setup, in the Quick Find box, enter Users, and select Users.
b. Click New User.
c. Provide the details of the user.

Field Description
Email Email address that the welcome email with the login
credentials is to be sent to.

Role Some community licenses, such as Customer Community Plus

and Partner Community, require roles associated with an
external user record.

User License Select Customer Community Plus.

Profile Name of the cloned user profile.

d. To activate the user, select Active.

e. Select Generate new password and notify user immediately.
f. Save your changes.

4. Assign permission set licenses and permission sets to the user.

a. In Setup, on the User page of the new user, go to Permission Set License Assignments, and click Edit Assignments.
b. For the required permission set licenses, select Enabled, and save your changes.

53
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

c. To assign permission sets, go to Permission Set Assignments, click Edit Assignments.

d. Move the desired permission sets to the Selected list, and save your changes.

5. Create an Experience Cloud site and assign the partner user profile as a member.
See Create an Experience Cloud Site with the Manufacturing Template on page 54.

6. Create a sharing set to control record access for the objects that are related with an account or contact that matches the user’s
account or contact.
For example, to help partners work on the cases assigned to them, set up the access as User = Account, Target Case = Related
Account, and Access Level = Read/Write. See Object and Record Sharing with External Users for Manufacturing

The Contact that you enabled as a customer gets a welcome email with a link to the portal and their username. When the customer
user logs in to the Experience Cloud site that you created, they can see the objects and records that you provided them access to.

Create an Experience Cloud Site for Manufacturing

Create an Experience Cloud site to connect with and collaborate with your partners and customers.
EDITIONS
To quickly build a site, use the predefined Manufacturing template that includes the Manufacturing
objects and features. You can also create a site from scratch or by using another template and Available in: Enterprise,
adding the Manufacturing objects to the site. Unlimited, and Developer
To set up a site, enable Experience Cloud in your org and clone the Partner User or Customer Editions
Community Plus user profile. See Create an Experience Cloud Site.
1. From Setup, in the Quick Find box, enter Sites, and then select All Sites under Digital USER PERMISSIONS
Experiences.
To create an Experience
2. Click New. Cloud site:
3. Select the Manufacturing template, and click Get Started. • Create and Set Up
Experiences
4. Enter a name for the site, the domain name, and click Create.
5. To customize and design the workspace for partners, click Builder.
6. To finalize your changes, click Publish.
7. Click Administration, and go to the Members tab.
8. Select the user profile that can access the site.
9. Select the permission sets that can access the site.
10. Save your changes.
11. On the Settings tab, click Activate.
When the site is Active and welcome emails are enabled, users who have the profiles or the permission sets that you added receive
a welcome email.

Customize your Experience Cloud site. See Recommended Customizations for Experience Cloud Sites for Manufacturing.

SEE ALSO:
Set Up and Configure Your Org for Experience Cloud Sites

54
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Recommended Customizations for Experience Cloud Sites for Manufacturing

Customize your Experience Cloud site for Manufacturing to collaborate with partner users on sales
EDITIONS
agreements, forecasts, assets, warranties, and so on. You can also customize the site to help customer
users track the details on their fleets, cases, work orders, and so on. Available in: Enterprise,
To learn how to style your site, create and customize pages, add branding, and create role-based Unlimited, and Developer
experiences, see Customize Sites with Experience Builder. Editions

Here are the recommended customizations for Experience Cloud sites for Manufacturing for some
example use cases.

Use Case Recommended Customizations

Collaborate on run-rate business and sales If you use the Manufacturing template to create your site, partner users can view a
agreements with partners list of sales agreements on the Sales Agreements tab on the site.
If you don’t use the Manufacturing template, you can add a menu item for the Sales
Agreement object.

Show partners advanced account forecasts on If you use the Manufacturing template to create your site, partner users can view
sales, demand, manufacturing programs, service forecasts on the Advanced Account Forecasts tab on the site.
part inventory, and so on
If you don’t use the Manufacturing template, you can add a menu item for the
Advanced Account Forecast Set Use or Advanced Account Forecast Set Partner
objects. You can also add a menu item for the Manufacturing Program object.

Show partners information on rebate programs If you use the Manufacturing template to create your site, partner users can view
and ship and debit programs, and capture rebate rebate programs, proofs of sale, and payout details on the My Programs, My
and ship and debit claims Documents, and My Payouts tabs on the site.
If you don’t use the Manufacturing template, you can add a menu item for the Rebate
Program Member, Received Document, and Rebate Program Member Payout objects.
You can also add menu items for the Rebate Program, Rebate Partner Special Pricing
Term, Rebate Partner Special Pricing Term Benefit, Rebate Claim, Rebate Claim
Adjustment, Rebate Program Member Payout, Received Document, and Transaction
Journal objects.

Show partners and customers information about To show asset information on the site, add a menu item for the Asset object. Partner
the assets they own users can view related lists for asset warranties, cases, work orders, claim items, asset
account participants, and asset contact participants on the Related tab on an Asset
record page.
Add the Timeline component to the Asset record page to show a chronological,
interactive list of work orders, claim items, or other records related to an asset.
Add the ARC Graph component to the Asset record page to show a visual
representation of the relationships between the asset warranties, cases, claim items,
and other records related to an asset.

Show distributors and partners warranty terms To show warranty term, warranty term coverage, code set, and code set relationship
and service standards information on the site, add menu items for the Warranty Term, Warranty Term
Coverage, Code Set, and Codeset Relationship objects.

55
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Use Case Recommended Customizations

Partner users can view related lists for product warranty terms, asset warranties, and
warranty term coverages on the Related tab on a Warranty Term page. They can also
view related lists for claim coverage payment details on the Related tab on a Claim
Coverage page.
You can also add Record Information tabs or Record Related List components to the
record page.

Capture warranty claims from distributors and To capture claim and claim coverage information on the site, add menu items for
partners the Claim and Claim Coverage objects.
Partner users can view related lists for claim items, claim coverages, and claim
participants on the Related tab on a Claim record page. They can also view related
lists for claim coverage payment details on the Related tab of a Claim Coverage page.
You can also add Record Information tabs or Record Related List components to the
record page.

Help suppliers review and adjudicate supplier To capture supplier recovery claim and claim coverage information on the site, add
recovery claims to reimburse manufacturers for menu items for the Claim and Claim Coverage objects.
defective parts
Partner users can view related lists for claim items, claim coverages, and claim
participants on the Related tab on a Claim record page. They can also view related
lists for claim coverage payment details on the Related tab of a Claim Coverage page.
You can also add Record Information tabs or Record Related List components to the
record page.

Help partners search for products and parts Add the Criteria-Based Search and Filter component to a site page. In the component
across inventory locations properties, select an inventory search configuration.

Show partners and customers information about To show work order information on the site, add menu items for the Work Order
work orders for service operations and object.
maintenance tasks
You can also add Record Information tabs or Record Related List components to the
record page.

Show partners and customers information about To show fleet, fleet asset, and fleet participant information on the site, add menu
the fleets of assets owned by partners items for the Fleet object.
Partner and customer users can view the fleet asset and fleet participant information
on the Related tab on a Fleet record page.
You can also add Record Information tabs or Record Related List components to the
record page.

56
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

Object and Record Sharing with External Users in Manufacturing Cloud

Ensure that the external users who use the Experience Cloud site get the right access to the relevant
EDITIONS
records and that they can view only the information that you want to share with them. You can
control sharing access at the level of objects, fields, and records. Available in: Enterprise,
Review these resources to set up different levels of sharing for your external users. Unlimited, and Developer
Editions
• To set up object-level access, see Edit Object Permissions in Profiles.
• To set up field-level access, see Field Permissions in Permission Sets and Profiles.
• To share accounts and related contacts, opportunities, and cases with groups of users, see Share Accounts.
• To set up sharing settings for an external user’s access to objects, see Manage Sharing Settings.
• To set up role-based sharing of records with external users, see Grant Access to Records with Manual Sharing in Lightning Experience.
• To set up owner-based sharing of records with external users, see Create Owner-Based Sharing Rules.
• To set up criteria-based sharing of records with external users, see Create Criteria-Based Sharing Rules.
• To create a sharing set for a user profile, see Create a Sharing Set.

Create Partner Users and Build a Distributor Portal

Provide users the required access to Manufacturing objects and records, and create a responsive
EDITIONS
Experience Cloud site for partner users.
In this example, Lakoff Builders creates a partner user, Johny Haidt for Kohlberg Distributions, and Available in: Enterprise,
gives him the required level of access to manage business from an Experience Cloud site for Unlimited, and Developer
Manufacturing. Editions

Lakoff Builders uses the Partner Community user license for partners, distributors, and suppliers.
They use the Customer Community Plus user license for customers. The admin sets up roles in the USER PERMISSIONS
org. They create a role for distributors and also assign themselves a role that’s higher in the hierarchy
because that’s a prerequisite for creating partner users. To create a Digital
Experience site and create
Johny Haidt requires the permissions to: users:
• Create, edit, and transfer leads • Manage External Users

• Create topics for Knowledge AND

• View a list of sales agreements on the home page of the site Manage Profiles and
Permission Sets
• Create and edit claims and sales agreements
AND
• Submit proof-of-sale documents and create rebate claims
Create and Set Up
• View transaction journals and forecasts for the partner account Experiences
• View claims and their key details
1. Clone the Partner Community user profile.
a. From Setup, in the Quick Find box, enter Profiles, and then select User Profiles.
b. Click Clone for Partner Community.
c. Enter a name for the profile.
Enter a name such as Distributor Portal User.
.
d. Save your changes.

2. Edit the user permissions.

57
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

a. On the Distributor Portal User profile page, in the System section, click System Permissions, and then click Edit.
b. Select Convert Leads, Create Topics, Manage Leads, and Transfer Leads.
c. Save your changes.

3. Edit the object permissions.

a. On the Distributor Portal User profile page, in the Apps section, click Object Settings.
b. Provide the object permissions.
c. Save your changes.

4. Create a partner and a partner user.

a. From the App Launcher, find and select Accounts.
b. Open the Kohlberg Distributions account record.
c. Click , and click Enable As Partner. Then, click Enable As Partner.
d. Go to the Related tab of the account, and open Johny Haidt contact record from the Contact related list.
e. Click , and select Enable Partner User.
You’re redirected to the New User page in Setup.

f. Specify these details, and then save your changes.

g. In Role, select the role associated with partner users.
h. Select Partner Community as the user license.
i. Select Distributor Portal User as the user profile, and then save your changes.

5. Assign permission set licenses to the partner user.

a. On the User page, click Permission Set License Assignments.
b. Click Edit Assignments.
c. Select Enabled for these and other required permission set licenses, and then save your changes.
• Action Plans
• Actionable Relationship Center
• Fleet Management for Experience Cloud
• Manufacturing Advanced Account Forecast For Community Psl
• Manufacturing Sales Agreements For Community Psl
• OmniStudio Runtime for Communities
• Partner Visit Management for Experience Cloud
• Rebate Management for Experience Cloud
• Ship and Debit Process Management for Experience Cloud Users
• Warranty Management for Experience Cloud

6. Assign permission sets to the partner user.

a. On the User page, click Permission Set Assignments.
b. Click Edit Assignments.
c. Move these and other required permission sets to the Selected list, and then save your changes.

58
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

• Action Plans
• ARC Access
• Manufacturing Advanced Account Forecast For Community
• Manufacturing Sales Agreements For Community
• OmniStudio Runtime for Communities
• Partner Visit Management for Experience Cloud Psl
• Rebate Management for Experience Cloud Users
• Ship and Debit Process Management for Experience Cloud Users
• Warranty Management for Experience Cloud

7. Edit the sharing settings and sharing rules for objects.

a. From Setup, in the Quick Find box, enter Sharing, and then select Sharing Settings.
b. On the Organization-Wide Defaults list view, click Edit.
c. For Asset, select Controlled By Parent as the default external access.
All Asset records have an Account lookup relationship. Partner users for Kohlberg Distributions can manage the assets that are
associated with the Kohlberg Distributions account record.

d. For Product, select Public Read/Write as the default external access.

e. Save your changes.
f. For other objects, create criteria-based or record owner-based sharing rules.
For example, create a criteria-based sharing rule for Leads so that all the records filtered by the Zip or Postal Code are shared
with a specific distributor. See Sharing Rules for details.

8. Create a partner site.

a. From Setup, in the Quick Find box, enter Sites, and then select All Sites under Digital Experiences.
b. Click New.
c. Select the Manufacturing template, and click Get Started.
d. Enter a name and the domain name for the site, and then click Create.

9. Customize the home page of the site to show partner users their sales agreements.
a. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
b. Click Builder next to the site that you created.
c. Click the Manufacturing Header component.
d. In Navigation Component, select Multilevel Navigation Menu.
e. Click , and drag the Record List component to the page.
f. To show the list of sales agreements for Kohlberg Distributions on the home page, on the Record List properties panel, select
Compact as the layout, Sales Agreements as the object name, and My Sales Agreements as the filter name.

10. Add a new page to the site to show all warranty claims created by partner users.
a. On the header of the Experience Cloud Builder for the site,, click the Theme Navigation Menu component.
b. On the Theme Navigation Menu properties panel, click Edit Default Navigation, and then click Add Menu Item.
c. Enter Claims as the name.

59
Manufacturing Cloud Set Up Experience Cloud Sites for Manufacturing

d. Select Salesforce Object as the type.

e. Select Claim as the object type.
f. In Default List View, select a list view that shows only the claims owned by the partner user.
Create a list view for the Claim object and filter it by owner, if needed.

g. Click Save Menu.

11. Add components to the new Claim page on the site to show partner users the key details of warranty claims.
a. Open a Claim record page in the Experience Cloud Builder.
b. Click , and drag these components to the required areas of the page.

Component Description
ARC Relationship Graph If you created an ARC graph to show the relationships of claim,
claim item, claim coverage, claim coverage payment detail, and
claim participants, then select the graph.

Timeline Select one or more Timeline configurations to show the events

and other records related to the Claim record.

Related List You can also show Claim Items, Claim Coverages, and Claim
Participants as related lists on the Claim record page.

12. To activate your Experience Cloud site, click Publish.

13. Add the user profile as a site member and activate the site.
a. Click Administration, and go to the Members tab.
b. Move the Distributor Portal User profile to the Selected list.
c. Save your changes.
d. On the Settings tab, click Activate.

14. Create a sharing set to determine object access in relation to an account.

a. From Setup, in the Quick Find box, enter Digital, and then select Settings under Digital Experiences.
b. In the Sharing Sets section, click New.
c. Enter a label for the sharing set.
d. From the Available list, move the Distributor Portal User profile to the Selected list.
e. Grant access to objects based on an account or contact lookup. Select the objects, and click Set Up to define the level of access.
f. Click Update.
g. Repeat the process for all the objects that you select.
See Create a Sharing Set.

h. Save your changes.

Johny can now log in to the site with the credentials that he receives in the welcome email. On the home page, he can see the list of
sales agreements, rebates, advanced account forecasts, leads, and opportunities. He can also see the navigation items and use them to
manage claims, rebates, and so on.

60
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Set Up Additional Features in Manufacturing Cloud

Manufacturing Cloud comes with features that help manufactures get greater visibility and control
EDITIONS
of their commercial operations, service experience, and partner engagements. Scale up your
processes and enhance your business operations by configuring features such as Actionable Available in: Enterprise,
Relationship Center, Events and Milestones, and Intelligent Document Reader. Some features are Unlimited, and Developer
configured in Setup, others in the app, and some require integration with external systems. Editions.

Action Launcher for Manufacturing Cloud

Action Launcher makes it easier for customer service representatives, account managers, and other users to find and execute actions
such as updating a case or renewing a contract. With Action Launcher, users can trigger flow actions, Omniscript actions, or quick
actions. In Manufacturing Cloud, Action Launcher can be used in the Service Console for Manufacturing, the Asset Service Console
for Manufacturing, and other Lightning pages.
Action Plans in Manufacturing Cloud
Action plans contain tasks for business processes, such as periodic asset maintenance, order delivery, and warranty claim processing.
Action plan templates are reusable lists of frequently performed tasks. Capture repeatable tasks in templates, and use templates to
easily create action plans. Improve collaboration and productivity and make the most out of your client engagements by using action
plans.
Actionable Relationship Center for Manufacturing Cloud
Explore the relationships between people, businesses, assets, and so on, by using Actionable Relationship Center (ARC). Design ARC
relationship graphs to get a comprehensive view of related records on an intuitive, visual map. Create graphs to view the different
objects with related information, such as sales agreements, orders, and opportunities that are associated with an account. Customize
card names, display fields, and object and record actions so your users can easily navigate and interact with records during customer
engagements.
Actionable Segmentation for Manufacturing Cloud
Meet business goals by curating prioritized actionable lists that guide sales and service agents in customer engagements. Assist
sales agents in effectively connecting with prospects, leads, and existing customers who are interested in your products or services.
Help service agents engage with partners and customers on inventory transfers, asset maintenance, service upsell, and more.
Audit Trail for Manufacturing Cloud
Audit Trail lets customer service representatives inspect customer identity verification logs, detect potential cases of identity fraud,
and meet audit compliance standards. Audit Trail works with customer identity verification records, which are created when the
CSRs use the Verify Customer Identity flow to verify the customer’s identity.
Context Service for Manufacturing Cloud
Use Context Service to optimize the sharing and consumption of data between business applications and procedures. Context
Service acts as a layer between applications and procedures and helps you design procedures with more flexibility, eliminate
redundant input, and improve process performance. Context Service comprises context definitions, which is a complete set of the
information required to execute a particular process. Context definitions consist of a canonical data structure, mappings to data
sources, and context tags to enable consuming applications to retrieve and use data.
CSV Data Management for Manufacturing Cloud
Quickly import large datasets into Manufacturing Cloud from CSV files with minimal errors and manual data entry. Users can standardize
and normalize data from different source and formats into a standard structure. With a few clicks, users can insert, update, or upsert
large amounts of data into standard and custom objects, and validate the data.
Events and Milestones for Manufacturing Cloud
Get visibility into the key moments in the lifecycle of contacts, accounts, and assets by using the Events and Milestones component.
Capture key information about each event or milestone, identify upcoming engagements, initiate timely actions, and plan business
processes.

61
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Salesforce Feedback Management for Manufacturing Cloud

With Salesforce Feedback Management, you can create engaging, easy-to-use surveys with a simple editor to collect feedback and
information from your customers.
Identity Verification for Manufacturing Cloud
Use Identity Verification to verify the identity of a customer or their authorized representative. This helps manufacturers in protecting
a customer’s personally identifiable information (PII) when processing requests, preventing its unauthorized use, and complying
with data regulations. A customer service representative can verify a caller’s identity by asking them preset questions and locating
their profile in the customer database. You can choose which details a person must provide to prove their identity, such as a social
security number, birth date, email, or phone number.
Intelligent Document Reader for Manufacturing Cloud
Automatically extract data from documents to create, update, or verify records by using Intelligent Document Reader. Intelligent
Document Reader uses Amazon Textract for optical character recognition. Upload documents in the JPG, JPEG, PNG, or PDF format,
define the types of documents that you want to extract information from, and specify objects where extracted information is stored.
For example, create a document type for rebate claim invoices, upload a rebate claim invoice, and verify the extracted data against
the Transaction Journal records in your org. Or, create a document type for warranty claim invoices and map the extracted information
to Claim records.
Record Alerts for Manufacturing Cloud
Record Alerts help your customer service representatives and account managers stay on top of changes related to partners, customers,
assets, and other aspects of their business. Configure record alerts based on your business needs and help users act promptly on
the urgency of the record alerts, for example, alerts on case escalation, order delivery status, warranty expiration, and sales agreement
renewal.
Service Process Studio for Manufacturing
Use Service Process Studio to create a process for your customer service operations. Customer service representative (CSRs) can
launch a service process to work on customer service operations through their entire lifecycle, from request intake to fulfillment.
Timeline in Manufacturing Cloud
Timeline provides a comprehensive, chronological, and interactive view of customer-related activities in a single place. For example,
when a customer calls in about their warranty for one of your products, the customer service representative can create an engagement
interaction that gets included in the Timeline. That way, when other service reps help the customer, they can easily see what’s already
been discussed.

Action Launcher for Manufacturing Cloud

Action Launcher makes it easier for customer service representatives, account managers, and other
EDITIONS
users to find and execute actions such as updating a case or renewing a contract. With Action
Launcher, users can trigger flow actions, Omniscript actions, or quick actions. In Manufacturing
Cloud, Action Launcher can be used in the Service Console for Manufacturing, the Asset Service Available in: Lightning
Experience
Console for Manufacturing, and other Lightning pages.
Available in: Enterprise,
An action launcher deployment is a set of configurations for Action Launcher components. In a
Unlimited, and Developer
deployment, Salesforce admins can configure the objects where the deployment is supported, the
Editions
actions that the users can launch, and the actions that are always shown on the component. Admins
can add the Action Launcher to any Lightning Page and select a deployment. Admins can also
configure an action launcher component to show service processes created in the Service Process
Studio.
Here are a few examples of actions in an action launcher deployment.

62
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Action Description Type of Action Record Page

Update an address Flow Action Contact

Create a work order Omniscript Action Asset

Create a new case Quick Action Account

For detailed setup and configuration steps, see Action Launcher.

Action Plans in Manufacturing Cloud

Action plans contain tasks for business processes, such as periodic asset maintenance, order delivery,
EDITIONS
and warranty claim processing. Action plan templates are reusable lists of frequently performed
tasks. Capture repeatable tasks in templates, and use templates to easily create action plans. Improve
collaboration and productivity and make the most out of your client engagements by using action Available in: Lightning
Experience
plans.
Available in: Enterprise,
Every action plan template has a target object, which represents the business context or the purpose
Unlimited, and Developer
of the template. Every action plan has a target record that contains the necessary details for that
Editions
context. The target record of an action plan stores a record in the target object of the action plan
template. For example, if an action plan template is designed for case management (where Case
is the target object), you must select a specific case record as the target record for your action plan.
Each task has a priority and a number of days in which it must be completed. Each task can be assigned to a user, a queue, or the action
plan creator. When you create an action plan from a template, the task's priority, duration, assignment, and other details are carried over
from the template to the action plan.
Here are some examples of using Action Plans for some target objects.

Target Object purpose Tasks

Account An action plan for tasks to be performed by • Update registration details
account managers to onboard new
• Verify shipping address
distributors

Asset Milestone An action plan for tasks to be performed by • Send a reminder email to the customer
service agents when an asset's milestone is about periodic checkup
of type 5-Year-Service
• Renew the asset’s warranty

Case An action plan for tasks to be performed by • Send a survey to customers to gather
customer service representatives after a case feedback on their experience
is closed
• Create a knowledge article to share
information with other customer service
representatives

Lead An action plan for tasks to be performed by • Schedule regular follow-up calls
an account executive when a lead is created
• Share targeted ads with leads to
improve customer conversion

63
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

For detailed setup and configuration steps, see Action Plans.

Actionable Relationship Center for Manufacturing Cloud

Explore the relationships between people, businesses, assets, and so on, by using Actionable Relationship Center (ARC). Design ARC
relationship graphs to get a comprehensive view of related records on an intuitive, visual map. Create graphs to view the different objects
with related information, such as sales agreements, orders, and opportunities that are associated with an account. Customize card names,
display fields, and object and record actions so your users can easily navigate and interact with records during customer engagements.
Quickly create ARC relationship graphs using the templates that come with the Actionable Relationship Center Templates for Manufacturing
prebuilt app. The prebuilt app includes four templates that help you visualize key relationships in your commercial and service operations.
See Visualize Commercial and Service Relationships.

Configure Actionable Relationship Center Graphs for Manufacturing Cloud

Create Actionable Relationship Center (ARC) relationship graphs to visualize records related to an object on an interactive component.
Build relationship graphs in Setup by forming relationships between parent and child objects, peer objects, and related objects for
the parent object. Then, add ARC components to Lightning record pages and Experience Cloud site pages.

Configure Actionable Relationship Center Graphs for Manufacturing Cloud

Create Actionable Relationship Center (ARC) relationship graphs to visualize records related to an
EDITIONS
object on an interactive component. Build relationship graphs in Setup by forming relationships
between parent and child objects, peer objects, and related objects for the parent object. Then, Available in: Enterprise,
add ARC components to Lightning record pages and Experience Cloud site pages. Unlimited, and Developer
1. Create a relationship graphic. See Create a Relationship Graph in ARC. Editions

2. Add peer objects to a relationship graph. See Add Peer Objects to an ARC Relationship Graph.
3. Show child records on a relationship graph. See Configure Show Child Records on an ARC USER PERMISSIONS
Relationship Graph. To configure Actionable
4. Consolidate duplicate records across objects. See Consolidate Duplicate Records in an ARC Relationship Center:
Graph . • Access Actionable
Relationship Center
5. Add ARC components to record pages. See Customize Record Pages using ARC Components.
To add the ARC Relationship
6. Add ARC components to Experience Cloud site pages. See Customize Experience Cloud Graph component to a
Templates Using ARC Components . record page:
• Access Actionable
Relationship Center
AND
Customize Application

64
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Actionable Segmentation for Manufacturing Cloud

Meet business goals by curating prioritized actionable lists that guide sales and service agents in
EDITIONS
customer engagements. Assist sales agents in effectively connecting with prospects, leads, and
existing customers who are interested in your products or services. Help service agents engage Available in: Lightning
with partners and customers on inventory transfers, asset maintenance, service upsell, and more. Experience
In Manufacturing Cloud, you can create actionable list definitions on the Lead, Account, Asset,
Available in: Enterprise,
Contact, and Opportunity objects.
Unlimited, and Developer
You can create actionable lists for these use cases. Editions
• Generate a list of products with faulty parts eligible for recall and assign the list to service agents
who can prioritize product recall communication.
• Generate a list of customers who haven’t purchased any warranty and assign the list to service agents who can upsell warranties
and other service entitlements to customers.
• Generate a list of contacts whose sales agreement renewals are pending and assign the list to account managers for follow up.
Here’s more information about Actionable Segmentation components available with Manufacturing Cloud.

Components What it helps you do Learn more

Actionable List Members Determine which prospective and existing customers View Actionable List Members
to contact first.

Outreach List View a prioritized and consolidated list of prospects, Open Outreach List and View Prospects
including existing customers, who you can contact.

Actionable List Get meaningful guidance on prospect outreach and Engage with Prospects
Engagement promotion of products and services.

Audit Trail for Manufacturing Cloud

Audit Trail lets customer service representatives inspect customer identity verification logs, detect
EDITIONS
potential cases of identity fraud, and meet audit compliance standards. Audit Trail works with
customer identity verification records, which are created when the CSRs use the Verify Customer Available in: Enterprise,
Identity flow to verify the customer’s identity. Unlimited, and Developer
For detailed set up and configuration steps, see Audit Trail in the Industries Common Features Editions.
Guide.

Context Service for Manufacturing Cloud

Use Context Service to optimize the sharing and consumption of data between business applications
EDITIONS
and procedures. Context Service acts as a layer between applications and procedures and helps
you design procedures with more flexibility, eliminate redundant input, and improve process Available in: Enterprise,
performance. Context Service comprises context definitions, which is a complete set of the Unlimited, and Developer
information required to execute a particular process. Context definitions consist of a canonical data Editions
structure, mappings to data sources, and context tags to enable consuming applications to retrieve
and use data.
For instructions on how to configure Context Service, see Context Service.

65
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Warranty teams build warranty claim adjudication processes. To run a warranty claim adjudication process, process automation tools
such as the Business Rules Engine fetch warranty claim data from various sources, often multiple times. Context Service serves as a layer
between the data sources and the tools that enable the easy retrieval and utilization of claims data. The predefined Claim Details context
definition has a data structure for claims data, mappings to data sources, and context tags to enable the consuming tools to use the
claims data. To learn how to use the predefined Claim Details context definition to build a warranty claim adjudication process, see
Context Definition for Warranty Claim Adjudication Processes.
Sales team can use a process that uses the predefined SalesAgreementQuotesConversion context definition to easily convert sales
agreements to quotes and quotes to sales agreements. See Configure Quote and Sales Agreement Conversion on page 229.

CSV Data Management for Manufacturing Cloud

Quickly import large datasets into Manufacturing Cloud from CSV files with minimal errors and
EDITIONS
manual data entry. Users can standardize and normalize data from different source and formats
into a standard structure. With a few clicks, users can insert, update, or upsert large amounts of data Available in: Enterprise,
into standard and custom objects, and validate the data. Unlimited, and Developer
To import the data from CSV files, from App Launcher, open the CSV File Import app, and click Editions
Import. Select the target object, and easily map the object’s fields with the CSV column headers.
After the import process is completed, you can check the import logs.
Manufacturers can use this tool to upload product, asset, sales agreement, customer, case, and other detail from external system into
Manufacturing Cloud. Suppliers who use Program Based Business can easily import program and variant forecast data from manufacturers
and external research sources to derive component forecasts.
See CSV Data Management for Industries.

Events and Milestones for Manufacturing Cloud

Get visibility into the key moments in the lifecycle of contacts, accounts, and assets by using the
EDITIONS
Events and Milestones component. Capture key information about each event or milestone, identify
upcoming engagements, initiate timely actions, and plan business processes. Available in: Enterprise,
Use the Events and Milestones component to get a comprehensive view of these events and Unlimited, and Developer
milestones. Editions

WHAT CAN YOU VIEW? WHERE CAN YOU VIEW? EXAMPLES

Person Life Events Contact and Person Account • Birth
records
• Graduation
• Relocation
• Retirement

Business Milestones Business Account records • Merger & Acquisition

• Executive Change
• New Product Launch
• Market Listing

Asset Milestones Asset records • Delivered

• Extended Warranty

66
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

WHAT CAN YOU VIEW? WHERE CAN YOU VIEW? EXAMPLES

• 3 Month Service
• Critical Recall

Create or Update Event and Milestone Types in Manufacturing Cloud

Create asset milestones, business milestones, and person life events if the default types don’t meet your business needs. Deactivate
and activate the values as needed.
Customize Icons for Asset Milestones in Manufacturing Cloud
Choose icons for the life event types, business milestone types, or asset milestone types that you create, or replace the default icons
with your own icons. For example, if you create an asset milestone type for Critical Repair, use the icon of a wrench to denote the
milestone.
Add the Events and Milestones Component to Asset, Account, and Contact Record Pages
To display asset milestones, life events, or business milestones on the Asset, Contact, or Account record page, add the Events and
Milestones component to the page. Configure the visibility of the component and hide the event and milestone types that you don’t
want users to see. When you hide an event or milestone type, it doesn’t appear on the component until you add an event or milestone
of that type.

Create or Update Event and Milestone Types in Manufacturing Cloud

Create asset milestones, business milestones, and person life events if the default types don’t meet
EDITIONS
your business needs. Deactivate and activate the values as needed.
1. From the object management settings for the Person Life Event, Business Milestone, or Asset Available in: Enterprise,
Milestone object, go to Fields & Relationships. Unlimited, and Developer
Editions
2. Click Event Type or Milestone Type.
3. Under Event Type Picklist Values or Milestone Type Picklist Values, click New, and then add the
new milestone types. USER PERMISSIONS
4. To make a picklist value the default option for selection, select Default. To customize Person Life
Events, Business Milestones,
5. Under Event Type Picklist Values or Milestone Type Picklist Values, click Deactivate next to the
and Asset Milestones:
value that you want to deactivate.
• Customize Application
6. To activate an event type or milestone type, under Inactive Values, click Activate next to the
value.
7. Save your changes.
If your instance uses Translation Workbench, notify your translators when you add or update picklist values so that the new picklist
values are translated.

67
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Customize Icons for Asset Milestones in Manufacturing Cloud

Choose icons for the life event types, business milestone types, or asset milestone types that you
EDITIONS
create, or replace the default icons with your own icons. For example, if you create an asset milestone
type for Critical Repair, use the icon of a wrench to denote the milestone. Available in: Enterprise,
1. From Setup, in the Quick Find box, enter Events and Milestones, and then select Unlimited, and Developer
Events and Milestones. Editions

2. Select the object name from these options: Life Events, Business Milestones, and Asset Milestones.
You can select more than one name. USER PERMISSIONS

3. Click Change Icon next to the milestone or event type that you want to change the icon for. To customize Person Life
Events, Business Milestones,
4. Click Upload Files, and select the SVG file for the icon. and Asset Milestones:
5. Save your changes. • Customize Application

Add the Events and Milestones Component to Asset, Account, and Contact Record Pages
To display asset milestones, life events, or business milestones on the Asset, Contact, or Account
EDITIONS
record page, add the Events and Milestones component to the page. Configure the visibility of the
component and hide the event and milestone types that you don’t want users to see. When you Available in: Enterprise,
hide an event or milestone type, it doesn’t appear on the component until you add an event or Unlimited, and Developer
milestone of that type. Editions
1. On an Account, Contact, or Asset record page, from Setup, select Edit Page.
2. Drag the Events and Milestones component to a section on the page. USER PERMISSIONS
3. Select the Events and Milestones component. To customize Person Life
4. In the Properties pane, depending on the record page that you are on—person account, Events, Business Milestones,
business account, contact, or asset, under Hide Event Types or Hide Milestone Types, click and Asset Milestones:
Select. • Customize Application

5. Select the event types or milestone types that you want to hide, and then click OK.
When you hide an event or milestone type, the type doesn’t appear on the component until you add an event or milestone of that
type.

6. Save your changes, and then activate the page layout.

7. Assign the component as org default, and then click Next.
8. Review the assignments, and then save your changes.

Salesforce Feedback Management for Manufacturing Cloud

With Salesforce Feedback Management, you can create engaging, easy-to-use surveys with a simple
EDITIONS
editor to collect feedback and information from your customers.
To know how to use surveys, see Salesforce Feedback Management. Available in: Enterprise,
Unlimited, and Developer
Editions.

68
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Identity Verification for Manufacturing Cloud

Use Identity Verification to verify the identity of a customer or their authorized representative. This
EDITIONS
helps manufacturers in protecting a customer’s personally identifiable information (PII) when
processing requests, preventing its unauthorized use, and complying with data regulations. A Available in: Professional,
customer service representative can verify a caller’s identity by asking them preset questions and Enterprise, and Unlimited
locating their profile in the customer database. You can choose which details a person must provide Editions
to prove their identity, such as a social security number, birth date, email, or phone number.
The identity verification process relies on identity verification objects and flows, which can be
customized as per your business needs.
You can customize a preconfigured flow or create a flow to be used with the console and other standard apps. You can use or customize
these preconfigured Identity Verification flows:
• Verify Caller Identity: If you have the Service Console for Manufacturing permission set license, and you enable Service Console for
Manufacturing, this predefined flow is automatically available in your org.
• Verify Customer Identity: If you have the Industries Service Excellence permission set license, and you enable Service Console for
Manufacturing, this predefined flow is automatically available in your org.
When you enable Service Console for Manufacturing in your org, some Identity Verification records are automatically created in the org.
These records store metadata about which objects and fields are used in the Identity Verification flow.
• Identity Verification Process Definition: Sample Verification Flow for Manufacturing Service
• Identity Verification Process Details: ContactSearch
• Identity Verification Process Field: PhoneSearch, EmailSearch, ContactNameResult, AccountNameResult, ContactName, AccountName,
Phone, and Email.
For detailed setup and configuration steps, see Identity Verification in the Common Features Guide.

SEE ALSO:
Salesforce Call Center

Intelligent Document Reader for Manufacturing Cloud

Automatically extract data from documents to create, update, or verify records by using Intelligent
EDITIONS
Document Reader. Intelligent Document Reader uses Amazon Textract for optical character
recognition. Upload documents in the JPG, JPEG, PNG, or PDF format, define the types of documents Available in: Enterprise,
that you want to extract information from, and specify objects where extracted information is stored. Unlimited, and Developer
For example, create a document type for rebate claim invoices, upload a rebate claim invoice, and Editions
verify the extracted data against the Transaction Journal records in your org. Or, create a document
type for warranty claim invoices and map the extracted information to Claim records.
For instructions on how to configure Intelligent Document Reader, see Intelligent Document Reader.

69
Manufacturing Cloud Set Up Additional Features in Manufacturing Cloud

Record Alerts for Manufacturing Cloud

Record Alerts help your customer service representatives and account managers stay on top of
EDITIONS
changes related to partners, customers, assets, and other aspects of their business. Configure record
alerts based on your business needs and help users act promptly on the urgency of the record
alerts, for example, alerts on case escalation, order delivery status, warranty expiration, and sales Available in: Lightning
Experience
agreement renewal.
Available in: Enterprise,
Your users can receive actionable, timely alerts on records in standard objects, custom objects,
Unlimited, and Developer
external objects, and data model objects in Data Cloud. You can create record alerts manually, but
Editions
it’s more likely that you create record alerts via integration with external systems. Set up notifications
for records based on their severity levels to help users prioritize urgent records.
You can use record alerts in the Service Console for Manufacturing and Asset Service Console for
Manufacturing. You can configure record alerts in any other page that is used by your customer service reps, account managers, or other
team members.
Here are some examples of record alerts you can configure in Manufacturing Cloud.

Subject Parent Record Record Alert What Record Severity

Category
Annual checkup of the N/A (the data comes Maintenance Harry Christopher Warning
asset is upcoming from Data Cloud) (Contact)

Total claimed amount CL-01210 (Claim) Warranties and Claims Compactor CH31 (Asset) Info
exceeds US$1,000

Non-compliance with the N/A (the data comes Product Health Alternative Fueled Error
regulatory standards and from external systems) Generator (Product)
norms

Manufactured the Alternative Fueled Asset Milestone Rayler Parts (Account) Info
Alternative Fueled Generator GH6
Generator GH6 asset Manufactured (Asset
Milestone)

New high priority case 03234242 (Case) Case James Butler (Contact) Info
submitted

For detailed setup and configuration steps, see Record Alerts.

Service Process Studio for Manufacturing

Use Service Process Studio to create a process for your customer service operations. Customer
EDITIONS
service representative (CSRs) can launch a service process to work on customer service operations
through their entire lifecycle, from request intake to fulfillment. Available in: Enterprise,
For detailed set up and configuration steps, see Service Process Studio in the Industries Common Unlimited, and Developer
Features Guide. Editions.

70
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Timeline in Manufacturing Cloud

Timeline provides a comprehensive, chronological, and interactive view of customer-related activities
EDITIONS
in a single place. For example, when a customer calls in about their warranty for one of your products,
the customer service representative can create an engagement interaction that gets included in Available in: Enterprise,
the Timeline. That way, when other service reps help the customer, they can easily see what’s Unlimited, and Developer
already been discussed. Editions.
Manufacturing Cloud includes a default Timeline configuration set up to work with contact records
and engagement interactions. In addition, the Timeline component is included in the Service
Console for Manufacturing. You can set up the Timeline component to work with other objects and add it to other pages in standard
navigation apps too. You can even add it to your partner portal.
For detailed set up and configuration steps, see Timeline.

Set Up Data Cloud for Manufacturing Cloud

Connect, harmonize, and analyze your asset, customer, sales, and service data at scale by setting
EDITIONS
up Data Cloud for Manufacturing Cloud. Easily start your implementation by installing the
Manufacturing data kit that comes with predefined data streams and calculated insights. Ingest
asset operations and back-office data from different sources into Data Cloud by using data model Available in: Lightning
Experience
objects. Harmonize, query, transform, and segment your data. Empower sales and service teams
to make data-driven decisions, optimize business operations, maximize asset operational Available in: Enterprise,
performance, and elevate customer satisfaction. Unlimited, and Developer
Editions
Important: Industry-specific features, managed, or unmanaged packages included in the
Services may only be used by customers with an active subscription to the relevant industry
services offering. Customer understands that the above limitation is contractual in nature
(i.e., this limitation is not enforced in the Services as a technical matter) and therefore agrees
to strictly review its Users' use of such subscriptions and enforce such limitation. SFDC may
review Customer's use of such subscriptions at any time through the Services.
The access to the Manufacturing data kit, predefined calculated insights, data streams, and
Manufacturing-specific data model objects in Data Cloud will be controlled contractually for
the following SKUs.
• Manufacturing Cloud - Enterprise Edition
• Manufacturing Cloud - Unlimited Edition
• Manufacturing Cloud - Performance Edition
• Manufacturing Cloud - Enterprise Edition (Restricted Use)
• Manufacturing Cloud - Unlimited Edition (Restricted Use)
• Manufacturing Cloud - Performance Edition (Restricted Use)
• Manufacturing Cloud - EE - EU OZ
• Manufacturing Cloud - UE - EU OZ

Understand the privacy and consent requirements before you set up Data Cloud in your org. See Ethics, Privacy, and Consent.

71
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Configure Settings Before Using Data Cloud for Manufacturing Cloud

Before you use the Manufacturing data kit and the Manufacturing Cloud data model objects, complete the basic setup required to
work in Data Cloud. You must set up Data Cloud, enable the required Manufacturing Cloud features, connect Data Cloud to your
Salesforce CRM org, and configure the security permissions.
Ingestion of External Manufacturing Data Into Data Cloud
To ingest asset, customer, and back-office data into Data Cloud, connect your external data sources to Data Cloud. For example, you
can bring in data from your telematics providers to proactively monitor equipment performance and analyze asset operator
performance. You can also bring in data from inventory management systems, supply chain management systems, and systems
that store sensor, machine, and production line operations data.
Manufacturing Cloud Data Model Objects
Data model objects (DMOs) store different types of data in Data Cloud. Get access to standard model objects as part of the SSOT
package that’s automatically installed in your org with Manufacturing Cloud and Data Cloud. You can use some DMOs only if you
use Manufacturing Cloud in your org, while you can use others to model customer, asset, sales, and service information for
manufacturing companies.
Manufacturing Cloud Telematics Data Model Objects
Manufacturing telematics data model objects help manufacturers model and store data on asset operations, operator behavior, and
types of faults and issues encountered during asset usage. The Salesforce Standard Data Model SSOT package contains telematics
data model objects that manufacturing companies can use if use Manufacturing Cloud and Data Cloud in their org.
Manufacturing Data Kit
Get your Data Cloud implementation up and running by installing the predefined Manufacturing data kit. A data kit packages Data
Cloud components, such as data streams and calculated insights, and helps you deploy the components in your org. The Manufacturing
data kit contains predefined calculated insights and data streams that help you manage asset, customer, and back-office data in
Data Cloud. Install the data kit in your org, deploy the data streams, and activate the calculated insights.
Data Cloud Visualization in Manufacturing Cloud
Drive data-driven decision-making by helping sales and service teams view visualizations on asset, customer, and back-office data
stored in Data Cloud. The predefined Data Cloud visualization flexcards surface and visualize data from calculated insights and data
model objects on record pages in the Manufacturing app. Get started quickly by adding the preset flexcards to Asset and Account
record pages. You can also configure and customize other visualization flexcards to show data from a data model object or calculated
insight of your choice. Extend the flexcards based on your implementation of Data Cloud and business needs.
Additional Data Cloud Features in Manufacturing Cloud
Use Data Cloud with Manufacturing Cloud to transform external data, build segments and insights, and visualize the key performance
metrics in your Salesforce CRM org. Sales and service teams can easily explore driver performance data, monitor asset health, and
act on real-time data from the Manufacturing app.

72
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Configure Settings Before Using Data Cloud for Manufacturing Cloud

Before you use the Manufacturing data kit and the Manufacturing Cloud data model objects,
EDITIONS
complete the basic setup required to work in Data Cloud. You must set up Data Cloud, enable the
required Manufacturing Cloud features, connect Data Cloud to your Salesforce CRM org, and
configure the security permissions. Available in: Lightning
Experience
1. Review and complete all the steps mentioned in the Salesforce Data Cloud documentation.
Available in: Enterprise,
a. Plan your Data Cloud Strategy. Unlimited, and Developer
b. Manage Data Cloud Users. Editions

c. Manage Access with Data Cloud Permission Sets.

d. Manage Data Spaces. USER PERMISSIONS
e. Set Up the Salesforce CRM Connector. To use Data Cloud for
Manufacturing Cloud:
2. Enable the features required to access the data kit and its components.
• Salesforce org:
a. Go to Data Cloud Setup. Manufacturing Cloud
If you don’t see this option, refresh your page, or log out and log back in with your admin AND
user credentials. Data Cloud org: Data
Cloud Admin
b. To enable Data Cloud, click Get Started.
Setup can take a few minutes.

c. Turn on Manufacturing Cloud features as required.

You must enable the features that allow access on all objects used for calculated insights and data streams. See Enable Features
for Manufacturing Cloud.

3. Connect Data Cloud to your Salesforce CRM org.

a. In Data Cloud, click Data Cloud Setup.
b. In the Quick Find box, enter Salesforce CRM, then click Salesforce CRM.
c. Click New.
d. To connect to the Salesforce org that has Data Cloud provisioned, click Connect.
e. After you connect your Salesforce org, review the connection details.
Your Salesforce org is now connected as a data source and data action target.

4. Verify the SSOT package version.

a. From Setup, in the Quick Find box, enter Installed Packages, then select Installed Packages.
b. Verify that the Salesforce Standard Data Model SSOT is version 1.40 or later.
If the version is earlier than 1.29, contact your Salesforce account representative.

5. Set up object and field permissions

a. Log in to the Salesforce org that contains the objects and fields that you want to ingest into Data Cloud.
b. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
c. Find and select Data Cloud Salesforce Connector Integration.
d. Click System Permissions.

73
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

e. Click Edit.
f. Find and select the required Manufacturing Cloud system permissions.
You must enable the system permissions that allow access on all objects used for calculated insights and data streams.

g. Save your changes.

h. Click Permission Set Overview.
i. Click Object Settings.
j. Click on the name of the object for which you want to give access.
k. Click Edit.
l. In Object Permissions, enable Read and View All permissions.
m. In Field Permissions, enable Read Access for each field.
n. Save your changes.
o. Complete these steps for all Manufacturing Cloud objects and objects that are used in the predefined data streams and calculated
insights.

Ingestion of External Manufacturing Data Into Data Cloud

To ingest asset, customer, and back-office data into Data Cloud, connect your external data sources
EDITIONS
to Data Cloud. For example, you can bring in data from your telematics providers to proactively
monitor equipment performance and analyze asset operator performance. You can also bring in
data from inventory management systems, supply chain management systems, and systems that Available in: Lightning
Experience
store sensor, machine, and production line operations data.
Available in: Enterprise,
Various prebuilt connectors bring in external data into data cloud. The type of the connector depends
Unlimited, and Developer
on the data source. Review the Data Cloud documentation and complete the steps to set up and
Editions
ingest data for transactions.
• Ingestion API
• Data Source Configuration in Data Cloud
• Connect and Ingest Data in Data Cloud
• MuleSoft Anypoint Connector for Salesforce Data Cloud
After you connect your external data source to Data Cloud, create connections to map the Manufacturing Data Lake Objects (DLOs) and
the Manufacturing Data Model Objects (DMOs). Before you map a data object to a data space, review Data Mapping to understand the
requirements and DMO relationships.

Manufacturing Cloud Data Model Objects

Data model objects (DMOs) store different types of data in Data Cloud. Get access to standard model
EDITIONS
objects as part of the SSOT package that’s automatically installed in your org with Manufacturing
Cloud and Data Cloud. You can use some DMOs only if you use Manufacturing Cloud in your org,
while you can use others to model customer, asset, sales, and service information for manufacturing Available in: Lightning
Experience
companies.
Available in: Enterprise,
After you import your asset and customer data into Data Cloud, map the data to the required DMOs
Unlimited, and Developer
before using the data for segmentation, activation, analytics, or any other operation. To get started
Editions

74
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

with data mapping, add a connected data source to Data Cloud. After you connect a source, Data Cloud accesses the source so that you
can create mapping sets between objects and fields within it and the Customer 360 Data Model.

Note: To see a list of all data model objects in the Customer 360 Data Model, see Standard Data Model Objects (DMOs).

Manufacturing Cloud Telematics Data Model Objects

Manufacturing telematics data model objects help manufacturers model and store data on asset
EDITIONS
operations, operator behavior, and types of faults and issues encountered during asset usage. The
Salesforce Standard Data Model SSOT package contains telematics data model objects that
manufacturing companies can use if use Manufacturing Cloud and Data Cloud in their org. Available in: Lightning
Experience
Create data streams to ingest the asset telematics data from external telematics service companies
Available in: Enterprise,
into Data Cloud. Data ingested by all data streams is written to data lake objects (DLOs). You can
Unlimited, and Developer
then map the data lake objects to the predefined data model objects to organize the unrefined
Editions
data. You don’t need to store this high-volume data in your CRM org. You can keep refreshing this
data in Data Cloud in near real-time, and create critical insights around operator performance and
asset health. The insights help you make data-driven decisions and create personalized and targeted
customer services.
You can use the telematics data model objects for these use cases.
• Analyze asset operator behavior by tracking metrics such as phone usage, smoking, and idling. To identify trends from this data, you
can create reports, segment, and calculated insights.
• Monitor asset performance and health metrics to maximize asset uptime and identify potential fault events. Keep an eye on key
metrics such as operator violations, critical events, and fault events, and trigger workflows to take immediate actions on violations
and events.
• Examine asset condition and output metrics to optimize asset maintenance schedules and maximize asset output. Track metrics
such as asset temperature, pressure, vibrations, usage, output power, and activation status.
• Track metrics on asset fleet and trip metrics to make data-driven decisions on asset operations.

Asset Operation Data Model Object

Use the Asset Operation telematics data model object in Data Cloud to store data related to the operation cycle of an asset. To bring
in the data related to assets such as generators, forklifts, or conveyor belts, use this object to represent the details of an operation
cycle of the asset.
Asset Operation Operator Behavior Data Model Object
To store data about an operator’s performance during a single run of an asset, use the Asset Operation Operator Behavior telematics
data model object in Data Cloud. To bring in data related to assets such as generators, forklifts, or conveyor belts, use this object to
represent the performance of the asset operator for each shift.
Asset Performance Summary Data Model Object
Use the Asset Performance telematics data model object in Data Cloud to store data about an asset’s performance over a period. To
bring in data related to assets such as generators, forklifts, or conveyor belts, use this object to represent the performance summary
of the asset.
Asset Telematics Event Data Model Object
Use the Asset Telematics Event telematics data model object in Data Cloud to store data about critical, non-critical, or actionable
events triggered by sensors in an asset. If you ingest telematics information about asset operator behavior, use this object. You can
apply transformations to the raw sensor data in Data Cloud and build actionable segments and insights that help you personalize
notifications, offers, and marketing journeys for the customer.

75
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Asset Telematics Event Fault Cd Mapping Data Model Object

Use the Asset Telematics Event Code Mapping telematics data model object in Data Cloud to store data about the relationship
between fault codesets and telematics events for an asset. You can ingest and store telematics events such as generator overheating,
sensor malfunctions, mechanical faults, or fuel leaks in Data Cloud. You can then use these events to analyze the fault and the
resolution, and to build diagnostic insights. Each event must be related to an existing fault codeset in the system that uniquely
identifies the type of issue frequently encountered for assets.
Operator Performance Summary Data Model Object
Use the Operator Performance Summary telematics data model object in Data Cloud to store data about an operator’s performance
over a period. To bring in data related to assets such as generators, forklifts, or conveyor belts, use this object to represent the
operator’s performance summary.
Telematics Provider Data Model Object
Use the Telematics Provider data model object to store data about the telematics services company that generates and communicates
asset sensor data to Salesforce.

Asset Operation Data Model Object

Use the Asset Operation telematics data model object in Data Cloud to store data related to the
EDITIONS
operation cycle of an asset. To bring in the data related to assets such as generators, forklifts, or
conveyor belts, use this object to represent the details of an operation cycle of the asset.
Available in: Lightning
Experience
Fields in the Data Model Object
Available in: Enterprise,
Unlimited, and Developer
Field Description Editions
Asset Operation Id The ID of an asset operation.

Telematics Provider The ID of a telematics provider.

Asset Unique Identifier The unique identifier of an asset, such as the

serial number or the vehicle identification
number.

Shift Id The ID of the shift that's related to an asset

operation.

Shift Start Time The start date and time of a shift for an asset
operation cycle.

Shift End Time The end date and time of a shift for an asset
operation cycle.

Run Duration The run duration of an asset operation.

Run Duration Unit of Measure The unit of measure for the duration of the asset
operation.

Idle Duration The duration that the asset operation is idle for.

Idle Duration Unit of Measure The unit of measure for the idle duration of the
asset operation.

76
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Field Description
Internal Organization Internal business unit related to the asset that data is generated
for.

Operator Id ID of the operator related to the asset that data is generated for.

Pause Duration The duration that the asset operation is paused for.

Pause Duration Unit of Measure The unit of measure for the pause duration of the asset operation.

Asset Category The category of asset that's related to an asset operation, such as
a vehicle or any other asset.

Asset The ID of the asset related to an asset operation cycle.

Asset Operation Operator Behavior Data Model Object

To store data about an operator’s performance during a single run of an asset, use the Asset Operation
EDITIONS
Operator Behavior telematics data model object in Data Cloud. To bring in data related to assets
such as generators, forklifts, or conveyor belts, use this object to represent the performance of the
asset operator for each shift. Available in: Lightning
Experience
Available in: Enterprise,
Fields in the Data Model Object Unlimited, and Developer
Editions
Field Description
Operation Operator Performance ID The ID of an asset operator's performance during
an operation.

Asset Operation Operator Behavior Id The ID of a record that uniquely identifies the
data.

Telematics Provider The ID of the telematics event provider that

generates the data of an asset operator's
performance for an operation.

Operator The ID of an asset's operator whose performance

data is generated.

Operation Shift Part Count The number of parts in a single shift of an asset
operation.

Asset Operation Style The operation style of an asset operator, such

as aggressive, harsh, or inconsistent.

Using Phone Indicates whether the asset operator used a

phone during an operation (true) or not (false).

Smoking Indicates whether the asset operator smoked

during an operation (true) or not (false).

Idle Indicates whether the asset operator was idle

during an operation (true) or not (false).

77
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Field Description
Internal Organization The internal organization unit related to the asset for which the
operator’s behavior data is generated for an operation.

Asset Operation The ID of an asset operation that the operator's performance data
is generated for.

Asset Participant The ID of the contact who is an asset operator.

Asset Performance Summary Data Model Object

Use the Asset Performance telematics data model object in Data Cloud to store data about an asset’s
EDITIONS
performance over a period. To bring in data related to assets such as generators, forklifts, or conveyor
belts, use this object to represent the performance summary of the asset.
Available in: Lightning
Experience
Fields in the Data Model Object
Available in: Enterprise,
Unlimited, and Developer
Field Description Editions
Asset Performance Summary Id The ID of an asset's performance record.

Telematics Provider The ID of the telematics event provider that

generates data for an asset's performance.

Asset Unique Identifier The unique identifier of an asset, such as the

serial number or the vehicle identification
number.

Effective Start Date The date from when the asset performance data
is effective.

Effective End Date The date till when the asset performance data
is effective.

Shift Count The total number of shifts related to an asset

that the performance data is generated for.

Operator Violation Count The total number of operator violations related

to an asset that the performance data is
generated for.

Critical Event Count The total number of critical events related to an

asset that the performance data is generated
for.

Fault Event Count The total number of fault events related to an

asset that the performance data is generated
for.

Internal Organization The internal business unit related to a vehicle

that the performance data is generated for.

78
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Field Description
Asset Category The type of asset that's related to an asset operation, such as a
vehicle or any other asset.

Asset The ID of the asset related to an asset operation cycle.

Asset Telematics Event Data Model Object

Use the Asset Telematics Event telematics data model object in Data Cloud to store data about
EDITIONS
critical, non-critical, or actionable events triggered by sensors in an asset. If you ingest telematics
information about asset operator behavior, use this object. You can apply transformations to the
raw sensor data in Data Cloud and build actionable segments and insights that help you personalize Available in: Lightning
Experience
notifications, offers, and marketing journeys for the customer.
Available in: Enterprise,
Unlimited, and Developer
Fields in the Data Model Object Editions

Field Description
Ambient Temperature The temperature of the asset when a telematics
event is generated.

Ambient Temperature Unit of Measure The unit of measure for the temperature of the
asset.

Asset The ID of an asset that the telematics event is

generated for.

Asset Category The category of asset that the telematics event

is generated for.

Asset Health Status The health of the asset when a telematics event
is generated.

Asset Status The activation status of the asset when a

telematics event is generated.

Asset Telematics Event Id The ID of a telematics event related to an asset.

Asset Temperature The temperature of the asset when a telematics

event is generated.

Asset Temperature Unit of Measure The unit of measure for the temperature of the
asset.

Asset Unique Identifier The unique identifier of an asset such as the

serial number or vehicle identification number.

Event Category The category of the telematics event generated

for an asset, such as vehicle malfunctions.

Event Sub Type The subtype of the telematics event generated

for an asset, such as engine overheating.

79
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Field Description
Event Type The type of the telematics event generated for an asset, such as
engine issues.

Internal Organization The internal organization unit related to the asset for which
telematics event is generated.

Key Qualifier Asset The key qualifier for the asset.

Key Qualifier Asset Telematics Event Id The key qualifier for the asset telematics event.

Latitude The latitude of the asset when a telematics event is generated.

Longitude The longitude of the asset when a telematics event is generated.

Output Power The power generated by the asset when a telematics event is
generated.

Output Power Unit of Measure The unit of measure for the output power.

Pressure Level The pressure applied on or generated from an asset when a

telematics event is generated.

Pressure Level Unit of Measure The unit of measure for the pressure.

Priority The priority of the telematics event generated for an asset.

Related Event The ID of the telematics event related to the telematics event
generated for an asset.

Sent Date The date when a telematics event is sent to Data Cloud for an asset.

Total Usage The usage of the asset when a telematics event is generated.

Total Usage Unit of Measure The unit of measure for the usage of the asset.

Triggered Date The date when a telematics event is triggered for an asset.

Vibration The vibration in an asset when a telematics event is generated.

Vibration Unit of Measure The unit of measure for the vibration.

Asset Telematics Event Fault Cd Mapping Data Model Object

Use the Asset Telematics Event Code Mapping telematics data model object in Data Cloud to store
EDITIONS
data about the relationship between fault codesets and telematics events for an asset. You can
ingest and store telematics events such as generator overheating, sensor malfunctions, mechanical
faults, or fuel leaks in Data Cloud. You can then use these events to analyze the fault and the Available in: Lightning
Experience
resolution, and to build diagnostic insights. Each event must be related to an existing fault codeset
in the system that uniquely identifies the type of issue frequently encountered for assets. Available in: Enterprise,
Unlimited, and Developer
Editions

80
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Fields in the Data Model Object

Field Description
Asset Telematics Event The ID of the asset telematics event related to the fault code mapping.

Asset Telematics Event Fault Code Map Id The ID of the mapping of a fault event and its corresponding code.

Fault Resolution Type The resolution type for a fault event.

Fault Resolution Date The date when a fault event is resolved.

Fault Code The ID of the codeset related to a fault type.

Fault Code Sensor Values The readings obtained from various sensors in the asset. The readings
help diagnose the underlying issue that the Diagnostic Trouble Code
(DTC) code indicates.

Freeze Frame Id The ID of a snapshot of sensor or component readings captured

when the electronic control unit detects a malfunction. In addition,
the field contains the DTC that the system identifies as the reason
for the malfunction.

Internal Organization The internal organization unit related to the asset that the event
codes are mapped for.

Operator Performance Summary Data Model Object

Use the Operator Performance Summary telematics data model object in Data Cloud to store data
EDITIONS
about an operator’s performance over a period. To bring in data related to assets such as generators,
forklifts, or conveyor belts, use this object to represent the operator’s performance summary.
Available in: Lightning
Experience
Fields in the Data Model Object
Available in: Enterprise,
Unlimited, and Developer
Field Description Editions
Operator Performance Summary Id The ID of an operator's performance record.

Telematics Provider The ID of the telematics event provider that

generates data for an asset operator's
performance.

Operator The ID of an asset operator.

Internal Organization The internal organization related to the asset

that the operator’s performance data is
generated for.

Effective Start Date The date from when the asset operator’s
performance data is generated.

Effective End Date The date till when the asset operator’s
performance data is generated.

81
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Field Description
Shift Count The number of shifts attended by an asset operator.

Violation Count The number of violations committed by an asset operator.

Contact The ID of the contact who is the asset operator.

Telematics Provider Data Model Object

Use the Telematics Provider data model object to store data about the telematics services company
EDITIONS
that generates and communicates asset sensor data to Salesforce.

Available in: Lightning

Fields in the Data Model Object Experience
Available in: Enterprise,
Field Description Unlimited, and Developer
Telematics Provider Id The ID of a telematics provider company. Editions

Name The name of the telematics provider company.

Account The account related to a telematics provider

company.

Internal Organization The internal business unit related to the vehicles

and assets that a telematics provider generates
data for.

Manufacturing Data Kit

Get your Data Cloud implementation up and running by installing the predefined Manufacturing
EDITIONS
data kit. A data kit packages Data Cloud components, such as data streams and calculated insights,
and helps you deploy the components in your org. The Manufacturing data kit contains predefined
calculated insights and data streams that help you manage asset, customer, and back-office data Available in: Lightning
Experience
in Data Cloud. Install the data kit in your org, deploy the data streams, and activate the calculated
insights. Available in: Enterprise,
Unlimited, and Developer
Editions
Install the Manufacturing Data Kit
To start using the predefined data streams and calculated insights that come with the
Manufacturing data kit in your org, install the Manufacturing Data Kit package
Deploy the Data Streams From the Manufacturing Data Kit
Create a data stream to connect your Salesforce org to Data Cloud. These data streams collect data from Manufacturing Cloud and
store them in Data Cloud. Deploy the data streams that you need from the Manufacturing data kit. You can run calculated insights
and create segmentations and transformations, by using the data from Manufacturing Cloud that’s stored in Data Cloud.
Activate Calculated Insights from the Manufacturing Data Kit
To use the calculated insights that come with the Manufacturing data kit, create and activate the calculated insights from the installed
data kit in Data Cloud. A calculated insight is a multidimensional metric that you can analyze and use to build segments.

82
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Manufacturing Cloud Data Streams

Data streams map data model objects in Data Cloud to objects in your Salesforce org. The Manufacturing data kit contains predefined
data streams for data model objects on asset, customer, sales, service, and other manufacturing business data. The fields on the data
model objects are mapped to the corresponding fields on the source objects in Manufacturing Cloud. You can map other fields as
required, or delete the mappings that you don’t use.
Manufacturing Cloud Calculated Insights
Calculated insights are metrics created by using complex calculations that aggregate data based on numerous factors. The
Manufacturing data kit contains predefined calculated insights that help sales and service managers analyze data related to asset
revenue, customer revenue, and customer cases. Sales and service managers can use these calculated insights to elevate service
operations, focus on high revenue-generating assets, and optimize scheduled maintenance of assets. The insights are created based
on the digital state in Data Cloud and are automatically recalculated when the base data changes.
Create Your Own Manufacturing Data Kit
Create your own data kit to test your configurations in a development org or if the predefined Manufacturing data kit doesn’t meet
your needs. For example, create a data kit and add data streams that map custom objects in Manufacturing Cloud. Or, add calculated
insights that aggregate metrics that your company uses in its operations.

Install the Manufacturing Data Kit

To start using the predefined data streams and calculated insights that come with the Manufacturing
EDITIONS
data kit in your org, install the Manufacturing Data Kit package
Ensure that you’re logged into the Salesforce org where you want to install the package. Available in: Lightning
1. In a web browser, enter the installation URL: Experience
https://sf-industries.my.salesforce-sites.com/manufacturingdatakit. Available in: Enterprise,
2. Enter your username and password for the Salesforce org where you want to install the package, Unlimited, and Developer
and then click Log In. Editions

3. Select the audience for the installation. For example, Install for Admins Only.
4. Click Install. USER PERMISSIONS
Installation takes a while. You can safely leave this page. You receive an email when installation
To use Data Cloud for
is complete. Manufacturing Cloud:
5. Click Done. • Salesforce org:
Manufacturing Cloud
To verify that the package is installed, in Setup, go to Installed Packages and look for the name of
AND
the package.
Data Cloud org: Data
Cloud Admin

83
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Deploy the Data Streams From the Manufacturing Data Kit

Create a data stream to connect your Salesforce org to Data Cloud. These data streams collect data
EDITIONS
from Manufacturing Cloud and store them in Data Cloud. Deploy the data streams that you need
from the Manufacturing data kit. You can run calculated insights and create segmentations and
transformations, by using the data from Manufacturing Cloud that’s stored in Data Cloud. Available in: Lightning
Experience
1. In Data Cloud, go to the Data Streams tab.
Available in: Enterprise,
2. Click New. Unlimited, and Developer
3. Select Salesforce CRM, then click Next. Editions

4. Select the Salesforce org where your Manufacturing Cloud data resides.
If you have only one org connected to Data Cloud, it’s selected by default. USER PERMISSIONS
5. In the Custom Data Bundles, select Manufacturing. To use Data Cloud for
6. Click Next. Manufacturing Cloud:
• Salesforce org:
7. Select a data space. Manufacturing Cloud
8. Review and select the fields that you want to deploy. AND
By default, all the fields from a data kit are deployed. However, to prevent deployment errors, Data Cloud org: Data
you can deselect fields that aren’t in the org or instance. A data kit requires fields with mappings, Cloud Admin
formula fields, and their source fields to be deployed.

9. Click Next.
10. In the Name column, update the name of each data stream as necessary.
11. Click Deploy.
The Data Streams tab shows the progress. When the data streams show an Active status, you’re ready to continue.

To see a list of all the data streams that you can deploy as part of the data kit, see Manufacturing Cloud Data Streams on page 85.

Activate Calculated Insights from the Manufacturing Data Kit

To use the calculated insights that come with the Manufacturing data kit, create and activate the
EDITIONS
calculated insights from the installed data kit in Data Cloud. A calculated insight is a multidimensional
metric that you can analyze and use to build segments.
Available in: Lightning
1. In Data Cloud, click the Calculated Insights tab. Experience
2. Click New. Available in: Enterprise,
3. Click Create from a Data Kit, then click Next. Unlimited, and Developer
Editions
4. Select a calculated insight available in the Manufacturing data kit.
5. Click Next.
USER PERMISSIONS
6. Click Check Syntax.
7. Click Activate. To use Data Cloud for
Manufacturing Cloud:
8. In Schedule, select a time frame to publish the calculated insight.
• Salesforce org:
9. Click Enable. Manufacturing Cloud
10. Complete the steps for all the calculated insights in the Manufacturing data kit on page 100. AND
Data Cloud org: Data
Cloud Admin

84
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Manufacturing Cloud Data Streams

Data streams map data model objects in Data Cloud to objects in your Salesforce org. The
EDITIONS
Manufacturing data kit contains predefined data streams for data model objects on asset, customer,
sales, service, and other manufacturing business data. The fields on the data model objects are
mapped to the corresponding fields on the source objects in Manufacturing Cloud. You can map Available in: Lightning
Experience
other fields as required, or delete the mappings that you don’t use.
Available in: Enterprise,
Unlimited, and Developer
Manufacturing Cloud Mappings for Account
Editions
These data mappings are for the Account data source object that’s used with the Salesforce
CRM connector. Use these mappings to store information about individual or business accounts
for distributors, customers, or suppliers. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Asset
These data mappings are for the Asset data source object that’s used with the Salesforce CRM connector. Use these mappings to
store information about all the assets that customers purchase, such as products, parts, and accessories. You can customize the
mappings to meet your needs.
Manufacturing Cloud Mappings for Asset Account Participant
These data mappings are for the Asset Account Participant data source object that’s used with the Salesforce CRM connector. Use
these mappings to store information about accounts related to an asset through its lifecycle, such as distributors, suppliers, and
customers. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Asset Contact Participant
Data mappings for the Asset Contact Participant data source object that’s used with the Salesforce CRM connector. Use these
mappings to store information about the contacts related to an asset through its lifecycle, such as sales agents, service technicians,
and warranty claim adjudicators. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Asset Warranty
These data mappings are for the Asset Warranty Term data source object that’s used with the Salesforce CRM connector. Use these
mappings to store information about warranty terms that have exclusions, exceptions, and entitlements different from the base
product warranty for a specific asset. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Case
These data mappings are for the Case data source object that’s used with the Salesforce CRM connector. Use these mappings to
store information about issues that customers report, and to track customer satisfaction and issue resolution data. You can customize
the mappings to meet your needs.
Manufacturing Cloud Mappings for Contact
These data mappings are for the Account Contact data source object that’s used with the Salesforce CRM connector. Use these
mappings to store information about people related to accounts, such as the people who work at distributors or suppliers, or
individuals related to a business. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Location
These data mappings are for the Location data source object that’s used with the Salesforce CRM connector. Use these mappings
to store information about all customer, distributor, and supplier locations. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Opportunity
These data mappings are for the Opportunity data source object that’s used with the Salesforce CRM connector. Use these mappings
to store information about all potential customers converted from leads. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Order Item
These data mappings are for the Order Item data source object that’s used with the Salesforce CRM connector. Use these mappings
to store information about each product sold for a specific sales order. You can customize the mappings to meet your needs.

85
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Manufacturing Cloud Mappings for Order

These data mappings are for the Order data source object that’s used with the Salesforce CRM connector. Use these mappings to
store information about orders booked for product sales. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Product
These data mappings are for the Product data source object that’s used with the Salesforce CRM connector. Use these mappings to
store information about all product offerings. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Rebate Claim
These data mappings are for the Rebate Claim data source object that’s used with the Salesforce CRM connector. Use these mappings
to store information about rebate claims that partners and distributors make, and use this information to calculate rebates. You can
customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Transaction Journal
These data mappings are for the Transaction Journal data source object that’s used with the Salesforce CRM connector. Use these
mappings to store information about sales reports and proofs of sale that distributors submit, and use this information to calculate
rebates. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Unit of Measure
These data mappings are for the Unit of Measure data source object that’s used with the Salesforce CRM connector. Use these
mappings to store information about units of measure. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Warranty Term
These data mappings are for the Warranty Term data source object that’s used with the Salesforce CRM connector. Use these
mappings to store information about warranty terms that define the labor, parts, and expenses covered, along with any exchange
options that are provided to rectify issues with products. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Work Order
These data mappings are for the Work Order data source object that’s used with the Salesforce CRM connector. Use these mappings
to store information about asset repair and replacement services. You can customize the mappings to meet your needs.
Manufacturing Cloud Mappings for Work Order Line Item
These data mappings are for the Work Order Line Item data source object that’s used with the Salesforce CRM connector. Use these
mappings to store information about the type of repair and maintenance done for each asset related to a work order. You can
customize the mappings to meet your needs.

Manufacturing Cloud Mappings for Account

These data mappings are for the Account data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about individual or business accounts for
distributors, customers, or suppliers. You can customize the mappings to meet your needs.
Available in: Lightning
Here are the predefined field mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Account Description Text Account Description

Account Id Text Account ID

Account Name Text Account Name

Account Number Text Account Number

Account Source Text Account Source

86
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Account Type Text Account Type

Created Date DateTime Created Date

Last Modified Date DateTime Last Modified Date

Website URL Website

Manufacturing Cloud Mappings for Asset

These data mappings are for the Asset data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about all the assets that customers purchase,
such as products, parts, and accessories. You can customize the mappings to meet your needs.
Available in: Lightning
Here are the predefined field mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Asset Id Text Asset ID

Account Contact Text Account ID

Asset Level Text Asset Level

Asset Name Text Asset Name

Asset Quantity Text Asset Quantity

Asset Status Text Status

Bill To Account Text Account ID

Created Date DateTime Created Date

Description Text Description

Digital Asset Status Text Digital Asset Status

Last Modified Date DateTime Last Modified Date

Latitude Number Latitude

Longitude Number Longitude

Manufactured Date DateTime Manufactured Date

Owner User Id Text Owner ID

Parent Asset Text Parent Asset ID

Price Number Price

Product Text Product ID

Product Code Text Product Code

87
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Product Description Text Product Description

Product Family Text Product Family

Purchase Date DateTime Purchase Date

Root Asset Text Root Asset ID

Serial Number Text Serial Number

Unique Identifier Text Unique Identifier

Usage End Date Time DateTime Usage End Date

Vehicle Text Vehicle

Manufacturing Cloud Mappings for Asset Account Participant

These data mappings are for the Asset Account Participant data source object that’s used with the
EDITIONS
Salesforce CRM connector. Use these mappings to store information about accounts related to an
asset through its lifecycle, such as distributors, suppliers, and customers. You can customize the
mappings to meet your needs. Available in: Lightning
Experience
Here are the predefined field mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Object Field Corresponding Source
Editions
Type Object Field
Asset Text Asset ID

Asset Participant Id Text Asset Account Participant

From Date DateTime Effective Start Date

Participant Id Text Account ID

To Date DateTime Effective End Date

Manufacturing Cloud Mappings for Asset Contact Participant

Data mappings for the Asset Contact Participant data source object that’s used with the Salesforce
EDITIONS
CRM connector. Use these mappings to store information about the contacts related to an asset
through its lifecycle, such as sales agents, service technicians, and warranty claim adjudicators. You
can customize the mappings to meet your needs. Available in: Lightning
Experience
Here are the predefined field mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Object Field Corresponding Source
Editions
Type Object Field
Asset Text Asset ID

Asset Participant Id Text Asset Account Participant

88
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
From Date DateTime Effective Start Date

Participant Id Text Account ID

To Date DateTime Effective End Date

Manufacturing Cloud Mappings for Asset Warranty

These data mappings are for the Asset Warranty Term data source object that’s used with the
EDITIONS
Salesforce CRM connector. Use these mappings to store information about warranty terms that
have exclusions, exceptions, and entitlements different from the base product warranty for a specific
asset. You can customize the mappings to meet your needs. Available in: Lightning
Experience
Here are the predefined field mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Object Field Corresponding Source
Editions
Type Object Field
Asset Text Asset ID

Asset Warranty Number Text Asset Warranty Number

Asset Warranty Term Id Text Asset Warranty Term ID

Created By Text Created By ID

Created Date DateTime Created Date

End DateTime Text End Date

Exchange Type Text Exchange Type

Exclusion Term Text Exclusion Term

Expenses Covered End Date DateTime Expenses Covered End Date

Expenses Covered Percent Number Expenses Covered

Is Transferable Text Transferable

Labor Covered End Date DateTime Labor Covered End Date

Labor Covered Percent Number Labor Covered

Parts Covered End Date DateTime Parts Covered End Date

Parts Covered Percent Number Parts Covered

Price Book Text Price Book

Start DateTime DateTime Start Date

Warranty Term Text Warranty Term

Warranty Type Text Warranty Type

89
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Manufacturing Cloud Mappings for Case

These data mappings are for the Case data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about issues that customers report, and to
track customer satisfaction and issue resolution data. You can customize the mappings to meet
your needs. Available in: Lightning
Experience
Here are the default mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Object Field Corresponding Source
Editions
Type Object Field
Account Text Account ID

Account Contact Text Contact ID

Case Id Text Case ID

Case Number Text Case Number

Case Status Text Status

Case Type Text Case Type

Closed Text Closed

Created Date DateTime Created Date

Description Text Description

Escalated Text Escalated

External Record Id Text Asset ID

Last Modified Date DateTime Last Modified Date

Name Text Name

Origin Text Case Origin

Parent Case Text Parent Case ID

Product Text Product ID

Subject Text Subject

Manufacturing Cloud Mappings for Contact

These data mappings are for the Account Contact data source object that’s used with the Salesforce
EDITIONS
CRM connector. Use these mappings to store information about people related to accounts, such
as the people who work at distributors or suppliers, or individuals related to a business. You can
customize the mappings to meet your needs. Available in: Lightning
Experience
Here are the predefined field mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Editions

90
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Account Text Account ID

Account Contact Id Text Contact ID

Contact Email Text Email

Created Date DateTime Created Date

First Name Text First Name

Last Modified Date DateTime Last Modified Date

Last Name Text Last Name

Title Text Title

Manufacturing Cloud Mappings for Location

These data mappings are for the Location data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about all customer, distributor, and supplier
locations. You can customize the mappings to meet your needs.
Available in: Lightning
Here are the default mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Close Date DateTime Close Date

Construction End Date DateTime Construction End Date

Construction Start Date DateTime Construction Start Date

Created Date DateTime Created Date

Description Text Description

External Source Id Text External Reference

Last Modified Date DateTime Last Modified Date

Latitude Number Latitude

Location Hierarchy Level Number Location Level

Location Id Text Location ID

Location Type Text Location Type

Longitude Number Longitude

Open Date DateTime Open Date

Owner Text Owner ID

Parent Location Id Text Parent Location ID

91
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Possession Date DateTime Possession Date

Remodel End Date DateTime Remodel End Date

Remodel Start Date DateTime Remodel Start Date

Root Location Text Root Location ID

Time Zone Text Time Zone

Manufacturing Cloud Mappings for Opportunity

These data mappings are for the Opportunity data source object that’s used with the Salesforce
EDITIONS
CRM connector. Use these mappings to store information about all potential customers converted
from leads. You can customize the mappings to meet your needs.
Available in: Lightning
Here are the predefined field mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Close Date DateTime Close Date

Description Text Description

Last Modified Date DateTime Last Modified Date

Lead Source Text Lead Source

Created Date DateTime Created Date

Name Text Name

Next Step Text Next Step

Opportunity Id Text Opportunity ID

Opportunity Type Text Opportunity Type

Probability Percent Probability

Manufacturing Cloud Mappings for Order Item

These data mappings are for the Order Item data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about each product sold for a specific sales
order. You can customize the mappings to meet your needs.
Available in: Lightning
Here are the predefined field mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Available Quantity Number Available Quantity

92
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Created Date DateTime Created Date

Description Text Line Description

List Price Amount Number List Price

Order Product Number Text Order Product Number

Pricebook Entry Text Price Book Entry ID

Product Text Product ID

Quantity Fulfilled Number Quantity

Requested End Date DateTime End Date

Requested Start Date DateTime Start Date

Sales Order Text Order ID

Sales Order Product Text Order Product ID

Total Price Amount Number Total Price

Last Modified Date DateTime Last Modified Date

Manufacturing Cloud Mappings for Order

These data mappings are for the Order data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about orders booked for product sales. You
can customize the mappings to meet your needs.
Available in: Lightning
Here are the predefined field mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Bill To Account Text Account ID

Bill To Contact Text Bill To Contact ID

Created Date DateTime Created Date

Description Text Effective Start Date

Last Modified Date DateTime Contact ID

Name Text Effective End Date

Opportunity Text Opportunity ID

Order End Date DateTime Order End Date

Order Number Text Order Number

Order Start Date DateTime Order Start Date

93
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Sales Order Id Text Order ID

Sales Order Status Text Status

Sales Order Type Text Order Type

Ship To Contact Text Ship To Contact ID

Total Amount Number Order Amount

Manufacturing Cloud Mappings for Product

These data mappings are for the Product data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about all product offerings. You can customize
the mappings to meet your needs.
Available in: Lightning
Here are the default mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Availability Date DateTime Availability Date

Certified Text Certified

Discontinued Date DateTime Discontinued Date

Harmonized System Code Text Harmonized System Code

Harmonized Tariff Schedule Text Harmonized Tariff Schedule

Code Code

Make Name Text Make Name

Manufacturer Part Number Text Manufacturer Part Number

Model Name Number Model Name

Model Year DateTime Model Year

Product Code Text Product Code

Product Description Text Product Description

Product Family Text Product Family

Product Id Text Product ID

Product Line Code Text Product Line Code

Product Name Text Product Name

Product SKU Text Product SKU

Product Type Text Product Type

Quantity Unit of Measure Text Quantity Unit of Measure

94
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Version Name Text Version Name

Manufacturing Cloud Mappings for Rebate Claim

These data mappings are for the Rebate Claim data source object that’s used with the Salesforce
EDITIONS
CRM connector. Use these mappings to store information about rebate claims that partners and
distributors make, and use this information to calculate rebates. You can customize the mappings
to meet your needs. Available in: Lightning
Experience
Here are the default mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Object Field Corresponding Source
Editions
Type Object Field
Approved Amount Number Approved Amount

Calculated Amount Number Calculated Amount

Claim Amount Number Claim Amount

Claim Type Text Claim Type

Description Text Description

Processing Status Message Text Processing Status Message

Product Text Product ID

Product Code Text Product Code

Quantity Number Quantity

Rebate Claim Id Text Rebate Claim ID

Sale Unit Price Number Sale Price Per Unit

Total Adjustment Amount Number Total Adjustment Amount

Vehicle Text Vehicle ID

Manufacturing Cloud Mappings for Transaction Journal

These data mappings are for the Transaction Journal data source object that’s used with the
EDITIONS
Salesforce CRM connector. Use these mappings to store information about sales reports and proofs
of sale that distributors submit, and use this information to calculate rebates. You can customize
the mappings to meet your needs. Available in: Lightning
Experience
Here are the predefined field mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Object Field Corresponding Source
Editions
Type Object Field
Activity Date Text Activity Date

95
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Created Date DateTime Created Date

External Record Id Text Reference Record Id

Industry DateTime Industry

Journal Date Text Journal Date

Last Modified Date DateTime Last Modified Date

Loyalty Transaction Journal Text Transaction Journal ID

Name DateTime Name

Transaction Amount Number Transaction Amount

Transaction Quantity Number Transaction Quantity

Manufacturing Cloud Mappings for Unit of Measure

These data mappings are for the Unit of Measure data source object that’s used with the Salesforce
EDITIONS
CRM connector. Use these mappings to store information about units of measure. You can customize
the mappings to meet your needs.
Available in: Lightning
Here are the default mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Description Text Description

Name Text Name

Unit Of Measure Code Text Unit Code

Unit of Measure Id Text Unit of Measure ID

Unit of Measure Type Text Type

Manufacturing Cloud Mappings for Warranty Term

These data mappings are for the Warranty Term data source object that’s used with the Salesforce
EDITIONS
CRM connector. Use these mappings to store information about warranty terms that define the
labor, parts, and expenses covered, along with any exchange options that are provided to rectify
issues with products. You can customize the mappings to meet your needs. Available in: Lightning
Experience
Here are the default mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Corresponding Source Object Field
Editions
Object Field Type
Created Date DateTime Created Date

Description Text Description

96
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Corresponding Source Object Field
Type
Exchange Type Text Exchange Type

Exclusion Term Text Exclusions

Expenses Covered Duration Number Expenses Covered Duration

Expenses Covered DurationTime UOM Text Expenses Covered Unit of Time

Expenses Covered Percent Percent Expenses Covered

Labor Covered Duration Number Labor Covered Duration

Labor Covered Duration Time UOM Text Labor Covered Unit of Time

Labor Covered Percent Percent Labor Covered

Last Modified Date DateTime Last Modified Date

Name Text Warranty Term Name

Owner Text Owner ID

Parts Covered Duration Number Parts Covered Duration

Parts Covered Duration Time UOM Text Parts Covered Unit of Time

Parts Covered Percent Percent Parts Covered

System Modified Stamp DateTime System Modstamp

Usage Covered UOM Number Usage Covered

Warranty Duration Term Number Warranty Duration

Warranty Duration Time UOM Text Warranty Unit Of Time

Warranty Term Id Text Warranty Term ID

Warranty Type Text Warranty Type

Manufacturing Cloud Mappings for Work Order

These data mappings are for the Work Order data source object that’s used with the Salesforce CRM
EDITIONS
connector. Use these mappings to store information about asset repair and replacement services.
You can customize the mappings to meet your needs.
Available in: Lightning
Here are the predefined field mappings for the data stream. Experience
Available in: Enterprise,
Data Model Object Field Data Model Object Field Corresponding Source
Unlimited, and Developer
Type Object Field
Editions
Account Text Account ID

AccountContact Text Contact ID

Asset Text Asset ID

97
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Case Text Case ID

Created Date DateTime Created Date

Description Text Description

Discount Percent Percent Discount

Duration Number Duration

Duration In Minutes Number Duration In Minutes

End Date Time DateTime End Date

Geocode Accuracy Text Geocode Accuracy

Grand Total Amount Number Grand Total

Is Closed Text Is Closed

Last Modified Date DateTime Last Modified Date

Line Item Count Number Line Items

Location Text Location ID

Milestone Status Text Milestone Status

Owner Text Owner ID

Parent Work Order Text Parent Work Order ID

Root Work Order Text Root Work Order ID

Service Appointment Count Number Service Appointment Count

Start Date Time DateTime Start Date

Sub Total Amount Number Subtotal

Subject Text Subject

Tax Amount Number Tax

Total Price Amount Number Total Price

Work Order Id Text Work Order ID

Work Order Number Text Work Order Number

Work Order Priority Text Priority

Work Order Status Text Status

Work Order Status Category Text Status Category

98
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Manufacturing Cloud Mappings for Work Order Line Item

These data mappings are for the Work Order Line Item data source object that’s used with the
EDITIONS
Salesforce CRM connector. Use these mappings to store information about the type of repair and
maintenance done for each asset related to a work order. You can customize the mappings to meet
your needs. Available in: Lightning
Experience
Here are the default mappings for the data stream.
Available in: Enterprise,
Unlimited, and Developer
Data Model Object Field Data Model Object Field Corresponding Source
Editions
Type Object Field
Asset Text Asset ID

Created Date DateTime Created Date

Description Text Description

Discount Percent Percent Discount

Duration Number Duration

Duration In Minutes Number Duration In Minutes

End Date Time DateTime End Date

Geocode Accuracy Text Geocode Accuracy

Is Closed Text Is Closed

List Price Amount Number List Price

Location Text Location ID

Parent Work Order Item Text Parent Work Order Item ID

Product Text Product ID

Last Modified Date DateTime Last Modified Date

Quantity Number Quantity

Root Work Order Item Text Root Work Order Item ID

Sales Order Text Order ID

Service Appointment Count Number Service Appointment Count

Start Date Time DateTime Start Date

Sub Total Amount Number Subtotal

Subject Text Subject

Total Price Amount Number Total Price

Unit Price Amount Number Unit Price

Work Order Text Work Order ID

Work Order Item Id Text Work Order Item ID

99
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Data Model Object Field Data Model Object Field Type Corresponding Source Object Field
Work Order Item Priority Text Priority

Work Order Line Item Number Text Work Order Line Item Number

Work Order Status Text Status

Work Order Status Category Text Status Category

Manufacturing Cloud Calculated Insights

Calculated insights are metrics created by using complex calculations that aggregate data based
EDITIONS
on numerous factors. The Manufacturing data kit contains predefined calculated insights that help
sales and service managers analyze data related to asset revenue, customer revenue, and customer
cases. Sales and service managers can use these calculated insights to elevate service operations, Available in: Lightning
Experience
focus on high revenue-generating assets, and optimize scheduled maintenance of assets. The
insights are created based on the digital state in Data Cloud and are automatically recalculated Available in: Enterprise,
when the base data changes. Unlimited, and Developer
Editions
Calculated insights are actionable because you can view them in CRM Analytics to understand data
patterns, and you can build segments to analyze your customers. See Calculated Insights for more
details.

Calculated Insights in the Manufacturing Data Kit

Review the calculated insights that are included in the Manufacturing data kit.

Calculated Insight Description

Asset Lifetime Revenue This insight calculates the lifetime revenue that a manufacturer
generates from all sales and service activities related to an asset.
The lifetime revenue for an asset is calculated by aggregating the
revenue generated from the direct orders and work orders related
to the asset. This calculated insight derives revenue values from
the Asset Revenue Components and aggregates the results by
asset.
Sales and service managers can use this calculated insight to make
informed decisions about asset management, pricing strategies,
and resource allocation.

Asset Revenue Components This insight calculates the revenue that a manufacturer for an asset
from different revenue streams. This calculated insight aggregates
information from the Asset Revenue From Direct Sales and the
Asset Revenue From Services calculated insights and groups the
results by account and asset.
Sales and service managers can use this calculated insight to
understand the revenue generated for an asset from each revenue
stream.

100
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Calculated Insight Description

Asset Revenue From Direct Sales This insight calculates the lifetime revenue that a manufacturer
generates from direct orders for a specific asset. This calculated
insights aggregates revenue from sales orders for an asset.
Sales managers can use this calculated insight to optimize sales
performance and maximize revenue from orders.

Asset Revenue From Services This insight calculates the lifetime revenue that a manufacturer
generates from services, repairs, and maintenance activities
performed on a specific asset. This calculated insights aggregates
revenue from work orders for an asset.
Sales and service managers can use this calculated insight to
analyze the profitability from services and improve asset service
strategies.

Count Of Closed Cases By Asset This insight calculates all cases in Closed status for an asset.
Service managers can use this calculated insight to monitor the
resolution of cases related to specific assets.

Count Of Closed Cases By Customer This insight calculates all cases in Closed status for an account.
Service managers can use this calculated insight to track the
progress and resolution of customer issues.

Count Of Open Cases By Asset This insight calculates all open cases for an asset.
Service managers can use this calculated insight to prioritize assets
with a high number of open cases.

Count Of Open Cases By Customer This insight calculates all open cases for an account.
Service managers can use this calculated insight to focus on
resolving open cases for high-value customers or customers with
the most urgent issues.

Count Of Total Cases By Asset This insight calculates the total number of cases for an asset. This
calculated insight considers cases in all statuses.
Service managers can use this calculated insight to understand
the overall asset performance and customer satisfaction for the
asset.

Count Of Total Cases By Customer This insight calculates the total number of cases for an account.
This calculated insight considers cases in all statuses.
Service managers can use this calculated insight to gauge the level
of customer satisfaction and identity trends in customer issues.

101
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Calculated Insight Description

Customer Lifetime Revenue From Assets This insight calculates the lifetime revenue that a manufacturer
generates from the sale and service of assets to a specific account.
This calculated insight aggregates the lifetime revenue from the
assets purchased by the account. It also aggregates the service
and maintenance activities performed on the assets that the
customer owns.
Sales and service managers can use this calculated insight to
analyze the long-term revenue potential for a customer and identify
opportunities to upsell and cross-sell products and services.

Create Your Own Manufacturing Data Kit

Create your own data kit to test your configurations in a development org or if the predefined
EDITIONS
Manufacturing data kit doesn’t meet your needs. For example, create a data kit and add data streams
that map custom objects in Manufacturing Cloud. Or, add calculated insights that aggregate metrics
that your company uses in its operations. Available in: Lightning
Experience
Before you create a data kit, make sure that you create the data streams and the calculated insights.
Available in: Enterprise,
1. Go to Data Cloud Setup. Unlimited, and Developer
2. In Tools, click Data Kits. Editions

3. Click New.
4. Name the data kit, and if necessary, add a description. USER PERMISSIONS
5. Save your changes. To use Data Cloud for
6. Add data streams to your data kit. Manufacturing Cloud:
• Salesforce org:
To add data streams to a data kit, you create a data steam bundle. A data stream bundle is a
Manufacturing Cloud
collection of data streams.
AND
a. In the Data Streams section, click Add.
Data Cloud org: Data
b. Choose a connector type. Cloud Admin
c. Name the data stream bundle, and if necessary, add a description.
d. Select the data streams to add to the data stream bundle.
All data stream related objects and relationships are included in the bundle.

e. Click Next.
f. Select related objects and relationships to add to the data stream bundle.
g. Save your changes.

7. Add data model objects to your data kit.

a. In the Data Models section, click Add.
b. Select the data model objects to be added to the data kit, and save your changes.

8. Add calculated insights to your data kit.

a. To add calculated insights, in the Calculated Insights section, click Add.

102
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

b. Select the calculated insights to be added to the data kit, and save your changes.

9. Add other items as necessary.

10. Publish your data kit as package.
a. After you add all items, click Publish.
b. Click Open Package Manager.
c. Click New.
d. Enter a package name.
e. Select a language.
f. If needed, specify the other details.
g. Save your changes.
Your data kit is created.

You can deploy this data kit as a package to any target org.

Data Cloud Visualization in Manufacturing Cloud

Drive data-driven decision-making by helping sales and service teams view visualizations on asset,
EDITIONS
customer, and back-office data stored in Data Cloud. The predefined Data Cloud visualization
flexcards surface and visualize data from calculated insights and data model objects on record
pages in the Manufacturing app. Get started quickly by adding the preset flexcards to Asset and Available in: Lightning
Experience
Account record pages. You can also configure and customize other visualization flexcards to show
data from a data model object or calculated insight of your choice. Extend the flexcards based on Available in: Enterprise,
your implementation of Data Cloud and business needs. Unlimited, and Developer
Editions

Prerequisites for Using Data Visualization in Manufacturing Cloud

Before you visualize data from Data Cloud in the Manufacturing app, you must prepare your
org, assign the required permissions to users, set up calculated insights, and add flexcards in the required Lightning pages.
Predefined Data Visualization Cards in Manufacturing Cloud
Explore proof-of-concept visualizations of asset, customer, and case data stored in Data Cloud by adding flexcards with preset
configurations to record pages. Use these preset flexcards to see the visualizations in action, learn how Data Cloud visualization
flexcards work, and to plan out your implementation. Add these flexcards to the Asset and the Account record pages using the
Lightning App Builder.
Extensible Data Cloud Visualization Cards in Manufacturing Cloud
Configure Data Cloud Visualization flexcards to visualize any data that’s stored in Data Cloud in the Manufacturing app. Use the
extensible flexcards to configure data source and visualization properties based on your implementation of Data Cloud and your
unique process needs. Add the flexcards to the desired record pages and specify the display name, help text, line chart, and other
properties by using the Lightning App Builder.

103
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Prerequisites for Using Data Visualization in Manufacturing Cloud

Before you visualize data from Data Cloud in the Manufacturing app, you must prepare your org,
EDITIONS
assign the required permissions to users, set up calculated insights, and add flexcards in the required
Lightning pages.
Available in: Lightning
Experience
Prepare Your Org
Available in: Enterprise,
Make sure your org has both Manufacturing Cloud and Data Cloud. Verify the SSOT package and Unlimited, and Developer
make sure that the required data model objects are available in your org. See Configure Settings Editions
Before Using Data Cloud for Manufacturing Cloud on page 73 for more information.
Install the latest version of the Omnistudio package and complete the post-installation steps to get
access to the flexcards and their related components. See OmniStudio for Manufacturing Cloud on page 115 for more information.
Ingest data from telematics systems and other external systems to populate the data model objects. If you use the flexcards to visualize
data from a data model object, make sure that the most current data from external systems is regularly synced in the data model objects.
See Ingestion of External Manufacturing Data Into Data Cloud on page 74 for more information.

Assign Permissions
Assign the required permissions to users to manage data in Data Cloud. Make sure your users have Read access on all the objects and
fields that are used in the calculated insights.
Assign the Data Cloud Metrics Visualization, Service Console for Manufacturing, and the Omnistudio User permission sets to all the users
who view the flexcards on record pages. You must also assign the Omnistudio Admin permission set to users if they need to customize
the flexcards and other Omnistudio components for visualization.
To view a flexcard on a record page, the user must have access to the object and the page layout. For example, if you add the flexcard
to an Asset record page, give users access to the Asset object and the page layout. If you add the flexcards to a custom page or tab, give
users access to the page and configure tab visibility so that it’s not hidden in the org.

Configure Calculated Insights

Install the Manufacturing data kit and activate the calculated insights so that the flexcards can show data from the calculated insights.
To display calculated insights that aren’t included in the Manufacturing data kit, create a data kit package that includes the
custom-calculated insights and deploy it in your org. Or, directly create the calculated insights in the org with Manufacturing Cloud and
Data Cloud. Activate the calculated insights before you add a flexcard on a record page that visualizes data from the calculated insights.
Set up a schedule so that the calculated insight is regularly refreshed.

Add Flexcards to Lightning Pages

Use Lightning App Builder to add a flexcard to a page layout. While you can add the predefined flexcards only to Asset and Account,
you can add the extensible flexcards to any page of your choice.

Modify Flexcards with Multiple Aggregation Criteria

For some of the flexcards that visualize calculated insights, you must clone and modify the flexcards. If a calculated insight has more
than one Group By clause, the flexcard shows duplicate values for each aggregation criteria.

104
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Predefined Data Visualization Cards in Manufacturing Cloud

Explore proof-of-concept visualizations of asset, customer, and case data stored in Data Cloud by
EDITIONS
adding flexcards with preset configurations to record pages. Use these preset flexcards to see the
visualizations in action, learn how Data Cloud visualization flexcards work, and to plan out your
implementation. Add these flexcards to the Asset and the Account record pages using the Lightning Available in: Lightning
Experience
App Builder.
Available in: Enterprise,
To add the predefined flexcards on a record page, add the Flexcard component to the record page
Unlimited, and Developer
by using the Lightning App Builder. You can either add the flexcard to an existing tab or area of the
Editions
page, or add the Flexcard component in a new tab inside the Tabs component. In the properties
pane for the Flexcard component, specify the name of the flexcard, and then save your changes.
You can explore and customize the preset configurations of the flexcard in the properties pane for
the Flexcard component.

Data Cloud Metrics and Insights Visualization Flexcards for Assets in Manufacturing Cloud
Add the preset Data Cloud visualization flexcards to the Asset record page in the Manufacturing app. These flexcards visualize asset
performance and revenue data stored in Data Cloud. Use the AssetCalculatedInsightsAssetPageParentCard flexcard to visualize data
from calculated insights and the AssetDataModelObjectsParent flexcard to visualize data from the Asset Telematics Event data model
object. Sales and service managers can use the metrics and visualizations on these flexcards to identify potential issues, prioritize
high-performing assets, optimize asset performance, and minimize downtime.
Data Cloud Visualization Flexcards for Accounts
In the Account record page in the Manufacturing app, Add the preset flexcard that visualizes customer revenue and satisfaction data
stored in Data Cloud. Use the AssetCalculatedInsightsAccountPageParentCard flexcard to visualize data from calculated insights.
Sales and service managers can use the metrics on this flexcard to track customer lifetime revenue generated from assets, elevate
customer satisfaction, and triage customers based on their lifetime revenue.

Data Cloud Metrics and Insights Visualization Flexcards for Assets in Manufacturing Cloud
Add the preset Data Cloud visualization flexcards to the Asset record page in the Manufacturing
EDITIONS
app. These flexcards visualize asset performance and revenue data stored in Data Cloud. Use the
AssetCalculatedInsightsAssetPageParentCard flexcard to visualize data from calculated insights and
the AssetDataModelObjectsParent flexcard to visualize data from the Asset Telematics Event data Available in: Lightning
Experience
model object. Sales and service managers can use the metrics and visualizations on these flexcards
to identify potential issues, prioritize high-performing assets, optimize asset performance, and Available in: Enterprise,
minimize downtime. Unlimited, and Developer
Editions

Visualizations from Calculated Insights

The AssetCalculatedInsightsAssetPageParentCard flexcard shows critical metrics on asset revenue and cases based on data from calculated
insights that come with the Manufacturing data kit.
The AssetCalculatedInsightsAssetPageParentCard flexcard shows these calculated insights.
• Asset Lifetime Revenue
• Asset Revenue From Direct Sales
• Asset Revenue From Services
• Count Of Total Cases By Asset
• Count Of Open Cases By Asset
• Count Of Closed Cases By Asset

105
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

To learn more about these calculated insights, see Manufacturing Cloud Calculated Insights.

Visualizations from Data Model Object

The AssetDataModelObjectsParent flexcard shows key metrics and a line chart based on asset telematics data stored in Asset Telematics
Event data model object in Data Cloud. Add the AssetDataModelObjectsParent FlexCard component to the Asset record page.
The AssetDataModelObjectsParent flexcard shows these metrics.

Metric Description
Asset Status The latest activation status of the asset during the specified duration.

Asset Temperature The maximum temperature of the asset during the specified duration.

Pressure Level The maximum pressure applied or generated from the asset during the specified
duration.

Vibration The vibration in the asset during the specified duration.

Output Power The power generated by the asset during the specified duration.

Total Usage The latest total usage of the asset during the specified duration.

Latitude The latest latitude of the asset during the specified duration.

Longitude The latest longitude of the asset during the specified duration.

The AssetDataModelObjectsParent flexcard shows a line chart that traces the output power that the asset generates over time.
All metrics, including the line chart, are set for a default duration of 7 days. Sales and service managers can filter the data on the card for
different durations.

Data Cloud Visualization Flexcards for Accounts

In the Account record page in the Manufacturing app, Add the preset flexcard that visualizes
EDITIONS
customer revenue and satisfaction data stored in Data Cloud. Use the
AssetCalculatedInsightsAccountPageParentCard flexcard to visualize data from calculated insights.
Sales and service managers can use the metrics on this flexcard to track customer lifetime revenue Available in: Lightning
Experience
generated from assets, elevate customer satisfaction, and triage customers based on their lifetime
revenue. Available in: Enterprise,
Unlimited, and Developer
Editions
Visualizations from Calculated Insights
The AssetCalculatedInsightsAccountPageParentCard flexcard shows critical metrics on customer
revenue and cases based on data from calculated insights that come with the Manufacturing data kit.
The AssetCalculatedInsightsAccountPageParentCard flexcard shows these calculated insights.
• Customer Lifetime Value From Assets
• Count Of Total Cases By Customer
• Count Of Open Cases By Customer
• Count Of Closed Cases By Customer
To learn more about these calculated insights, see Manufacturing Cloud Calculated Insights.

106
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Extensible Data Cloud Visualization Cards in Manufacturing Cloud

Configure Data Cloud Visualization flexcards to visualize any data that’s stored in Data Cloud in the
EDITIONS
Manufacturing app. Use the extensible flexcards to configure data source and visualization properties
based on your implementation of Data Cloud and your unique process needs. Add the flexcards to
the desired record pages and specify the display name, help text, line chart, and other properties Available in: Lightning
Experience
by using the Lightning App Builder.
Available in: Enterprise,
Add the DataCloudVisualizationParentCard flexcard to any record page in the Manufacturing app
Unlimited, and Developer
and show data model object values as synced from Data Cloud. While the predefined flexcards
Editions
show key performance metrics that are derived from the Asset Telematics Event data model objects,
you can use the DataCloudVisualizationParentCard flexcard to visualize values from any data model
object in Data Cloud.
Add the DataCloudVisualizationCalculatedInsightsParentCard flexcard to any record page in the Manufacturing app and show calculated
insight values as synced from Data Cloud. While the predefined flexcards show calculated insights that are part of the Manufacturing
data kit, you can use the DataCloudVisualizationCalculatedInsightsParentCard flexcard to visualize calculated insights that your admin
creates or deploys from other data kits.

Example: Scenario 1: Visualize Data From Data Model Objects

Sales managers at Smale Constructions want to view the number of fault events and critical events for an asset over the past year.
They can easily derive this information from the Asset Performance Summary data model object in Data Cloud. This object stores
telematics data for a specific period range.
The admin adds the DataCloudVisualizationParentCard flexcard on the Asset page, and specifies the Asset Performance Summary
data model object as the visualization source. The admin specifies the metric properties and line chart properties of the flexcard.
Scenario 2: Visualize Data From Calculated Insights
Sales managers at Smale Constructions want to understand the engagement level of a customer based on the number of positive
ratings for products and services purchased and the number of warranty renewals. They can easily derive this information from
the Customer Engagement insight, a custom-calculated insight that the admin has created that the admin has created in Data
Cloud.
The admin adds the DataCloudVisualizationCalculatedInsightsParentCard flexcard on the Account page, and specifies the Customer
Engagement calculated insight as the visualization source.

Visualization of Metrics in Data Model Objects in Manufacturing Cloud

The DataCloudVisualizationParentCard flexcard shows up to six metrics and a line chart based on data stored in data model objects.
Use the flexcard to track and visualize critical metrics related to asset, asset operation, asset operator, account, or any other part of
your business. Add the flexcard to the desired record page. Then, specify the visualization source, metric properties, and line chart
properties. For example, you can add the flexcard on the Asset page, and specify Asset Operation Operator Performance as the data
model object that’s the source of the visualization. Then, you can configure the card properties to monitor metrics such as the mobile
phone usage of the operator, whether the asset was idle during an operation, and the operating style of the operator.
View Metrics from Data Model Objects on an Asset Page in Manufacturing Cloud
Sales and service managers at Weltschmarz Distributors can track key metrics from the Asset Telematics Event data model object
on an Asset record page in the Manufacturing app.

107
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Visualization of Calculated Insights in Manufacturing Cloud

The DataCloudVisualizationCalculatedInsightsParentCard flexcard shows values from up to eight calculated insights. Use this flexcard
to track key multidimensional metrics related to an account, an asset, a contact, or any other part of your business. Add the flexcard
to the desired record page. Then, specify the source, display name, unit of measure, and help text for each calculated insight value
that you want to show. For example, you can create calculated insights that measure key performance indicators for an account,
such as average deal size, deal closure level, engagement level, and opportunity win rate. You can then add the flexcard on the
Account page, and specify the calculated insights as the visualization source.
View Calculated Insights on an Account Page in Manufacturing Cloud
Sales and service managers at Weltschmarz Distributors can track key calculated insights on an Account record page in the
Manufacturing app.

Visualization of Metrics in Data Model Objects in Manufacturing Cloud

The DataCloudVisualizationParentCard flexcard shows up to six metrics and a line chart based on
EDITIONS
data stored in data model objects. Use the flexcard to track and visualize critical metrics related to
asset, asset operation, asset operator, account, or any other part of your business. Add the flexcard
to the desired record page. Then, specify the visualization source, metric properties, and line chart Available in: Lightning
Experience
properties. For example, you can add the flexcard on the Asset page, and specify Asset Operation
Operator Performance as the data model object that’s the source of the visualization. Then, you Available in: Enterprise,
can configure the card properties to monitor metrics such as the mobile phone usage of the operator, Unlimited, and Developer
whether the asset was idle during an operation, and the operating style of the operator. Editions

You can specify these properties in the Lightning App Builder for the metrics and line chart that
appear on the card.

Property Description
General Properties

Visualization Source The API name of the data model object that’s the source of the
visualizations.

Time Filter Source Field The API name of a field on the data model object. This field stores
the time value to filter data.

Default Duration The default duration of the time filter. Enter one of these values.
• 15 Minutes
• 30 Minutes
• 40 Minutes
• 45 Minutes
• 50 Minutes
• 1 Hour
• 3 Hours
• 6 Hours
• 9 Hours
• 12 Hours
• 1 Day
• 7 Days

108
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

Property Description

• 14 Days
• 15 Days
• 30 Days
• Last Month
• Custom Dates (Enter start and end dates to get data for a range)

Metric Properties

Metric Display Name The name to display on the metric card.

Metric Source Field The API name of a field on a data model object. This field is the
source for the metric.

Metric Unit of Measure The API name of a field on a data model object. This field is the
source of the unit of measure for the metric.

Metric Aggregation Type Enter one of these values

• Max
• Min
• Latest
• Count
• Avg

Metric Section Name Name of the section where the metric appears.

Line Chart Properties

X-Axis Display Name The name of the X-axis that’s displayed on the line chart.

X-Axis Source Field The API name of a field on a data model object. This field is the
source for the X-axis of the line chart.

X-Axis Unit of Measure The API name of a field on a data model object. This field is the
unit of measure for the X-axis of the line chart.

Y-Axis Display Name The name of the Y-axis that’s displayed on the line chart.

Y-Axis Source Field The API name of a field on a data model object. This field is the
source for the Y-axis of the line chart.

Y-Axis Unit of Measure The API name of a field on a data model object. This field is the
unit of measure for the Y-axis of the line chart.

Add Line Chart to Section Name of the section where the line chart appears.

109
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

View Metrics from Data Model Objects on an Asset Page in Manufacturing Cloud
Sales and service managers at Weltschmarz Distributors can track key metrics from the Asset
EDITIONS
Telematics Event data model object on an Asset record page in the Manufacturing app.
An admin at Weltschmarz Distributors wants to surface metrics on different aspects of an asset’s Available in: Lightning
performance: output power, ambient temperature, asset temperature, and asset health status. The Experience
admin also wants to show a line chart that traces the total usage of the asset over time.
Available in: Enterprise,
To help sales and service managers view these metrics and the line chart, the admin must add the Unlimited, and Developer
DataCloudVisualizationParentCard to the asset record page, and specify the card properties. Editions
1. From the App Launcher, find and select Manufacturing.
2. Open an Asset record page. USER PERMISSIONS
3. Click Setup, and then click Edit Page
To use Data Cloud for
4. Drag the Flexcard component to the page layout. Manufacturing Cloud:
5. On the Component Properties panel, for Flexcard Name, enter • Salesforce org:
DataCloudVisualizationParentCard. Manufacturing Cloud
AND
6. For Visualization Source, enter ssot__AssetTelematicsEvent__dlm.
Data Cloud org: Data
7. For Time Filter Source Field, enter ssot__TriggeredDateTime__c. Cloud Admin
8. Specify the properties of the first metric.
a. For Metric 1 Display Name, enter Output Power.
b. For Metric 1 Source Field, enter ssot__OutputPowerNumber__c.
c. For Metric 1 Unit of Measure, enter ssot__OutputPowerUOMId__c.
d. For Metric 1 Aggregation Type, enter Latest.
e. For Metric 1 Section Name, enter Overview.

9. Specify the properties of the second metric.

a. For Metric 2 Display Name, enter Ambient Temperature.
b. For Metric 2 Source Field, enter ssot__AmbientTemperatureNumber__c.
c. For Metric 2 Unit of Measure, enter ssot__AmbientTemperatureUOMId__c.
d. For Metric 2 Aggregation Type, enter Max.
e. For Metric 2 Section Name, enter Overview.

10. Specify the properties of the third metric.

a. For Metric 3 Display Name, enter Asset Temperature.
b. For Metric 3 Source Field, enter ssot__AssetTemperatureNumber__c.
c. For Metric 3 Unit of Measure, enter ssot__AssetTemperatureUOMId__c.
d. For Metric 3 Aggregation Type, enter Max.
e. For Metric 3 Section Name, enter Overview.

11. Specify the properties of the fourth metric.

a. For Metric 4 Display Name, enter Asset Health Status.
b. For Metric 4 Source Field, enter ssot__AssetHealthStatus__c.

110
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

c. For Metric 4 Aggregation Type, enter Latest.

d. For Metric 4 Section Name, enter Overview.

12. Specify the properties of the line chart.

a. For X-Axis Display Name, enter Total Usage.
b. For X-Axis Source Field, enter ssot__TotalUsageNumber__c.
c. For X-Axis Unit of Measure, enter ssot__TotalUsageUoM__c.
d. For Y-Axis Display Name, enter Time.
e. For Y-Axis Source Field, enter Time__c.
f. For Y-Axis Unit of Measure, enter Time_UOM__c.
g. For Add Line Chart to Section, enter Overview.

13. For Default Duration, enter 30 Days

14. Save your changes.
Sales and service managers can view the metrics and line chart for an asset on the asset record page. They can use the Duration field to
filter the duration of the data that’s shown.

Visualization of Calculated Insights in Manufacturing Cloud

The DataCloudVisualizationCalculatedInsightsParentCard flexcard shows values from up to eight
EDITIONS
calculated insights. Use this flexcard to track key multidimensional metrics related to an account,
an asset, a contact, or any other part of your business. Add the flexcard to the desired record page.
Then, specify the source, display name, unit of measure, and help text for each calculated insight Available in: Lightning
Experience
value that you want to show. For example, you can create calculated insights that measure key
performance indicators for an account, such as average deal size, deal closure level, engagement Available in: Enterprise,
level, and opportunity win rate. You can then add the flexcard on the Account page, and specify Unlimited, and Developer
the calculated insights as the visualization source. Editions

You can specify these properties in the Lightning App Builder for each calculated insight value that
appears on the card.

Property Description
Calculated Insight Name The API name of the calculated insight that’s the source of the
metric value.

Calculated Insight Display Name The name for the metric that’s displayed on the card.

Calculated Insight Unit of Measure The unit of measure for the metric value.

Calculated Insight Help Text The help text that’s displayed as a tooltip when a user hovers over
the Info icon next to the metric.

111
Manufacturing Cloud Set Up Data Cloud for Manufacturing Cloud

View Calculated Insights on an Account Page in Manufacturing Cloud

Sales and service managers at Weltschmarz Distributors can track key calculated insights on an
EDITIONS
Account record page in the Manufacturing app.
An admin at Weltschmarz Distributors creates four calculated insights in Data Cloud that measure Available in: Lightning
different aspects of an account’s performance. Experience
• Sales Agreement Compliance Score By Account Available in: Enterprise,
• Profit Margin From Account Unlimited, and Developer
• Retention Score By Account Editions

• Customer Satisfaction Score By Account

To help sales and service managers view these calculated insights, the admin must add the USER PERMISSIONS
DataCloudVisualizationCalculatedInsightsParentCard to the account record page, and specify the
To use Data Cloud for
card properties.
Manufacturing Cloud:
1. From the App Launcher, find and select Manufacturing. • Salesforce org:
2. Open an Account record page. Manufacturing Cloud
AND
3. Click Setup and then click Edit Page
Data Cloud org: Data
4. Drag the Flexcard component to the page layout. Cloud Admin
5. On the Component Properties panel, for Flexcard Name, enter
DataCloudVisualizationCalculatedInsightsParentCard.
6. Specify the properties of the first calculated insight.
a. For Calculated Insight 1 Name, enter Sales_Agreement_Compliance_Score_By_Account__cio.
b. For Calculated Insight 1 Display Name, enter Sales Agreement Compliance Score.
c. For Calculated Insight 1 Help Text, enter The score of an account’s compliance to the committed
orders in all its sales agreements..

7. Specify the properties of the second calculated insight.

a. For Calculated Insight 2 Name, enter Profit_Margin_From_Account__cio.
b. For Calculated Insight 2 Display Name, enter Profit Margin.
c. For Calculated Insight 2 Unit of Measure, enter %.
d. For Calculated Insight 2 Help Text, enter The percentage of profit earned from each account..

8. Specify the properties of the third calculated insight.

a. For Calculated Insight 3 Name, enter Retention_Score_By_Account__cio.
b. For Calculated Insight 3 Display Name, enter Retention Score.
c. For Calculated Insight 3 Help Text, enter This score evaluates the likelihood of an account staying
with the company over a period of time..

9. Specify the properties of the fourth calculated insight.

a. For Calculated Insight 4 Name, enter Customer_Satisfaction_Score_By_Account__cio.
b. For Calculated Insight 4 Display Name, enter Customer Satisfaction Score.
c. For Calculated Insight 4 Help Text, enter The level of satisfaction each account has with the
company's products or services..

112
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

10. Save your changes.

Sales and service managers can view the calculated insights for an account on the account record page.

Additional Data Cloud Features in Manufacturing Cloud

Use Data Cloud with Manufacturing Cloud to transform external data, build segments and insights,
EDITIONS
and visualize the key performance metrics in your Salesforce CRM org. Sales and service teams can
easily explore driver performance data, monitor asset health, and act on real-time data from the
Manufacturing app. Available in: Lightning
Experience
You can bring in and visualize information from Data Cloud into the Manufacturing app in one of
Available in: Enterprise,
these ways.
Unlimited, and Developer
• Establish distinct customer segments within Data Cloud and build personalized campaigns and Editions
marketing journeys. For example, create segments of customer and company data, and send
personalized marketing emails to customers who haven’t purchased products or services in a
year. See Create and Activate Segments.
• Create actionable lists from Data Cloud segments and assign the lists to sales and service agents for outreach activities. For example,
create a list of assets that need repair and create work orders. See Creating Actionable Lists by Using List Builder for Data Cloud
Segment.
• Explore data lake objects, data model objects, and calculated insights in CRM Analytics. You can filter Data Cloud data, drill deeper,
and act on the data directly from the dashboards. See Gain Insights on Data with CRM Analytics
• Display engagement events sourced from Data Cloud on intuitive timelines on the service console and asset console. See Set Up a
Timeline to Show Engagement Events from Data Cloud.
• Add information from Data Cloud to your Contact and Lead record pages by using enrichments. On the Contact or Lead record, you
can add related lists that show information from selected data model objects or calculated insights. Or, you can copy fields from
objects that have a 1-to-1 relationship to a Data Cloud Individual or Unified Individual object, and add the field to the Contact or
Lead record page. See Enrich Your Org with 360 Data And Insights.

Automate Your Business Processes in Manufacturing Cloud

Automate complex processes and decision-making with low- to no-code tools. Use the suitable Flow for Manufacturing tool to meet
your unique business needs. Create branded experiences with OmniStudio. Use the default actions that are available with Manufacturing
Cloud in Process Builder and Flow Builder.

Flow for Manufacturing

Build customer-focused digital experiences quickly with Flow for Manufacturing, a toolset for workflow automation and orchestration.
OmniStudio for Manufacturing Cloud
OmniStudio is a suite of services, components, and data model objects that you can use to build guided brand experiences, applications,
and workflows. It’s a managed package of application components built on the Salesforce platform that you can download and
install in Manufacturing Cloud.
Preconfigured OmniStudio Components for Manufacturing Cloud
Some application interfaces and guided workflows in Manufacturing Cloud are built by using OmniStudio components. OmniStudio
is a managed package and includes tools that you can use to create branded experiences and workflows. Download the latest version
of the OmniStudio package and add the OmniStudio Designer license to your org so that you can use, customize, and extend these
components.

113
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

Flow Builder and Process Builder Actions for Manufacturing Cloud

Manufacturing Cloud provides default actions to use in Process Builder and Flow Builder. These actions can help you automate sales
agreements, account forecasting, advanced account forecasting, and account manager targets.

Flow for Manufacturing

Build customer-focused digital experiences quickly with Flow for Manufacturing, a toolset for
EDITIONS
workflow automation and orchestration.

Note: Flow for Manufacturing is different from Flow Builder, previously Salesforce Flow. Available in: Enterprise,
While Flow for Manufacturing is used for automation, Flow Builder is used to create automated Unlimited, and Developer
Editions
workflows.
Flow for Manufacturing includes these tools.
Flow Builder
A point-and-click tool for building complex workflows to automate repetitive, manual, and error-prone business processes.
See Flow Builder.
OmniStudio
A suite of services, components, and objects for creating personalized, fully branded, guided consumer experiences that can be
delivered across multiple channels and devices. Includes OmniScripts, Omnistudio Data Mappers, Integration Procedures, and
FlexCards.
See OmniStudio.
Data Processing Engine
An extract-transform-load tool to transform your data end-to-end. Create high-performance rollups with aggregations, filters, and
joins on large datasets.
See Data Processing Engine.
For information on how Data Processing Engine works with Advanced Account Forecasting in Manufacturing Cloud, see Streamline
Forecast Calculations with Data Processing Engine Definitions.
Business Rules Engine
A tool for automating complex decision-making processes, such as determining eligibility and qualification. Key components are
expression sets and lookup tables.
See Business Rules Engine.
Document Generation
A tool for unifying document creation and management. You can design Microsoft Word (.docx) and Microsoft PowerPoint (.pptx)
documents and merge fields from objects to generate documents, such as contracts, proposals, quotes, and reports.
See OmniStudio Document Generation.
Intelligent Form Reader
A tool for extracting data from faxed documents. Eliminates error-prone manual data entry and improves accuracy via automatic
text extraction.
See Intelligent Form Reader.

114
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

OmniStudio for Manufacturing Cloud

OmniStudio is a suite of services, components, and data model objects that you can use to build
EDITIONS
guided brand experiences, applications, and workflows. It’s a managed package of application
components built on the Salesforce platform that you can download and install in Manufacturing Available in: Enterprise,
Cloud. Unlimited, and Developer
OmniStudio includes OmniScripts, Omnistudio Data Mappers, Integration Procedures, and FlexCards. Editions

Install the latest version of the OmniStudio package and then complete the post-installation steps.
See OmniStudio Release Summary to get the link for downloading the OmniStudio managed
package, release notes, installation instructions, and upgrade instructions. When you update the OmniStudio package, the upgrades are
automatically available in your org.
Make sure that you have the OmniStudio Admin, OmniStudio Runtime for Communities, and OmniStudio User permission set licenses
in your org.

SEE ALSO:
OmniStudio
Get to Know Omnistudio
Preconfigured OmniStudio Components for Manufacturing Cloud

Preconfigured OmniStudio Components for Manufacturing Cloud

Some application interfaces and guided workflows in Manufacturing Cloud are built by using
EDITIONS
OmniStudio components. OmniStudio is a managed package and includes tools that you can use
to create branded experiences and workflows. Download the latest version of the OmniStudio Available in: Enterprise,
package and add the OmniStudio Designer license to your org so that you can use, customize, and Unlimited, and Developer
extend these components. Editions
You can use, modify, and extend the preconfigured OmniStudio components based on your business
needs.
• OmniScripts: An OmniScript is a guided flow that helps users complete complex tasks in a few simple steps. To modify the business
logic, look and feel, and steps in guided flows, customize preconfigured OmniScripts.
• FlexCards: A FlexCard shows information pulled from multiple sources and builds interactive screens. To modify the information that
they show and how users interact with the content, customize preconfigured FlexCards.
• Integration Procedures: An integration procedure helps you save, get, and modify data for use in an OmniScript. To modify the type
of data that you use in OmniScripts, customize preconfigured integration procedures.
• Omnistudio Data Mapper: A Data Mapper is a mapping tool that you use to extract, transform, and load Salesforce data for use in
an OmniScript. Data mappers read data from objects, capture new and changed data based on a user’s selection, and write back
transformed data to the FlexCards, integration procedures, and OmniScripts. To modify the input parameters for the JSON output
during Extract and Transform, or to modify the JSON output field mappings during Load, customize the predefined data mappers.

Preconfigured Omnistudio Components for Calculated Insights Visualization

The flexcards that visualize calculated insights are built by using Omnistudio. Use a flexcard with preset configurations to visualize
predefined calculated insights from the Manufacturing data kit on the Asset and Account record pages. Or, use and extend the
extensible flexcard to visualize the calculated insights of your choice.

115
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

Preconfigured Omnistudio Components for Data Model Object Visualization

The flexcards that visualize the data stored in data model objects are built by using Omnistudio. Use a flexcard with preset
configurations to visualize data in the Asset Telematics Event data model object on the Asset record page. Or, use and extend the
extensible flexcard to visualize data from the data model objects of your choice.
Preconfigured OmniStudio Components for Prework Estimation
The prework estimation workflow in Manufacturing Cloud is built by using OmniStudio. Service technicians generate estimates for
products and services, and create orders by using the prework estimation workflow. The workflow uses an OmniScript, FlexCards,
Integration Procedures, and Omnistudio Data Mappers.
Preconfigured OmniStudio Components for Warranty Claims Adjudication
The warranty claims adjudication interface in Manufacturing Cloud is built by using OmniStudio. The interface pulls warranty claim
information from multiple sources so that claim adjudicators can determine the approved amounts. The interface uses FlexCards,
an Integration Procedure, and Omnistudio Data Mappers.

SEE ALSO:
OmniStudio for Manufacturing Cloud

Preconfigured Omnistudio Components for Calculated Insights Visualization

The flexcards that visualize calculated insights are built by using Omnistudio. Use a flexcard with
EDITIONS
preset configurations to visualize predefined calculated insights from the Manufacturing data kit
on the Asset and Account record pages. Or, use and extend the extensible flexcard to visualize the Available in: Enterprise,
calculated insights of your choice. Unlimited, and Developer
Editions
Flexcards
DataCloudVisualizationCalculatedInsightsParentCard, AssetCalculatedInsightsAccountPageParentCard, and
AssetCalculatedInsightsAssetPageParentCard are parent cards. The child card is nested within the parent card.
Review the predefined flexcards for visualizing calculated insights.

Name Descriptions
DataCloudVisualizationCalculatedInsightsParentCard Parent card that contains up to eight cards that display calculated
insights. You can configure
DataCloudVisualizationCalculatedInsightsParentCard to visualize
the calculated insights of your choice. Use the Lightning App
Builder to add this card to a record page and specify the
visualization source and properties.

AssetCalculatedInsightsAssetPageParentCard Parent card that contains up to eight cards that display calculated
insights. AssetCalculatedInsightsAssetPageParentCard includes
preset configurations to display calculated insights on assets. Use
the Lightning App Builder to add this card to the Asset record page.

AssetCalculatedInsightsAccountPageParentCard Parent card that contains up to eight cards that display calculated
insights. AssetCalculatedInsightsAssetPageParentCard includes
preset configurations to display calculated insights on accounts.
Use the Lightning App Builder to add this card to the Account
record page.

116
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

Name Descriptions
DataCloudVisualizationCalculatedInsightsSingleCard Displays the values for a calculated insight. Multiple child flexcards
are added to the parent flexcard based on the number of calculated
insights the admin wants to show on a page. For example, if the
admin wants to show four calculated insights on the Account page,
four DataCloudVisualizationCalculatedInsightsSingleCard flexcards
are added to the AssetCalculatedInsightsAccountPageParentCard
flexcard.

Here’s the hierarchy of the child flexcard nested in the parent flexcards.
• DataCloudVisualizationCalculatedInsightsParentCard, AssetCalculatedInsightsAccountPageParentCard, or
AssetCalculatedInsightsAssetPageParentCard
• – DataCloudVisualizationCalculatedInsightsSingleCard

Integration Procedure
Review the predefined integration procedure for visualizing calculated insights.

Name Descriptions
DataCloudVisualizationCalculatedInsights Fetches the calculated insight values from Data Cloud to display
on the parent card.

Omnistudio Data Mapper

Review the predefined data mapper for visualizing calculated insights.

Name Descriptions
DataCloudVisualizationCalculatedInsightsTransform Transforms the calculated insight values to a specific format to
display on the parent card.

Preconfigured Omnistudio Components for Data Model Object Visualization

The flexcards that visualize the data stored in data model objects are built by using Omnistudio.
EDITIONS
Use a flexcard with preset configurations to visualize data in the Asset Telematics Event data model
object on the Asset record page. Or, use and extend the extensible flexcard to visualize data from Available in: Enterprise,
the data model objects of your choice. Unlimited, and Developer
Editions
FlexCards
DataCloudVisualizationParentCard and AssetDataModelObjectsParent are parent cards. The child cards nested within the parent cards
display metrics and line charts.
Review the predefined flexcards for visualizing data stored in data model objects.

117
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

Name Descriptions
DataCloudVisualizationParentCard Parent flexcard that contains child cards. You can configure
DataCloudVisualizationParentCard to visualize data from the data
model object of your choice. Use the Lightning App Builder to add
this card to a record page and specify the visualization source,
metric properties, and line chart properties.

AssetDataModelObjectsParent Parent flexcard that contains child cards.

AssetDataModelObjectsParent includes preset configurations to
display data stored in the Asset Telematics Event data model object.
Use the Lightning App Builder to add this card to the Asset record
page.

DataCloudVisualizationSectionCard Organizes the metrics and the line charts in a section. By default,
there’s one section in a parent card. To create more sections, add
the DataCloudVisualizationSectionCard flexcard to the required
parent card.

DataCloudVisualizationMetricsCard Displays aggregated data from a data model object for up to six
metrics. To display more metrics, add the
DataCloudVisualizationMetricsCard to the required section card.

DataCloudVisualizationLineChartParent Contains the Data Cloud Visualization Line Chart card and displays
the details of the line chart. To display more line charts, add the
DataCloudVisualizationLineChartParent to the required section
card.

DataCloudVisualizationLineChart Displays a line chart that visually represents data from a data model
object.

Here’s the hierarchy of the child flexcards nested in the parent flexcards.
• DataCloudVisualizationParentCard or AssetDataModelObjectsParent
– DataCloudVisualizationSectionCard
• DataCloudVisualizationMetricsCard
• DataCloudVisualizationLineChartParent
– DataCloudVisualizationLineChart

Integration Procedure
Review the predefined integration procedure for visualizing data in data model objects.

Name Descriptions
DataCloudVisualizationDisplayData Displays the data stored in a data model object on the Data Cloud
visualization cards.

118
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

Omnistudio Data Mapper

Review the predefined data mapper for visualizing data in data model objects.

Name Descriptions
DataCloudVisualizationDataTransformation Transforms the data stored in a data model object to a specific
format to display on the Data Cloud visualization cards.

Preconfigured OmniStudio Components for Prework Estimation

The prework estimation workflow in Manufacturing Cloud is built by using OmniStudio. Service
EDITIONS
technicians generate estimates for products and services, and create orders by using the prework
estimation workflow. The workflow uses an OmniScript, FlexCards, Integration Procedures, and Available in: Enterprise,
Omnistudio Data Mappers. Unlimited, and Developer
Editions
OmniScript
This predefined OmniScript is available in Manufacturing Cloud.

Name Description
docGeneration/PreWorkEstimation Use this script to use the Pre-Work Estimation app to create service
estimates, track customer approvals, and create orders.

FlexCards
These predefined FlexCards are available in Manufacturing Cloud.

Name Descriptions
AccountInformation Users use this FlexCard to search for and select an account to create
the estimates for.

SelectedProductList Shows a product that is selected on the Add Products screen.

EstimatedProductList Shows price and quantity details of a product when you review
the list of added products.

Integration Procedures
These predefined Integration Procedures are available in Manufacturing Cloud.
• ProductList
• IPStoreProducts
• addtocart

Data Mappers
These predefined data mappers are available in Manufacturing Cloud.
• DREXFetchAccountDetails

119
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

• DREXFetchContactDetails
• DREXFetchPriceBookEntries
• DREXFetchProductDetails
• DREXGetOrderDetail
• DRExtractDocumentTemplate
• DRLOCreateDraftOrder
• DRTFAddProducts
• DRTFCopyestimatedproductstoCart
• DRTFCopyProdEstimatedToSummary
• DRTFCopyProdSummaryToEstimate
• DRTFEstimateProductList
• DRTFGetSelectedContactId
• DRTFMergeProducts

SEE ALSO:
Provide On-Site Pre-Work Estimates and Track Customer Approvals

Preconfigured OmniStudio Components for Warranty Claims Adjudication

The warranty claims adjudication interface in Manufacturing Cloud is built by using OmniStudio.
EDITIONS
The interface pulls warranty claim information from multiple sources so that claim adjudicators can
determine the approved amounts. The interface uses FlexCards, an Integration Procedure, and Available in: Enterprise,
Omnistudio Data Mappers. Unlimited, and Developer
Editions
FlexCards
These predefined FlexCards are available in Manufacturing Cloud.

Name Descriptions
ClaimItem Shows the details of a claim item that’s associated with the claim.

AssetWarranty Shows the details of asset warranties that are associated with the
claim item’s asset.

ClaimCoverage Shows the details of a claim coverage that is associated with the
claim item.

ClaimCoveragePaymentDetail Shows the details of claim coverage payment detail records that
are associated with a claim coverage.

Integration Procedure
This predefined Integration Procedure is available in Manufacturing Cloud.

Name Descriptions
UpdatePaymentDetails Updates the Claim Coverage Payment Details record.

120
Manufacturing Cloud Automate Your Business Processes in Manufacturing Cloud

Data Mappers
These predefined Omnistudio data mappers are available in Manufacturing Cloud.

Name Descriptions
ClaimItemDetailUpdate Updates the Claim Coverage Payment Details record.

GetAllClaimItemGroupByAsset Populates information on the ClaimItem, AssetWarranty,

ClaimCoverage, and ClaimCoveragePaymentDetails FlexCards.

SEE ALSO:
Manual Adjudication of Warranty Claims

Flow Builder and Process Builder Actions for Manufacturing Cloud

Manufacturing Cloud provides default actions to use in Process Builder and Flow Builder. These
EDITIONS
actions can help you automate sales agreements, account forecasting, advanced account forecasting,
and account manager targets. Available in: Enterprise,
Unlimited, and Developer
Action in Process Builder and Flow Description Editions
Builder
Calculate Advanced Account Forecasts Calculate forecasts for an account based on the
formulas associated with the forecast set.

Refresh Actuals Calculation Recalculate actual values of an active sales

agreement.

Recalculate Forecasts Actions Recalculate forecasts for a single account or for

all accounts in your Salesforce org.

Update Account Manager Target Values Update the assignment values of an account
manager target to reflect the changes in the
target value.

Update Advanced Account Forecast Set Partner Update the status of the Advanced Account
Forecast Set Partner record after the forecast
data for a given combination of account and
forecast set has been generated.

SEE ALSO:
Flow Builder
Process Builder
Manufacturing Cloud Developer Guide: Standard Invocable Actions

121
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Extend Manufacturing Cloud with Prebuilt Apps

Manufacturing Cloud provides prebuilt apps to help you get started with your implementation and explore proof-of-concept configurations.
Prebuilt apps include metadata, tools, and workflows for nuanced, process-specific needs.

Learn About Prebuilt Apps for Manufacturing Cloud

Implement custom business use cases by using the prebuilt apps for Manufacturing Cloud. Explore the prebuilt apps in the
Manufacturing Cloud learning trial orgs or deploy and use the prebuilt apps in your org.
Prebuilt Apps for Manufacturing Cloud
Use the prebuilt apps tailored for Manufacturing Cloud to implement custom business use cases and to meet process-specific
requirements.

Learn About Prebuilt Apps for Manufacturing Cloud

Implement custom business use cases by using the prebuilt apps for Manufacturing Cloud. Explore
EDITIONS
the prebuilt apps in the Manufacturing Cloud learning trial orgs or deploy and use the prebuilt apps
in your org. Available in: Enterprise,
Sign up for a learning trial org and use the prebuilt apps directly. For instructions, see Create a Unlimited, and Developer
Manufacturing Cloud Trial Org. When you deploy the prebuilt apps into your org, make sure that Editions
your org has the appropriate licenses and permissions for Manufacturing Cloud.
Here’s the list of prebuilt apps for Manufacturing Cloud.

Prebuilt App Description Learn More

Advanced Account Forecast Product Customize the default Data Processing Generate Forecasts for Product Categories
Category Engine (DPE) templates to get advanced
account forecasts at any level in the product
category hierarchy.

Advanced Account Forecast Revenue Customize the default DPE templates to get Generate Forecasts for Key Revenue
Measures advanced account forecasts of key revenue Measures
measures.

Object Hierarchy Mapping Define field mappings between objects that Map Fields with the Object Hierarchy
are used during the conversion of Mapping Package
opportunities to sales agreements or
between the objects that are used in Rebate
Management.

Data Processing Engine Debug Get the count of records that pass through Debug Your Data Processing Engine
the nodes of a DPE definition to enhance Definitions
your DPE definitions. Visualize a DPE
definition to get a deeper understanding of
its structure.

Product Registration Register assets and assign asset warranties Register Products and Assign Warranties
swiftly by using preconfigured OmniStudio Quickly
components.

122
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Prebuilt App Description Learn More

Actuals Calculation Using Data Processing Calculate the actual revenue and quantity Calculate Actuals for Sales Agreements
Engine for sales agreements by using a DPE Using the Data Processing Engine on page
definition and get the latest values updated 176
on agreement terms by using a scheduled
flow.

Order Visibility Get a comprehensive view of the key details Track a Contact’s Orders, Order Products,
of a contact’s orders, order products, and and Cases Easily on page 184
cases by using preconfigured OmniStudio
components.

Advanced Account Forecasts with Generate advanced account forecasts based Generate Forecasts Based on Opportunity
Opportunity Line Item Schedules on opportunity line item schedules by using Product Schedules on page 192
four predefined DPE definitions.

Advanced Account Forecasts with Account Track forecast data for each account in a Calculate Forecasts for Accounts in a
Hierarchy hierarchy by using four predefined DPE Hierarchy on page 179
definitions. The forecast data for all child
accounts is aggregated and rolled up at
each parent account level.

Actionable Relationship Center Templates Use Actionable Relationship Center Visualize Your Commercial and Service
for Manufacturing templates to quickly create graphs to Relationships
visualize the key relationships of accounts
and assets.

Warranty Claims Create warranty claims quickly to claim Create Warranty Claims by Using the
reimbursement for the cost of repairs done Workflow
for assets under warranty.

Prebuilt Apps for Manufacturing Cloud

Use the prebuilt apps tailored for Manufacturing Cloud to implement custom business use cases and to meet process-specific requirements.

Important: The Manufacturing Cloud Prebuilt Apps is a Non-SFDC Application as defined under, and subject to the terms of,
your Main Services Agreement (f/k/a the Master Subscription Agreement) with Salesforce.
https://www.salesforce.com/company/legal/agreements.jsp

Note: To install some of these apps, you need a special Learning trial org. See Create a Manufacturing Cloud Trial Org.

Generate Forecasts for Product Categories

Extend the default Data Processing Engine templates that work with Advanced Account Forecasting to generate forecasts at any
level in the product category hierarchy. Help your account managers, regional managers, and financial analysts get better demand
visibility. View granular forecasts that help you identify high and low performers in each product category.

123
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Generate Forecasts for Key Revenue Measures

Extend the default Data Processing Engine templates that work with Advanced Account Forecasting to allow your users to view
forecasts for key revenue measures. Help your account managers, regional managers, and financial analysts understand the key
revenue measures to improve sales and manage gross margin percentage at a product level. View forecasts for revenue measures
along with net profit and sales visibility at a product level and take the steps required to improve profitability.
Map Fields with the Object Hierarchy Mapping Package
Create field mappings between objects for the ConvertToSalesAgreement and EligibleProgramRebateType usage types, to help you
set up your data in Manufacturing Cloud. These mappings can help account managers define relationships between Opportunities
and Sales Agreement objects used during the conversion of opportunities to sales agreements. Or define relationships between
Transaction Journal and aggregate objects used in Rebate Management.
Debug Your Data Processing Engine Definitions
Optimize your Data Processing Engine (DPE) definitions by using the Data Processing Engine Debug prebuilt app. Get the count of
records that pass through the nodes of a DPE definition to verify how interlinked nodes behave, to test new customizations, and to
investigate errors. Get a visual representation of a DPE definition to explore its nodes and their connections, to plan customizations,
and to troubleshoot issues.
Register Products and Assign Warranties Quickly
Sales and service representatives swiftly register assets, associate assets with accounts and contacts, and assign asset warranties
using the Product Registration prebuilt app. The Product Registration prebuilt app is made up of OmniStudio components, Lightning
Web Component bundles, a Lightning Page, and a tab. The prebuilt app can be used in the Salesforce desktop site and in the
Salesforce mobile app.
Calculate Actuals for Sales Agreements Using the Data Processing Engine
The Calculate Actuals Using Data Processing Engine prebuilt app helps you automatically calculate actual quantity and actual revenue
of sales agreements using a Data Processing Engine definition. You can calculate actual quantities and revenues for past, current,
and future schedules of one or more sales agreements. You can also specify the status of orders that are considered for the calculation.
You can also schedule the calculation via a predefined scheduled flow, and customize the actuals calculation logic by customizing
the predefined Data Processing Engine template.
Calculate Forecasts for Accounts in a Hierarchy
Generate forecasts for all accounts in a hierarchy and see the rolled up forecast values at a parent account level. Use Data Processing
Engine templates, custom fields, and a sample forecast set to calculate and roll over forecast for all child accounts and display the
cumulative data at the parent account level. Empower your country managers, regional managers, and account managers to
collaborate on forecasts and review the adjusted values.
Track a Contact’s Orders, Order Products, and Cases Easily
The Order Visibility prebuilt app gives sales and service representatives a holistic view into a contact’s orders and track orders’ key
details, associated order products, and associated cases. They can also launch an intuitive flow to swiftly create cases associated with
an order. With this prebuilt app, admins can add a preconfigured flexcard that shows these details to the Service Console for
Manufacturing, an Experience Cloud site, or a contact record page. The prebuilt app is made up of OmniStudio components,
permission sets, and a custom field.
Generate Forecasts Based on Opportunity Product Schedules
The Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app extends the default Data Processing Engine
(DPE) templates to generate forecasts based on opportunity products schedules. With these forecasts, sales and finance teams can
get better visibility into realized revenue on opportunities and potential opportunity quantity and revenue over time. They can create
more informed sales timelines and plan their work better.

124
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Visualize Commercial and Service Relationships

Get an intuitive, interactive view of the key relationships in your commercial and service operations by using Actionable Relationship
Center (ARC) in Manufacturing Cloud. Easily design ARC relationship graphs tailored to your needs by using the templates available
in the Actionable Relationship Center Templates for Manufacturing prebuilt app. Sales teams at a manufacturer can visualize account
hierarchies and drill into relevant sales agreements, transactions, and rebate programs. Service teams can get a snapshot of an
account’s assets, cases filed by the account, and work orders logged for the account. Service teams can also view an asset’s activities,
including its related cases, work orders, and asset warranties.
Create Warranty Claims by Using the Workflow
Partners and agents create warranty claims by using the Warranty Claims prebuilt app. The Warranty Claims prebuilt app consists
of Omnistudio components, Lightning Web Component bundles, a Lightning Page, and a tab. You can use the prebuilt app in the
Salesforce desktop site and in the Salesforce mobile app. If you buy a product and wish to claim reimbursement for the cost of repairs
done under warranty, use this guided workflow to quickly create a warranty claim.

Generate Forecasts for Product Categories

Extend the default Data Processing Engine templates that work with Advanced Account Forecasting
EDITIONS
to generate forecasts at any level in the product category hierarchy. Help your account managers,
regional managers, and financial analysts get better demand visibility. View granular forecasts that Available in: Enterprise,
help you identify high and low performers in each product category. Unlimited, and Developer
To set up product categories for Advanced Account Forecasting in your org, you must create and Editions.
update various components, such as custom fields, Data Processing Engine definitions, flows, and
more. To help you get started quickly, the Manufacturing Cloud Learning trial org includes all the
components you need. Using this trial org, you can package all the components and then install the package into your Salesforce org.
To sign up for a Learning trial org, see Create a Manufacturing Cloud Trial Org.

Get Started

Create and Upload Packages for Advanced Account Forecast Product Category
Create and upload packages in your Learning trial org with the required assets for Advanced Account Forecast Product Category.
Install Packages for Advanced Account Forecast Product Category
Install the packages that you created in your Learning trial org into your Salesforce org.
Set Up Advanced Account Forecast Product Category
To work with Advanced Account Forecast Product Category, set up and configure the provided components that you installed from
the Learning trial org packages.
Run DPE Definitions Using Flows to Generate Forecasts for Product Categories
The Advanced Account Forecast Product Category package includes schedule-triggered flows and screen flows to run the provided
Data Processing Engine (DPE) definitions. After configuring the package assets, use the flows to run the DPE definitions to generate
forecasts at the product category level.
Considerations for Advanced Account Forecast Product Category
Note these considerations when using the Advanced Account Forecast Product Category app to generate forecasts for product
categories.

125
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create and Upload Packages for Advanced Account Forecast Product Category
Create and upload packages in your Learning trial org with the required assets for Advanced Account
EDITIONS
Forecast Product Category.
1. Log in to your Learning trial org. Available in: Enterprise,
Unlimited, and Developer
2. From Setup, in the Quick Find box, enterPackage Manager, and then select Package
Editions.
Manager.
3. Click New.
USER PERMISSIONS
4. Enter these details.
• Package Name: ProdCatgField_pkg1 To create the package:
• Create AppExchange
• Description: Custom fields for Advanced Account Forecasting Product Categories. Packages
5. Click Save. To upload the package:
• Upload AppExchange
6. Click Add to define components. Packages
7. Select Custom Field in Component Type and select these fields on the Advanced Account
Forecast Fact object.
• Adjusted Forecasted Quantity
• Adjusted Forecasted Revenue
• Parent Category
• Product Category
• Sales Agreement Quantity from Products
• Sales Agreement Quantity from Categories
• Sales Agreement Revenue from Products
• Sales Agreement Revenue from Categories

8. Click Add to Package.

9. Click Upload.
10. Enter these details and click Upload.

126
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

• Version Name: ProdCategory

• Version Number: 1.0
An installation package URL is generated.

11. Make a note of the installation package URL. This URL is used to install the custom fields into your org.
12. In Package Manager, click New to create another package with these details.
• Package Name: ProdCatgField_pkg2
• Description: Custom Data Processing Engine templates and flows for Advanced Account Forecasting Product Categories.

13. Add these components in the ProdCatgField_pkg2 package.

Component Type Component API Name Description

Aura Component Bundle CH_InstallationPage Component used on a Lightning page to create a forecast
set record for Product Category Hierarchy.

Batch Calculation Job Generate_Category_Forecast_Sample DPE definition to generate a forecast with product
Definition categories.

Batch Calculation Job Recalculate_Category_Forecast_Sample DPE definition to recalculate a forecast with product
Definition categories.

Batch Calculation Job Regenerate_Account_Forecast_Sample DPE definition to regenerate a forecast with product
Definition categories.

Batch Calculation Job Rollover_Category_Forecast_Sample DPE definition to rollover a forecast with product
Definition categories.

Lightning Page CreateCategoryHierarchyMetadata Lightning page to set up the Product Category Hierarchy
metadata and components.

Tab Create_Category_Hierarchy_Metadata Custom tab available on the App Launcher to create the
forecast set data.

Flow Definition Install_AAF_Product_Category_Hierarchy A flow to create the forecast set record.

_Forecast_Set

127
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Component Type Component API Name Description

Flow Definition industries_mfg_GenerateForecastDPESampleScheduleFlow Scheduled flow for the Generate Category Forecast
Sample DPE.

Flow Definition industries_mfg_RecalculateForecastDPESampleScheduleFlow Scheduled flow for the Recalculate Category Forecast
Sample DPE.

Flow Definition industries_mfg_RegenerateForecastDPESampleScheduleFlow Scheduled flow for the Regenerate Category Forecast
Sample DPE.

Flow Definition industries_mfg_RolloverForecastDPESampleScheduleFlow Scheduled flow for the Rollover Category Forecast Sample
DPE.

Flow Definition industries_mfg_GenerateForecastDPESampleScreenFlow Screen flow for the Generate Category Forecast Sample
DPE.

Flow Definition industries_mfg_RecalculateForecastDPESampleScreenFlow Screen flow for the Recalculate Category Forecast Sample
DPE.

Flow Definition industries_mfg_RegenerateForecastDPESampleScreenFlow Screen flow for the Regenerate Category Forecast Sample
DPE.

Flow Definition industries_mfg_RolloverForecastDPESampleScreenFlow Screen flow for the Rollover Category Forecast Sample
DPE.

Permission Set Manufacturing_AAF_Product_Category_Hierarchy Permission set with the required permissions for Product
Category Hierarchy.

14. Enter these details and upload the package.

• Version Name: ProdCategory 2
• Version Number: 1.0

15. Make a note of the installation package URL. This URL is used to install the additional assets for Advanced Account Forecast Product
Category into your org.

Install Packages for Advanced Account Forecast Product Category

Install the packages that you created in your Learning trial org into your Salesforce org.
EDITIONS
Before installing the packages, ensure Advanced Account Forecasting and Data Pipelines are enabled
in your org. For more information, see Enable Features for Manufacturing Cloud. Available in: Enterprise,
Unlimited, and Developer
1. Log in to your Salesforce org where you want to install the packages.
Editions.
2. For each Installation URL that you wrote down, replace the domain in the installation URL with
your Salesforce (target org) domain name. Then open the links.
USER PERMISSIONS
For example, if the Installation URL is
To install the package:
• Download AppExchange
Packages

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tBxxxxxxx17x and your

128
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

target org domain name is https://curious-einstein-dev-ed.my.salesforce.com, then the installer page

URL is
https://curious-einstein-dev-ed.my.salesforce.com/packaging/installPackage.apexp?p0=04tBxxxxxxx17x.

3. On the install page, choose whether to install the package for admins only, all users, or specific profiles.
4. Click Install.
The packages can take a while to install. An email is sent when the installation completes.

5. Click Done.
After installation is complete, verify that the packages were installed. Look for the packages on the Installed Packages page in Setup.

Set Up Advanced Account Forecast Product Category

To work with Advanced Account Forecast Product Category, set up and configure the provided
EDITIONS
components that you installed from the Learning trial org packages.
Available in: Enterprise,
1. Prerequisites for Advanced Account Forecast Product Category Unlimited, and Developer
Complete these prerequisites before you start using the Advanced Account Forecast Product Editions.
Category app.
2. Assign the Permission Set for Advanced Account Forecast Product Category
Assign the provided Advanced Account Forecast Product Category permission set to users who you want to work with product
category forecasts.
3. Create the Forecast Set for Advanced Account Forecast Product Category
Create the provided Advanced Account Forecast Product Category forecast set using a Lightning page.
4. Configure the Forecast Set with DPE Definitions for Product Category
Configure the provided forecast set to use the Data Processing Engine (DPE) definitions for Advanced Account Forecast Product
Category.
5. Activate the Forecast Set for Advanced Account Forecast Product Category
Activate the provided forecast set for Advanced Account Forecast Product Category.

Prerequisites for Advanced Account Forecast Product Category

Complete these prerequisites before you start using the Advanced Account Forecast Product Category app.
• Use the Category, Product Category, and Product Category Product objects to store the product and category data for generating
forecasts.
• Use the Is Primary Category field on Product Category Product to define the primary category for the product. Forecasts only for
products with a primary category are generated and shown in the grid.
• Define a parent category for the highest level category to be considered for generating forecasts. For example, to generate forecasts
for Top Category (parent category for all other categories), define its parent category as Super Category.

129
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Assign the Permission Set for Advanced Account Forecast Product Category
Assign the provided Advanced Account Forecast Product Category permission set to users who
EDITIONS
you want to work with product category forecasts.
1. From Setup, in the Quick Find box, enter Users, and then select Users. Available in: Enterprise,
Unlimited, and Developer
2. Select a user.
Editions.
3. In the Permission Set Assignments related list, click Edit Assignments.
4. Select the Manufacturing AAF Product Category Hierarchy permission set and click Add. USER PERMISSIONS
5. Save your work.
To assign permission sets:
• Assign Permission Sets
AND
View Setup and
Configuration

Create the Forecast Set for Advanced Account Forecast Product Category
Create the provided Advanced Account Forecast Product Category forecast set using a Lightning
EDITIONS
page.
To view product categories in your forecasts, you need a forecast set configured to show this data. Available in: Enterprise,
To help you get started, one of the packages that you installed from the Learning trial org includes Unlimited, and Developer
a preconfigured Product Category Forecast Set. When you installed the package, this forecast set Editions.
was made available in your org. All you need to do is add it to your org.

Warning: You can install this metadata only once in your org. USER PERMISSIONS

1. From the App Launcher, find and select Create Category Hierarchy Metadata. To create a forecast set:
• Manufacturing
2. Click Create Product Category Forecast Set . Advanced Account
Forecasting

The forecast set for Advanced Account Forecast Product Category is created in your org.

SEE ALSO:
Create and Configure Forecast Sets

130
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Configure the Forecast Set with DPE Definitions for Product Category
Configure the provided forecast set to use the Data Processing Engine (DPE) definitions for Advanced
EDITIONS
Account Forecast Product Category.
1. From Setup, enter Manufacturing in the Quick Find box, and then select Advanced Available in: Enterprise,
Account Forecasting. Unlimited, and Developer
Editions.
2. Click Edit next to Sample Forecast Set for Category Hierarchy.
3. Expand the Building Blocks section.
USER PERMISSIONS
4. Click Edit next to Data Processing Engine Definitions.
5. Select the Data Processing Engine definitions for Advanced Account Forecast Product Category To configure a forecast set:
in the Generation Definition, Regeneration Definition, Recalculation Definition, and Rollover • Manufacturing
Advanced Account
Definition fields, and click Save.
Forecasting

Activate the Forecast Set for Advanced Account Forecast Product Category
Activate the provided forecast set for Advanced Account Forecast Product Category.
EDITIONS
1. In the Forecast Set setup page, click the Forecast Set tab.
Available in: Enterprise,
2. Click Activate next to the Sample Forecast Set for Category Hierarchy forecast set.
Unlimited, and Developer
The forecast set is now ready to use.
Editions.

Run DPE Definitions Using Flows to Generate Forecasts for Product Categories
USER PERMISSIONS
The Advanced Account Forecast Product Category package includes schedule-triggered flows and
screen flows to run the provided Data Processing Engine (DPE) definitions. After configuring the To activate a forecast set:
package assets, use the flows to run the DPE definitions to generate forecasts at the product category • Manufacturing
level. Advanced Account
Forecasting
Look for these flows:
• GenerateForecastDPESampleScheduleFlow
• RecalculateForecastDPESampleScheduleFlow
• RegenerateForecastDPESampleScheduleFlow
• RolloverForecastDPESampleScheduleFlow
• GenerateForecastDPESampleScreenFlow
• RecalculateForecastDPESampleScreenFlow
• RegenerateForecastDPESampleScreenFlow
• RolloverForecastDPESampleScreenFlow
Run the flows based on your business needs.

Run a Schedule-Triggered Flow for Advanced Account Forecast Product Category

Schedule flows to generate forecasts at the product category level.

131
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Run a Screen Flow for Advanced Account Forecast Product Category

Run the screen flows with the DPE definitions to generate forecasts at the product category level.

SEE ALSO:
Run a Data Processing Engine Definition in Flows

Run a Schedule-Triggered Flow for Advanced Account Forecast Product Category

Schedule flows to generate forecasts at the product category level.
EDITIONS
1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
Available in: Enterprise,
2. Click to open a schedule-triggered flow for Advanced Account Forecast Product Category.
Unlimited, and Developer
3. In the Start node, click Edit. Editions.
4. Specify a start date, start time, and frequency for the flow, and click Done.
5. Double-click to open the Run Data Processing Job node. USER PERMISSIONS
6. Enter the AccountId and AdvAccountForecastSetId. To run a flow in Flow Builder:
7. Click Done. • Manage Flow
8. Click Activate.
The flow runs as per the specified schedule.

Run a Screen Flow for Advanced Account Forecast Product Category

Run the screen flows with the DPE definitions to generate forecasts at the product category level.
EDITIONS
1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
Available in: Enterprise,
2. Click to open a screen flow for Advanced Account Forecast Product Category.
Unlimited, and Developer
3. Click Run. Editions.
4. Enter the AccountId and AdvAccountForecastSetId.
5. Click Next. USER PERMISSIONS
6. Click Finish. To run a flow in Flow Builder:
Use Monitor Workflow Services in Setup to track the progress, success, and failure of the flow run. • Manage Flow

Considerations for Advanced Account Forecast Product Category

Note these considerations when using the Advanced Account Forecast Product Category app to generate forecasts for product categories.
• Adjustments to measure values in the forecast grid for categories at a higher level don’t reflect automatically for the lower-level
categories in the hierarchy and vice versa.
• Measures values for a product roll up only at the product’s primary category level and its parent categories in the hierarchy.

132
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Generate Forecasts for Key Revenue Measures

Extend the default Data Processing Engine templates that work with Advanced Account Forecasting
EDITIONS
to allow your users to view forecasts for key revenue measures. Help your account managers,
regional managers, and financial analysts understand the key revenue measures to improve sales Available in: Enterprise,
and manage gross margin percentage at a product level. View forecasts for revenue measures along Unlimited, and Developer
with net profit and sales visibility at a product level and take the steps required to improve Editions.
profitability.
To set up revenue measures for Advanced Account Forecasting in your org, you must create and
update various components, such as custom fields, Data Processing Engine definitions, and flows. To help you get started quickly, the
Manufacturing Cloud Learning trial org includes all the components you need. Using this trial org, you can package all the components
and then install the package into your Salesforce org.
To sign up for a Learning trial org, see Create a Manufacturing Cloud Trial Org.

Get Started

Create and Upload Packages for Advanced Account Forecast Revenue Measures
Create and upload packages in your Learning trial org with the required assets for Advanced Account Forecast Revenue Measures.
Install Packages for Advanced Account Forecast Revenue Measures
Install the packages that you created in your Learning trial org into your Salesforce org.
Create the Forecast Set for Advanced Account Forecast Revenue Measures
Create the provided Advanced Account Forecast Revenue Measure forecast set using a predefined flow.
Configure the Forecast Set with DPE Definitions for Revenue Measures
Configure the provided forecast set to use the Data Processing Engine (DPE) definitions for Advanced Account Forecast Revenue
Measures.
Activate the Forecast Set for Advanced Account Forecast Revenue Measures
Activate the provided forecast set for Advanced Account Forecast Revenue Measures.
Run DPE Definitions Using Flows to Generate Forecasts for Key Revenue Measures
The Advanced Account Forecast Product Category package includes schedule-triggered flows and screen flows to run Data Processing
Engine (DPE) definitions. You can customize these flows to run the DPE definitions to generate forecasts for key revenue measures.

SEE ALSO:
Example: Analyze Product Cost and Profit Margins with Advanced Account Forecasting and Data Processing Engine

133
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create and Upload Packages for Advanced Account Forecast Revenue Measures
Create and upload packages in your Learning trial org with the required assets for Advanced Account
EDITIONS
Forecast Revenue Measures.
1. Log in to your Learning trial org. Available in: Enterprise,
Unlimited, and Developer
2. From Setup, in the Quick Find box, enterPackage Manager, and then select Package
Editions.
Manager.
3. Click New.
USER PERMISSIONS
4. Enter these details.
• Package Name: Revenue Measures Custom Fields and Permissions To create the package:
• Create AppExchange
• Description: Custom fields and permissions for Advanced Account Forecasting Revenue Packages
Measures.
To upload the package:
5. Click Save. • Upload AppExchange
Packages
6. Click Add to define components.
7. Select Custom Field in Component Type and select these fields on the Advanced Account
Forecast Fact object.
• Actual Gross Margin Percent
• Actual Profit
• Cost Per Unit
• Fixed Cost
• Forecasted Gross Margin Percent
• Total Cost

8. Click Add to Package.

9. Select Permission Set in Component Type and select the Manufacturing AAF Revenue Measures permission set.
10. Click Add to Package.

134
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

11. Click Upload.

12. Enter these details and click Upload.
• Version Name: Revenue Measures Fields
• Version Number: 1.0
An installation package URL is generated.

13. Make a note of the installation package URL. This URL is used to install the custom fields into your org.
14. In Package Manager, click New to create another package with these details.

135
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

• Package Name: Revenue Measures DPEs and Flow

• Description: Custom Data Processing Engine templates and flows for Advanced Account Forecasting Revenue Measures.

15. Add these components in the Revenue Measures DPEs and Flow package.

Component Type Component API Name Description

Batch Calculation Job GenerateAccountForecastWithRevenueMeasures DPE definition to generate a forecast with revenue
Definition measures.

Batch Calculation Job RecalculateAccountForecastWithRevenueMeasures DPE definition to recalculate a forecast with revenue
Definition measures.

Batch Calculation Job RegenerateAccountForecastWithRevenueMeasures DPE definition to regenerate a forecast with revenue
Definition measures.

Batch Calculation Job RolloverAccountForecastWithRevenueMeasures DPE definition to rollover a forecast with revenue
Definition measures.

Flow Definition CreateForecastSetforRevenueMeasures A flow to create the forecast set record.

16. Enter these details and upload the package.

• Version Name: Revenue Measures DPEs
• Version Number: 1.0

17. Make a note of the installation package URL. This URL is used to install the additional assets for Advanced Account Forecast Revenue
Measures into your org.

136
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install Packages for Advanced Account Forecast Revenue Measures

Install the packages that you created in your Learning trial org into your Salesforce org.
EDITIONS
Before installing the packages, ensure Advanced Account Forecasting and Data Pipelines are enabled
in your org. For more information, see Enable Features for Manufacturing Cloud. Available in: Enterprise,
Unlimited, and Developer
1. Log in to your Salesforce org where you want to install the packages.
Editions.
Important: Install the Revenue Measures Custom Fields and Permissions package first.
Then, assign the Manufacturing AAF Revenue Measures permission set to the logged-in
USER PERMISSIONS
user and Integration user. Next, install the Revenue Measures DPEs and Flow package.
To install the package:
2. For each Installation URL that you wrote down, replace the domain in the installation URL with
• Download AppExchange
your Salesforce (target org) domain name. Then open the links. Packages
For example, if the Installation URL is
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tBxxxxxxx17x and your
target org domain name is https://curious-einstein-dev-ed.my.salesforce.com, then the installer page
URL is
https://curious-einstein-dev-ed.my.salesforce.com/packaging/installPackage.apexp?p0=04tBxxxxxxx17x.

3. On the install page, choose whether to install the package for admins only, all users, or specific profiles.
4. Click Install.
The packages can take a while to install. An email is sent when the installation completes.

5. Click Done.
After installation is complete, verify that the packages were installed. Look for the packages on the Installed Packages page in Setup.

137
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create the Forecast Set for Advanced Account Forecast Revenue Measures
Create the provided Advanced Account Forecast Revenue Measure forecast set using a predefined
EDITIONS
flow.
To view key revenue measures in your forecasts, you need a forecast set configured to show this Available in: Enterprise,
data. To help you get started, one of the packages that you installed from the Learning trial org Unlimited, and Developer
includes a preconfigured revenue measures forecast set. When you installed the package, this Editions.
forecast set was made available in your org. All you need to do is add it to your org.

Warning: You can install this metadata only once in your org. USER PERMISSIONS

1. From Setup, in the Quick Find box, enter Flows, and then select Flows. To create a forecast set:
• Manufacturing
2. Click to open the Create Forecast Set for Revenue Measures flow. Advanced Account
Forecasting

3. Click Run.

SEE ALSO:
Create and Configure Forecast Sets

Configure the Forecast Set with DPE Definitions for Revenue Measures
Configure the provided forecast set to use the Data Processing Engine (DPE) definitions for Advanced
EDITIONS
Account Forecast Revenue Measures.
1. From Setup, enter Manufacturing in the Quick Find box, and then select Advanced Available in: Enterprise,
Account Forecasting. Unlimited, and Developer
Editions.
2. Click Edit next to Sample Forecast Set with Revenue Measures.
3. Expand the Building Blocks section.
USER PERMISSIONS
4. Click Edit next to Data Processing Engine Definitions.
5. Select the Data Processing Engine definitions for Advanced Account Forecast Revenue Measures To configure a forecast set:
in the Generation Definition, Regeneration Definition, Recalculation Definition, and Rollover • Manufacturing
Advanced Account
Definition fields, and click Save.
Forecasting

138
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Activate the Forecast Set for Advanced Account Forecast Revenue Measures
Activate the provided forecast set for Advanced Account Forecast Revenue Measures.
EDITIONS
1. In the Forecast Set setup page, click the Forecast Set tab.
Available in: Enterprise,
2. Click Activate next to the Sample Forecast Set with Revenue Measures forecast set.
Unlimited, and Developer
The forecast set is now ready to use.
Editions.

Run DPE Definitions Using Flows to Generate Forecasts for Key Revenue
USER PERMISSIONS
Measures
The Advanced Account Forecast Product Category package includes schedule-triggered flows and To activate a forecast set:
screen flows to run Data Processing Engine (DPE) definitions. You can customize these flows to run • Manufacturing
the DPE definitions to generate forecasts for key revenue measures. Advanced Account
Forecasting
Look for these flows:
• GenerateForecastDPESampleScheduleFlow
• RecalculateForecastDPESampleScheduleFlow
• RegenerateForecastDPESampleScheduleFlow
• RolloverForecastDPESampleScheduleFlow
• GenerateForecastDPESampleScreenFlow
• RecalculateForecastDPESampleScreenFlow
• RegenerateForecastDPESampleScreenFlow
• RolloverForecastDPESampleScreenFlow
Clone these DPE templates in the Advanced Account Forecast Revenue Measures package to create DPE definitions for revenue measures.
• GenerateAccountForecastWithRevenueMeasures
• RegenerateAccountForecastWithRevenueMeasures
• RecalculateAccountForecastWithRevenueMeasures
• RolloverAccountForecastWithRevenueMeasures
Then, update the flows to run these DPE definitions to generate forecasts for revenue measures. Schedule or run the flows based on
your business needs.

139
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

SEE ALSO:
Run a Data Processing Engine Definition in Flows
Generate Forecasts for Product Categories
Run a Schedule-Triggered Flow for Advanced Account Forecast Product Category
Run a Screen Flow for Advanced Account Forecast Product Category

Map Fields with the Object Hierarchy Mapping Package

Create field mappings between objects for the ConvertToSalesAgreement and
EDITIONS
EligibleProgramRebateType usage types, to help you set up your data in Manufacturing Cloud.
These mappings can help account managers define relationships between Opportunities and Sales Available in: Enterprise,
Agreement objects used during the conversion of opportunities to sales agreements. Or define Unlimited, and Developer
relationships between Transaction Journal and aggregate objects used in Rebate Management. Editions.
The Object Hierarchy Mapping package lets you:
• Define mappings for the ConvertToSalesAgreement and EligibleProgramRebateType usage
types in the provided Configure Mappings tab.
• Save and download your mappings to a ZIP file containing the .settings and package.xml files.
• Deploy your mappings directly in your org using the ObjectHierarchyRelationship Metadata API.
To install the Object Hierarchy Mapping package, you need a special Learning trial org. See Create a Manufacturing Cloud Trial Org.

Get Started

Install the Object Hierarchy Mapping Package

To get started, install the Object Hierarchy Mapping unmanaged package in your org.
Set Up and Configure Object Hierarchy Mapping
To use Object Hierarchy Mapping, create a connected app enabled for OAuth. With this connected app, you can create, save, and
deploy your mappings. Basically, you’re creating an app to use an app. Don’t worry, we walk you through the steps.
Create and Deploy Field Mappings with Object Hierarchy Relationship
Use the Configure Mappings tab to create field mappings between objects, including custom ones, and deploy the mappings in
your org.

140
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install the Object Hierarchy Mapping Package

To get started, install the Object Hierarchy Mapping unmanaged package in your org.
EDITIONS
1. Log in to Salesforce.
Available in: Enterprise,
2. Go to one of the package installer pages and provide your Salesforce log in details.
Unlimited, and Developer
Click one of these links depending on whether you want to download and install the package Editions.
for your production or sandbox environment.
• Production: USER PERMISSIONS
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5j000000IK45
• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5j000000IK45 To install the package:
• Download AppExchange
3. Select to install the package for admins only, all users, or specific users only. Packages
4. Click Install.
The package can take a while to install. An email is sent when the installation completes.

5. Click Done.
After installation is complete, verify that the package called SOMSampleApp is installed. Look for this package on the Installed Packages
page in Setup.

Set Up and Configure Object Hierarchy Mapping

To use Object Hierarchy Mapping, create a connected app enabled for OAuth. With this connected
EDITIONS
app, you can create, save, and deploy your mappings. Basically, you’re creating an app to use an
app. Don’t worry, we walk you through the steps. Available in: Enterprise,
Unlimited, and Developer
1. Create a Connected App for Object Hierarchy Mapping Editions.
Create a connected app after you install the Object Hierarchy Mapping package.
2. Configure the Authentication Provider for Object Hierarchy Mapping
Configure the authentication provider for the connected app used with Object Hierarchy Mapping.
3. Update the Connected App Configuration for Object Mapping Hierarchy
Update the connected app configuration with the Callback URL from the authentication provider.
4. Configure the Named Credentials for Object Hierarchy Mapping
Named credential are used to specify the URL of a callout endpoint and its required authentication parameters in one definition. Update
the named credentials for the connected app for Object Hierarchy Mapping.

141
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create a Connected App for Object Hierarchy Mapping

Create a connected app after you install the Object Hierarchy Mapping package.
EDITIONS
1. From Setup, in the Quick Find box, enter Apps, and then select App Manager.
Available in: Enterprise,
2. Click New Connected App.
Unlimited, and Developer
3. Create a connected app. Editions.
a. For Connected App Name, enter ApexMDAPIApp.
b. For API Name, press Tab to populate the name. USER PERMISSIONS
c. For Contact Email, enter your email address. To create a connected app:
d. For Description, enter Connected App for Object Hierarchy Mapping. • Customize Application
AND either
e. Select Enable OAuth Settings.
Modify All Data OR
f. For Callback URL, enter https://login.salesforce.com as a placeholder for Manage Connected
now. Apps
We’ll change this later.

g. For Selected OAuth Scopes, select and add Full access (full) AND Perform requests at
any time (refresh_token, offline_access).

4. Click Save and Continue.

5. Click Manage Consumer Details.

142
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

6. Enter the verification code sent to your registered email address and click Verify.
7. Make a note of the Consumer Key and Consumer Secret. These details are used to update the authentication provider for the
connected app.

SEE ALSO:
Create Connected App

Configure the Authentication Provider for Object Hierarchy Mapping

Configure the authentication provider for the connected app used with Object Hierarchy Mapping.
EDITIONS
Note: The Object Hierarchy Mapping package provides a default Authentication Provider
configuration. Update the authentication provider with the Consumer key and Consumer Available in: Enterprise,
secret of the connected app. Unlimited, and Developer
Editions.
1. From Setup, in the Quick Find box, enter Identity, and then select Auth. Providers.
2. Click Edit in the dropdown menu next to ApexMDAPIAuth.
USER PERMISSIONS
3. Specify the Consumer Key and Consumer Secret that you copied from the ApexMDAPIApp
connected app. To view the settings:
• View Setup and
4. Click Save. Configuration
5. Make a note of the Callback URL. You’ll update the connected app configuration with this To edit the settings:
information next. • Customize Application
AND Manage Auth.
Providers

143
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

SEE ALSO:
Configure a Salesforce Authentication Provider

Update the Connected App Configuration for Object Mapping Hierarchy

Update the connected app configuration with the Callback URL from the authentication provider.
EDITIONS
1. From Setup, in the Quick Find box, enter Apps, and then select App Manager.
Available in: Enterprise,
2. Click Edit in the quick action menu next to ApexMDAPIApp.
Unlimited, and Developer
3. Update the Callback URL with the URL that you copied from the Auth Provider. Editions.
4. Remove the path services/authcallback/ApexMDAPIAuth from the URL.
5. Click Save. USER PERMISSIONS

To read, create, update, or

delete connected apps:
• Customize Application
AND either
Modify All Data OR
Manage Connected
Apps

Configure the Named Credentials for Object Hierarchy Mapping

Named credential are used to specify the URL of a callout endpoint and its required authentication
EDITIONS
parameters in one definition. Update the named credentials for the connected app for Object
Hierarchy Mapping. Available in: Enterprise,
1. From Setup, in the Quick Find box, enter Security, and then select Named Credentials. Unlimited, and Developer
Editions.
2. Click Edit in the quick action menu next to ApexMDAPI.
3. Update the URL to match the Callback URL for the ApexMDAPIApp connected app.
USER PERMISSIONS

To create, edit, or delete

named credentials:
• Customize Application

4. Click Save.
5. To finish setting up the named credential, enter your Salesforce username and password.
6. Click Allow.

144
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

The Object Hierarchy Mapping connected app is now ready to use.

SEE ALSO:
Define a Legacy Named Credential

145
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create and Deploy Field Mappings with Object Hierarchy Relationship

Use the Configure Mappings tab to create field mappings between objects, including custom ones,
EDITIONS
and deploy the mappings in your org.
Create a mapping definition record for the source to target mapping at each level in the hierarchy. Available in: Enterprise,
Define a parent mapping to transform the header of the source object to the header of the target Unlimited, and Developer
object. For example, Opportunity to Sales Agreement. Define child mappings to transform the child Editions.
in a source object to a child in the target object. For example, Opportunity Line Item to Sales
Agreement Product. USER PERMISSIONS
1. From App Launcher, find and select Configure Mappings.
The Configure Mappings tab shows a list of your existing mappings. To create field mappings
between objects:
• Customize Application

2. Click New.
3. Select one of these supported usage types for the mapping.
• ConvertToSalesAgreement
• ConvertToSalesAgreement
The Settings Field Name is automatically generated based on the selected input and output object names. You can modify it if
required.

4. In the Parent Mapping section, select the input and output objects.
5. Click Add Row to specify a field mapping between the input and output objects.
6. Repeat the step to specify additional mappings.
7. Select Child Mappings if you want to create field mappings between the child objects for the specified input and output objects.
8. Click Add Row to specify a field mapping between the child input and output objects.
9. Repeat the step to specify additional mappings.

146
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

10. Click Download to download the mappings file. You can use the downloaded ZIP file to verify the mappings and fix any issues.
11. Click Deploy to use the ObjectHierarchyRelationship Metadata API to deploy the mappings into your org.

SEE ALSO:
Manufacturing Cloud Developer Guide: ObjectHierarchyRelationship
Rebate Management Developer Guide: ObjectHierarchyRelationship

Debug Your Data Processing Engine Definitions

Optimize your Data Processing Engine (DPE) definitions by using the Data Processing Engine Debug prebuilt app. Get the count of
records that pass through the nodes of a DPE definition to verify how interlinked nodes behave, to test new customizations, and to
investigate errors. Get a visual representation of a DPE definition to explore its nodes and their connections, to plan customizations, and
to troubleshoot issues.

Capabilities of the Data Processing Engine Debug App

Use the Data Processing Engine Debug app to track the number of records that are processed by nodes in a Data Processing Engine
(DPE) definition. Use the app also to visualize a DPE definition and to get a deeper understanding of the DPE definition’s structure.
Set Up and Configure the Data Processing Engine Debug App
To get started with the Data Processing Engine Debug app, install the unmanaged package in your org, and then create custom
labels and a connected app. Finally, configure the authentication provider and the named credential associated with the connected
app.
Work with the Data Processing Engine Debug App
Refine a Data Processing Engine (DPE) definition by tracking the number of records that pass through its nodes. Start by associating
debug nodes with existing nodes in the DPE definition. Download the JSON file of the modified DPE definition and upload it in the
DPE builder. View the record count for the nodes in the Data Processing Engine Node Metrics object. Visualize a DPE definition to
get a high-level view of its nodes and their connections.

147
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Capabilities of the Data Processing Engine Debug App

Use the Data Processing Engine Debug app to track the number of records that are processed by
EDITIONS
nodes in a Data Processing Engine (DPE) definition. Use the app also to visualize a DPE definition
and to get a deeper understanding of the DPE definition’s structure. Available in: Enterprise,
Unlimited, and Developer
How Does the Data Processing Engine Debug App Work? Editions.

Track the number of records that are processed by a node

Associate debug nodes with existing nodes in a DPE definition to get the count of the records that pass through it.
To add debug nodes to a DPE definition, select the DPE definition on the Data Processing Engine Debug tab. Choose the nodes that
you want to associate the debug nodes with. Then, download the modified file of the definition and upload it in the DPE builder.
Get a visual representation of a DPE definition
To visualize a DPE definition, select the DPE definition on the Data Processing Engine Debug tab.

What Are the Benefits of Tracking the Number of Records Processed by a Node?
Track the number of records that pass through a node to:
• Monitor the performance of a DPE definition.
• Test new DPE definitions or new customizations in existing definitions.
• Plan how to extend and fine-tune a DPE definition.
• Examine the issues in a DPE definition.
• Track the flow of data across different nodes.
• Understand how interlinked nodes behave.
• Verify the filter conditions set in a Filter node.
• Check the count of the records that are transformed by the Join and Group and Aggregate nodes.
• Validate the results written back.

What Are the Benefits of Visualizing a DPE Definition?

Visualize a DPE definition to:
• Get a high-level view of the nodes in a DPE definition and their connection.
• Track the different types of nodes and input variables.
• Understand the sequence of steps that the data is transformed in.
• Identify the nodes that you must associate debug nodes with.
• Plan how to optimize and extend a DPE definition.
• Investigate issues in a DPE definition.

Set Up and Configure the Data Processing Engine Debug App

To get started with the Data Processing Engine Debug app, install the unmanaged package in your org, and then create custom labels
and a connected app. Finally, configure the authentication provider and the named credential associated with the connected app.

Install the Data Processing Engine Debug Package

To configure and use the Data Processing Engine Debug app, first install the Data Processing Engine Debug unmanaged package
in Salesforce.

148
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create Custom Labels for the Data Processing Engine Debug App
Create custom labels for the objects and fields in the Data Processing Engine Debug app. Custom labels are custom text values that
enable developers to create multilingual applications.
Create the ToolingAppDPE Connected App
Create a connected app after you install the Data Processing Engine Debug package. A connected app is a framework that enables
an external application to integrate with Salesforce by using APIs and standard protocols.
Update the Authentication Provider for the Data Processing Engine Debug App
Update the authentication provider for the Data Processing Engine Debug app with the consumer details of the ToolingAppDPE
connected app.
Update the ToolingAppDPE Connected App Configuration
Update the ToolingAppDPE connected app configuration with the callback URL from the associated authentication provider.
Configure the Named Credentials for Data Processing Engine Debug
Named credentials specify the URL of a callout endpoint and its required authentication parameters in one definition. Update the
named credentials for the connected app for the Data Processing Engine Debug app.

Install the Data Processing Engine Debug Package

To configure and use the Data Processing Engine Debug app, first install the Data Processing Engine
EDITIONS
Debug unmanaged package in Salesforce.
1. In a browser, enter the installation URL. Available in: Enterprise,
Unlimited, and Developer
Choose the installation URL based on where you want to install the package:
Editions
• Production:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5i000000lfY7
USER PERMISSIONS
• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5i000000lfY7
To install the package:
2. Enter your username and password for the Salesforce org where you want to install the package,
• Download AppExchange
and then click Log In. Packages
3. Select Install for All Users, and click Install.

The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
Check the Installed Packages page in Setup to verify that the Data Processing Engine Debug package is installed.

149
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create Custom Labels for the Data Processing Engine Debug App
Create custom labels for the objects and fields in the Data Processing Engine Debug app. Custom
EDITIONS
labels are custom text values that enable developers to create multilingual applications.
1. From Setup, in the Quick Find box, enter Custom Labels, and then select Custom Labels. Available in: Enterprise,
Unlimited, and Developer
2. Click New Custom Label.
Editions
3. Create a label for the Data Processing Engine Node Metrics object.
a. Enter Debug DPE Object as the short description. USER PERMISSIONS
b. Press Tab to fill the name.
Create, edit, or delete
c. Enter Data_Processing_Engine_Node_Metric__c as the value. custom labels:
d. Click Save & New. • Customize Application

4. Create a label for the Record Count field in the Data Processing Engine Node Metrics object.
a. Enter DPE Data Count as the short description.
b. Press Tab to fill the name.
c. Enter Record_Count__c as the value.
d. Click Save & New.

5. Create a label for the Data Processing Engine Name field in the Data Processing Engine Node Metrics object.
a. Enter DPE Name as the short description.
b. Press Tab to fill the name.
c. Enter Name as the value.
d. Save your changes.

150
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create the ToolingAppDPE Connected App

Create a connected app after you install the Data Processing Engine Debug package. A connected
EDITIONS
app is a framework that enables an external application to integrate with Salesforce by using APIs
and standard protocols. Available in: Enterprise,
1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager. Unlimited, and Developer
Editions
2. Click New Connected App.
3. Provide these details.
USER PERMISSIONS
a. Enter ToolingAppDPE as the connected app name.
b. Press Tab to fill the API name. To create a connected app:
• Customize Application
c. Enter your email address. AND either
d. Enter Connected App for Data Processing Engine Debug as the Modify All Data OR
description. Manage Connected
Apps
e. Select Enable OAuth Settings.
f. Enter https://login.salesforce.com as a placeholder for the callback URL.
You must change the callback URL later.

g. From Available OAuth Scopes, select Full access (full) and Perform requests at any time (refresh_token, offline_access)
and add them to Selected OAuth Scopes.

4. Save your changes.

5. Click Continue.
6. Click Manage Consumer Details.

151
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

A new window opens and a verification code is sent to your registered email address.
7. Enter the verification code, and click Verify.

Note the consumer key and consumer secret. You’ll update the authentication provider for the connected app with these details.

152
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Update the Authentication Provider for the Data Processing Engine Debug App
Update the authentication provider for the Data Processing Engine Debug app with the consumer
EDITIONS
details of the ToolingAppDPE connected app.
Note the consumer key and consumer secret of the ToolingAppDPE connected app. Available in: Enterprise,
Unlimited, and Developer
1. From Setup, in the Quick Find box, enter Auth. Providers, and then select Auth.
Editions
Providers.
2. Click Edit next to the ToolingAPIAuthDPE connected app.
USER PERMISSIONS
3. Enter the consumer key value from the connected app definition.
4. Enter the consumer secret value from the connected app definition. To view the settings:
• View Setup and
Configuration
To edit the settings:
• Customize Application
AND Manage Auth.
Providers

5. Save your changes.

Update the connected app configuration with the callback URL.

153
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Update the ToolingAppDPE Connected App Configuration

Update the ToolingAppDPE connected app configuration with the callback URL from the associated
EDITIONS
authentication provider.
Note the callback URL in the authentication provider associated with the ToolingAppDPE connected Available in: Enterprise,
app. Unlimited, and Developer
Editions
1. From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
2. Click Edit in the quick action menu next to ToolingAppDPE.
USER PERMISSIONS
3. In the API Enable OAuth Setting section, enter the callback URL from the authentication provider.
To modify a connected app:
• Customize Application
AND either
Modify All Data OR
Manage Connected
Apps

4. Save your changes.

154
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Configure the Named Credentials for Data Processing Engine Debug

Named credentials specify the URL of a callout endpoint and its required authentication parameters
EDITIONS
in one definition. Update the named credentials for the connected app for the Data Processing
Engine Debug app. Available in: Enterprise,
Note the callback URL in the authentication provider associated with the ToolingAppDPE connected Unlimited, and Developer
app. Editions

1. From Setup, in the Quick Find box, enter Named Credentials, and then select Named
Credentials. USER PERMISSIONS
2. Click Edit in the quick action menu next to ToolingRestDPE. To create, edit, or delete
3. Enter the callback URL from the authentication provider. Then, replace the named credentials:
“authcallback/ToolingAPIAuthDPE” part of the URL with • Customize Application
services/data/v53.0/tooling/.
The URL looks like this: https://yourdomain.salesforce.com/services/data/v53.0/tooling/.

4. Select Named Principal as the identity type.

5. Select OAuth 2.0 as the authentication protocol.
6. Search for and select ToolingAPIAuthDPE as the authentication provider.
7. Enter refresh_token full as the scope.
8. Save your changes.

9. To finish setting up the named credential, enter your Salesforce username and password.

155
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

10. Click Allow.

The Data Processing Engine Debug app is now ready for use.

Work with the Data Processing Engine Debug App

Refine a Data Processing Engine (DPE) definition by tracking the number of records that pass through its nodes. Start by associating
debug nodes with existing nodes in the DPE definition. Download the JSON file of the modified DPE definition and upload it in the DPE
builder. View the record count for the nodes in the Data Processing Engine Node Metrics object. Visualize a DPE definition to get a
high-level view of its nodes and their connections.

Add a Debug Node to a Data Processing Engine Definition

To track the number of records that pass through specific nodes in a Data Processing Engine (DPE) definition, add debug nodes to
the DPE definition by using the Data Processing Engine Debug object. Then, download the modified DPE definition as a JSON file.
Upload the JSON File of a Modified Data Processing Engine Definition
Upload the modified JSON file of the Data Processing Engine (DPE) definition that contains the debug nodes in the Data Processing
Engine builder.
View the Record Count of Data Processing Engine Definition Nodes
After you run a Data Processing Engine (DPE) definition, track the number of records that go through the nodes. Each debug node
in the DPE definition updates the record count in the Data Processing Engine Node Metric object.

156
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Visualize a Data Processing Engine Definition

Visualize a Data Processing Engine (DPE) definition to explore the definition’s nodes and their connections, to plan where to add
debug nodes, and to investigate the issues in the definition.
Record Count of a Data Processing Engine Node
Use the Data Processing Engine Debug app to plan where to add the debug nodes in a Data Processing Engine definition, to add
the debug nodes, to download the modified definition, and to view the number of records that go through the nodes.

Add a Debug Node to a Data Processing Engine Definition

To track the number of records that pass through specific nodes in a Data Processing Engine (DPE)
EDITIONS
definition, add debug nodes to the DPE definition by using the Data Processing Engine Debug
object. Then, download the modified DPE definition as a JSON file. Available in: Enterprise,
Associate a debug node with an existing node in a DPE definition to count the number of records Unlimited, and Developer
that pass through the existing node. Editions

1. From the App Launcher, find and select Data Processing Engine Debug.
2. Select the DPE definition that you want to add the debug nodes to. USER PERMISSIONS
3. To select the nodes that you want to add a corresponding debug node for, expand the relevant To view and select an object
node type picklist, and select the nodes. or its fields in a Writeback
Object node
You can add a debug node for nodes of these node types.
• Create access on the
• Data Sources object and the fields. If
• Filters the Data Source node
contains related object
• Joins fields, Read access on
• Groups and Aggregates the related object and
fields also is required.
4. To view the path of nodes with their source and target, select Show Mappings.
5. Click Download JSON File.

Tip: To plan where to add debug nodes, visualize the nodes of a DPE definition and their connections.

157
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Upload the JSON File of a Modified Data Processing Engine Definition

Upload the modified JSON file of the Data Processing Engine (DPE) definition that contains the
EDITIONS
debug nodes in the Data Processing Engine builder.
1. From Setup, in the Quick Find box, enter Data Processing Engine, and then select Available in: Enterprise,
Data Processing Engine. Unlimited, and Developer
Editions
2. Open the Data Processing Engine definition that you want to replace.
3. Ensure that the DPE definition is deactivated.
USER PERMISSIONS
4.
Click , and then click Upload File. To create a definition:

5. Select the JSON file of the modified DPE definition from your system. • Customize Application
• Modify All Data

6. Click Upload.
7. Click Save.
Activate this DPE definition and run it as required.

View the Record Count of Data Processing Engine Definition Nodes

After you run a Data Processing Engine (DPE) definition, track the number of records that go through
EDITIONS
the nodes. Each debug node in the DPE definition updates the record count in the Data Processing
Engine Node Metric object. Available in: Enterprise,
1. From the App Launcher, find and select Data Processing Engine Node Metric. Unlimited, and Developer
Editions
2. Open the record of the Data Processing Engine definition node that you want to see the record
count of.
USER PERMISSIONS
Note: The name of the node metric record is in this structure: <Name of the
node>-<Name of the DPE Definition>. For example, the name of a node metric record To create and save a Data
for the Program Rebate Type node in the Acme Partners Aggregate by Member definition Processing Engine definition:
is ProgramRebateType-Acme_Partners_Aggregate_by_Member. • Modify All Data

3. Check the Record Count field. • Customize Application

• Data Pipelines Base
User permission set

158
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Visualize a Data Processing Engine Definition

Visualize a Data Processing Engine (DPE) definition to explore the definition’s nodes and their
EDITIONS
connections, to plan where to add debug nodes, and to investigate the issues in the definition.
1. From the App Launcher, find and select Data Processing Engine Debug. Available in: Enterprise,
Unlimited, and Developer
2. Select the DPE definition that you want to visualize.
Editions
3. Click Visual Data Processing Engine.

4. Use the navigation controls to view the visualized DPE definition.

Hover over a node to view its details.

159
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Record Count of a Data Processing Engine Node

Use the Data Processing Engine Debug app to plan where to add the debug nodes in a Data
EDITIONS
Processing Engine definition, to add the debug nodes, to download the modified definition, and
to view the number of records that go through the nodes. Available in: Enterprise,
This example shows how you can use the Data Processing Engine Debug app. Unlimited, and Developer
Editions

Understand the Requirements

Acme Partners is a manufacturing company that uses rebate programs to incentivize partners for their repeat business with the company.
It uses the Data Processing Engine (DPE) to aggregate transactions for rebate payouts. The admin at Acme Partners has cloned and
customized the Aggregate by Member DPE template to create a definition. The DPE definition aggregates transaction data for each
member by rebate type and payout period.
To verify if the transaction data is accurately processed by the DPE, the admin wants to verify the count of records in some nodes. They
use the Data Processing Engine Debug app to track the count of records for different nodes.

Plan Where to Add Debug Nodes

To plan where to add the debug nodes in a DPE definition, the admin can view its visual representation or check its list of nodes. The
admin decides to visualize the Acme Partners Aggregate by Member DPE definition.

After the admin explores the nodes of the definition and their connections, they choose to add debug nodes to count the number of
records that pass through these nodes:
• Transaction Journal (Data Source node type)
• Total Transaction Amount And Total Quantity (Group and Aggregate node type)

160
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Add the Debug Nodes to the Data Processing Engine Definition

Here’s how the admin adds the debug nodes to the DPE definition and downloads the modified definition. On the Data Processing
Engine Debug tab, they specify:
• Data Processing Engine Definition: Acme Partners Aggregate by Member
• Nodes to which they add a corresponding debug node:
– Transaction Journal (Data Sources node type)
– Total Transaction Amount And Total Quantity (Groups and Aggregates node type)

They download the JSON file of the modified DPE definition.

Upload the Data Processing Engine Definition and Run It

The admin uploads the modified JSON file of the DPE definition that contains the debug nodes in the DPE builder.

They activate the DPE definition and run it by using the Rebate Orchestration 2 flow.

View the Node Metrics

After the DPE definition is run, the admin can view the count of records that pass through the nodes that the debug nodes were associated
with. They open the record for the Transaction Journal node and see that 25 records passed through it.

161
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Then, they open the record for the Total Transaction Amount and Total Quantity node and see that seven records passed through it.

Register Products and Assign Warranties Quickly

Sales and service representatives swiftly register assets, associate assets with accounts and contacts, and assign asset warranties using
the Product Registration prebuilt app. The Product Registration prebuilt app is made up of OmniStudio components, Lightning Web
Component bundles, a Lightning Page, and a tab. The prebuilt app can be used in the Salesforce desktop site and in the Salesforce
mobile app.

Capabilities of the Product Registration Prebuilt App

Sales and service teams can use a simple setup flow in the Product Registration prebuilt app to quickly create Asset records and
store details such as the asset’s installation and purchase dates and the associated account and contact. They can also review warranty
terms that cover an asset and can assign additional warranties to extend the asset’s coverage.
Set Up and Configure the Product Registration Prebuilt App
To configure the Product Registration prebuilt app, first install the Product Registration package in your Salesforce org. Then, export
the Product Registration OmniStudio components from your Learning trial org and import them to your Salesforce org. In your
Salesforce org, add the Product Registration OmniScript to the Product Registration Lightning Page and your Experience Cloud site.
Provide the appropriate level of access to your internal and external users.

162
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Register Assets by Using Product Registration Prebuilt App

Sales and service representatives can register assets and assign the assets warranties by using the Product Registration prebuilt app.
Use the prebuilt app in the Salesforce mobile app or in the Salesforce desktop site.

SEE ALSO:
Manage Warranties and Service Standards for Your Products and Assets

Capabilities of the Product Registration Prebuilt App

Sales and service teams can use a simple setup flow in the Product Registration prebuilt app to
EDITIONS
quickly create Asset records and store details such as the asset’s installation and purchase dates
and the associated account and contact. They can also review warranty terms that cover an asset Available in: Enterprise,
and can assign additional warranties to extend the asset’s coverage. Unlimited, and Developer
Sales and service reps can do these with the Product Registration prebuilt app: Editions

• Register a new asset by specifying the product name or product code or by scanning a product’s
barcode.
• Store key details of the assets, such as their installation date, purchase date, and serial number.
• Associate existing accounts and contacts with the assets, or create accounts and contacts and associate them with the assets.
• Review the standard warranty terms that cover registered assets.
• Assign additional warranties to the assets from a list of warranties.

Set Up and Configure the Product Registration Prebuilt App

To configure the Product Registration prebuilt app, first install the Product Registration package in your Salesforce org. Then, export the
Product Registration OmniStudio components from your Learning trial org and import them to your Salesforce org. In your Salesforce
org, add the Product Registration OmniScript to the Product Registration Lightning Page and your Experience Cloud site. Provide the
appropriate level of access to your internal and external users.

Prerequisites for Using Product Registration Prebuilt App

Review these prerequisites before you deploy and use the Product Registration prebuilt app.
Install Product Registration Package
To configure and use the Product Registration app, first install the Product Registration unmanaged package in your Salesforce org.
The package contains Lightning Web Component bundles, a Lightning Page, a tab, and a permission set.
Export Product Registration OmniStudio Components
The Product Registration prebuilt app is made up of various OmniStudio components. To use the Product Registration app in your
Salesforce org, first export the Product Registration OmniScript, FlexCard, Integration Procedures, and Omnistudio Data Mappers
from your Learning trial org to your system.
Import Product Registration OmniStudio Components
Import the Product Registration OmniScript, FlexCard, Integration Procedures, and Omnistudio Data Mappers from your system to
your Salesforce org.
Update Product Registration Lightning App Page
To let your users easily use the Product Registration prebuilt app, add the Product Registration OmniScript to the Product Registration
Lightning page.

163
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Add Product Registration OmniScript to Your Experience Cloud Site

Partner users can use the Product Registration prebuilt app from your Experience Cloud site. Add the OmniScript component to
your Experience Cloud site and edit its properties accordingly.
Permissions for Product Registration Prebuilt App
Assign the appropriate permission sets to give users access to the objects and components of the Product Registration prebuilt app.
You must also assign users some additional object and system permissions that aren’t included in the permission sets. You can
specify these object and system permissions in users’ profiles. Or, you can clone the standard permission sets, specify the appropriate
permissions, and assign the cloned permission sets to users.
Sharing Rules for Product Registration Prebuilt App
Give Experience Cloud users access to the appropriate records to use the Product Registration prebuilt app using sharing rules. Create
sharing rules to extend greater access to roles, territories, or public groups than that provided with your org-wide sharing settings.

SEE ALSO:
OmniStudio

Prerequisites for Using Product Registration Prebuilt App

Review these prerequisites before you deploy and use the Product Registration prebuilt app.
EDITIONS
• To register an asset from a list of available products, create Product records.
• To review standard warranties and assign additional warranties, create Warranty Term and Available in: Enterprise,
Product Warranty Term records. Unlimited, and Developer
Editions
• To use the Product Registration prebuilt app on an Experience Cloud site, external users must
have the Partner Community or the Customer Community Plus license. Since standard sharing
is available with only Customer Community Plus and Partner Community licenses, the Product Registration prebuilt app doesn’t
work for external users with the Customer Community license. See Share CRM Data in an Experience Cloud Site.

Install Product Registration Package

To configure and use the Product Registration app, first install the Product Registration unmanaged
EDITIONS
package in your Salesforce org. The package contains Lightning Web Component bundles, a
Lightning Page, a tab, and a permission set. Available in: Enterprise,
You can also manually create a package in the Learning trial org, add the components to the Unlimited, and Developer
package, and then deploy the package in the target org. Unless you customize the prebuilt app in Editions
the Learning Trial org and want to deploy the customized version in your org, we recommend that
you directly deploy the package in your org. USER PERMISSIONS
1. In a browser, enter the installation URL.
To install the Product
The installation URL varies depending on where you want to install the package: Registration package:
• Production: • Download AppExchange
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000R84p Packages

• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000R84p

2. Enter your username and password for the Salesforce org where you want to install the package, and then click Log In.
3. Select Install for All Users, and click Install.

164
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
5. After the installation is complete, verify that the package is available in your org.
a. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
b. Verify that the Product Registration package is available on the page.
c. Click the package name link.
d. To view the list of the included metadata components and their type, click View Components.

Export Product Registration OmniStudio Components

The Product Registration prebuilt app is made up of various OmniStudio components. To use the
EDITIONS
Product Registration app in your Salesforce org, first export the Product Registration OmniScript,
FlexCard, Integration Procedures, and Omnistudio Data Mappers from your Learning trial org to Available in: Enterprise,
your system. Unlimited, and Developer
1. Log in to your Learning trial org on page 27. Editions

2. From the App Launcher, find and select OmniStudio.

3. Export the AssetWarranties FlexCard. USER PERMISSIONS
a. From the navigation menu, select OmniStudio FlexCards. To export OmniStudio
components
b. Select the AssetWarranties (version 1) FlexCard.
• OmniStudio Admin
c. From the list view menu, click Export. permission set

d. Click Next, and click Next.

165
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

e. Click Done.

4. Export the Product Registration OmniScript and the related Data Mappers and Integration Procedures.
a. From the navigation menu, select OmniScripts.
b.
Click next to the Product Registration (Version 1) OmniScript, and select Export.

c. Click Next, and click Next.

d. Click Done.

5. Export the CalculateAdditionalAssetWarrantyEndDate Integration Procedure.

a. From the navigation menu, select OmniStudio Integration Procedure.
b.
Click next to the CalculateAdditionalAssetWarrantyEndDate (Version 1) Integration Procedure, and select Export.

c. Click Next, and click Next.

d. Click Done.

6. Export the DREXGETProductInfo and DREXGetProductInfoUsingScanner Data Mappers.

a. From the navigation menu, select OmniStudio Data Mappers.
b. Select the DREXGETProductInfo (Version 1) and DREXGetProductInfoUsingScanner Data Mappers.
c. From the list view menu, click .

166
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

d. Click Next, and click Next.

e. Click Done.

Import the Product Registration OmniStudio components to your Salesforce org. See Import Product Registration OmniStudio Components.

SEE ALSO:
Exporting OmniScripts
Exporting OmniScripts

Import Product Registration OmniStudio Components

Import the Product Registration OmniScript, FlexCard, Integration Procedures, and Omnistudio Data
EDITIONS
Mappers from your system to your Salesforce org.
Export the Product Registration OmniStudio components from the Learning trial org to your system. Available in: Enterprise,
See Export Product Registration OmniStudio Components. Unlimited, and Developer
Editions
1. Log in to the Salesforce org where you want to set up the Product Registration app.
2. From the App Launcher, find and select OmniStudio.
USER PERMISSIONS
3. Import the AssetWarranties FlexCard.
a. From the navigation menu, select OmniStudio FlexCards. To import OmniStudio
components
b. Click Import, and select the AssetWarranties.json file that you downloaded. • OmniStudio Admin
c. Click Next, and click Next. permission set

d. Click Next, and click Activate Now.

e. Click Next, and click Done.

4. Import the Product Registration OmniScript and the related Data Mappers and Integration Procedures.
a. From the navigation menu, select OmniScript.
b. Click Import, and select the Product Registration.json file that you downloaded.
c. Click Next, and click Next.
d. Click Next, and click Activate Now.
e. Click Next, and click Done.

5. Import the CalculateAdditionalAssetWarrantyEndDate Integration Procedure.

a. From the navigation menu, select OmniStudio Integration Procedure.

167
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

b. Click Import, and select the CalculateAdditionalAssetWarrantyEndDate.json file that you downloaded.
c. Click Next, and click Next.
d. Click Next, and click Activate Now.
e. Click Next, and click Done.

6. Import the DREXGETProductInfo and DREXGetProductInfoUsingScanner Data Mappers.

a. From the navigation menu, select OmniStudio Data Mappers.
b. Click Import, and select the Omni Data Transformations Multipack.json file that you downloaded.
c. Click Next, and click Next.
d. Click Next, and click Activate Now.
e. Click Next, and click Done.

SEE ALSO:
Importing OmniScripts
Importing OmniScripts

Update Product Registration Lightning App Page

To let your users easily use the Product Registration prebuilt app, add the Product Registration
EDITIONS
OmniScript to the Product Registration Lightning page.
1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Available in: Enterprise,
Lightning App Builder. Unlimited, and Developer
Editions
2. Click Edit next to the Product Registration Lightning page.
3. Drag the OmniScript component onto the canvas.
USER PERMISSIONS
4. In the Properties panel, specify these details.
• Type: ProductRegistration To create and save Lightning
pages in the Lightning App
• SubType: RegisterAssets Builder:
• Theme: Lightning • Customize Application
• Display: Display OmniScript on page
• Button Variant: N/A
• Language: English
• Language Direction: Left to Right

168
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

5. Save your changes.

6. Activate the page.

SEE ALSO:
Lightning App Builder
Lightning App Builder

169
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Add Product Registration OmniScript to Your Experience Cloud Site

Partner users can use the Product Registration prebuilt app from your Experience Cloud site. Add
EDITIONS
the OmniScript component to your Experience Cloud site and edit its properties accordingly.
1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Available in: Enterprise,
Sites. Unlimited, and Developer
Editions
2. Click Builder for the site that you want to customize.
3. Open the navigation menu item where you want to add the Product Registration app.
USER PERMISSIONS
4. Click .
To customize an Experience
5. Drag the OmniScript onto the desired location on the canvas.
Cloud site:
6. In the OmniScript panel, specify these details. • Be a member of the site
a. For Type, select ProductRegistration. AND have the Create
and Set Up Experiences
b. For SubType, select RegisterAssets. permission
c. For Theme, select lightning. OR
d. For Display, select Display. • Be a member of the site
e. For Button Variant, select N/A. AND have the View
Setup and Configuration
f. For Language, select English. permission AND be an
experience admin,
g. For Language Direction, select ltr.
publisher, or builder in
that site

To publish an Experience
Cloud site:
• Be a member of the site
AND have the Create
and Set Up Experiences
permission
OR
• Be a member of the site
AND be an experience
admin or publisher in
that site

170
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

7. To publish your changes, click Publish, and click Publish.

8. Click Got It.

SEE ALSO:
Edit Pages and Components in Experience Builder
Edit Pages and Components in Experience Builder

Permissions for Product Registration Prebuilt App

Assign the appropriate permission sets to give users access to the objects and components of the
EDITIONS
Product Registration prebuilt app. You must also assign users some additional object and system
permissions that aren’t included in the permission sets. You can specify these object and system Available in: Enterprise,
permissions in users’ profiles. Or, you can clone the standard permission sets, specify the appropriate Unlimited, and Developer
permissions, and assign the cloned permission sets to users. Editions

Permission Sets
Assign these permission sets to users based on their persona.

Persona Permission Sets Required

Internal users who configure the Product Registration prebuilt app • Warranty Lifecycle Management Psl

• OmniStudio Admin

Internal users who use the Product Registration prebuilt app • Warranty Lifecycle Management Psl
• OmniStudio User

Experience Cloud users who use the Product Registration prebuilt • Warranty Management for Experience Cloud
app
• OmniStudio for Experience Cloud Users (available with the
Product Registration unmanaged package)

171
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Object Permissions
Give users access to these objects to use the Product Registration prebuilt app. These object permissions aren’t included in the permission
sets.

Object Access
Omni Data Transformation Read

Omni Data Transformation Item Read

Omni Electronic Signature Template Read

Omni Process Read

Omni Process Compilation Read

Omni Process Element Read

Omni Process Transient Data Read

Omni UI Card Read

OmniScript Saved Sessions Read, Create, Edit

Product Read

System Permissions
Give users access to these system permissions required to access the components in the Product Registration prebuilt app. These system
permissions aren’t included in the permission sets.
• Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform.
• Grant users access to Industries Interaction Calculation features.

SEE ALSO:
Assign Permission Sets for Warranty Lifecycle Management
Assign Permission Sets for Warranty Lifecycle Management

Sharing Rules for Product Registration Prebuilt App

Give Experience Cloud users access to the appropriate records to use the Product Registration
EDITIONS
prebuilt app using sharing rules. Create sharing rules to extend greater access to roles, territories,
or public groups than that provided with your org-wide sharing settings. Available in: Enterprise,
Note: To use the Product Registration prebuilt app on an Experience Cloud site, external Unlimited, and Developer
Editions
users must have the Partner Community or the Customer Community Plus license. Since
standard sharing is available with only Customer Community Plus and Partner Community
licenses, the Product Registration prebuilt app doesn’t work for external users with the
Customer Community license. See Share CRM Data in an Experience Cloud Site.
You must give Experience Cloud users access to records in these objects to use the Product Registration prebuilt app.
• Omni Data Transformation
• Omni Process

172
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

• Omni UI Card

SEE ALSO:
Sharing Rules
Sharing Rules
Assign the OmniStudio Permission Set or Group to Standard Experience Site Users

Register Assets by Using Product Registration Prebuilt App

Sales and service representatives can register assets and assign the assets warranties by using the
EDITIONS
Product Registration prebuilt app. Use the prebuilt app in the Salesforce mobile app or in the
Salesforce desktop site. Available in: Enterprise,
1. Open the Salesforce mobile app. Unlimited, and Developer
Editions
2. Tap Menu, and then tap Product Registration.
3. To select the product, do one of these.
USER PERMISSIONS
• Search for the product by entering the product code or product name, and select the
product. To use the Product
• Tap Scan Barcode, scan the product barcode, and select the product. Registration prebuilt app
• Warranty Lifecycle
Management Psl
permission set
• OmniStudio User
permission set

4. Specify the serial number, date of purchase, and date of installation of the asset.

173
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

5. Tap Next.
6. To associate the asset with an account, do one of these.
• To associate the asset with an existing account, enter the name of the account.
• To associate the asset with a new account, tap New Account.

7. To associate the asset with a contact, do one of these.

• To associate the asset with an existing contact, enter the name of the contact.
• To associate the asset with a new contact, tap New Contact.

Note: To be able to associate a contact with the asset, you must associate an account with the asset.

8. Tap Next.
9. Review the details of the registered asset, and tap Next.
10. Review the standard warranties assigned to the asset, if any.
You can search for a specific standard warranty from the list of standard warranties.

11. Depending on how you want to assign additional warranties, do one of these.
• To assign additional warranties now, select a warranty term from the Additional Warranties table, edit its start date and end date
as appropriate, and click Next.
• To assign additional warranties later, tap Assign Warranties Later.
You can search for a specific additional warranty from the list of additional warranties.

174
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

12. Review the assigned warranties.

To register another asset, tap Register New Asset.

175
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Calculate Actuals for Sales Agreements Using the Data Processing Engine
The Calculate Actuals Using Data Processing Engine prebuilt app helps you automatically calculate
EDITIONS
actual quantity and actual revenue of sales agreements using a Data Processing Engine definition.
You can calculate actual quantities and revenues for past, current, and future schedules of one or Available in: Enterprise,
more sales agreements. You can also specify the status of orders that are considered for the Unlimited, and Developer
calculation. You can also schedule the calculation via a predefined scheduled flow, and customize Editions.
the actuals calculation logic by customizing the predefined Data Processing Engine template.
You can easily access all components of this sample app in the Manufacturing Cloud Learning Trial
Org. Or, you can depoy the prebuilt app in your own org to seamlessly integrate with your existing business processes.

Workflow of the Actuals Calculation Prebuilt App

Review the high-level workflow of the Actuals Calculation Using Data Processing Engine prebuilt app.
Prerequisites for Using the Actuals Calculation Prebuilt App
Review these prerequisites before you deploy and use the Calculate Actuals Using Data Processing Engine prebuilt app.
Install the Actuals Calculation Field and Permission Set Prebuilt App Package
To get access to a custom field and a permission set for the Calculate Actuals Using Data Processing Engine prebuilt app, first install
an unmanaged package in Salesforce. The custom field Calculate actual values using DPE can be added to the Sales Agreement
record page layout. The permission set Data Processing Engine Based Actuals Calculation for Sales Agreements can be assigned to
admins, account managers, and sales managers who manage sales agreements.
Assign Permission Sets to Users for Using the Actuals Calculation Prebuilt App
After you deploy the Actuals Calculation Field and Permission Set package in your org, assign the Data Processing Engine Based
Actuals Calculation for Sales Agreements permission set to your users as required. Make sure you assign the permission to the admin
users and integration users at a minimum.
Install the Actuals Calculation Flow and DPE Prebuilt App Package
To get access to a Data Processing Engine template and a scheduled flow template for the Calculate Actuals Using Data Processing
Engine prebuilt app, install an unmanaged package in Salesforce. The Data Processing Engine template Calculate Actual Products
Quantity Revenue can be cloned and activated for use. The Calculate Actual Products Quantity Revenue Scheduled Flow can be
saved and activated for use.

SEE ALSO:
Manage Sales Agreements Actuals

Workflow of the Actuals Calculation Prebuilt App

Review the high-level workflow of the Actuals Calculation Using Data Processing Engine prebuilt
EDITIONS
app.
Available in: Enterprise,
Sales Agreements and Orders Unlimited, and Developer
Editions.
When you create a sales agreement, make sure the following values are specified so that the Data
Processing Engine considers them for calculation.
• Actuals Calculation Mode: Manually via API Upload
• Calculate actuals based on DPE is selected

176
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Create orders and specify the effective start date because the actual quantity and actual revenue get reflected for the Sales Agreement
Product Schedule which coincides with the order effective date. For example, if an order’s effective start date is May 16, the actual quantity
and revenue is updated for the May period of a monthly sales agreement.

Data Processing Engine

The Calculate Actual Product Quantity and Revenue Data Processing Engine (DPE) template identifies valid orders and sales agreements,
applies filters,and joins fields from multiple data source objects to calculate actual revenue and actual quantity for sales agreements.
The sales agreements can be at a product level or at a category level, but they must be active. Clone the template and activate the
definition to either run it from the builder or via a flow.
If you don’t use the Order object to derive actual quantities and revenues, make sure you customize all nodes in the definition to redirect
the logic to the relevant data source.
Specify values for the following input variables before you run the definition:
• Sales Agreement: Enter All, or a specific sales agreement record ID, or a comma-separated list of record IDs
• Start Period: Enter zero to only calculate actuals for the current period. To calculate from a past period, enter a negative number. For
example, to calculate from two months in the past, enter -2.
• End Period: Enter zero to only calculate actuals for the current period. To calculate until a future period, enter a positive number. For
example, to calculate till two months in the future, enter 2.
• Order Status: Enter the status code name for orders depending on what you want to consider for the calculation. For example, enter
Draft, Activated to consider draft and active orders in calculation.

Scheduled Flow
To automate the actuals calculation at regular intervals, run the Data Processing Engine via a scheduled flow. The Run Scheduled DPE
Job to Calculate Actuals for Sales Agreements scheduled flow runs daily and by default it calculates actuals for the current period. But
you can clone the flow template to create your own version and change the start and end date inputs to calculate actuals for multiple
periods. This flow also requires an active DPE definition created from the Calculate Actual Product Quantity and Revenue template.
The scheduled flow sends an email to the flow user for the following scenarios:
• When an error occurred while executing the Data Processing Engine batch job
• When the details of a timed-out Data Processing Engine batch job are sent
• When the details of a timed-out Data Processing Engine can’t be found
• When the details of a Data Processing Engine batch job that changes status are sent
• When the details of a Data Processing Engine batch job that changes status can’t be found

Prerequisites for Using the Actuals Calculation Prebuilt App

Review these prerequisites before you deploy and use the Calculate Actuals Using Data Processing
EDITIONS
Engine prebuilt app.
• Enable the features Sales Agreements and Data Pipelines in your org where you deploy the Available in: Enterprise,
prebuilt app packages. Unlimited, and Developer
Editions.
• Use the prebuilt app to only calculate actuals for sales agreements where the actual calculation
mode is selected as Manually via API upload.
• To customize the Data Processing Engine (DPE) definitions, you must be assigned the Data Pipelines Base User permission set.
• To use any object other than Order as the data source for calculating actual revenue and quantity, customize the Data Processing
Engine (DPE) definition.

177
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

• To create and save changes to the Data Processing Engine definitions, you need the Customize Application and Modify All Data
admin permissions.
• Add the Calculate actuals based on DPE field to the Sales Agreement record page layout.
• If you use the Recalculate Actuals quick action to calculate actuals for sales agreements after the Data Processing Engine has already
updated the values, the values are overwritten for the future schedules.

Install the Actuals Calculation Field and Permission Set Prebuilt App Package
To get access to a custom field and a permission set for the Calculate Actuals Using Data Processing
EDITIONS
Engine prebuilt app, first install an unmanaged package in Salesforce. The custom field Calculate
actual values using DPE can be added to the Sales Agreement record page layout. The permission Available in: Enterprise,
set Data Processing Engine Based Actuals Calculation for Sales Agreements can be assigned to Unlimited, and Developer
admins, account managers, and sales managers who manage sales agreements. Editions.
1. In a browser, enter the installation URL.
Choose the installation URL based on where you want to install the package. USER PERMISSIONS
• Production:
To install the package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eM2b
• Download AppExchange
• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eM2b Packages

2. Enter your username and password for the Salesforce org where you want to install the package,
and then click Log In.
3. Select Install for All Users, and click Install.
The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
Check the Installed Packages page in Setup to verify that the Actuals Calculation Field and Permission Set package is installed.

Assign Permission Sets to Users for Using the Actuals Calculation Prebuilt App
After you deploy the Actuals Calculation Field and Permission Set package in your org, assign the
EDITIONS
Data Processing Engine Based Actuals Calculation for Sales Agreements permission set to your users
as required. Make sure you assign the permission to the admin users and integration users at a Available in: Enterprise,
minimum. Unlimited, and Developer
1. From Setup, search for and then select Permission Sets. Editions.

2. Select the Data Processing Engine Based Actuals Calculation for Sales Agreements
permission set. USER PERMISSIONS
3. Click Manage Assignments. To assign permissionn sets:
4. Click Add Assignments. • Manage Users
5. Select the checkboxes next to the user records, and click Assign.
6. Click Done.

178
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install the Actuals Calculation Flow and DPE Prebuilt App Package
To get access to a Data Processing Engine template and a scheduled flow template for the Calculate
EDITIONS
Actuals Using Data Processing Engine prebuilt app, install an unmanaged package in Salesforce.
The Data Processing Engine template Calculate Actual Products Quantity Revenue can be cloned Available in: Enterprise,
and activated for use. The Calculate Actual Products Quantity Revenue Scheduled Flow can be Unlimited, and Developer
saved and activated for use. Editions.
1. In a browser, enter the installation URL.
Choose the installation URL based on where you want to install the package. USER PERMISSIONS
• Production:
To install the package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eM3K
• Download AppExchange
• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eM3K Packages

2. Enter your username and password for the Salesforce org where you want to install the package,
and then click Log In.
3. Select Install for All Users, and click Install.
The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
Check the Installed Packages page in Setup to verify that the Actuals Calculation Flow and DPE package is installed.

Calculate Forecasts for Accounts in a Hierarchy

Generate forecasts for all accounts in a hierarchy and see the rolled up forecast values at a parent
EDITIONS
account level. Use Data Processing Engine templates, custom fields, and a sample forecast set to
calculate and roll over forecast for all child accounts and display the cumulative data at the parent Available in: Enterprise,
account level. Empower your country managers, regional managers, and account managers to Unlimited, and Developer
collaborate on forecasts and review the adjusted values. Editions.

Workflow of the Account Hierarchy Forecast Prebuilt App

Review the high-level workflow of the Calculate Forecasts for Accounts in a Hierarchy prebuilt app.
Prerequisites for Using the Account Hierarchy Forecast Prebuilt App
Review these prerequisites before you deploy and use the Calculate Forecasts for Accounts in a Hierarchy prebuilt app.
Install the Account Hierarchy Custom Fields and Permissions Prebuilt App Package
To get access to custom fields, permission sets, dimension sources, and apex classes and triggers for the Calculate Forecasts for
Accounts in a Hierarchy prebuilt app, first install an unmanaged package in Salesforce. The custom fields are added to the Advanced
Account Forecast Fact object when you install the package. The permission set can be assigned to admins and account managers
who manage forecasts.
Install the Account Hierarchy DPEs and Forecast Set Prebuilt App Package
To get access to Data Processing Engine templates, a sample forecast set, and a sample period group for the Calculate Forecasts for
Accounts in a Hierarchy prebuilt app, first install an unmanaged package in Salesforce. You can clone the Data Processing Engine
templates and activate the new definitions after you install the package. The period group and the forecast set can be edited as per
your business requirements.

179
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Configure the Sample Forecast Set for Account Hierarchy

After you install the Account Hierarchy DPEs and Forecast Set package in your Salesforce org, edit the sample forecast set that’s
included as a component in the package. You must clone the Data Processing Engine (DPE) templates that are also part of the
package to create and activate DPE definitions. You can then select these definitions in the sample forecast set, and make other
changes as required. For example, you can add custom measures, add forecast dimensions, define additional forecast adjustment
periods, and more.

Workflow of the Account Hierarchy Forecast Prebuilt App

Review the high-level workflow of the Calculate Forecasts for Accounts in a Hierarchy prebuilt app.
EDITIONS

Business Requirement and Personas Available in: Enterprise,

Unlimited, and Developer
Multiple accounts can be related to each other in a hierarchical structure. For example, Neo Dealers
Editions.
US is a parent account with two child accounts: Neo California and Neo Dallas. Each of these accounts
can in turn have their child accounts. For example, the Neo California account can have child
accounts Neo San Jose and Neo San Diego.
The Calculate Forecasts for Accounts in a Hierarchy prebuilt app allows companies to generate and calculate forecast for each account,
and then roll up the calculated values of all child accounts to their parent account. So, the Neo California account shows rolled up forecast
values for both the Neo East California and Neo West California accounts. And, the Neo Dealers account shows rolled up forecast values
for both the Neo California and Neo Dallas accounts.
While country managers focus more on forecasts at a parent account level, regional managers are more concerned about the account
forecasts specific to their cities or territories. And account managers typically only focus on the forecasts for a few key accounts they
manage. A country manager would look at the aggregate forecast data for the Neo Dealers US account, a regional manager looks at the
aggregate forecast data for the Neo Dealers California account, and an account manager looks at the forecast for the Neo San Diego
account.

Packages and Components

Two packages are available for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app.
The Account Hierarchy Custom Fields and Permissions package contains the following components that you can deploy in your Salesforce
org:

Component Type
AcctHierAAFAdjustmentTriggerHandler Apex Class

AcctHierAAFAdjustmentTriggerHandlerTest Apex Class

AdvancedAccountForecastFactTrigger Apex Trigger

Account Hierarchy Based Forecasting Permission Set

Parent Account (added to the Advanced Account Forecast Fact Custom Field
object)

Child Account (added to the Advanced Account Forecast Fact Custom Field
object)

Country Manager Amount (added to the Advanced Account Custom Field

Forecast Fact object)

180
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Component Type
Country Manager Quantity (added to the Advanced Account Custom Field
Forecast Fact object)

Regional Manager Quantity (added to the Advanced Account Custom Field

Forecast Fact object)

Regional Manager Amount (added to the Advanced Account Custom Field

Forecast Fact object)

Adjusted Amount (added to the Advanced Account Forecast Fact Custom Field
object)

Adjusted Quantity (added to the Advanced Account Forecast Fact Custom Field
object)

ChildAccount (mapped to the Account object) Advanced Account Forecast Dimension Source

ParentAccount (mapped to the Account object) Advanced Account Forecast Dimension Source

Product (mapped to the Product2 object) Advanced Account Forecast Dimension Source

The Account Hierarchy DPEs and Forecast Set package contains the following components that you can deploy in your Salesforce org:

Component Type
AccountHierarchyBasedForecastSet Advanced Account Forecast Set

SampleAccountHierarchyForecastPeriodGroup Advanced Account Forecast Period Group

Generate_Forecasts_Based_on_Account_Hierarchy Batch Calculation Job Definition

Recalculate_Forecasts_Based_on_Account_Hierarchy Batch Calculation Job Definition

Rollover_Forecasts_Based_on_Account_Hierarchy Batch Calculation Job Definition

Permissions and Access

You must enable the following features in your org to use the deployed prebuilt app:
• Sales Agreements
• Data Pipelines
• Advanced Account Forecasting
You must assign the following permissions to the users who use this prebuilt app:
• Data Pipelines Base User
• Manufacturing Sales Agreements
• Manufacturing Advanced Account Forecasting
• Account Hierarchy Based Forecasting (you get this permission set as part of the package you deploy)

181
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Forecast Set and Data Processing Engine

Clone the following Data Processing Engine templates to create definitions that you can use in a forecast set:
• Generate Forecasts Based on Account Hierarchy
• Recalculate Forecasts Based on Account Hierarchy
• Rollover Forecasts Based on Account Hierarchy
You can customize the definitions as per your business requirements. Activate the definitions.
Add the definitions to the Account Hierarchy Based Forecast Set.
Customize the forecast set as required by adding other dimensions, forecast adjustment periods, and measures.
Three measure groups are available in the forecast set by default to be used by country managers, regional managers, and account
managers.
You can run the generation Data Processing Engine definition to generate forecasts for all child accounts and aggregate the data at the
parent levels.
At the start of each forecast period, you can also use the rollover Data Processing Engine definition to expire the forecast for a past period
and add a new period to the display.
You can also run the calculation Data Processing Engine definition to calculate forecasts whenever there are new products added or
when the measure values change.

Prerequisites for Using the Account Hierarchy Forecast Prebuilt App

Review these prerequisites before you deploy and use the Calculate Forecasts for Accounts in a
EDITIONS
Hierarchy prebuilt app.
• Enable the features Advanced Account Forecasting and Data Pipelines in your org where you Available in: Enterprise,
deploy the prebuilt app packages. Unlimited, and Developer
Editions.
• Enable Sales Agreements in your org where you deploy the prebuilt app packages if the forecast
considers data from sales agreements.
• To customize the Data Processing Engine (DPE) definitions, you must be assigned the Data Pipelines Base User permission set.
• You must set up an account hierarchy in your Salesforce org by creating Account records and specifying the parent account for each
child account. To see the hierarchy tree, use the View Account Hierarchy quick action on an Account record.
• Make sure you clone the three Data Processing Engine templates and activate the newly created definitions after you deploy the
prebuilt app package.
• To create and save changes to the Data Processing Engine definitions, you need the Customize Application and Modify All Data
admin permissions.
• The sample forecast set that’s included in the package you deploy only has one forecast adjustment period defined for the Admin
User profile. You can define additional forecast periods for other user profiles such as Account Manager, Regional Manager, and
Country Manager.
• The adjustments made on the child accounts are automatically rolled up in the hierarchy. Depending on their role, users can use
one of the three measure groups defined by default in the sample forecast set to adjust the forecast values.
• The packages for this prebuilt app don’t contain a Data Processing Engine template for regenerating advanced account forecast
data. To achieve the same result, admins can deactivate the existing forecast records for all child and parent accounts in a hierarchy
and run the Data Processing Engine definition for generating forecast data.

182
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install the Account Hierarchy Custom Fields and Permissions Prebuilt App Package
To get access to custom fields, permission sets, dimension sources, and apex classes and triggers
EDITIONS
for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app, first install an unmanaged
package in Salesforce. The custom fields are added to the Advanced Account Forecast Fact object Available in: Enterprise,
when you install the package. The permission set can be assigned to admins and account managers Unlimited, and Developer
who manage forecasts. Editions.
1. In a browser, enter the installation URL.
Choose the installation URL based on where you want to install the package. USER PERMISSIONS
• Production:
To install the package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eNva
• Download AppExchange
• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eNva Packages

2. Enter your username and password for the Salesforce org where you want to install the package,
and then click Log In.
3. Select Install for All Users, and click Install.
The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
Check the Installed Packages page in Setup to verify that the Account Hierarchy Custom Fields and Permissions package is installed.

Install the Account Hierarchy DPEs and Forecast Set Prebuilt App Package
To get access to Data Processing Engine templates, a sample forecast set, and a sample period
EDITIONS
group for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app, first install an unmanaged
package in Salesforce. You can clone the Data Processing Engine templates and activate the new Available in: Enterprise,
definitions after you install the package. The period group and the forecast set can be edited as per Unlimited, and Developer
your business requirements. Editions.
1. In a browser, enter the installation URL.
Choose the installation URL based on where you want to install the package. USER PERMISSIONS
• Production:
To install the package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eNvA
• Download AppExchange
• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eNvA Packages

2. Enter your username and password for the Salesforce org where you want to install the package,
and then click Log In.
3. Select Install for All Users, and click Install.
The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
Check the Installed Packages page in Setup to verify that the Account Hierarchy DPEs and Forecast Set package is installed.

183
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Configure the Sample Forecast Set for Account Hierarchy

After you install the Account Hierarchy DPEs and Forecast Set package in your Salesforce org, edit
EDITIONS
the sample forecast set that’s included as a component in the package. You must clone the Data
Processing Engine (DPE) templates that are also part of the package to create and activate DPE Available in: Enterprise,
definitions. You can then select these definitions in the sample forecast set, and make other changes Unlimited, and Developer
as required. For example, you can add custom measures, add forecast dimensions, define additional Editions.
forecast adjustment periods, and more.
1. 1. From Setup, enter Manufacturing in the Quick Find box, and then select Advanced USER PERMISSIONS
Account Forecasting.
2. Click Edit for Sample Forecast Set for Account Hierarchy. To modify forecast settings:
• Customize Application
3. Expand the Building Blocks section.
4. Click Edit for Data Processing Engine Definitions.
5. Select the cloned and activated DPE definitions in the Generation Definition, Recalculation Definition, and Rollover Definition fields.
6. Make other changes as required.
7. Click Save.
8. Click Activate.

Track a Contact’s Orders, Order Products, and Cases Easily

The Order Visibility prebuilt app gives sales and service representatives a holistic view into a contact’s orders and track orders’ key details,
associated order products, and associated cases. They can also launch an intuitive flow to swiftly create cases associated with an order.
With this prebuilt app, admins can add a preconfigured flexcard that shows these details to the Service Console for Manufacturing, an
Experience Cloud site, or a contact record page. The prebuilt app is made up of OmniStudio components, permission sets, and a custom
field.

Set Up and Configure the Order Visibility Prebuilt App

To configure the Order Visibility prebuilt app, first install the Order Visibility package in your Salesforce org. Then, export the Order
Visibility OmniStudio components from your Learning trial org and import them to your Salesforce org. In your Salesforce org, add
the preconfigured flexcard to the Service Console for Manufacturing and your Experience Cloud site. Provide the appropriate level
of access to your internal and external users.
View a Contact’s Orders using the Order Visibility Prebuilt App
The Order Visibility prebuilt app helps sales and service representatives get visibility into key details about a contact’s orders, order
products, and cases - all in one place. They can also quickly create cases associated with orders.

Set Up and Configure the Order Visibility Prebuilt App

To configure the Order Visibility prebuilt app, first install the Order Visibility package in your Salesforce org. Then, export the Order Visibility
OmniStudio components from your Learning trial org and import them to your Salesforce org. In your Salesforce org, add the preconfigured
flexcard to the Service Console for Manufacturing and your Experience Cloud site. Provide the appropriate level of access to your internal
and external users.

Prerequisites for Using Order Visibility Prebuilt App

Review these prerequisites before you deploy and use the Order Visibility prebuilt app.

184
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install Order Visibility Package

To configure and use the Order Visibility app, first install the Order Visibility unmanaged package in your Salesforce org. The package
contains two permission sets, a custom field, and two Apex classes.
Export Order Visibility OmniStudio Components
The Order Visibility prebuilt app is made up of various OmniStudio components. To use the Order Visibility app in your Salesforce
org, first export the Order Visibility OmniScript, FlexCard, Integration Procedures, and Omnistudio Data Mappers from your Learning
trial org to your system.
Import Order Visibility OmniStudio Components
Import the Order Visibility OmniScript, FlexCard, Integration Procedures, and Omnistudio Data Mappers from your system to your
target Salesforce org.
Add the Order Visibility Flexcard to Service Console for Manufacturing
To let customer service representatives quickly access to order information associated with a contact, add the OrderVisibilityOrderSearch
flexcard to the Service Console for Manufacturing. You can also add the flexcard to a contact record page.
Add Order Visibility Flexcard to Your Experience Cloud Site
Partner users can use the Order Visibility prebuilt app site to view order information for a contact from your Experience Cloud. Add
the OrderVisibilityOrderSearch flexcard to your Experience Cloud site.
Permissions for Order Visibility Prebuilt App
Assign the appropriate permission sets to give users access to the objects and components of the Order Visibility prebuilt app. You
must also assign users some additional object and system permissions that aren’t included in the permission sets. You can specify
these object and system permissions in users’ profiles. Or, you can clone the standard permission sets, specify the appropriate
permissions, and assign the cloned permission sets to users.
Sharing Rules for Order Visibility Prebuilt App
Give Experience Cloud users access to the appropriate records to use the Order Visibility prebuilt app using sharing rules. Create
sharing rules to extend greater access to roles, territories, or public groups than that provided with your org-wide sharing settings.

SEE ALSO:
OmniStudio

Prerequisites for Using Order Visibility Prebuilt App

Review these prerequisites before you deploy and use the Order Visibility prebuilt app.
EDITIONS
• Download the latest version of the OmniStudio package and add the appropriate OmniStudio
licenses to your org so that you can customize and use the preconfigured OmniStudio Available in: Enterprise,
components. Unlimited, and Developer
Editions
• To add the Order Visibility flexcard to the Service Console for Manufacturing, turn on the Service
Console for Manufacturing in Setup.
• To use the Order Visibility prebuilt app on an Experience Cloud site, external users must have the Partner Community or the Customer
Community Plus license. Since standard sharing is available with only Customer Community Plus and Partner Community licenses,
the order visibility prebuilt app doesn’t work for external users with the Customer Community license. See Share CRM Data in an
Experience Cloud Site.

185
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install Order Visibility Package

To configure and use the Order Visibility app, first install the Order Visibility unmanaged package
EDITIONS
in your Salesforce org. The package contains two permission sets, a custom field, and two Apex
classes. Available in: Enterprise,
You can also manually create a package in the Learning trial org, add the components to the Unlimited, and Developer
package, and then deploy the package in the target org. Unless you customize the prebuilt app in Editions
the Learning Trial org and want to deploy the customized version in your org, we recommend that
you directly deploy the package in your org. USER PERMISSIONS
1. In a browser, enter the installation URL.
To install the Order Visibility
The installation URL varies depending on where you want to install the package: package:
• Production: • Download AppExchange
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000BlCD Packages

• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000BlCD

2. Enter your username and password for the Salesforce org where you want to install the package, and then click Log In.
3. Select Install for All Users, and click Install.

The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
5. After the installation is complete, verify that the package is available in your org.
a. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
b. Verify that the Order Visibility package is available on the page.
c. Click the package name link.
d. To view the list of the included components and their types, click View Components.

Add the Order custom field to the Case page layout and the Cases related list to the Order page layout.

186
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Export Order Visibility OmniStudio Components

The Order Visibility prebuilt app is made up of various OmniStudio components. To use the Order
EDITIONS
Visibility app in your Salesforce org, first export the Order Visibility OmniScript, FlexCard, Integration
Procedures, and Omnistudio Data Mappers from your Learning trial org to your system. Available in: Enterprise,
1. Log in to your Learning trial org on page 27. Unlimited, and Developer
Editions
2. From the App Launcher, find and select OmniStudio.
3. Export the OrderVisibilityOrderSearch FlexCard.
USER PERMISSIONS
a. From the navigation menu, select OmniStudio FlexCards.
b. Select the OrderVisibilityOrderSearch (version 1) FlexCard. To export OmniStudio
components
c. From the list view menu, click Export. • OmniStudio Admin
d. Click Next, and click Next. permission set

e. Click Done.

4. Export the OrderVisibilityCreateCase OmniScript and the related Data Mappers and Integration Procedure.
a. From the navigation menu, select OmniScripts.
b.
Click next to the OrderVisibilityCreateCase (Version 1) OmniScript, and select Export.

c. Click Next, and click Next.

d. Click Done.

5. Export the FetchOrderDetailsAndOrderStatusValues Integration Procedure.

a. From the navigation menu, select OmniStudio Integration Procedure.
b.
Click next to the FetchOrderDetailsAndOrderStatusValues (Version 1) Integration Procedure, and select Export.

187
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

c. Click Next, and click Next.

d. Click Done.

Import the Order Visibility OmniStudio components to your Salesforce org. See Import Order Visibility OmniStudio Components.

Import Order Visibility OmniStudio Components

Import the Order Visibility OmniScript, FlexCard, Integration Procedures, and Omnistudio Data
EDITIONS
Mappers from your system to your target Salesforce org.
Export the Order Visibility OmniStudio components from the Learning trial org to your system. See Available in: Enterprise,
Export Order Visibility OmniStudio Components. Unlimited, and Developer
Editions
1. Log in to the Salesforce org where you want to set up the Order Visibility prebuilt app.
2. From the App Launcher, find and select OmniStudio.
USER PERMISSIONS
3. Import the OrderVisibilityOrderSearch FlexCard.
a. From the navigation menu, select OmniStudio FlexCards. To import OmniStudio
components
b. Click Import, and select the OrderVisibilityOrderSearch.json file that you downloaded. • OmniStudio Admin
c. Click Next, and click Next. permission set

d. Click Next, and click Activate Now.

e. Click Next, and click Done.

4. Import the OrderVisibilityCreateCase OmniScript and the related Data Mappers and Integration Procedure.
a. From the navigation menu, select OmniScript.
b. Click Import, and select the OrderVisibilityCreateCase.json file that you downloaded.
c. Click Next, and click Next.
d. Click Next, and click Activate Now.
e. Click Next, and click Done.

5. Import the FetchOrderDetailsAndOrderStatusValues Integration Procedure.

a. From the navigation menu, select OmniStudio Integration Procedure.
b. Click Import, and select the FetchOrderDetailsAndOrderStatusValues.json file that you downloaded.
c. Click Next, and click Next.
d. Click Next, and click Activate Now.
e. Click Next, and click Done.

188
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Add the Order Visibility Flexcard to Service Console for Manufacturing

To let customer service representatives quickly access to order information associated with a contact,
EDITIONS
add the OrderVisibilityOrderSearch flexcard to the Service Console for Manufacturing. You can also
add the flexcard to a contact record page. Available in: Enterprise,
Make sure that you added the Order custom field to the Case page layout and the Cases related list Unlimited, and Developer
to the Order page layout. Editions

1. From the App Launcher, find and select Service Console for Manufacturing.
2. Open a contact record in the Service Console for Manufacturing. USER PERMISSIONS
3. Click , and click Edit Page. To create and save Lightning
pages in the Lightning App
4. Drag the Flexcard component onto the canvas. Builder:
5. In the Properties panel, specify these details. • Customize Application
a. For Flexcard Name, select OrderVisibilityOrderSearch.
b. For Page Type, enter lightning.

6. Save your changes.

7. Activate the lightning page.

189
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Add Order Visibility Flexcard to Your Experience Cloud Site

Partner users can use the Order Visibility prebuilt app site to view order information for a contact
EDITIONS
from your Experience Cloud. Add the OrderVisibilityOrderSearch flexcard to your Experience Cloud
site. Available in: Enterprise,
1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Unlimited, and Developer
Sites. Editions

2. Click Builder for the site that you want to customize.

3. Open the navigation menu item where you want to add the OrderVisibilityOrderSearch flexcard. USER PERMISSIONS
4. Click . To customize an Experience
Cloud site:
5. Drag the Flexcard onto the desired location on the canvas.
• Be a member of the site
6. In the Flexcard panel, specify these details. AND have the Create
a. For Flexcard Name, select OrderVisibilityOrderSearch. and Set Up Experiences
permission
b. For Exposed Attributes, enter {“PageType”:“community”}.
OR
7. To publish your changes, click Publish, and click Publish. • Be a member of the site
8. Click Got It. AND have the View
Setup and Configuration
permission AND be an
experience admin,
publisher, or builder in
that site

To publish an Experience
Cloud site:
• Be a member of the site
AND have the Create
and Set Up Experiences
permission
OR
• Be a member of the site
AND be an experience
admin or publisher in
that site

Permissions for Order Visibility Prebuilt App

Assign the appropriate permission sets to give users access to the objects and components of the
EDITIONS
Order Visibility prebuilt app. You must also assign users some additional object and system
permissions that aren’t included in the permission sets. You can specify these object and system Available in: Enterprise,
permissions in users’ profiles. Or, you can clone the standard permission sets, specify the appropriate Unlimited, and Developer
permissions, and assign the cloned permission sets to users. Editions

Permission Sets
Assign these permission sets to users based on their persona.

190
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Persona Permission Sets Required

Internal users who configure the Order Visibility prebuilt app • Order Visibility Users (available with the Order Visibility
unmanaged package)
• OmniStudio Admin

Internal users who use the Order Visibility prebuilt app • Order Visibility Users
• OmniStudio User

Experience Cloud users who use the Order Visibility prebuilt app • Order Visibility for Experience Cloud User (available with the
Order Visibility unmanaged package)

Object Permissions
Give users access to these objects to use the Order Visibility prebuilt app. These object permissions aren’t included in the permission
sets.

Object Access
Omni Data Transformation Read

Omni Data Transformation Item Read

Omni Electronic Signature Template Read

Omni Process Read

Omni Process Compilation Read

Omni Process Element Read

Omni Process Transient Data Read

Omni UI Card Read

OmniScript Saved Sessions Read, Create, Edit

Product Read

Cases Read, Create

Orders Read

PriceBook Read

System Permissions
Give users access to these system permissions required to access the components in the Order Visibility prebuilt app. These system
permissions aren’t included in the permission sets.
• Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform.
• Grant users access to Industries Interaction Calculation features.

191
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Sharing Rules for Order Visibility Prebuilt App

Give Experience Cloud users access to the appropriate records to use the Order Visibility prebuilt
EDITIONS
app using sharing rules. Create sharing rules to extend greater access to roles, territories, or public
groups than that provided with your org-wide sharing settings. Available in: Enterprise,
Note: To use the Order Visibility prebuilt app on an Experience Cloud site, external users Unlimited, and Developer
Editions
must have the Partner Community or the Customer Community Plus license. Since standard
sharing is available with only Customer Community Plus and Partner Community licenses,
the order visibility prebuilt app doesn’t work for external users with the Customer Community
license. See Share CRM Data in an Experience Cloud Site.
You must give Experience Cloud users access to records in these objects to use the Order Visibility prebuilt app.
• Omni Data Transformation
• Omni Process
• Omni UI Card

View a Contact’s Orders using the Order Visibility Prebuilt App

The Order Visibility prebuilt app helps sales and service representatives get visibility into key details
EDITIONS
about a contact’s orders, order products, and cases - all in one place. They can also quickly create
cases associated with orders. Available in: Enterprise,
Review the actions you can perform on the Order Visibility prebuilt that’s added on the Service Unlimited, and Developer
Console for Manufacturing page. Editions

• Search for orders associated with a contact (1). You can filter orders by status and order number.
• Review the key details of an order, including status reason, purchase order number, and order amount (2). You can open the order
record as a subtab by clicking the order ID.
• Track order products associated with the order (3). You can view important details of an order product like its quantity and unit price.
You can open an order product record as a subtab by clicking its order product number.
• View cases associated with the order (4). You can check key details of a case like its subject and created date. You can open a case
record as a subtab by clicking its case number.
• Click the New Case button to launch a simple wizard to create a case associated with the order (5).

Generate Forecasts Based on Opportunity Product Schedules

The Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app extends the
EDITIONS
default Data Processing Engine (DPE) templates to generate forecasts based on opportunity products
schedules. With these forecasts, sales and finance teams can get better visibility into realized revenue Available in: Enterprise,
on opportunities and potential opportunity quantity and revenue over time. They can create more Unlimited, and Developer
informed sales timelines and plan their work better. Editions
To get started with the prebuilt app, install the Advanced Account Forecasts with Opportunity Line
Item Schedules package in your org and create a forecast set with the DPE templates. These DPE
templates generate forecasts based on the schedule date of an opportunity product schedule, instead of closed dates of opportunities.

192
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Prerequisites for Using Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
Review these prerequisites before you deploy and use the Advanced Account Forecasts with Opportunity Line Item Schedules
prebuilt app.
Install Advanced Account Forecasts with Opportunity Line Item Schedules Package
To configure and use the Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app, first install the Advanced
Account Forecasts with Opportunity Line Item Schedules unmanaged package in your Salesforce org. The package contains four
Data Processing Engine (DPE) definition templates.
Data Processing Engine Templates with Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app comes with four Data Processing Engine (DPE)
templates. You must clone the DPE templates to create and activate DPE definitions and use them in forecast sets.
Create a Forecast Set for Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
To generate forecasts based on opportunity line item schedules, specify the necessary forecasting configurations in a forecast set.
You must specify the data processing engine definitions that come with the Advanced Account Forecasts with Opportunity Line
Item Schedules prebuilt app, create forecast dimensions and measures, and more.

Prerequisites for Using Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
Review these prerequisites before you deploy and use the Advanced Account Forecasts with
EDITIONS
Opportunity Line Item Schedules prebuilt app.
• To create advanced account forecasts, enable Advanced Account Forecasting in Setup. See Available in: Enterprise,
Enable Features for Manufacturing Cloud on page 29. Unlimited, and Developer
Editions
• To create, manage, and run Data Processing Engine definitions, enable Data Pipelines in Setup.
See Enable Advanced Account Forecasting.
• To create opportunity records, provide users the Create permission on Opportunities.
• To add or edit opportunity products, provide users the Edit permission on opportunities and Read permission on products and price
books.
• To create schedules for products on opportunities, enable product schedules. See Enable Product Schedules.
• Ensure your Salesforce org contains opportunity products with schedules. You can create opportunity product schedules of type
quantity, revenue, or both. See Establish Schedules for Products on Opportunities
• To customize the Data Processing Engine (DPE) definitions, you must be assigned the Data Pipelines Base User permission set.
• To create and save changes to the Data Processing Engine definitions, you need the Customize Application and Modify All Data
admin permissions.

193
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install Advanced Account Forecasts with Opportunity Line Item Schedules Package
To configure and use the Advanced Account Forecasts with Opportunity Line Item Schedules
EDITIONS
prebuilt app, first install the Advanced Account Forecasts with Opportunity Line Item Schedules
unmanaged package in your Salesforce org. The package contains four Data Processing Engine Available in: Enterprise,
(DPE) definition templates. Unlimited, and Developer
You can also manually create a package in the Learning trial org, add the components to the Editions
package, and then deploy the package in the target org. Unless you customize the prebuilt app in
the Learning Trial org and want to deploy the customized version in your org, we recommend that USER PERMISSIONS
you directly deploy the package in your org.
1. In a browser, enter the installation URL. To install the Advanced
Account Forecasts with
The installation URL varies depending on where you want to install the package: Opportunity Line Item
• Production: Schedules package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eM0z • Download AppExchange
Packages
• Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tB0000000eM0z

2. Enter your username and password for the Salesforce org where you want to install the package,
and then click Log In.
3. Select Install for All Users, and click Install.
The package can take a while to install. An email is sent when the installation is completed.

4. Click Done.
5. After the installation is complete, verify that the package is available in your org.
a. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
b. Verify that the Advanced Account Forecasts with Opportunity Line Item Schedules package is available on the page.
c. Click the package name link.
d. To view the list of the included components and their types, click View Components.

Data Processing Engine Templates with Advanced Account Forecasts with Opportunity Line Item Schedules
Prebuilt App
Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app comes with four
EDITIONS
Data Processing Engine (DPE) templates. You must clone the DPE templates to create and activate
DPE definitions and use them in forecast sets. Available in: Enterprise,
Unlimited, and Developer
Template Purpose Editions
Generate Account Forecast with Opportunity Generates forecasts for the given account and
Line Item Schedules forecast set based on opportunity line item
schedules.

Regenerate Account Forecast with Opportunity Expires the existing forecast data and then
Line Item Schedules regenerates forecasts for the given account and
forecast set based on opportunity line item
schedules.

194
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Template Purpose
Roll Over Account Forecast with Opportunity Line Item Schedules Expires the existing forecast data and then recalculates forecasts
for the given account and forecast set based on opportunity line
item schedules.

Recalculate Account Forecast with Opportunity Line Item Schedules Generates forecasts for new periods during rollover based on
opportunity line item schedules.

Create a Forecast Set for Advanced Account Forecasts with Opportunity Line Item Schedules Prebuilt App
To generate forecasts based on opportunity line item schedules, specify the necessary forecasting
EDITIONS
configurations in a forecast set. You must specify the data processing engine definitions that come
with the Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app, create Available in: Enterprise,
forecast dimensions and measures, and more. Unlimited, and Developer
1. From Setup, in the Quick Find box, enter Advanced Account Forecasting, and then Editions
select Advanced Account Forecasting.
2. Click New. USER PERMISSIONS
3. Specify the details of the forecast set and select Advanced Account Forecast Fact as the To configure a forecast set:
forecast fact object. • Manufacturing
4. Save your changes. Advanced Account
Forecast Permission Set
5. Expand the Building Blocks section.
6. Specify forecast fact field mappings.
a. In the Forecast Fact Field Mappings section, click Edit.
b. Specify these details and save your changes.
• Forecast Context: Product ID
• Period: Period ID
• Forecast Quantity: Forecasted Quantity
• Forecast Revenue: Forecasted Revenue
• Forecast Status: Status
• Forecast Set: Advanced Account Forecast Set Use ID

7. Specify forecast frequencies.

a. In the Forecast Frequencies section, click Edit.
b. Specify the forecast frequencies, and save your changes.

8. Specify data processing engine definitions.

a. In the Data Processing Engine Definitions section, click Edit.
b. Specify the data processing engine definitions for Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt
app in the Generation Definition, Regeneration Definition, Recalculation Definition, and Rollover Definition fields.
c. Save your changes.

9. Create dimensions for the forecast set.

a. Expand the Forecast Dimensions section, and click New.

195
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

b. Create a forecast dimension with Product dimension and Product ID (Product) forecast fact dimension field.
c. Save your changes.
d. Create other dimensions as appropriate.

10. Create measures for the forecast set.

a. Expand the Forecast Measures section, and click New.
b. Create a forecast measure with these details, and save your changes.

Forecast Measure Forecast Fact Measure Field Measure Type

1 Opportunity Quantity Quantity

2 Opportunity Revenue Revenue

c. Create other measures as appropriate.

11. Create forecast measure groups, forecast adjustment periods, and forecast formula as appropriate.
12. Activate the forecast set.

Visualize Commercial and Service Relationships

Get an intuitive, interactive view of the key relationships in your commercial and service operations by using Actionable Relationship
Center (ARC) in Manufacturing Cloud. Easily design ARC relationship graphs tailored to your needs by using the templates available in
the Actionable Relationship Center Templates for Manufacturing prebuilt app. Sales teams at a manufacturer can visualize account
hierarchies and drill into relevant sales agreements, transactions, and rebate programs. Service teams can get a snapshot of an account’s
assets, cases filed by the account, and work orders logged for the account. Service teams can also view an asset’s activities, including its
related cases, work orders, and asset warranties.

Templates in the Actionable Relationship Center Templates for Manufacturing Prebuilt App
Help your sales and service teams explore key relationships between people, assets, and businesses by using the Actionable
Relationship Center Templates for Manufacturing prebuilt app. Create a relationship graph by using a template, and customize the
graph to meet your company’s needs. You can customize card names, add new nodes, reconfigure the existing nodes, manage
object and record actions, and so on.
Install the Actionable Relationship Center Templates for Manufacturing Prebuilt App
To use the templates available in the Actionable Relationship Center Templates for Manufacturing prebuilt app, first install the
Actionable Relationship Center Templates for Manufacturing unmanaged package in your Salesforce org. The package contains four
Actionable Relationship Center (ARC) relationship graph templates that you can use to create relationship graphs.

SEE ALSO:
Actionable Relationship Center for Manufacturing Cloud
Actionable Relationship Center (ARC)

196
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Templates in the Actionable Relationship Center Templates for Manufacturing Prebuilt App
Help your sales and service teams explore key relationships between people, assets, and businesses
EDITIONS
by using the Actionable Relationship Center Templates for Manufacturing prebuilt app. Create a
relationship graph by using a template, and customize the graph to meet your company’s needs. Available in: Enterprise,
You can customize card names, add new nodes, reconfigure the existing nodes, manage object Unlimited, and Developer
and record actions, and so on. Editions
You can find the templates on the Custom Templates tab when you create a relationship graph.
After you create the relationship graph, add the graph to a record page or an Experience Cloud site
page. Ensure that the graph has the same root node as the object record page.
Here are the templates in the prebuilt app.

Template Description Root Node

Manufacturing Account Commercial The relationships of an account record with Account
Relationships related account, contact, order, order
product, sales agreement, sales agreement
product, opportunity, rebate program
member, and rebate program member
payout records.

Manufacturing Account Service The relationships of an account record with Account

Relationships related contact, asset, asset warranty, case,
location, work order, and work order line
item records.

Manufacturing Asset Location Relationships The relationships of a location record with Location
related location, asset, and asset warranty
records.

Manufacturing Asset Relationships The relationships of an asset record with Asset

related asset warranty, case, work order,
work order line item, and asset records.

SEE ALSO:
Actionable Relationship Center (ARC)

197
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Install the Actionable Relationship Center Templates for Manufacturing Prebuilt App
To use the templates available in the Actionable Relationship Center Templates for Manufacturing
EDITIONS
prebuilt app, first install the Actionable Relationship Center Templates for Manufacturing unmanaged
package in your Salesforce org. The package contains four Actionable Relationship Center (ARC) Available in: Enterprise,
relationship graph templates that you can use to create relationship graphs. Unlimited, and Developer
You can also manually create a package in the Learning trial org, add the components to the Editions
package, and then deploy the package in the target org. Unless you customize the prebuilt app in
the Learning Trial org and want to deploy the customized version in your org, we recommend that USER PERMISSIONS
you directly deploy the package in your org.
1. In a browser, enter the installation URL. To install the Actionable
Relationship Center
The installation URL varies depending on where you want to install the package: Templates for
• Production: Manufacturing package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1Q0000010MMe • Download AppExchange
Packages
• Sandbox:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1Q0000010MMe

2. Enter your username and password for the Salesforce org where you want to install the package, and then click Log In.
3. Select Install for All Users, and click Install.
The package can take a while to install. You receive an email when the installation is completed.

4. Click Done.
5. After the installation is complete, verify that the package is available in your org.
a. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
b. Verify that the Actionable Relationship Center Templates for Manufacturing package is available on the page.
c. Click the package name link.
d. To view the list of the included components and their types, click View Components.

Use the templates available in the prebuilt app to create relationship graphs on the Actionable Relationship Center page in Setup. You
can select these templates on the Custom Templates tab when you create a relationship graph.

198
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

After you create the relationship graph, use Lightning App Builder to add the ARC Relationship Graph component to the appropriate
object record pages and Experience Cloud site pages.

SEE ALSO:
Create a Custom ARC Relationship Graph
Add ARC Relationship Graph Component to Record Pages

Create Warranty Claims by Using the Workflow

Partners and agents create warranty claims by using the Warranty Claims prebuilt app. The Warranty Claims prebuilt app consists of
Omnistudio components, Lightning Web Component bundles, a Lightning Page, and a tab. You can use the prebuilt app in the Salesforce
desktop site and in the Salesforce mobile app. If you buy a product and wish to claim reimbursement for the cost of repairs done under
warranty, use this guided workflow to quickly create a warranty claim.

Capabilities of the Warranty Claims Prebuilt App

Partners and agents can use a simple setup flow in the Warranty Claims prebuilt app to quickly create warranty claims.
Set Up and Configure the Warranty Claims Prebuilt App
To configure the Warranty Claims prebuilt app, first install the Warranty Claims package in your Salesforce org. Then, export the
Warranty Claims Omnistudio components from your Learning trial org and import them into your Salesforce org. In your Salesforce
org, add the Warranty Claims Omniscript to the Asset Service Console page. Provide the appropriate level of access to your internal
and external users.
Create Claims by Using the Warranty Claims Prebuilt App
Partners can raise claims by using the Warranty Claims prebuilt app. Use the prebuilt app in the Salesforce mobile app or in the
Salesforce desktop site.

Capabilities of the Warranty Claims Prebuilt App

Partners and agents can use a simple setup flow in the Warranty Claims prebuilt app to quickly
EDITIONS
create warranty claims.
With the Warranty Claims prebuilt app partners and agents can: Available in: Enterprise,
Unlimited, and Developer
• Create a claim request for an asset that’s repaired.
Editions
• Store key details of the asset, such as name, serial number, fault date, and expected repair date.
• Add the labor cost, part cost, and other payment details of the claim.
• Upload related documents such as invoices and photographs of the damaged parts.
• Review and edit the information before submitting the request.

Set Up and Configure the Warranty Claims Prebuilt App

To configure the Warranty Claims prebuilt app, first install the Warranty Claims package in your Salesforce org. Then, export the Warranty
Claims Omnistudio components from your Learning trial org and import them into your Salesforce org. In your Salesforce org, add the
Warranty Claims Omniscript to the Asset Service Console page. Provide the appropriate level of access to your internal and external
users.

Prerequisites for Using the Warranty Claims Prebuilt App

Review these prerequisites before you deploy and use the Warranty Claims prebuilt app.

199
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Export Warranty Claims Omnistudio Components

The Warranty Claims prebuilt app includes various Omnistudio components. To use the Warranty Claim app in your Salesforce org,
first export the Warranty Claim Omniscript and Flexcard from your Learning trial org to your system.
Import Warranty Claims Omnistudio Components
Import the Warranty Claim Omniscript and Flexcards from your system to your Salesforce org.
Update Warranty Claims Lightning App Page
When you add the Warranty Claim Omniscript to the Asset Service Console Lightning page, your users can easily use the Warranty
Claims prebuilt app.
Add Warranty Claim Omniscript to Your Experience Cloud Site
Partner users can use the Warranty Claims prebuilt app from your Experience Cloud site. Add the Omniscript component to your
Experience Cloud site and edit its properties accordingly.
Permissions for Warranty Claims Prebuilt App
Assign the appropriate permission sets to give users access to the objects and components of the Warranty Claims prebuilt app.
You must also assign users some additional object and system permissions that aren’t included in the permission sets. You can
specify these object and system permissions in the users’ profiles. Or, you can clone the standard permission sets, specify the
appropriate permissions, and assign the cloned permission sets to users.

Prerequisites for Using the Warranty Claims Prebuilt App

Review these prerequisites before you deploy and use the Warranty Claims prebuilt app.
EDITIONS
• To enable claim creation, give users these permission sets in Setup.
Available in: Enterprise,
– Warranty Lifecycle Management Psl
Unlimited, and Developer
– Omnistudio Admin Editions
– Claims Management Foundation

• To create a claim for a damaged asset, create a warranty claim.

• To review standard warranties and assign additional warranties, create Warranty Term and Product Warranty Term records.
• To use the Warranty Claim prebuilt app on an Experience Cloud site, external users require the Partner Community or the Customer
Community Plus license. Because standard sharing is available with only Customer Community Plus and Partner Community licenses,
the Warranty Claim prebuilt app doesn’t work for external users with the Customer Community license. See Share CRM Data in an
Experience Cloud Site.

Export Warranty Claims Omnistudio Components

The Warranty Claims prebuilt app includes various Omnistudio components. To use the Warranty
EDITIONS
Claim app in your Salesforce org, first export the Warranty Claim Omniscript and Flexcard from your
Learning trial org to your system. Available in: Enterprise,
1. Log in to your Learning trial org on page 27. Unlimited, and Developer
Editions
2. From the App Launcher, find and select Omnistudio.
3. Export the WarrantyClaimDisplayUploadedFilesWarranty and ClaimDisplayPaymentDetails
Flexcards. USER PERMISSIONS
a. From the navigation menu, select Omnistudio DataPacks. To export Omnistudio
components
b. Select WarrantyClaimSampleAppFlexcards Multipack.
• Omnistudio Admin
c. Click Download. permission set

200
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

d. Click Next, and click Next.

e. Click Done.

4. Export the Warranty Claim Omniscript and the related Omnistudio Data Mappers.
a. From the navigation menu, select Omniscripts.
b.
Click next to the Warranty Claim (Version 1) Omniscript, and select Export.
c. Click Next, and click Next.
d. Click Done.

Import the Warranty Claim Omnistudio components to your Salesforce org. See Import Warranty Claims Omnistudio Components.

Import Warranty Claims Omnistudio Components

Import the Warranty Claim Omniscript and Flexcards from your system to your Salesforce org.
EDITIONS
Export the Warranty Claim Omnistudio components from the Learning trial org to your system. See
Export Warranty Claims Omnistudio Components. Available in: Enterprise,
Unlimited, and Developer
1. Log in to the Salesforce org where you want to set up the Warranty Claim app.
Editions
2. From the App Launcher, find and select Omnistudio.
3. Import the WarrantyClaimDisplayUploadedFiles and WarrantyClaimDisplayPaymentDetails USER PERMISSIONS
Flexcards.
a. From the navigation menu, select Omnistudio Datapacks. To import Omnistudio
components
b. Click Import From > From File. • Omnistudio Admin
c. Click File and browse to select the required file. permission set

d. Click Next, and click Next.

e. Click Next, and click Activate Now.
f. Click Next, and click Done.

4. Import the Warranty Claims Omniscript and the related Omnistudio Data Mappers.
a. From the navigation menu, select Omniscript.
b. Click Import, and select the WarrantyClaimSampleApp.json file that you downloaded.
c. Click Next, and click Next.
d. Click Next, and click Activate Now.
e. Click Next, and click Done.

201
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Update Warranty Claims Lightning App Page

When you add the Warranty Claim Omniscript to the Asset Service Console Lightning page, your
EDITIONS
users can easily use the Warranty Claims prebuilt app.
1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Available in: Enterprise,
Lightning App Builder. Unlimited, and Developer
Editions
2. Click Edit next to the Warranty Claim Lightning page.
3. Drag the Omniscript component onto the canvas.
USER PERMISSIONS
4. In the Properties panel, specify these details.
• Type: team To create and save Lightning
pages in the Lightning App
• SubType: WarrantyClaim Builder:
• Theme: Lightning • Customize Application
• Display: Display Omniscript on page
• Button Variant: N/A
• Language: English
• Language Direction: Left to Right

5. Save your changes.

6. Activate the page.

202
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Add Warranty Claim Omniscript to Your Experience Cloud Site

Partner users can use the Warranty Claims prebuilt app from your Experience Cloud site. Add the
EDITIONS
Omniscript component to your Experience Cloud site and edit its properties accordingly.
1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Available in: Enterprise,
Sites. Unlimited, and Developer
Editions
2. Click Builder for the site that you want to customize.
3. Open the navigation menu item where you want to add the Warranty Claim app.
USER PERMISSIONS
4. Click .
To customize an Experience
5. Drag the Omniscript to the desired location on the canvas.
Cloud site:
6. In the Omniscript panel, specify these details. • Be a member of the site
a. For Type, select team. AND have the Create
and Set Up Experiences
b. For SubType, select WarrantyClaim. permission
c. For Theme, select lightning. OR
d. For Display, select Display. • Be a member of the site
e. For Button Variant, select N/A. AND have the View
Setup and Configuration
f. For Language, select English. permission AND be an
experience admin,
g. For Language Direction, select ltr.
publisher, or builder in
7. Publish your changes. that site

8. Click Got It. To publish an Experience

Cloud site:
• Be a member of the site
AND have the Create
and Set Up Experiences
permission
OR
• Be a member of the site
AND be an experience
admin or publisher in
that site

Permissions for Warranty Claims Prebuilt App

Assign the appropriate permission sets to give users access to the objects and components of the
EDITIONS
Warranty Claims prebuilt app. You must also assign users some additional object and system
permissions that aren’t included in the permission sets. You can specify these object and system Available in: Enterprise,
permissions in the users’ profiles. Or, you can clone the standard permission sets, specify the Unlimited, and Developer
appropriate permissions, and assign the cloned permission sets to users. Editions

Permission Sets
Assign these permission sets to users based on their persona.

203
Manufacturing Cloud Extend Manufacturing Cloud with Prebuilt Apps

Persona Permission Sets Required

Internal users who configure the Warranty Claim prebuilt app • Warranty Lifecycle Management Psl
• Omnistudio Admin
• Claims Management Foundation

Internal users who use the Warranty Claim prebuilt app • Warranty Lifecycle Management Psl
• Omnistudio User

Experience Cloud users who use the Warranty Claim prebuilt app • Warranty Management for Experience Cloud

• Omnistudio for Experience Cloud Users

Object Permissions
Give users access to these objects to use the Warranty Claim prebuilt app. These object permissions aren’t included in the permission
sets. For detailed information on giving access to users, see Set Your Internal Organization-Wide Sharing Defaults.

Object Access
Omni Data Transformation Read

Omni Data Transformation Item Read

Omni Electronic Signature Template Read

Omni Process Read

Omni Process Compilation Read

Omni Process Element Read

Omni Process Transient Data Read

Omni UI Card Read

Omniscript Saved Sessions Read, Create, Edit

Product Read

System Permissions
Give users access to these system permissions required to access the components in the Warranty Claim prebuilt app. These system
permissions aren’t included in the permission sets.
• Enable consumers and partners to execute Omniscripts, Data Mappers, Cards through a Community or off platform.
• Grant users access to Industries Interaction Calculation features.

204
Manufacturing Cloud Manage Your Product Portfolio in Manufacturing Cloud

Create Claims by Using the Warranty Claims Prebuilt App

Partners can raise claims by using the Warranty Claims prebuilt app. Use the prebuilt app in the
EDITIONS
Salesforce mobile app or in the Salesforce desktop site.
1. Open the Salesforce mobile app. Available in: Enterprise,
Unlimited, and Developer
2. From the App Launcher, find and select Omnistudio.
Editions
3. Create a claim.
a. Go to New Warranty Claim. USER PERMISSIONS
You can add this component to any entity. To create a warranty claim, add the claim to the
Asset entity. To use the Warranty Claims
prebuilt app
b. From the list view, open the claim record for the warranty claim that you wish to raise a • Warranty Lifecycle
warranty claim for. Management Psl
The warranty claim record can be in any state. permission set
• Warranty Lifecycle
c. Enter a unique claim number. Management for
d. Enter the name of the dealer. Experience Cloud Psl
permission set
e. Select the claim type and severity of the claim.
• Omnistudio User
f. Enter the reason why the claim is being raised. permission set
g. If necessary, write a summary of the claim information.
h. Click Next.

4. Update the asset and repair information.

a. Enter the asset name.
b. If necessary, select the fault date and enter the usage information.
c. If necessary, enter the serial number, repair date, and usage unit of measure.
d. Enter the causal part and fault code information.
e. Click Next.

5. Add the payment details.

a. Update the payment details for the claim.

6. Upload the supporting documents.

7. Click Next.
8. Review the summary and make changes, if necessary.
9. Click Submit.
You can review the claim details, including information such as the claim coverage and claim items on the Claims page.

Manage Your Product Portfolio in Manufacturing Cloud

Build a comprehensive product portfolio that efficiently showcases your product offerings to partners and customers. Win more business
by helping sales teams easily find products in product catalogs, configure the attributes of products, and curate product bundles that
meet customers’ needs. Elevate productivity by infusing your product catalog management processes with your sales processes.

205
Manufacturing Cloud Products in Manufacturing Cloud

Empower catalog management and product design teams at manufacturers to design and organize their product portfolio with versatility
and ease using Product Catalog Management in Manufacturing Cloud. With Product Catalog Management, catalog administrators and
product designers can maintain an expansive product taxonomy and streamline their work by using intuitive interfaces, a robust data
model, and easy-to-use components.
For instructions on how to configure Product Catalog Management, see Product Catalog Management.

Products in Manufacturing Cloud

A product is a stock-keeping unit that has a commercial value and can be sold to a customer. Product records represent items and
services that can be sold to customers. Well-defined products are critical in the processes of different teams and functions at
manufacturers.
How Product Information is Represented in Manufacturing Cloud
Design standalone and bundled products for your customers. Organize and classify products in sophisticated hierarchies to increase
their discoverability. Define and assign attributes to your products, and sell those products to your customers. Drive personalized
sales negotiations by curating rules to define the eligible and available products for each customer.

Products in Manufacturing Cloud

A product is a stock-keeping unit that has a commercial value and can be sold to a customer.
EDITIONS
Product records represent items and services that can be sold to customers. Well-defined products
are critical in the processes of different teams and functions at manufacturers. Available in: Enterprise,
Unlimited, and Developer
Editions
How Manufacturers Use Product Records
Review how various teams at manufacturers use product records.

Team Usage
Product Design Product design teams define the key specifications of products and configure
their attributes. They define the hierarchy of products and design simple and
bundled products. They also curate rules on product availability and
qualification

Catalog Management Product catalog management can organize products using catalogs and
categories. They maintain product taxonomies to easily create and configure
products.

Sales Sales teams can add the most suitable products for their customers from price
books or catalogs to quotes, opportunities, orders, or sales agreements. They
can configure products’ attributes and hierarchies during sales negotiations.
They can also allocate sales targets based on the sale of products and forecast
the sale of different products.

Customer Service Customer service teams use product information to provide meaningful,
proactive interactions to customers. They primarily use information about
specific product units that are manufactured, sold, or delivered to customers,
which are called assets. An asset record represents an instance of a product
record. Service teams can track the activities of assets owned by partners and
customers, and manage asset fleets.

206
Manufacturing Cloud Products in Manufacturing Cloud

Team Usage
Inventory Management Inventory management teams plan inventory stock and movement by using
product information as the foundation for inventory-specific information.
They capture inventory-specific information, such as products at specific
inventory locations, products transferred to different locations, serialized
products, and products required to complete work orders.

Warranty Administration Warranty teams define warranty terms for products and product families.
They can also define the typical faults in products and standardize the type
of labor services to remedy the faults.

Product Record Fields

Teams at manufactures use the fields on Product for different purposes. To determine the level of access of each persona to different
fields, customize the Product record page layout and field-level security settings.

Important: To use some Product fields mentioned in this topic, you must use Product Catalog Management in Manufacturing
Cloud. See Product Catalog Management.

Field Description Usage

Product Name Name of the product. Product designers can describe the name
of the standalone product or the

Product Type Type of the product. Select None if it’s a simple, standalone
product that doesn’t have any components
or an associated product hierarchy. Select
Bundle if your product has components that
are sold together as one unit.

Product Family Product family of the product. A product family represents a collection of
related products. To create product families,
create picklist values for the Product Family
field on the Product object.

Product Code Product code for this record. Product design teams can use this field to
capture a unique identifier for each product
or part that they manufacture or sell.

Product SKU SKU for the product. Manufacturers can use this field with or
instead of the Product Code field.

Universal Product Code The code available as part of retail product Inventory managers can use the universal
packaging. It consists of twelve numeric product code to track product inventory.
characters that uniquely identify a
company’s individual product.

Manufacturer Part Number The unique number assigned by the Product designers can use this field to
manufacturer to identify the part. specify the company-specific identifier of a
product part.

207
Manufacturing Cloud Products in Manufacturing Cloud

Field Description Usage

Product Description A text description of the product record. Product designers can use this field to
describe the product. They can also use this
field to describe the components of a
bundled product.

Active Indicates whether this record is active (true) This field indicates if the product record can
or not (false). be used in different processes, such as sales
negotiations. For example, only active
products can be added to orders, quotes,
or sales agreements.

Based On The product classification that the product A product classification is a template that
is based on. holds a collection of attributes for similar
products. A product that’s based on product
classification inherits all the attributes
associated with the product classification.
Product designers create products using
product classifications to quickly assign
attributes to products.

Is Assetizable Indicates if the product becomes an asset Manufacturers create asset records to model
after it’s sold or delivered to a customer. physical items of commercial value that are
manufactured, delivered, sold to a customer,
or installed as a part of another asset. An
asset is an instance of a product.

Business Brand The business brand that the product is sold If a manufacturer sells products under
under. different customer-facing business brands,
they can specify the details of the brand in
a Business Brand record. They can also
create a parent brand and associate multiple
brands with it.
Admins can create sharing rules that provide
brand-specific information with various
users and stakeholders.

Make Name The make name of the product. Manufactures use make names as specific
designations to describe a line of product
offerings, the manufacturer of the product,
or the brand that the product is sold under.

Model Name The model name of the product. Model names give information about the
configuration or version of the product.

Model Year The year that the product model was made A model year helps manufactures specify
for. the year a product was released for sale. It
helps them differentiate between different
iterations of a product over time.

208
Manufacturing Cloud Products in Manufacturing Cloud

Field Description Usage

Serialized Indicates if a product is a serialized product A serialized product is a product unit with
(true) or not (false). a unique serial number. A serialized product
record represents a product that’s at a
specific inventory location. For a serialized
product record, if the associated Product
record was marked as Serialized, you can
associate the serial numbers with the
Product Item to identify how many units of
each serialized product are available at a
specific location.
Manufacturers create serialized products to
track their inventory better and get more
visibility into the products across their
supply chains.

Quantity Unit of Measure Unit of the quantity of the product. The Quantity Unit Of Measure field on
Product Item inherits this field’s values.

Specification Type The specification type of the product. Product designers can define specification
types of products based on the industry that
the product is sold to or the usage of the
product.
The specification type of a product can
determine the record type and the page
layout that users use.

External ID The unique identifier of the product in an Product designers can use this field to
external data source. integrate product information with external
systems.

External Data Source The external data source that stores Product designers can use this field to
information about the product. integrate product information with external
systems.

Availability Date The date from when the product is available Product designers can use this field to define
to be sold or used. the selling period of a product.

Discontinued Date The date from when the product can’t be Product designers can use this field to define
sold or used. the selling period of a product.

End Of Life Date The date after which the product isn’t Product designers can use this field to retire
supported, ordered, or maintained. commercial products when the business
decides to discontinue selling or supporting
permanently.

Display URL A URL of the product image on an external The product image is shown on the product
data source. list and product details page.

209
Manufacturing Cloud How Product Information is Represented in Manufacturing
Cloud

Field Description Usage

Configure During Sale Indicates if a user can configure a product Product designers can specify if a product
or a product bundle during a sale (Allowed), is static or configurable when they’re
or not (Not Allowed). designing their product catalog.

How Product Information is Represented in Manufacturing Cloud

Design standalone and bundled products for your customers. Organize and classify products in
EDITIONS
sophisticated hierarchies to increase their discoverability. Define and assign attributes to your
products, and sell those products to your customers. Drive personalized sales negotiations by Available in: Enterprise,
curating rules to define the eligible and available products for each customer. Unlimited, and Developer
In this example, we show how a manufacturer, Grande Robotics, organizes their product information Editions
by using Product Catalog Management in Manufacturing Cloud.

Important: For detailed instructions on configuring Product Catalog Management and

performing some of the actions mentioned in this example, review the available resources
on Product Catalog Management. See Product Catalog Management.

Product Information
Define the products that you sell and the relationships between different products, products and their components, and products in a
bundle.

Requirement Action Example

A manufacturer wants to model its Create products. Grande Robotics, a factory automation
stock-keeping units. manufacturer, creates a product record each
for the Packaging Arm Robot Basic,
A product has a commercial value and can Packaging Arm Robot High-Speed, and
be sold to a customer. Packaging Arm Robot Ultra products that it
sells.

A manufacturer wants to model standalone Create simple products. Grande Robotics creates a simple product
products that don’t have an associated for Environmental Gas Sensor A1 that it sells
product hierarchy. as a standalone product.

A product record with the None product

type represents a simple product.

A manufacturer wants to model a group of Create bundled products. Structure the Grande Robotics sells an Order Picking
products that are always sold together. bundle by adding product components or System that consists of the Order Picking
product component groups to it. Arm Robot, Robot Battery Pack, and
A product record with the Bundle product Conveyor Belt Basic products. It creates a
type represents a bundled product. A bundled product called Order Picking
bundled product has a root product. System. It adds the Order Picking Arm
Robot, Robot Battery Pack, and Conveyor
Belt Basic products as child components in
the bundle.

210
Manufacturing Cloud How Product Information is Represented in Manufacturing
Cloud

Requirement Action Example

A manufacturer wants to ensure that sales Create static products. Grande Robotics defines the Environmental
teams can’t configure products or add Gas Sensor A1 simple product as static
products to a bundle during a sale. because it doesn't want the sales team to
configure the product during a sale.
A product record with the Configure During
Sale as Not Allowed represents a static
product.

A manufacturer wants to ensure that sales Create configurable products. Grande Robotics defines the Order Picking
teams can configure products or add System bundled product as configurable. It
products to a bundle during a sale. wants to allow sales reps to add optional
components such as spare belt covers to
A product record with the Configure During the bundle during a sale.
Sale as Allowed represents a configurable
product.

A manufacturer wants to define the Define the cardinality of products in Grande Robotics sets a minimum quantity
permissible quantities of products that are bundles. for Environmental Gas Sensor A1 product
sold as a part of product bundles. that it sells as a part of its Gas Safety System
bundle.
Local cardinality is the default, minimum,
and maximum quantity of an individual
product in a product bundle. Group
cardinality is the minimum and maximum
quantity of the child components that can
be added to a bundle.

A manufacturer procures components of a Create product related materials. Grande Robotics maps the Arm Base, Arm
product from different tier-1 and tier-2 Rotor, and Arm End Effector product
suppliers. It wants to track how it can use components to the Order Picking Arm Robot
different components to make various product.
products.

A manufacturer wants to model physical Create assets. Grande Robotics sells a Packaging Arm
items of commercial value that are Robot Ultra RM0612 asset to a partner.
manufactured, delivered, sold to a customer,
or installed as a part of another asset.
An asset is an instance of a product.

Product Attribute Information

Define the attributes, properties, and specifications of products. Classify attributes and assign them to similar products.

211
Manufacturing Cloud How Product Information is Represented in Manufacturing
Cloud

Requirement Action Example

A manufacturer wants to model the Create attribute definitions. Grande Robotics creates these attribute
attributes, characteristics, or properties of definition records to define conveyor
products. systems and order management arm robots
that Grande Robotics sells.
An attribute definition represents an
attribute that describes one or many • Model
products. Manufacturers can assign an • Weight
attribute to a product. • Energy Efficiency
• Picking Speed
• Packaging Speed
• Sorting Speed
• Belt Speed
• Belt Load
• Voice Activated
• Industry

A manufacturer wants to organize attributes Create attribute categories and assign Grande Robotics creates an attribute
into logical groups. attributes to attribute categories. category record to describe all its conveyor
belt products called Conveyor Belt Category.
An attribute category represents a logical It assigns these attributes in the attribute
grouping of multiple attributes. category.
Manufacturers can assign multiple attributes
to a product classification by using attribute • Model
categories. • Weigh
• Belt Speed
• Belt Load

A manufacturer wants to list the possible Create attribute picklists and add picklist Grande Robotics creates these attribute
values of an attribute. values to them. picklist records.

An attribute picklist represents a set of • Voice Activated (boolean data type)

possible values for an attribute. An attribute • Industry (text data type)
picklist value represents a value for an Here are the attribute picklist values for the
attribute. You can associate an attribute Industry attribute picklist.
picklist with an attribute definition.
• Consumer Goods
• Manufacturing
• Transportation and Logistics
• Infrastructure
• Energy

A manufacturer wants to quickly assign a Create product classifications and assign Grande Robotics creates a product
set of attributes to similar products. attributes to product classifications. Then, classification for its conveyor belt products
create products based on product called “Conveyor Belts Classification”. It
A product classification is a template that classifications. assigns all the attributes in the Conveyor
holds a collection of attributes that describe

212
Manufacturing Cloud How Product Information is Represented in Manufacturing
Cloud

Requirement Action Example

products. Products that are based on a Belt Category to the classification. Then, it
product classification inherit all the assigns some other attributes individually.
attributes of the product classification. A • Industry
product classification attribute record
• Energy Efficiency
represents an attribute that’s assigned to a
product classification. Grande Robotics creates a product record
for its new Sorting Conveyor Belt Ultra
product. It creates the product record based
on the Conveyor Belts Classification product
classification. The Sorting Conveyor Belt
Ultra product inherits these attributes.
• Model
• Weigh
• Belt Speed
• Belt Load
• Industry
• Energy Efficiency

A manufacturer wants to specify the value Configure the inherited attributes of The Sorting Conveyor Belt Ultra product sold
of attributes in products. products and choose default values for by Grande Robotics is only meant for the
attributes in their product attribute Transportation and Logistics industry. To
Sometimes, some attributes of a product definitions. specify this restriction, Grande Robotics
are specific to that particular product. Or, configures the Industry inherited attribute
when a product is sold as a part of a bundle, for the Sorting Conveyor Belt Ultra product.
certain attributes of the product have It sets the default value of the Industry
default values. Manufactures can set the attribute as Transportation and Logistics.
default value of an attribute for a product.
A product attribute definition record
represents the default value for an attribute
of a product.

A manufacturer wants to specify that an Set inherited attributes in products or Grande Robotics differentiates the prices all
attribute impacts the price of a product. product classifications as price impacting. its products by industry. For instance, it sells
the Environmental Gas Sensor A1 for US$
Pricing designers can differentiate prices of 300 to customers from the manufacturing
products by using price impacting attributes industry and for $340 to customers in the
in attribute-based price adjustment energy industry. It sets the Industry attribute
schedules. of the Environmental Gas Sensor A1 as price
impacting.

Product Catalog Information

Organize the products in your portfolio with catalogs and categories. Define a sophisticated product organization hierarchy.

213
Manufacturing Cloud How Product Information is Represented in Manufacturing
Cloud

Requirement Action Example

A manufacturer wants to model a collection Create catalogs. Grande Robotics creates a catalog called
of products that it sells. Conveyor Systems for all the conveyor
systems that it sells and a catalog called
A catalog represents an assortment of Order Management Arm Robots for all the
similar products. order management arm robots that it sells.

A manufacturer wants to organize products Create categories and subcategories in Grande Robotics creates these categories
within a catalog into logical groups and catalogs. within the Order Management Arm Robot
subgroups. catalog.

A catalog can have multiple categories. A • Order Picking Robots

category can have multiple subcategories. • Order Sorting Robots
• Order Packaging Robots
Grande Robotics creates these subcategories
within the Order Packaging Robots category.
• Entry Level Robots
• High Selling Robots
• Advanced Robots

A manufacturer sells its products under Create business brands. Grande Robotics sells its industrial safety
different brand names to differentiate the products under its Westandrf Safety
products by product usage and market business brand.
segment.

Product Sale
Determine how you sell products to customers and what products customers are eligible to buy.

Requirement Action Example

A manufacturer wants to define the method Create product selling models and assign The Packaging Arm Robot Basic product
of selling products. product selling models to products. sold by Grande Robotics is sold one-time,
not as a subscription. To specify this selling
Product selling models define whether model, Grande Robotics creates a one-time
products are sold one-time or as product selling model and assigns the
subscriptions. model to the Packaging Arm Robot Basic
product.

214
Manufacturing Cloud Manage Long-Term Business with Sales Agreements in
Manufacturing Cloud

Manage Long-Term Business with Sales Agreements in Manufacturing

Cloud
Make your business transactions, profits, and revenue margins more predictable with sales
EDITIONS
agreements. Use sales agreements to negotiate the purchase and sale of products over a continued
period of time. Sales agreements provide you insights into products, prices, discounts, and quantities. Available in: Lightning
With an integrated sales experience, you can also track your planned quantities, actual quantities, Experience
and revenue with associated updates from orders and contracts.
Available in: Enterprise,
Unlimited, and Developer
What are Sales Agreements? Editions
A sales agreement is a long-term agreement between a manufacturer and their customer for
the sale of products. Manufacturers also refer to sales agreements as run-rate, renewable,
production, and ongoing business agreements or projects. Sales agreements give sales teams an at-a-glance view of the planned
and the actual revenue and quantities of orders across the agreement period.
Set Up and Configure Sales Agreements
Get started with Sales Agreements by setting up its foundational features. Turn on Sales Agreements in Setup. Assign the appropriate
permission sets for Sales Agreements to internal users and Experience Cloud users. Specify when sales agreements can be renewed
and choose how the actual values of orders are calculated in sales agreements by default. Manage agreement metrics, the stages
in the sales agreement lifecycle, and how agreements are approved.
Create and Work with Sales Agreements
Bring predictability to your business transactions, profitability, and revenue margins with sales agreements. Use sales agreements
to negotiate purchase and sale of products over a continued period of time. A sales agreement provides you insight into products,
prices, discounts, and quantities. With an integrated sales experience, you can also track your planned and actual quantities and
revenues with real time updates from orders and contracts.
Considerations for Sales Agreements
Keep the following considerations in mind while setting up and using Sales Agreements in Manufacturing Cloud.

SEE ALSO:
Trailhead: Sales Agreements and Forecasting in Manufacturing Cloud
Trailhead: Admin Essentials for Sales Agreements and Account Forecasting

What are Sales Agreements?

A sales agreement is a long-term agreement between a manufacturer and their customer for the
EDITIONS
sale of products. Manufacturers also refer to sales agreements as run-rate, renewable, production,
and ongoing business agreements or projects. Sales agreements give sales teams an at-a-glance Available in: Lightning
view of the planned and the actual revenue and quantities of orders across the agreement period. Experience

Available in: Enterprise,

Get Started with Sales Agreements Unlimited, and Developer
Editions
A sales agreement has a fixed duration that can be divided into multiple schedules. Sales teams
can add products or categories of products to a sales agreement, based on the product level of the
sales agreement. The agreement terms of a sales agreement give sales teams visibility into key
price, revenue, and quantity metrics for different products or categories across different schedules of the agreement.

215
Manufacturing Cloud Set Up and Configure Sales Agreements

Instead of manually comparing the actual revenue and quantity values, or actuals, from fulfilled orders against planned values, you can
use sales agreements to pull out order information and view it in the agreement’s terms. With sales agreements, sales and operations
teams can manage their inventory better, track customer compliance for committed orders, and get greater visibility into their run-rate
business.
Sales teams can manage the complete lifecycle of sales agreements, from their creation to their renewal. They can revise agreement
terms based on updated negotiations, market conditions, and inventory.
Sales teams can also collaborate on agreements with channel partners by using manufacturing Experience Cloud sites.
Watch this video to understand the foundational capabilities of Sales Agreements.

Watch a video

If you can’t watch the video in full screen, open the video on a new tab: Get Started with Sales Agreements in Manufacturing Cloud.

Learn About Sales Agreements in Commercial Operations

Let’s go over how business transactions are represented in Manufacturing Cloud, and how sales agreements come into the picture.
Leads
Track prospects who are interested in buying a product with leads.
Opportunity
Convert a lead into an opportunity to track deals in progress.
Quotes
Create quotes to show your customers the prices of the products and services that you offer.
Contracts
Define contracts to establish the terms for doing business with your customers.
Sales Agreements
Create sales agreements to track the planned and actual sale of products and services over a period of time.
Orders
Track customer requests for products and services by using orders. You can place orders against quotes, sales agreements, and
contracts. Standalone orders and orders associated with contracts contribute to the actuals of sales agreements.

Set Up and Configure Sales Agreements

Get started with Sales Agreements by setting up its foundational features. Turn on Sales Agreements
EDITIONS
in Setup. Assign the appropriate permission sets for Sales Agreements to internal users and
Experience Cloud users. Specify when sales agreements can be renewed and choose how the actual Available in: Lightning
values of orders are calculated in sales agreements by default. Manage agreement metrics, the Experience
stages in the sales agreement lifecycle, and how agreements are approved.
Available in: Enterprise,
Unlimited, and Developer
Define the Renewal Periods for Sales Agreements Editions
Determine the start of the renewal period for all sales agreements in your Salesforce org. Specify
how many days before a sales agreement’s end date the renewal period should start. The
renewal period ends on the agreement’s end date. Users can renew a sales agreement only during its renewal period.
Set Up Decimal Metrics for Sales Agreements
Specify the default number of decimal places for quantity metrics for all sales agreements in your Salesforce org. All quantity metric
fields in the Sales Agreements table reflect the number of decimal places specified as the decimal scale. You can order the precise
quantity of products you want using decimal values.

216
Manufacturing Cloud Set Up and Configure Sales Agreements

Choose How Sales Agreement Actuals Are Calculated By Default

Define how actuals are calculated and updated by default in all sales agreements in your Salesforce org. Sales agreements actuals
can be derived from orders, from orders associated with contracts, or from data imported from external systems. You can also give
users the permission to change how the actuals of specific sales agreements are calculated. Users can also manually update the
actual quantities of products for every schedule when a sales agreement is active.
Manage Metrics for Sales Agreements
Select the metrics that you want to show for sales agreements and group similar metrics. Select the quantity and revenue metrics
that you want your key account managers to view in the sales agreements table for a sales agreement. Create metric groups to
group similar metrics and help account managers view agreement terms for metrics in a group based on their business needs. Each
group can contain up to 10 metrics.
Create Custom Metrics for Sales Agreements
Account managers can use custom metrics to track performance indicators such as territory-based revenue, inventory level, and
average price. To create a custom metric, first create a custom number, currency, or formula field on the Sales Agreement Product
and the Sales Agreement Product Schedule objects each. Then, map the custom field in the Sales Agreement Product object to the
custom field in the Sales Agreement Product Schedule object. To help users use the custom metric in sales agreements, add the
custom fields to the required page layouts.
Define the Stages in the Sales Agreement Lifecycle
The Status and Status Code fields on a sales agreement record determine the stages of the sales agreement. The predefined status
code values help you maintain a consistent classification to manage the standard lifecycle of sales agreements. Add stages to the
lifecycle by creating statuses and mapping the new statuses to the predefined status codes. To customize the sales agreement
lifecycle further, rename, reorder, and delete statuses.
Choose How Sales Agreements Are Approved
Key account managers can self-approve sales agreements, submit sales agreements to be approved through an approval process,
or both. To prevent key account managers from self-approving sales agreements, enable Approval Process in the Sales Agreement
settings in Setup.
Specify the Contacts Notified About Sales Agreement Processes
Select the users to whom email notifications are sent about the status of sales agreement processes. If an automated process fails,
an email with details of the failure and next steps is sent to the primary and secondary contacts that you provide.
Customize Page Layouts for Sales Agreements
Give users the visibility into key information about sales agreements and help them submit sales agreements for approval by
customizing the Sales Agreement and Sales Agreement Product record pages. A page layout controls the placement and organization
of buttons, fields, s-controls, Visualforce, custom links, and related lists on an object record page. The page layout also determines
which fields are visible, read only, and required.
Edit Multi-Line Layouts for Sales Agreement Products
When an account manager adds a product to a sales agreement from a price book, they specify the quantities and prices for the
product in the Edit Selected Sales Agreement Products window. In this window, each sales agreement metric is shown as a column.
Salesforce admins can add, remove, and reposition the columns that are shown on the Edit Selected Sales Agreement Products
window by customizing the multi-line layout of the Sales Agreement Product object. Admins can also add custom metrics to the
multi-line layout.
Control Access to Mass Update for Sales Agreements
Reduce data corruption due to user errors and help maintain data sanctity by controlling access to the Mass Update button in
Agreement Terms of Sales Agreements for your users. Clone the Manufacturing Sales Agreements and the Manufacturing Sales
Agreements For Community permission sets, disable the Mass Update for Sales Agreement system permissions, and assign the
permission set to users.

217
Manufacturing Cloud Set Up and Configure Sales Agreements

Configure Quote and Sales Agreement Conversion

Help key account managers use simple workflows to easily convert sales agreements to quotes and quotes to sales agreements.
Quotes and sales agreement conversion helps them speed up the sales cycle, prevent manual errors, reduce manual data entry tasks,
and deliver a seamless sales experience. To configure the record conversion, ensure you enable the required features, grant permissions
to users, review the preconfigured context definition and flow, and add the actions to the required page layout.

SEE ALSO:
Enable Features for Manufacturing Cloud
Permission Set Licenses for Internal Users in Manufacturing Cloud

Define the Renewal Periods for Sales Agreements

Determine the start of the renewal period for all sales agreements in your Salesforce org. Specify
EDITIONS
how many days before a sales agreement’s end date the renewal period should start. The renewal
period ends on the agreement’s end date. Users can renew a sales agreement only during its renewal Available in: Lightning
period. Experience
1. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales
Available in: Enterprise,
Agreements. Unlimited, and Developer
2. In the Renewal Days field of the Renewal Period Start section, enter the number of days before Editions
the sales agreement end date from when you want to start the renewal period.

Example: For example, if the end date of a sales agreement is December 31 and the defined USER PERMISSIONS
renewal days is 30, users can renew the sales agreement from December 1.
To renew sales agreements:
• Customize Application
SEE ALSO:
Renew a Sales Agreement

Set Up Decimal Metrics for Sales Agreements

Specify the default number of decimal places for quantity metrics for all sales agreements in your
EDITIONS
Salesforce org. All quantity metric fields in the Sales Agreements table reflect the number of decimal
places specified as the decimal scale. You can order the precise quantity of products you want using Available in: Lightning
decimal values. Experience
When you add a product to the Sales Agreement Products, you can enable the Quantity in Decimals
Available in: Enterprise,
checkbox to add quantity metrics with a decimal value. If this checkbox is not selected, you can
Unlimited, and Developer
only add quantity metrics with an integer value. Editions
You can override the default setting to increase or decrease the number of decimal places supported
for specific sales agreements. To enable users to change the decimal scale for a specific sales
USER PERMISSIONS
agreement, add the Decimal Scale field to the sales agreement page layout.
To define decimal values:
Table 1: Integer Fields with their Corresponding Decimal Fields
• Customize Application
Integer Fields Decimal Fields
Initial Planned Quantity Initial Planned Quantity Value

Total Planned Quantity Total Planned Quantity Value

218
Manufacturing Cloud Set Up and Configure Sales Agreements

Integer Fields Decimal Fields

Total Actual Quantity Total Actual Quantity Value

Total Forecasted Quantity Total Forecasted Quantity Value

Total Proposed Planned Quantity Total Proposed Planned Quantity Value

1. In Setup, in the Quick Find box, enter Manufacturing, and then select Sales Agreements.
2. On the Sales Agreement Setup page, in the Default Decimal Scale section, select a default decimal scale value between 0 and 6. The
default value is 2.
All sales agreements inherit the decimal scale at the time of their creation. If you change the decimal scale option, the change applies
only to the sales agreements created after that point. For example, if the default decimal scale is set at 3, it applies to sales agreements
created after that point. If the decimal scale is changed to 4, only the sales agreements created after that point reflect this updated
value.
3. To use decimal fields, add the decimal fields to the page layouts for sales agreement, sales agreement product, and sales agreement
product schedule.
For details, see Customize Page Layouts for Sales Agreements.

4. Ensure you add the decimal fields to the multi-line layouts for the existing sales agreement product.
You can also perform a mass update for specific products in a sales agreement to increase or decrease decimal quantities. For details,
see Edit Multi-Line Layouts for Sales Agreement Products.

Choose How Sales Agreement Actuals Are Calculated By Default

Define how actuals are calculated and updated by default in all sales agreements in your Salesforce
EDITIONS
org. Sales agreements actuals can be derived from orders, from orders associated with contracts,
or from data imported from external systems. You can also give users the permission to change Available in: Lightning
how the actuals of specific sales agreements are calculated. Users can also manually update the Experience
actual quantities of products for every schedule when a sales agreement is active.
Available in: Enterprise,
1. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales
Unlimited, and Developer
Agreements. Editions
2. In the Default Actuals Calculation Mode section, select one of these options.
USER PERMISSIONS
Manually using API If you use an external system to manage your orders and contracts,
upload you can upload the updated quantities in bulk at regular intervals To choose the actuals
by using an integration method. The application picks up these calculation mode for all
updates when the daily scheduled job runs in your Salesforce org. sales agreements in an org:
This job updates the relevant information in sales agreements. • Customize Application

Automatically from If active orders are associated with sales agreements, the actual To edit actual quantities for
past schedules:
direct orders quantities of products are automatically derived and updated. The
• Edit Actual Quantity of
updates are based on the orders that apply to a specific schedule.
Sales Agreements
Select this option if there are no orders associated with contracts. Products
Automatically from If active orders are associated with sales agreements, the actual
orders through quantities of products are automatically derived and updated. The
contracts

219
Manufacturing Cloud Set Up and Configure Sales Agreements

updates are based on the orders that apply to a specific schedule. Select this option if there
are orders associated with contracts.

All sales agreements inherit the actuals calculation option at the time of their creation. If you change the actuals calculation option,
the change applies only to the sales agreements created after that point.
To help users change the actuals calculation mode for individual sales agreements, give them Edit permission to the Actuals Calculation
field on the Sales Agreement object.

SEE ALSO:
Manage Sales Agreements Actuals
Recalculate Actuals for Sales Agreement Terms
How Are Sales Agreement Actuals Calculated?

Manage Metrics for Sales Agreements

Select the metrics that you want to show for sales agreements and group similar metrics. Select
EDITIONS
the quantity and revenue metrics that you want your key account managers to view in the sales
agreements table for a sales agreement. Create metric groups to group similar metrics and help Available in: Lightning
account managers view agreement terms for metrics in a group based on their business needs. Experience
Each group can contain up to 10 metrics.
Available in: Enterprise,
The data that key account managers see in the sales agreement table of a sales agreement record
Unlimited, and Developer
depends on the selected metric group. Users can switch between metric groups to view various Editions
metrics.
You can select standard and custom metrics to be shown. The standard metrics available for selection
USER PERMISSIONS
are:
• Planned Amount To modify metrics:
• Customize Application
• Planned Quantity
• Forecasted Quantity
• Forecasted Amount
• Actual Quantity
• Actual Amount
• Sales Price
• Discount Percentage
1. From Setup, in the Quick Find box, enter Sales Agreements, and then select Sales Agreements.
2. If you implemented Sales Agreements before Spring ’23, in the Metric Groups section, enable metric groups.

Warning: After you enable metric groups in your org, you can’t disable them.

A metric group called Preset Group is created. Preset Group contains these standard metrics:
• Planned Quantity
• Actual Quantity
• Sales Price
• Discount Percentage

220
Manufacturing Cloud Set Up and Configure Sales Agreements

• Planned Amount

3. To create a metric group, click New.

You can have up to 100 metric groups in an org. Each metric group can have up to 10 metrics.

4. Specify a name for the metric group.

5. Specify whether the metric group is the default group.
You can specify only one metric group as the default group.

6. From the Available Metrics list, select the metrics that you want to add to the metric group, and move them to the Selected Metrics
list.
All standard and custom metrics are listed in the Available Metrics list.

7. Save your work.

SEE ALSO:
Create Custom Metrics for Sales Agreements
View Sales Agreement Terms Data
Sales Agreement Metrics

221
Manufacturing Cloud Set Up and Configure Sales Agreements

Create Custom Metrics for Sales Agreements

Account managers can use custom metrics to track performance indicators such as territory-based
EDITIONS
revenue, inventory level, and average price. To create a custom metric, first create a custom number,
currency, or formula field on the Sales Agreement Product and the Sales Agreement Product Available in: Lightning
Schedule objects each. Then, map the custom field in the Sales Agreement Product object to the Experience
custom field in the Sales Agreement Product Schedule object. To help users use the custom metric
in sales agreements, add the custom fields to the required page layouts. Available in: Enterprise,
Unlimited, and Developer
Note: A custom metric can store values with up to five decimal places. To store custom and Editions
revenue metric values with up to five decimal places, ask Salesforce Customer Support to
enable the More Decimals on Price option for your org.
USER PERMISSIONS
1. Create a custom field on the Sales Agreement Product object.
To create custom metrics:
a. In Object Manager, select Sales Agreement Product.
• Customize Application
b. In Fields & Relationships, click New.
c. Select Number, Currency, or Formula as the data type for the new custom field, and then
click Next.
d. Enter the field label and other details, and then click Next.
e. Assign the necessary field-level access to your key account managers, and then click Next.
f. Add the field to the page layout.
g. Save your changes.

2. Create a custom field on the Sales Agreement Product Schedule object.

a. In Object Manager, select Sales Agreement Product Schedule.
b. In Fields & Relationships, click New.
c. Select Number, Currency, or Formula as the data type for the new custom field, and then click Next.
d. Enter the field label and other details, and then click Next.
e. Assign the necessary field-level access to your key account managers, and then click Next.
f. Add the field to the page layout.
g. Save your changes.

3. Map the custom fields in the Sales Agreement Product object to the custom fields in the Sales Agreement Product Schedule object.
a. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales Agreements.
b. In the Field Mappings for Custom Metrics section, select the required product field for each product schedule field.
The custom fields of the Sales Agreement Product Schedule object are listed under Sales Agreement Product Schedule Field.
The custom fields of the Sales Agreement Product object are listed under Sales Agreement Product Field. Custom fields with
data type other than number, currency, or formula aren’t available in these lists.

c. Save your changes.

4. To let users view the metric in the sales agreement terms table, add the metric to a metric group.
See Manage Metrics for Sales Agreements on page 220.

5. To let users specify the value of the metric for a product in the Edit Selected Sales Agreement Products window, add the custom
field to the multi-line layout for the Sales Agreement Product object.

222
Manufacturing Cloud Set Up and Configure Sales Agreements

See Edit Multi-Line Layouts for Sales Agreement Products on page 227.

SEE ALSO:
Manage Metrics for Sales Agreements
View Sales Agreement Terms Data
Create Custom Fields
Sales Agreement Metrics

Define the Stages in the Sales Agreement Lifecycle

The Status and Status Code fields on a sales agreement record determine the stages of the sales
EDITIONS
agreement. The predefined status code values help you maintain a consistent classification to
manage the standard lifecycle of sales agreements. Add stages to the lifecycle by creating statuses Available in: Lightning
and mapping the new statuses to the predefined status codes. To customize the sales agreement Experience
lifecycle further, rename, reorder, and delete statuses.
Available in: Enterprise,
Here’s how the Status and Status Code fields work together.
Unlimited, and Developer
• The Status Code field stores predefined status categories. You can’t add custom values to this Editions
field or edit the predefined values.
• The Status field stores status values for sales agreements. You can add custom values to this USER PERMISSIONS
field.
To create custom status
The predefined status code values are mapped to the predefined status values. Here are the
values:
predefined status code and status values:
• Customize Application
• Activated
• Approved
• Cancelled
• Draft
• Expired
• Rejected
• UnderRevision
To ensure that preconfigured sales agreement processes, such as actuals calculation processes, work as expected when custom statuses
are in use, Salesforce references the Status Code field—rather than the Status field.
To customize or extend your sales agreement lifecycle, create status values and map the values to the status code values. You can also
edit the labels of status values and reorder them. You can delete and activate or deactivate custom status values, but not the predefined
status values.
1. From the object management settings for sales agreements, go to Fields & Relationships.
2. Click Status.
3. To create a status value, perform these steps.
a. In the Status Picklist Value section, click New.
b. Enter a label for the status value.
c. Enter an API name for the status value.
d. In Status Category, select the status code to map the status value to.

223
Manufacturing Cloud Set Up and Configure Sales Agreements

e. Save your changes.

4. To edit the label of a status value, perform these steps.

a. Click Edit for the status value.
b. Enter a label for the picklist value.
c. Save your changes.

5. To make a status value the default for the status field, perform these steps.
a. Click Edit for the status value.
b. Select Default.
c. Save your changes.

6. To reorder status values, perform these steps.

a. Click Reorder.
b. Reorder the picklist values by using the picklist controls.
c. If needed, select Display values alphabetically, not in the order entered.
d. Save your changes.

7. To delete a status value, click Del for the status value.

8. To deactivate or activate a status value, click Deactivate or Activate for the status value, respectively.

Note: By default, when an approved sales agreement reaches its start date, the status of the agreement automatically changes
to Activated. If you add custom status values, make sure that you reorder the status values mapped to the Activated status code
appropriately. To ensure that users use the custom value to activate a sales agreement, move the custom status values after the
default Activated status value.
Create a path to guide your users through the stages in your sales agreement lifecycle. Create a path for the Sales Agreement Object
that’s based on the Status picklist.
You can reference the custom values in an approval process for sales agreements.

SEE ALSO:
Manage the Lifecycle of a Sales Agreement
Choose How Sales Agreements Are Approved

224
Manufacturing Cloud Set Up and Configure Sales Agreements

Choose How Sales Agreements Are Approved

Key account managers can self-approve sales agreements, submit sales agreements to be approved
EDITIONS
through an approval process, or both. To prevent key account managers from self-approving sales
agreements, enable Approval Process in the Sales Agreement settings in Setup. Available in: Lightning
Sales agreements can be approved in two ways. Experience
• Self-approval: Key account managers can approve a sales agreement by themselves by changing Available in: Enterprise,
the status of the sales agreement to Approved. Unlimited, and Developer
• Approval Process: If your org has an approval process for sales agreements, key account managers Editions
can use the process to get sales agreements approved. See Approval Processes.
To restrict the self-approval of sales agreements, enable Approval Process in Setup. Then, key account USER PERMISSIONS
managers are required to submit sales agreements for approval through the approval process.
To configure approvals:
1. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales • Customize Application
Agreements.
2. In the Approval Process section, do one of these:
• To allow approvals only through a predefined process and restrict self-approvals, turn on Approval Process.
• To allow approvals through the predefined process and self-approvals, turn off Approval Process.

If you set up an approval process for sales agreements, ensure that you add the Submit for Approval quick action to the Sales Agreement
page layout.

Note: At least one product must be associated with a sales agreement for the sales agreement to be eligible for approval.

SEE ALSO:
Set Up an Approval Process
Customize Page Layouts for Sales Agreements
Define the Stages in the Sales Agreement Lifecycle
Manage the Lifecycle of a Sales Agreement

Specify the Contacts Notified About Sales Agreement Processes

Select the users to whom email notifications are sent about the status of sales agreement processes.
EDITIONS
If an automated process fails, an email with details of the failure and next steps is sent to the primary
and secondary contacts that you provide. Available in: Lightning
1. In Setup, enter Sales Agreements in the Quick Find box, and then select Sales Experience
Agreements.
Available in: Enterprise,
2. In the Email Notifications section, click Edit Contacts. Unlimited, and Developer
3. Add the email addresses of the primary and secondary contacts. Editions

4. Save your changes.

USER PERMISSIONS

To modify email addresses:

• Customize Application

225
Manufacturing Cloud Set Up and Configure Sales Agreements

Customize Page Layouts for Sales Agreements

Give users the visibility into key information about sales agreements and help them submit sales
EDITIONS
agreements for approval by customizing the Sales Agreement and Sales Agreement Product record
pages. A page layout controls the placement and organization of buttons, fields, s-controls, Available in: Lightning
Visualforce, custom links, and related lists on an object record page. The page layout also determines Experience
which fields are visible, read only, and required.
Available in: Enterprise,
Note: While some fields are added to the page layouts by default, you may need to add Unlimited, and Developer
other fields based on the implementation of Sales Agreements in your org. If you use an older Editions
implementation of Sales Agreements and want use decimal-supporting metrics in sales
agreements, you must add the decimal-supporting metrics to the page layouts.
USER PERMISSIONS
Add these required fields to the Sales Agreement page layout: Name, Status, Owner, Start Date,
Schedule Frequency, Schedule Count, Account, Owner, Product Level, and Price Book. To help key To modify page layouts:
account managers choose whether they directly specify planned quantities for products or get • Customize Application
them autopopulated across all schedules, add the User Specifies Planned Quantity to the page
layout. If needed, add the Actuals Calculations Mode and Decimal Scale fields to the page layout.
Add the Name and Sales Agreement Category fields to the Sales Agreement Product page layout. To help key account managers specify
quantities in decimals, add the Quantity in Decimals field and the required decimal-supporting metric fields to the page layout. To help
key account managers specify the display names for products that appear in the sales agreement table, add the Display Name field to
the page layout.
Add the Name and Sales Agreement Product fields to the Sales Agreement Product Schedule page layout. Add the required metric fields
to the page layout.
1. Add the relevant fields, related lists, and buttons to a page layout for the Sales Agreement object.
a. From the object management settings for Sales Agreements, go to Page Layouts.
b. Edit a Sales Agreement page layout.
c. Drag the required fields from the palette to the Sales Agreement Detail section on the page.
d. To help key account managers submit sales agreements for approval, drag the Submit for Approval button from the Mobile &
Lighting Actions section of the palette onto the Standard Buttons section on the page.
e. To help key account managers easily convert sales agreements to quotes, drag the Convert Sales Agreement to Quote action
from the Mobile & Lighting Actions section of the palette onto the Standard Buttons section on the page.
f. Drag these related lists from the palette to the Related Lists section on the page: Sales Agreement Products, Sales Agreement
History, Orders, and Contracts.
g. Save your changes.

2. Add the relevant fields to a page layout for the Sales Agreement Product object.
a. From the object management settings for Sales Agreement Products, go to Page Layouts.
b. Edit a Sales Agreement Product page layout.
c. Drag the required fields from the pallet to the Sales Agreement Product Detail section on the page.
d. If needed, drag the Sales Agreement Product Schedule related list to the Related List section.
e. Save your changes.

3. Add the relevant fields to a page layout for the Sales Agreement Product Schedule object.
a. From the object management settings for Sales Agreement Product Schedules, go to Page Layouts.

226
Manufacturing Cloud Set Up and Configure Sales Agreements

b. Edit a Sales Agreement Product Schedule page layout.

c. Drag the required fields from the pallet to the Sales Agreement Product Schedule Detail section on the page.
d. Save your changes.

Add the Sales Agreement related list to the page layout of the Account, Order, and Contract objects.

Edit Multi-Line Layouts for Sales Agreement Products

When an account manager adds a product to a sales agreement from a price book, they specify
EDITIONS
the quantities and prices for the product in the Edit Selected Sales Agreement Products window.
In this window, each sales agreement metric is shown as a column. Salesforce admins can add, Available in: Lightning
remove, and reposition the columns that are shown on the Edit Selected Sales Agreement Products Experience
window by customizing the multi-line layout of the Sales Agreement Product object. Admins can
also add custom metrics to the multi-line layout. Available in: Enterprise,
Unlimited, and Developer
Note: While some fields are added to the Sales Agreement Product multi-line layout by Editions
default, you may need to add other fields based on the implementation of Sales Agreements
in your org. If you use an older implementation of Sales Agreements and want use
decimal-supporting metrics in sales agreements, you must add the decimal-supporting
USER PERMISSIONS
metrics to the Sales Agreement Product multi-line layout. To edit multi-line layouts for
Ensure that you add the Product, List Price, and Sales Price fields to the Sales Agreement Product sales agreement products:
multi-line layout. To help key account managers specify display names for products that appear in • Customize Application
the sales agreement table, add the Display Name field to the multi-line layout. To help key account
managers specify initial planned quantities with decimal values, add the required fields to the
multi-line layout.
To add custom metrics to the multi-line layout, ensure that you've created custom metrics for sales agreements. See Create Custom
Metrics for Sales Agreements on page 222.
1. From the object management settings for Sales Agreement Product object, go to Page Layouts.
2. Next to the name of a sales agreement product page layout, click Edit.
3. Click Edit Multi-Line Layout.
4. To add fields to the multi-line layout, move fields from the Available Fields list to the Selected Fields list.

5. Reposition the fields in the Selected Fields list as necessary.

6. Save your changes.

227
Manufacturing Cloud Set Up and Configure Sales Agreements

Control Access to Mass Update for Sales Agreements

Reduce data corruption due to user errors and help maintain data sanctity by controlling access to
EDITIONS
the Mass Update button in Agreement Terms of Sales Agreements for your users. Clone the
Manufacturing Sales Agreements and the Manufacturing Sales Agreements For Community Available in: Lightning
permission sets, disable the Mass Update for Sales Agreement system permissions, and assign the Experience
permission set to users.
Available in: Enterprise,
Note: Before you assign permission sets, ensure that Sales Agreements is enabled. Unlimited, and Developer
Editions
1. In Setup, in the Quick Find box, enter Users, and then select Permission Sets.
2. Click Clone next to the Manufacturing Sales Agreements permission set.
USER PERMISSIONS
3. Specify a name for the cloned permission set and click Save.
To assign permissions:
4. Click the cloned permission set, and click System Permissions.
• Assign Permission Sets
5. Deselect the Mass Update for Sales Agreement checkbox.
AND
View Setup and
Configuration

6. Save your work.

7. Assign the cloned permission set to users as needed.

228
Manufacturing Cloud Set Up and Configure Sales Agreements

8. Repeat these steps for the Manufacturing Sales Agreements For Community permission set.

SEE ALSO:
Update Multiple Values in Agreement Terms

Configure Quote and Sales Agreement Conversion

USER PERMISSIONS EDITIONS

To enable features: Customize Application user permission Available in: Lightning

Experience
To manage context definitions: Context Service Admin permission set
Available in: Enterprise,
To manage flows: Manage Flow user permission
Unlimited, and Developer
To set up sales agreements: Manufacturing Sales Agreements permission Editions
set

To modify page layouts: Customize Application user permission

Help key account managers use simple workflows to easily convert sales agreements to quotes and quotes to sales agreements. Quotes
and sales agreement conversion helps them speed up the sales cycle, prevent manual errors, reduce manual data entry tasks, and deliver
a seamless sales experience. To configure the record conversion, ensure you enable the required features, grant permissions to users,
review the preconfigured context definition and flow, and add the actions to the required page layout.
Ensure that you've set up Quotes and Context Service in Setup. To learn more, see Quotes and Context Service.
The Convert Record screen flow outlines the steps for converting a sales agreement to a quote or a quote to a sales agreement. The flow
uses Context Service to efficiently fetch the sales agreement and quote information and create records with the required information.
The preconfigured SalesAgreementQuotesConversion context definition maps data between sales agreement and quotes records. It
includes mappings that define the source and target fields from the quotes and sales agreement objects for the record conversion.
1. To grant users the ability to use quotes and sales agreement conversion, assign them the Context Service Runtime and Manufacturing
Sales Agreements permission sets and the Run Flows user permission.
See Manage Permission Set Assignments.

2. Review the SalesAgreementQuotesConversion context definition, and extend it if necessary.

If you use custom fields on sales agreement or quote objects, you can clone and extend the context definition to create mappings
for the custom fields. To learn more, see Verify Context Definition Mapping.

3. Review the Convert Record flow, and extend it if necessary.

If you clone and extend the context definition for record conversion, then you must update the flow with the information of the
cloned context definition and mapping.

4. Ensure that the Convert Sales Agreement to Quote action is added to a Quote page layout and the Convert Quote to Sales Agreement
action is added to a Sales Agreement page layout.
To learn more, see Customize Page Layouts for Sales Agreements on page 226.

To convert a sales agreement to a quote, on a sales agreement record, in the quick action menu, click Convert Sales Agreement to
Quote. Specify the required details, and save your changes.

229
Manufacturing Cloud Create and Work with Sales Agreements

To convert a quote to a sales agreement, on a quote record, in the quick action menu, click Convert Quote to Sales Agreement. Specify
the required details, and save your changes.

SEE ALSO:
Context Service
Configure Record Conversion for Quotes and Sales Agreements

Create and Work with Sales Agreements

Bring predictability to your business transactions, profitability, and revenue margins with sales
EDITIONS
agreements. Use sales agreements to negotiate purchase and sale of products over a continued
period of time. A sales agreement provides you insight into products, prices, discounts, and quantities. Available in: Lightning
With an integrated sales experience, you can also track your planned and actual quantities and Experience
revenues with real time updates from orders and contracts.
Available in: Enterprise,
Unlimited, and Developer
Sales Agreement Metrics Editions
Track the key quantity and revenue metrics for long-term business negotiations that matter to
your company in sales agreements. You can view metrics for products and categories across
all schedules on the Agreement Terms tab of a sales agreement. While some metrics are auto-calculated based on orders and
contracts, you can specify values for others.
Create a Sales Agreement
Create a sales agreement to get a consolidated view of products, schedules, and associated metrics for long-term business transactions.
Manage Products and Categories in a Sales Agreement
Key account managers can add products or categories to a sales agreement based on the product level of the agreement. After you
add products or categories to a sales agreement, you must get the agreement approved. You can also update the products or
categories that you add to a draft sales agreement. When a new product line or product category is introduced, or an existing line
is expanded to include more products, you can add more products or categories to an activated sales agreement.
Manage Sales Agreement Terms
Monitor revenue and quantity metrics across various products and schedules in a sales agreement on the Agreement Terms tab on
a Sales Agreement record. Update individual or multiple sales agreement values at a time. Recalculate the agreement’s actuals.
Manage Sales Agreements Actuals
With sales agreements, sales teams can track the actual revenue and quantity values, or actuals, from fulfilled orders. Sales teams
can compare actuals with planned revenue and quantity values to track customer compliance with sales agreements.
Manage the Lifecycle of a Sales Agreement
Track the planned and actual values of agreement terms across the lifecycle of sales agreements—from inception to renewal.

230
Manufacturing Cloud Create and Work with Sales Agreements

Sales Agreement Metrics

Track the key quantity and revenue metrics for long-term business negotiations that matter to your
EDITIONS
company in sales agreements. You can view metrics for products and categories across all schedules
on the Agreement Terms tab of a sales agreement. While some metrics are auto-calculated based Available in: Lightning
on orders and contracts, you can specify values for others. Experience

Available in: Enterprise,

Price Metrics Unlimited, and Developer
Editions
Metric Description Usage
List Price Price per unit of the product as The list price can’t be edited for
specified in the price book you a sales agreement product.
selected while creating the
sales agreement.

Sales Price Price per unit of the product at If you change the sales price for
which you want to sell it to a specific schedule in a sales
your customer. If you change agreement’s terms, it only
the sales price for a specific changes for that schedule. If
schedule in Agreement Terms, you’re using the pricing
it only changes for that features for Sales Agreements,
schedule. the sales price is updated when
you get the guidance price.

Discount Percentage Discount that you want to offer If you change the discount for
on the sales price of the a specific schedule in
product. Agreement Terms, it only
changes for that schedule.

Amount Metrics

Metric Description Usage

Initial Planned Amount Total amount of the product or product If you change the planned amount for a
category that you initially plan to sell across specific schedule in Agreement Terms, it
the sales agreement term. This amount is only changes for that schedule. This field is
equally distributed across all schedules mandatory for a product category-based
when you save your changes. sales agreement.

Total Planned Amount Aggregated value auto-calculated by adding It dynamically changes based on the
the planned amount of the product across schedule-level changes in planned amounts.
all schedules at a given time. For a particular schedule, here’s how the
planned amount is calculated: {(Planned
Quantity for the Schedule X Sales Price for
the schedule) X (1-Discount/100)}

Total Actual Amount Total value auto-calculated by adding the It dynamically changes based on the
actual amount of the product across all schedule-level changes in actual amounts.
schedules at a given time. Actual amounts can be either manually

231
Manufacturing Cloud Create and Work with Sales Agreements

Metric Description Usage

updated through an API update or derived
from orders based on the configuration.
Before a sales agreement is active, the actual
amount of a product is zero.

Total Forecasted Amount Accumulated value auto-calculated by When you create the product, this value is
adding the forecasted amount of the zero. You can change it on the Agreement
product across all schedules at a given time. Terms tab. It dynamically changes based on
the schedule-level changes in forecasted
amounts.

Quantity Metrics

Metric Description Usage

Initial Total Quantity Total quantity of the product that you This quantity is equally distributed across all
initially plan to sell across the sales schedules when you save your changes. If
agreement term. you change the planned quantity for a
specific schedule in Agreement Terms, it
only changes for that schedule. This field is
optional for a category-based sales
agreement.

Total Planned Quantity Aggregated value auto-calculated by adding When you create the product, this value is
the planned quantities of the product across the same as the initial total quantity. It
all schedules at a given time. dynamically changes based on the
schedule-level changes in planned
quantities.

Total Actual Quantity The total value auto-calculated by adding It dynamically changes based on the
the actual quantities of the product across schedule-level changes in actual quantities.
all schedules at a given time. Actual quantities can be either manually
updated through an API update or derived
from orders based on the configuration.
Before a sales agreement is active, the actual
quantity of a product is zero.

Total Forecasted Quantity Accumulated value auto-calculated by When you create the product, this value is
adding the forecasted quantities of the the same as the initial total quantity. You
product across all schedules at a given time. can change it on the Agreement Terms tab.
It dynamically changes based on the
schedule-level changes in forecasted
quantities.

Metrics in the Sales Agreement Terms Table

The data type of the metrics determines the values that you can store. For example, quantity values must be positive values without
decimals and discount percentage values must be positive values from 0 through 100.

232
Manufacturing Cloud Create and Work with Sales Agreements

For metric values with decimals, you can only see up to the first five decimal places in the agreement terms table. If a value has more
than five decimal places, then Salesforce rounds up the value to the nearest number with five decimal places. Salesforce uses the round
half up tie-breaking rule for number fields. For example, if a sales price value is 91.212457, then the complete value of 91.212457 is saved,
but you’ll see 91.21246 in the agreement terms table. You can see the complete value when you edit the cell with the value in the
agreement terms table.
For metric values with decimals, leading zeros are removed. For example, if a sales price value is 34.4200, then 34.42 is saved and you’ll
see 34.42 in the agreement terms table.

SEE ALSO:
Manage Metrics for Sales Agreements
Create Custom Metrics for Sales Agreements

Create a Sales Agreement

Create a sales agreement to get a consolidated view of products, schedules, and associated metrics
EDITIONS
for long-term business transactions.
Ensure that your admin has added the relevant fields to the page layout for the Sales Agreement Available in: Lightning
object. Experience
1. From the App Launcher, find and select Sales Agreements. Available in: Enterprise,
2. Click New. Unlimited, and Developer
Editions
3. Enter a unique name for the sales agreement.
4. Search for an existing account or create an account.
USER PERMISSIONS
5. Change the owner of the sales agreement to another existing user, if necessary.
To modify sales agreements:
The current user is the default owner.
• Read and Edit
6. Select the status of the sales agreement. permissions on Sales
Agreement
A sales agreement is always created in a Draft state.

7. For Start Date, select the date on which the sales agreement activates.
After a sales agreement is approved, the agreement automatically activates when the agreement reaches the start date.

8. For Schedule Frequency, select the duration of a schedule in the sales agreement:
Option Description

One-Time The sales agreement consists of one schedule, and activates on the start date and expires on the end date.

Weekly The sales agreement consists of weekly schedules. The first schedule starts from the start date you selected,
and the last schedule ends on the end date you selected. The weekly schedule consists of seven days and
begins from the day of the start date, not the first day of the calendar week. The number of weeks depends
on the schedule count.

Monthly The sales agreement consists of monthly schedules. The first schedule starts from the start date you selected,
and the last schedule ends on the end date you selected. The number of months depends on the schedule
count.

Quarterly The sales agreement consists of quarterly schedules. The first schedule starts from the start date you selected,
and the last schedule ends on the end date you selected. The number of quarters depends on the schedule
count.

233
Manufacturing Cloud Create and Work with Sales Agreements

Option Description

Yearly The sales agreement consists of yearly schedules. The first schedule starts from the start date you selected,
and the last schedule ends on the end date you selected. The number of years depends on the schedule
count.

9. For Schedule Count, enter the number of schedules for which you want the sales agreement to be active.
Enter 1 if the schedule frequency is one-time. You can create up to 72 schedules. Contact Salesforce support if you want to increase
the schedule count limit.

10. If the sales agreement has the One-Time schedule frequency, in the End Date field, enter the date on which the sales agreement
expires.
For all other schedule frequencies, irrespective of the date you enter, when you save your changes, the app calculates the end date
based on the start date, schedule frequency, and schedule count you selected.

11. Select a contact related to the account, if necessary.

12. Search and select a price book.
Depending on the price book you select, the products filter automatically when you add products to your sales agreement. This
field is optional for product category-based sales agreements.

13. For Product Level, select the level of the products associated with the sales agreement.
• Product
• Category
Use Category to create a sales agreement for multiple products that belong to the same product category.

14. To specify the planned quantities for products across different schedules when you add products to the sales agreement, select
User Specifies Planned Quantities.
Selecting the User Specifies Planned Quantities checkbox lets you specify the planned quantity for products in the sales agreement.
To distribute the initial planned quantity across all schedules automatically, deselect the checkbox.

15. Enter a description, if necessary.

16. If necessary, for Actuals Calculation Mode, select the mode of calculating the actual quantities of products for sales agreements.
You admin sets the default actuals calculation model in the Default Actuals Calculation Mode section of the Sales Agreement settings
in Setup.

Option Description

Manually using API upload When the sales agreement activates, the actual quantities for products aren’t automatically
recalculated and refreshed. You can upload changed values in bulk using API upload. The
daily process recalculates sales agreement actual quantities at regular intervals based on
the latest uploaded data available.

Automatically from direct orders When the sales agreement activates, the actual quantities for products are automatically
recalculated based on all orders that reference this particular sales agreement.

Automatically from orders When the sales agreement activates, the actual quantities for products are automatically
through contracts recalculated based on all orders that reference the contracts that are associated with this
particular sales agreement.

17. If necessary, for Decimal Scale, enter the number of decimal places that are supported in the metrics for this sales agreement.

234
Manufacturing Cloud Create and Work with Sales Agreements

Your admin sets the default decimal scale in the Default Decimal Scale section of the Sales Agreement settings in Setup.

235
Manufacturing Cloud Create and Work with Sales Agreements

Add products or categories to your sales agreement. Then, get your sales agreement approved. You can modify the name, description,
and contact details for an approved, active, canceled, or expired sales agreement.

SEE ALSO:
Manage Products and Categories in a Sales Agreement
Approve a Sales Agreement

Manage Products and Categories in a Sales Agreement

Key account managers can add products or categories to a sales agreement based on the product
EDITIONS
level of the agreement. After you add products or categories to a sales agreement, you must get
the agreement approved. You can also update the products or categories that you add to a draft Available in: Lightning
sales agreement. When a new product line or product category is introduced, or an existing line is Experience
expanded to include more products, you can add more products or categories to an activated sales
agreement. Available in: Enterprise,
Unlimited, and Developer
You can create a sales agreement with these product levels. Editions
• Product: Add products to sales agreements with the Product product level. The agreement
terms of product-based sales agreements are calculated and shown at the product level.
USER PERMISSIONS
• Category: Add categories to sales agreements with the Category product level. A category
represents a group of related products. The agreement terms of category-based sales agreements To read and modify sales
are calculated and shown at the category level. agreements:
• Manufacturing Sales
Note: You can add up to 1500 products or categories to a sales agreement. To increase the Agreements permission
limit, contact Salesforce Customer Support. set

Add Products from a Price Book to a Sales Agreement

Add products from a price book to a draft or activated sales agreement with the Product product level. Specify the planned revenue
and quantity details for each product.
1.
On a sales agreement record page, from the Sales Agreement Products related list, click , and then click Add Products.
2. Select the products to be added to the sales agreement.
You can add only 50 products at a time to a sales agreement. To add more than 50 products to a sales agreement, add the products
in batches of 50.

3. Click Next.
On the Edit Selected Sales Agreement Products page, you can view the products that are added to the sales agreement. The list
price for each product is fetched from the price book associated with the sales agreement.
4. To specify the quantity in decimals, select Quantity in Decimals.
5. In the Initial Planned Quantity Value or the Initial Total Quantity field, enter the quantity of the product that you initially plan to sell
across the entire duration of the sales agreement.
Use the Initial Planned Quantity Value field to enter integer or decimal values. If you use the Initial Total Quantity field, then you can
only enter an integer value.

6. In Sales Price, enter the final price per unit of the product that you want to sell to the customer.
7. Enter the discount percentage that’s applied on the sales price of a product.

236
Manufacturing Cloud Create and Work with Sales Agreements

8. Enter a display name for the product that's shown in the sales agreement table.
If you don't specify a display name, the default name of the product is shown in the sales agreement table.

9. Enter other details as needed.

10. Save your changes.
If you add products to an activated sales agreement, you must get your changes approved.

Add Categories from a Price Book to a Sales Agreement

Add categories to a draft or activated sales agreement with the Category product level. Specify the planned revenue and quantity details
for each category. To add categories to a sales agreement, ensure that categories and catalogs were created in Salesforce.

Important: For a category-based sales agreement, if you want orders for a product in a category to be considered for actuals
calculation, you must select that category as the primary category for the product.

1.
On a sales agreement record page, from the Sales Agreement Products related list, click , and then click Add Category.
2. Search for and select the category to be added to the sales agreement.
3. For Sales Price, enter the sum of the prices of all products in the category.
4. To specify the quantity in decimals, select Quantity in Decimals.
5. In the Initial Planned Quantity Value or the Initial Total Quantity field, enter the quantity of the category that you initially plan to sell
across the entire duration of the sales agreement.
Use the Initial Planned Quantity Value field to enter integer or decimal values. If you use the Initial Total Quantity field, then you can
only enter an integer value.

6. In Initial Planned Amount, enter the total amount of all the products in the category that you initially plan to sell across the entire
duration of the sales agreement.
After you add the category to the sales agreement, the initial planned amount of each category is equally distributed in each schedule
of the sales agreement.

7. Enter the discount percentage that’s applied on the sales price of the category.
8. Enter a display name for the category that's shown in the sales agreement table.
If you don't specify a display name, the default name of the category is shown in the sales agreement table.

9. Save your changes.

If you add categories to an activated sales agreement, you must get your changes approved.

237
Manufacturing Cloud Create and Work with Sales Agreements

Update the pricing, revenue, and quantity metrics of a category in a draft sales agreement by clicking the Edit quick action for the
category in the Sales Agreement Product related list on the Sales Agreement record page.

SEE ALSO:
Manage the Lifecycle of a Sales Agreement
Update Values in Sales Agreement Terms

Manage Sales Agreement Terms

Monitor revenue and quantity metrics across various products and schedules in a sales agreement
EDITIONS
on the Agreement Terms tab on a Sales Agreement record. Update individual or multiple sales
agreement values at a time. Recalculate the agreement’s actuals. Available in: Lightning
Experience
View Sales Agreement Terms Data
Available in: Enterprise,
The sales agreement table shows the metric values for products or categories across various Unlimited, and Developer
schedules in the sales agreement. Track specific sales agreement term values by viewing the Editions
terms for a metric group or for all schedules. Easily compare metrics for products across various
schedules with minimum scrolls. Filter sales agreement data by products or categories, or by
time period. Use keyboard shortcuts to quickly navigate through your data and perform key actions.
Update Values in Sales Agreement Terms
Update individual values at a time or simultaneously update multiple values of a single metric in the agreement terms table. For a
draft sales agreement, you can update the agreement term values for all the schedules. For an activated or approved sales agreement,
you can update the values for the current schedule, the schedule before the current schedule, and future schedules. When you make
updates to an activated sales agreement, its status changes to UnderRevision. After you get the updates approved, the sales agreement
is reactivated.
Recalculate Actuals for Sales Agreement Terms
Recalculate actuals on the Agreement Terms tab of an active sales agreement with a single click. The recalculation process derives
product quantities from all associated orders that are fulfilled from the last recalculation date, and updates the sales agreement.

View Sales Agreement Terms Data

The sales agreement table shows the metric values for products or categories across various
EDITIONS
schedules in the sales agreement. Track specific sales agreement term values by viewing the terms
for a metric group or for all schedules. Easily compare metrics for products across various schedules Available in: Lightning
with minimum scrolls. Filter sales agreement data by products or categories, or by time period. Use Experience
keyboard shortcuts to quickly navigate through your data and perform key actions.
Available in: Enterprise,
Unlimited, and Developer
Explore the Sales Agreement Table Editions
Swiftly track and maintain your sales agreement data in the sales agreement table. Easily compare
metrics across schedules, move around your sales agreement data, and perform actions using your USER PERMISSIONS
keyboard.
To view sales agreement
terms:
Enhanced View for Sales Agreement Table
• Manufacturing Sales
The enhanced view for the sales agreement table is enabled by default. The enhanced view comes Agreements permission
with these features. set

238
Manufacturing Cloud Create and Work with Sales Agreements

• Frozen Columns: The Product Name, Metric, and Total columns stay visible while you scroll across various schedules in the agreement.
This feature ensures that you don’t lose context of the product and metrics, and don’t make data entry errors.
• Merged Product Name Cells: The cells with the product names are merged so you can easily identify the metrics for each product.
• Keyboard Shortcuts: You can quickly perform key actions such as editing a cell, saving your changes, and redoing your changes. See
Keyboard Actions for Sales Agreement Data.
If needed, you can switch to the legacy view for sales agreement data. The legacy view for sales agreements doesn’t include the features
that come with the enhanced view for sales agreements. To use the legacy view on a sales agreement’s record page, turn on Legacy
View on the Agreement Terms tab.

Note: We recommend that you use the enhanced view to make the most of the performance, usability, and accessibility
enhancements.

Display Names for Products and Categories

If key account managers specify display names for products or categories in sales agreements, then the display names are shown in the
sales agreement table. If they don't specify display names, then the default names for the products or categories are shown.

View Sales Agreement Data for a Metric Group

Use metric groups to view the agreement terms for specific metrics. Your admin can create metric groups that include selected metrics
based on your business needs.
• To view the data for selected metrics that are part of a metric group on the sales agreement table, select the metric group from the
Metric Group field.
For example, to view forecasts specific to the revenue measures that are part of a group, select Revenue Metrics.

Note: The data for the default metric group is shown in the sales agreement table. If your admin didn’t specify a default group,
the data for the first group in the alphabetically sorted order is shown.

239
Manufacturing Cloud Create and Work with Sales Agreements

The values for the metrics in the selected metric group are shown in the sales agreement table.

View Sales Agreement Data for All Schedules

The sales agreement table shows the agreement terms for only eight periods, by default. You can choose to view agreement terms for
all schedules.
• On the Agreement Terms tab of a sales agreement, click Show All Schedules.
The agreement terms for all schedules are shown.

View Revised Sales Agreement Data

After you add or update the products or categories in an activated sales agreement, view the agreement terms for all items, items with
edits, and recently added items. Switch the views on the Agreement Terms tab.
1. On the Agreement Terms tab of an updated product-based sales agreement, choose one of these options.
• All Products
• Products with Edits
• Recently Added Products

240
Manufacturing Cloud Create and Work with Sales Agreements

The agreement terms grid shows the metrics for the selected products.
2. On the Agreement Terms tab of an updated category-based sales agreement, choose one of these options.
• All Categories
• Categories with Edits
• Recently Added Categories
The agreement terms grid shows the metrics for the selected categories.

Get an Expanded View of Sales Agreement Data

Get a larger, focused view into the agreement terms of a sales agreement by opening the terms on a separate window.
•
On a sales agreement’s record page, on the Agreement Terms tab, click .
The agreement terms appear on a separate window with the data for all schedules.

Filter Sales Agreement Data

Filter the agreement terms of a sales agreement by products or categories and by time period.
1.
On a sales agreement’s record page, on the Agreement Terms tab, click .
2. To filter agreement terms by products or product categories, search for and select the products or categories.
3. To filter agreement terms by time period, select an option.
Option Description

Current Periods Shows the forecast for the current month and 7 months in the future.

Range Shows the forecast for a specified range.

Set Periods Shows the forecast for up to eight selected periods.

4. Apply the filter.

Keyboard Actions for Sales Agreement Data

Navigate through your sales agreement data and quickly perform key actions by using your keyboard. Use shortcuts to save changes,
undo changes, edit a cell, and so on. To use keyboard actions, you must use the enhanced view for sales agreements.
Review the list of keyboard commands for the actions that you can perform on the sales agreement data.

241
Manufacturing Cloud Create and Work with Sales Agreements

Action Command
Save your changes Ctrl + S (Windows/Linux)
Cmd + S (macOS)

Undo your changes Ctrl + Z (Windows/Linux)

Cmd + Z (macOS)

Redo your changes Ctrl + Y (Windows/Linux)

Cmd + Shift + Z (macOS)

Cycle actions on the Agreement Terms tab Tab or Tab + Shift (Windows/Linux)
Tab or Tab + Shift (macOS)

Edit a cell Enter (Windows/Linux)

Return (macOS)

Stop editing a cell or exit the expanded view Escape (Windows/Linux)

Escape (macOS)

Move to the cell above Arrow key (Windows/Linux)

Arrow key (macOS)

Move to the cell below Arrow key (Windows/Linux)

Arrow key (macOS)

Move to the next cell Arrow key (Windows/Linux)

Arrow key (macOS)

Move to the previous cell Arrow key (Windows/Linux)

Arrow key (macOS)

242
Manufacturing Cloud Create and Work with Sales Agreements

Update Values in Sales Agreement Terms

Update individual values at a time or simultaneously update multiple values of a single metric in
EDITIONS
the agreement terms table. For a draft sales agreement, you can update the agreement term values
for all the schedules. For an activated or approved sales agreement, you can update the values for Available in: Lightning
the current schedule, the schedule before the current schedule, and future schedules. When you Experience
make updates to an activated sales agreement, its status changes to UnderRevision. After you get
the updates approved, the sales agreement is reactivated. Available in: Enterprise,
Unlimited, and Developer
To update the metrics of a product for a specific schedule in a sales agreement, you can also update Editions
the corresponding Sales Agreement Product Schedule record.

USER PERMISSIONS
Update Individual Values in Agreement Terms
Revise the individual values in the agreement terms of a draft or activated sales agreement. To modify sales agreements:
• Read and Edit
1. On a sales agreement’s record page, click Agreement Terms. permissions on Sales
2. Double-click on the cell that has the value that you want to edit, and edit its value. Agreement

You can also click Enter (Windows/Linux) or Return (macOS) on the cell you want to edit. You To mass update agreement
can make multiple edits at a time. terms:
• Mass Update for Sales
3. Save your changes. Agreement System
Permission
The status of an activated sales agreement changes to UnderRevision. The icon in a cell
indicates that the cell has an updated value.
You can view the agreement terms for all items, items with edits, and recently added items.

4. If needed, get the changes to your sales agreement approved.

• If your admin set up an approval process, click Submit for Approval.
• If you can self-approve the sales agreement, change the status of the sales agreement to Approved.
• If the changes are approved, the status of the sales agreement changes to Activated and the values are updated in the agreement
terms.
• If the changes are rejected, the status of the sales agreement changes to Activated but the previous values are retained.

Update Multiple Values in Agreement Terms

Simultaneously update multiple values of a draft or activated sales agreement. Concurrently update the values of all products or categories,
or up to 350 products or categories for all schedules or multiple schedules.
1. On a sales agreement’s record page, on the Agreement Terms tab, click Mass Update.
2. Select the products or categories.
You can select multiple products or categories at a time.

3. Select the necessary schedules.

You can select multiple products or categories at a time.

4. Select the metric that you want to change the values for.
5. Select the action.
• Increase By
• Decrease By

243
Manufacturing Cloud Create and Work with Sales Agreements

• Replace With

6. Enter a value for the selected action.

7. To convert the value into its corresponding percentage, select Use as percentage.
8. Save your changes.
You receive an in-app notification when the process is complete.

The status of an activated sales agreement changes to UnderRevision. The icon in a cell indicates that the cell has an updated
value.
You can view the agreement terms for all items, items with edits, and recently added items.

9. If needed, get the changes to your sales agreement approved.

• If your admin set up an approval process, click Submit for Approval.
• If you can self-approve the sales agreement, change the status of the sales agreement to Approved.
• If the changes are approved, the status of the sales agreement changes to Activated and the values are updated in the agreement
terms.
• If the changes are rejected, the status of the sales agreement changes to Activated but the previous values are retained.

SEE ALSO:
Manage the Lifecycle of a Sales Agreement
Manage Products and Categories in a Sales Agreement

Recalculate Actuals for Sales Agreement Terms

Recalculate actuals on the Agreement Terms tab of an active sales agreement with a single click.
EDITIONS
The recalculation process derives product quantities from all associated orders that are fulfilled from
the last recalculation date, and updates the sales agreement. Available in: Lightning
Actuals are calculated and updated for sales agreements through the daily run automated process. Experience
Recalculate actuals after you create orders, after you import orders data, or if you notice some orders
Available in: Enterprise,
aren’t considered in sales agreement actuals.
Unlimited, and Developer
Note: If you manually recalculate actuals for a sales agreement on a certain day, the sales Editions
agreement isn’t considered in the daily run automated process for that day.

Tip: For a category-based sales agreement, if you want orders for a product in a category to USER PERMISSIONS
be considered for actuals calculation, you must select that category as the primary category To modify sales agreements:
for the product. • Read and Edit
1. Open a sales agreement record. permissions on Sales
Agreement
2. On the Agreement Terms tab, click Recalculate Actuals.
To update actual quantities:
3. Select the schedules that you want to recalculate the actuals for. • Edit Actual Quantity of
• Current schedule Sales Agreements
Products permission
• Past and current schedules

4. Click Recalculate.
You receive an in-app notification when the process is complete.

244
Manufacturing Cloud Create and Work with Sales Agreements

To view the latest values, refresh the agreement terms.

SEE ALSO:
Recalculate Actuals for Sales Agreement Terms
How Are Sales Agreement Actuals Calculated?
Choose How Sales Agreement Actuals Are Calculated By Default

Manage Sales Agreements Actuals

With sales agreements, sales teams can track the actual revenue and quantity values, or actuals,
EDITIONS
from fulfilled orders. Sales teams can compare actuals with planned revenue and quantity values
to track customer compliance with sales agreements. Available in: Lightning
Experience
How Are Sales Agreement Actuals Calculated?
Available in: Enterprise,
A daily automated process derives and calculates sales agreement actuals from orders, from Unlimited, and Developer
orders associated with contracts, or from quantities imported from external systems. Users can Editions
also manually recalculate the actuals of an activated sales agreement.
Create Orders to Calculate Sales Agreement Actuals
If the actual quantities are automatically calculated from direct orders, create orders from the related list of a sales agreement record.
A daily run automated process derives the product quantity fulfilled in each activated order, and then updates that quantity in the
sales agreement.
Create Orders Associated with Contracts to Calculate Sales Agreement Actuals
To derive sales agreement actual values from orders associated with contracts, create a sales agreement with the actuals calculation
mode as Automatically from orders through contracts. Create orders and contracts that are related to the sales agreement. A daily
automated process derives the product quantity fulfilled in each active order, and updates the actual quantity in the sales agreement.
Import Data to Update Sales Agreement Actuals
Update the actuals of sales agreements by importing product quantity data in bulk from external systems. If your company stores
order, contract, and proof-of-sale information in external systems, your admin can configure the sales agreement actuals to be
calculated manually in the Sales Agreement settings in Setup.

SEE ALSO:
Calculate Actuals for Sales Agreements Using the Data Processing Engine

How Are Sales Agreement Actuals Calculated?

A daily automated process derives and calculates sales agreement actuals from orders, from orders
EDITIONS
associated with contracts, or from quantities imported from external systems. Users can also manually
recalculate the actuals of an activated sales agreement. Available in: Lightning
Experience
How Are Actuals Derived? Available in: Enterprise,
Admins can choose how actuals for all sales agreements in your Salesforce org are calculated in Unlimited, and Developer
the Sales Agreement settings in Setup. If users have access to the Actuals Calculation Mode field Editions
on the Sales Agreement object, they can choose how actuals are calculated for a sales agreement
record.

245
Manufacturing Cloud Create and Work with Sales Agreements

Actuals for a sales agreement can be derived from these sources.

• Orders, if the actuals calculation mode is Automatically from direct orders.
• Orders associated with contracts, if the actuals calculation mode is Automatically from orders through contracts.
• Data imported from external systems, if the actuals calculation mode is Manually using API upload.

Where Are Actuals Stored and Shown?

The Actual Quantity and the Actual Amount fields on the Sales Agreement Product Schedules object store the actual values for a product
or a category for a particular schedule of a sales agreement. The Total Actual Quantity and the Total Actual Amount fields on the Sales
Agreement Product object aggregates the actual values for a product or a category for all schedules in a sales agreement. The values in
all these fields are shown in the table on the Agreement Terms tab of a sales agreement.

How Are Actuals Updated?

An automated process runs every day at 1:00 AM in your org’s time zone and calculates and updates the sales agreement actuals. You
can also click the Recalculate Actuals button on a sales agreement record page to recalculate the actuals of that sales agreement.
The automated process considers the quantity and amount of all order products associated with an order. The process considers active
orders that have reached their start date in the current schedule of a sales agreement. For each product present in both the active order
and the active sales agreement, the order quantity is added to the actual quantity in the sales agreement and the order amount is added
to the actual amount in the sales agreement.
Here’s how the automated process updates the actuals of sales agreements.
• The process considers activated orders with start dates in the current schedule of a sales agreement.
• The process doesn’t consider orders that have been activated in the current schedule of a sales agreement if the orders have start
dates in the past schedules of a sales agreement. To consider the actuals of activated orders with start dates in past schedules, you
must manually recalculate the actuals of that sales agreement.
• The process doesn’t consider orders with start dates in the future schedules of a sales agreement that have been activated in the
current schedule. Also, if you manually recalculate the actuals of a sales agreement, activated orders with start dates in the future
schedules aren’t considered. These orders are considered only when those schedules begin.
• The process considers an order from the day after the order’s start date. For example, if the order start date is 1 January, the actual
quantities of that order are considered for calculation from 2 January.
• The process only considers orders that have been activated until 11:00 PM for the actuals that are calculated on 1:00 AM the next
day. All orders activated after 11:00 PM are considered the next time the process runs.
• For an order that has already been considered in a sales agreement, if you update the order in the current schedule, the updates
aren’t considered by the process and its actuals aren’t recalculated. To consider the actuals of updated orders in a sales agreement,
you must manually recalculate the actuals of that sales agreement.
• Actuals for a sales agreement are calculated based on the calculation mode at the time of activation. The automated process doesn’t
consider any change to the actuals calculation mode during the active period.
• If there’s any active reduction order, the order quantity is deducted from the actual quantity in the sales agreement.
• Actuals for expired, canceled, and deleted sales agreements can’t be updated.
• The process considers the last actuals calculation date. If the last actuals calculation date is 4 May, and the current date is 19 May,
the automated process for today only recalculates actual quantities for any order changes after 4 May.
• If you’ve manually calculated the actuals of a sales agreement on a certain day, the automated process doesn’t consider the sales
agreement that day.

246
Manufacturing Cloud Create and Work with Sales Agreements

• Order products with negative quantities and unit prices are considered when actuals are calculated for sales agreements. Sales teams
create orders with negative quantities to represent order returns or recalls. Negative quantities and unit prices for order products
are reflected in the Actual Amount and Actual Quantity metrics on the Agreement Terms tab for a sales agreement record.

Tip: To check if the actuals of a sales agreement were recalculated by the process, check the Last Modified By and Last Modified
Date fields in the sales agreement. If a sales agreement was updated by the process, the Automated Process value is specified in
the Last Modified By field in the sales agreement.

Note: Ensure that the actuals are calculated for the right schedules in a sales agreement. The autogenerated name of a sales
agreement product schedule is determined by its start date. For example, in a monthly sales agreement, if a schedule’s start date
is August 31, 2023 and the end date is September 30, 2023, the schedule’s name will be Aug '23. For an activated order with
September 7, 2023, the actuals will be reflected in the Aug ‘23 schedule.

Create Orders to Calculate Sales Agreement Actuals

If the actual quantities are automatically calculated from direct orders, create orders from the related
EDITIONS
list of a sales agreement record. A daily run automated process derives the product quantity fulfilled
in each activated order, and then updates that quantity in the sales agreement. Available in: Lightning
Tip: For a category-based sales agreement, if you want the orders for a product in a category Experience
to be considered for actuals calculation, you must select that category as the primary category Available in: Enterprise,
for the product. Unlimited, and Developer
For an order to be considered in the actuals for a sales agreement, in that order record, select that Editions
sales agreement’s record and select the same account and price book as selected in the sales
agreement record. USER PERMISSIONS
1. Create an order associated with a sales agreement.
To create orders:
a. Open an activated sales agreement’s record. • Activate Orders
b. On the Related tab, in the Orders related list, click New. To create orders:
c. Search for and select the account associated with the sales agreement. • Read and Edit access on
Orders
d. Enter an order start date that’s on or after the start date of the sales agreement and before
the end date of the sales agreement.
e. In Status, select Draft.
f. Enter the other details, and save your changes.

2. Add order products to the order.

a. On the Related tab of the order, in the Order Products related list, click Add Products.
b. Select the products to be added to the order, and click Next.
You can add products only when the status of an order is Draft. We recommend that you add only those products that are also
part of the associated sales agreement. There may be inconsistencies in the actuals calculations if you add products that aren’t
part of the sales agreement. When an order is complete and is ready to be shipped or provisioned, activate the order.

c. Specify the quantities and unit prices of the products.

You can specify positive or negative values for quantities and unit prices for order products. Negative quantities for order products
represent order recalls or returns. To create order products with negative quantities, ensure that your admin enabled negative
quantities in Setup. See Enable Negative Quantities for Order Products .

d. Save your changes.

247
Manufacturing Cloud Create and Work with Sales Agreements

3. Change the status of the order to Activated.

You can edit product quantities after the order is activated.

The daily run automated process selects all activated orders a day after their start date. For a product or category present in both the
activated order and the activated sales agreement, the order quantity is added to the actual quantity in the sales agreement. If there’s
any active reduction order, the order quantity is deducted from the actual quantity in the sales agreement.

SEE ALSO:
Recalculate Actuals for Sales Agreement Terms
How Are Sales Agreement Actuals Calculated?
Choose How Sales Agreement Actuals Are Calculated By Default

Create Orders Associated with Contracts to Calculate Sales Agreement Actuals

To derive sales agreement actual values from orders associated with contracts, create a sales
EDITIONS
agreement with the actuals calculation mode as Automatically from orders through contracts.
Create orders and contracts that are related to the sales agreement. A daily automated process Available in: Lightning
derives the product quantity fulfilled in each active order, and updates the actual quantity in the Experience
sales agreement.
Available in: Enterprise,
Tip: For a category-based sales agreement, if you want orders for a product in a category to Unlimited, and Developer
be considered for actuals calculation, you must select that category as the primary category Editions
for the product.
1. Create a contract associated with a sales agreement. USER PERMISSIONS
a. Open a sales agreement’s record.
To create orders:
b. On the Related tab, in the Contracts related list, click New. • Create permission on
c. Search for and select the account associated with the sales agreement. Orders

d. Enter a contract start date that’s on or after the start date of the associated sales agreement, AND Activate Orders
user permission
and before the end date of the sales agreement.
e. Enter the contract term. To create contracts:
• Create permission on
Ensure that the contract end date is on or before the end date of the associated sales
Contracts
agreement.
AND Activate Contracts
f. In Status, select Draft. user permission
g. Enter the other details, and save your changes.

2. Create an order associated with the sales agreement and the contract.
a. Open an activated sales agreement’s record.
b. On the Related tab, in the Orders related list, click New.
c. Search for and select the account associated with the sales agreement.
d. In Contract Number, search for and select the contact to be associated with the orders.
e. Enter an order start date that’s on or after the start date of the sales agreement and before the end date of the sales agreement.
The start date of the order must be after the contract’s start date. The start date of the order serves as the primary condition
based on which actual quantities are picked up for calculation. All actuals are computed based on the start date.

248
Manufacturing Cloud Create and Work with Sales Agreements

f. In Status, select Draft.

g. Enter the other details, and save your changes.

3. Add order products to the order.

a. On the Related tab of the order, in the Order Products related list, click Add Products.
b. Select the products to be added to the order, and click Next.
You can add products only when the status of an order is Draft. We recommend that you add only those products that are also
part of the associated sales agreement. There may be inconsistencies in the actuals calculations if you add products that aren’t
part of the sales agreement. When an order is complete and is ready to be shipped or provisioned, activate the order.

c. Specify the quantities and unit prices of the products.

You can specify positive or negative values for quantities and unit prices for order products. Negative quantities for order products
represent order recalls or returns. To create order products with negative quantities, ensure that your admin enabled negative
quantities in Setup. See Enable Negative Quantities for Order Products .

d. Save your changes.

4. Change the status of the order to Activated.

You can edit product quantities after the order is activated.

Note: You can associate sales agreements with contracts irrespective of the way the actuals of the sales agreements are updated.
In other words, you can also associate contracts with sales agreements with actuals calculations mode as Automatically from direct
orders and Manually using API upload. If you associate contracts with sales agreements with these actuals calculations modes, the
daily automated process doesn’t derive the actuals from the orders and contracts. You must build custom data and transfer methods
to update the actuals.

SEE ALSO:
Recalculate Actuals for Sales Agreement Terms
How Are Sales Agreement Actuals Calculated?
Choose How Sales Agreement Actuals Are Calculated By Default

Import Data to Update Sales Agreement Actuals

Update the actuals of sales agreements by importing product quantity data in bulk from external
EDITIONS
systems. If your company stores order, contract, and proof-of-sale information in external systems,
your admin can configure the sales agreement actuals to be calculated manually in the Sales Available in: Lightning
Agreement settings in Setup. Experience
To manually update sales agreement actuals, admins must specify the Manually using API upload
Available in: Enterprise,
option in the Actuals Calculation section on the Sales Agreement settings in Setup.
Unlimited, and Developer
The Sales Agreement Product Schedules object stores the planned and actual values of various Editions
quantity and revenue metrics for a product or a category for a particular schedule of a sales
agreement. You can use various data integration and transfer methods to update the Actual Quantity
and Actual Amount field values for Sales Agreement Product Schedule records. A daily scheduled job that runs at 1:00 AM in your
Salesforce org’s time zone refreshes the relevant information in sales agreements.

Note: To update the actuals of sales agreements, you must be assigned the Edit Actual Quantity of Sales Agreements Products
General user permission.
Use these methods to update the actuals of sales agreements in your org.

249
Manufacturing Cloud Create and Work with Sales Agreements

Transfer Data from CSV Files

If your partners share proof-of-sales and transaction information in CSV files, use the ProcessCSV Flow action to transfer the records either
to a custom object or directly to the Sales Agreement Product Schedules object.

Transfer Data from External Systems

If you use external systems to store orders and contracts, such as enterprise resource planning solutions, use integration tools to transfer
data to the Sales Agreement Product Schedules object. You can use Bulk API or Data Loader to transfer the data.

SEE ALSO:
Choose How Sales Agreement Actuals Are Calculated By Default
Recalculate Actuals for Sales Agreement Terms
How Are Sales Agreement Actuals Calculated?
Salesforce Developers: Salesforce Data Loader

Manage the Lifecycle of a Sales Agreement

Track the planned and actual values of agreement terms across the lifecycle of sales
EDITIONS
agreements—from inception to renewal.
Available in: Lightning
What Are the Stages in a Sales Agreement’s Lifecycle? Experience
The status of a sales agreement represents the stage of a sales agreement. The status of a sales Available in: Enterprise,
agreement determines agreement term values that users can edit and if users can add products Unlimited, and Developer
or categories to the sales agreement. If your admin set up an approval process for sales Editions
agreements, get a sales agreement approved during the agreement’s inception and when its
agreement terms are updated.
Approve a Sales Agreement
After you create a sales agreement, you must get it approved before its start date, or it won’t be activated. You must also get a sales
agreement approved when you update its terms. If your admin has set up an approval process for sales agreements, you must submit
sales agreements for approval. If an approval process isn’t set up, you can self-approve sales agreements.
Activate a Sales Agreement
An approved sales agreement gets activated automatically on its start date after the daily process runs at 1:00 AM. If a sales agreement
isn’t approved by the start date, the daily automated process doesn’t select the sales agreement for activation. If the activation
process fails, you must manually activate the sales agreement.
Cancel a Sales Agreement
You can cancel an approved or activated sales agreement. After a sales agreement is cancelled, it can’t be edited. Actuals for a sales
agreement are recalculated after it’s cancelled.
Expire a Sales Agreement
An active sales agreement automatically expires on its end date. You can’t edit an expired sales agreement. The status of the sales
agreement updates to Expired on the end date after the daily system job runs at 1:00 AM. If the expiration process fails, you can
manually change the status of the sales agreement to Expired. You can't expire an agreement before the end date.

250
Manufacturing Cloud Create and Work with Sales Agreements

Renew a Sales Agreement

Renew a sales agreement to create another sales agreement with the same products and attributes. You can renew a sales agreement
when it’s active, under revision, or expired. When you renew a sales agreement, all products along with their initial planned quantities
are copied into the new sales agreement. You can renew sales agreements based on the renewal period defined by your Salesforce
admin.
Delete a Sales Agreement
You can delete an active, approved, canceled, or expired sales agreement that contains products or categories. You can't delete a
sales agreement if it has an order or a contract associated with it.

SEE ALSO:
Define the Stages in the Sales Agreement Lifecycle
Choose How Sales Agreements Are Approved

What Are the Stages in a Sales Agreement’s Lifecycle?

The status of a sales agreement represents the stage of a sales agreement. The status of a sales
EDITIONS
agreement determines agreement term values that users can edit and if users can add products or
categories to the sales agreement. If your admin set up an approval process for sales agreements, Available in: Lightning
get a sales agreement approved during the agreement’s inception and when its agreement terms Experience
are updated.
Available in: Enterprise,
Unlimited, and Developer
Stages in a Sales Agreement’s Lifecycle Editions
You can edit sales agreement metric values in two ways.
• Edit cells in the agreement terms table
• Edit metric fields in Sales Agreement Product records
The values that you can edit in the agreement terms table and in sales agreement product records are determined by the status of the
sales agreement.
Review the stages of a sales agreement, what they mean, the values that you can update in different stages, and if you can add and
delete products in different stages.

Stage Description Editable Metrics Add Products? Delete Products?

Draft The agreement terms of a • In Agreement Terms Yes Yes
sales agreement in the Draft Table: You can edit
status aren’t finalized. When planned quantity, sales
you create a sales agreement, price, discount
it is in the Draft status. percentage, and custom
metric values such as
inventory. You can update
metric values for all
schedules.
• In Sales Agreement
Product Records: You can
edit initial total quantity,
initial planned amount,

251
Manufacturing Cloud Create and Work with Sales Agreements

Stage Description Editable Metrics Add Products? Delete Products?

sales price, discount
percentage, and custom
metrics of a sales
agreement product.

Approved The agreement terms of a • In Agreement Terms No No

sales agreement in the Table: You can edit
Approved status are finalized. custom metric values such
Sales agreements can be as inventory. You can
self-approved by users or update custom metric
submitted for approval values for only future
through an approval process. schedules.
• In Sales Agreement
Products Records: You can
edit custom metrics of a
sales agreement product.

Activated An approved sales agreement • In Agreement Terms Yes No

automatically gets activated Table: You can edit When you add
on its start date. A sales planned quantity, sales products to an
agreement can’t be activated price, discount activated sales
before its start date. percentage, and custom agreement, its
metric values such as status changes to
inventory. You can update UnderRevision
metric values for only
future schedules.
• In Sales Agreement
Products Records: You can
edit custom metrics of a
sales agreement product.

Under Revision When you update the • In Agreement Terms Yes Yes
agreement terms or add Table: You can edit You can only delete
products to a sales agreement planned quantity, sales products that are
in the Draft or Activated status, price, discount added when the Sales
the status of the sales percentage, and custom Agreement is under
agreement is automatically metric values such as revision
changed to UnderRevision. inventory. You can update
The updates to a sales metric values for only
agreement are applied based future schedules.
on its approval.
• In Sales Agreement
Products Records: You can
edit custom metrics of a
sales agreement product.

252
Manufacturing Cloud Create and Work with Sales Agreements

Stage Description Editable Metrics Add Products? Delete Products?

Expired An activated sales agreement • In Agreement Terms No No
automatically expires on its Table: You can edit
end date. You can't expire an custom metric values such
agreement before the end as inventory. You can
date. You can’t edit a sales update custom metric
agreement in the Expired values for only future
status. schedules.
• In Sales Agreement
Products Records: You can
edit custom metrics of a
sales agreement product.

Cancelled You can’t edit a sales • In Agreement Terms No No

agreement in the Cancelled Table: You can edit
status. Actuals for a sales custom metric values such
agreement are recalculated as inventory. You can
after it’s cancelled. update metric values for
only future schedules.
• In Sales Agreement
Products Records: You can
edit custom metrics of a
sales agreement product.

Renewed Renew a sales agreement to — — —

create another sales
agreement with the same
planned values for all products
or categories. Renew a sales
agreement when it’s activated,
under revision, or expired.
Renew a sales agreement
during its renewal period, as
defined in the Sales
Agreement settings in Setup.
You can edit the agreement
terms of the renewed sales
agreement. A sales agreement
created by renewing another
sales agreement is in the Draft
status.

Deleted You can delete a sales — — —

agreement record. You can
delete a sales agreement only
if it doesn’t have any active
orders associated with it.

253
Manufacturing Cloud Create and Work with Sales Agreements

What Happens When You Update the Agreement Terms of a Sales Agreement?
You can add products or categories and revise the agreement terms of a sales agreement in the Draft or Activated status. When you
update an activated sales agreement, its status automatically changes to UnderRevision. To reactivate the sales agreement, you must
get the sales agreement approved. Here’s how the updates to a sales agreement apply based on its approval.
• Approved: The updates to a sales agreement can be approved by changing its status to Approved. After the changes are approved,
the status of the sales agreement changes to Activated and the values are updated in the agreement terms.
• Rejected: The updates to a sales agreement can be rejected by changing its status to Rejected. If the changes are rejected, the status
of the sales agreement changes to Activated but the changed values aren’t retained.

Approve a Sales Agreement

After you create a sales agreement, you must get it approved before its start date, or it won’t be
EDITIONS
activated. You must also get a sales agreement approved when you update its terms. If your admin
has set up an approval process for sales agreements, you must submit sales agreements for approval. Available in: Lightning
If an approval process isn’t set up, you can self-approve sales agreements. Experience
You can only get a sales agreement approved if you’ve added at least one product or category with
Available in: Enterprise,
it.
Unlimited, and Developer
You can get a sales agreement approved either by submitting for approval through an approval Editions
process or by self-approving it. If your admin has set up an approval process, you must submit a
sales agreement for approval through the approval process and can’t self-approve the sales
USER PERMISSIONS
agreement.
1. Open a sales agreement record. To approve sales agreement
• Read and Edit
2. Choose one of the options. permissions on Sales
• To self-approve a sales agreement, in the Details tab, select a status that’s mapped to the Agreement
Approved status code and save your changes.
• In the quick actions menu, click Submit for Approval, and then provide a justification, if
necessary.
• For a new sales agreement, after the sales agreement is approved, the status of the sales agreement changes to Activated.
• For a sales agreement with updated sales agreement terms, after the changes are approved, the status of the sales agreement
changes to Activated and the values are updated in the agreement terms.
• For a sales agreement with updated sales agreement terms, after the changes are rejected, the status of the sales agreement
changes to Activated but the changed values aren’t retained.

SEE ALSO:
Choose How Sales Agreements Are Approved

254
Manufacturing Cloud Create and Work with Sales Agreements

Activate a Sales Agreement

An approved sales agreement gets activated automatically on its start date after the daily process
EDITIONS
runs at 1:00 AM. If a sales agreement isn’t approved by the start date, the daily automated process
doesn’t select the sales agreement for activation. If the activation process fails, you must manually Available in: Lightning
activate the sales agreement. Experience
1. Open a sales agreement record.
Available in: Enterprise,
2. On the Details tab, select a status that’s mapped to the Active status code. Unlimited, and Developer
3. Save your changes. Editions

After you activate a sales agreement, you can change these values on the Agreement Terms tab.
USER PERMISSIONS
• Actual quantities per product or category per schedule, if the actuals calculation mode is manual.
• Forecast quantities and amounts per product or category per schedule. To modify sales agreements:
• Read and Edit
permissions on Sales
SEE ALSO: Agreement
How Are Sales Agreement Actuals Calculated?

Cancel a Sales Agreement

You can cancel an approved or activated sales agreement. After a sales agreement is cancelled, it
EDITIONS
can’t be edited. Actuals for a sales agreement are recalculated after it’s cancelled.
You can’t cancel a sales agreement if it’s in the Draft, Under Revision, or Expired status. Available in: Lightning
Experience
1. From the quick actions menu on a sales agreement record, click Cancel.
2. To confirm your action, click Yes. Available in: Enterprise,
For active sales agreements with the Actuals Calculation Mode as Automatically from direct Unlimited, and Developer
orders or Automatically from orders through contracts, all actual quantities are recalculated Editions
when you cancel the sales agreement. You receive an in-app notification when the recalculation
is complete. USER PERMISSIONS
If the process fails, you can click Recalculate Actuals on the Agreement Terms tab to initiate the
To modify sales agreement
process.
• Read, Edit permissions
on Sales Agreement

255
Manufacturing Cloud Create and Work with Sales Agreements

Expire a Sales Agreement

An active sales agreement automatically expires on its end date. You can’t edit an expired sales
EDITIONS
agreement. The status of the sales agreement updates to Expired on the end date after the daily
system job runs at 1:00 AM. If the expiration process fails, you can manually change the status of Available in: Lightning
the sales agreement to Expired. You can't expire an agreement before the end date. Experience
Note: To terminate a sales agreement before its start date, cancel the sales agreement instead Available in: Enterprise,
of expiring it. Unlimited, and Developer
1. In a sales agreement record, go to the Details tab. Editions

2. Select a status corresponding to the Expired status code.

USER PERMISSIONS
3. Save your changes.
To modify sales agreement
• Read, Edit permissions
on Sales Agreement

Renew a Sales Agreement

Renew a sales agreement to create another sales agreement with the same products and attributes.
EDITIONS
You can renew a sales agreement when it’s active, under revision, or expired. When you renew a
sales agreement, all products along with their initial planned quantities are copied into the new Available in: Lightning
sales agreement. You can renew sales agreements based on the renewal period defined by your Experience
Salesforce admin.
Available in: Enterprise,
1. From the quick actions menu on a sales agreement record, click Renew.
Unlimited, and Developer
2. Enter a name for the renewed sales agreement. Editions
3. To determine the schedules of the renewed sales agreement, perform one of these steps.
• If you’re renewing a one-time sales agreement, specify the start and end dates for the USER PERMISSIONS
renewed sales agreement.
To modify sales agreement
• If you’re renewing a weekly, monthly, quarterly, or yearly sales agreement, specify the start • Read, Edit permissions
date for the renewed sales agreement. on Sales Agreement

Note: The start date of the renewed agreement can be any date after the expiration of
the current sales agreement.

4. Click Renew.
A Sales Agreement record for the renewed sales agreement is created.
On a sales agreement record, you can view the links to the renewed-from and renewed-to sales agreements.

SEE ALSO:
Define the Renewal Periods for Sales Agreements

256
Manufacturing Cloud Considerations for Sales Agreements

Delete a Sales Agreement

You can delete an active, approved, canceled, or expired sales agreement that contains products
EDITIONS
or categories. You can't delete a sales agreement if it has an order or a contract associated with it.
1. On a sales agreement record, click Delete. Available in: Lightning
Experience
2. To confirm your action, click Delete.
Available in: Enterprise,
Note: All account product forecast records linked to a deleted sales agreement are also
Unlimited, and Developer
deleted.
Editions

USER PERMISSIONS

To delete sales agreement

• Delete Sales
Agreements

Considerations for Sales Agreements

Keep the following considerations in mind while setting up and using Sales Agreements in
EDITIONS
Manufacturing Cloud.
Available in: Enterprise,
Unlimited, and Developer
Sales Agreement Setup and Configuration
Editions
• When your org gets upgraded during a release, make sure you check the cloned permission
sets for Manufacturing Sales Agreements and Manufacturing Sales Agreements For Community.
The Mass Update for Sales Agreements system permission gets automatically deselected in existing cloned permission sets during
a release upgrade. You can reassign this permission in the cloned permission sets if required. There’s no impact when you clone a
permission set after a release upgrade.
• We recommend not changing the API names of custom fields in use in custom metrics in the Sales Agreement Product and Sales
Agreement Product Schedule objects. Remove the mapping between the custom fields before changing their API names.
• The fields on sales agreements objects are of type double Number (18,0) with no precision defined at the API level. The data display
is up to 2 decimal places as defined by the platform at the UI level.
• We recommend not creating record types for the Sales Agreement Product and Sales Agreement Product Schedule objects. If you
add record types to the Sales Agreement Product object, you won’t be able to add products to a sales agreement from the sales
agreement record page.

Sales Agreement Terms

• 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
performance.
• Order products with negative quantities and unit prices are considered when actuals are calculated for sales agreements. Sales teams
create orders with negative quantities to represent order returns or recalls. Negative quantities and unit prices for order products
are reflected in the Actual Amount and Actual Quantity metrics in the Agreement Terms tab for a sales agreement record.
• To ensure that actuals for order returns are calculated accurately, sales teams must create order products with negative quantities
to represent order returns. If both the quantity and the unit price are negative for an order product, the actuals calculated will be
positive.

257
Manufacturing Cloud Considerations for Sales Agreements

• To let your sales team create order products with negative quantities, enable negative quantities in Setup. To learn more, see Enable
Negative Quantities for Order Products.
• For sales agreements with Product Level as Category, the Mass Update action may not work if you’re trying to increase or decrease
the Initial Planned Quantity for specific schedules. The Planned Amount field is a derived field where Planned Amount =
IF((PlannedAmount > 0),PlannedAmount,PlannedQuantity * SalesPrice * (1 - DiscountPercentage )). If you update the value once
more, the value changes.
• If you update the number of products and schedules in a sales agreement, you can experience a delay in saving the agreement
terms.
• The edit history isn’t saved when you edit a forecast quantity, forecast amount, or any custom forecast metrics for a sales agreement
or use the Mass Update option to update the forecast values. And there’s no indicator that the forecast metric value in that cell is
modified.
• You can’t add a product to a sales agreement if the product already exists in the sales agreement.
• The autogenerated name of a sales agreement product schedule is determined by its start date. For example, in a monthly sales
agreement, if a schedule’s start date is August 31, 2023 and end date is September 30, 2023, the schedule’s name will be Aug '23.
Or, in a yearly sales agreement, if a schedule’s start date is December 31, 2023 and end date is December 30, 2024, the schedule’s
name will be 2023. You can change the autogenerated name of a schedule by editing the Name field of a Sales Agreement Product
Schedule record.

Sales Agreement Lifecycle

• If you add custom statuses for Sales Agreement, make sure you use the Reorder action to arrange the multiple statuses related to
the Activated Status Category. Move the custom status after the default Activated status value. When the sales agreement reaches
the start date, and its status is Approved, the record automatically changes to the Activated status (default value). Then, you can
manually change the status to the custom value that’s related to the Activated status category.
• When you clone an existing sales agreement, it's created in Draft state with the same start date as the original sales agreement. The
cloned sales agreement, however, doesn’t contain the products and schedules of the original sales agreement.
• If you get an error when simultaneously converting more than 100 quotes, opportunities, or custom objects to sales agreements
using the new Sales Agreements Connect REST API, try converting with fewer objects at a time.

Sales Agreement Actuals Calculation

• If you manually recalculate actuals for a sales agreement on a certain day, the sales agreement isn’t considered in the nightly actuals
calculation job on that day.
• For a category level sales agreement, if you want an ordered product to be considered for actuals calculation, ensure that you specify
its primary category in the sales agreement.

Sales Agreement Decimal Metrics

• While creating a sales agreement using Apex code or flows, specify parameters such as the decimal scale, start date of the sales
agreement, and actual calculation mode. We recommend performing the insert and update operations in different transactions.
• The decimal scale for a specific sales agreement can be updated only if the sales agreement is in Draft status and there are no products
added to it.
• We recommend using the decimal fields for quantity metrics.
• When you add a product to the Sales Agreement Products, you can enable the Quantity in Decimals checkbox to add quantity
metrics with a decimal value. If this checkbox is not selected, you can only add quantity metrics with an integer value.

258
Manufacturing Cloud Forecast Your Business in Manufacturing Cloud

• Decimal fields for quantity metrics are supported only for Advanced Account Forecasting. Account Forecasting doesn’t support
decimal fields.
• Quote to Sales agreements don’t support decimal fields. To use decimal fields, map the quote metrics to the new sales agreement
metrics.
• For an existing Salesforce org, you can continue to use the default integer fields. No updates to the page layout are required.
• For a new Salesforce org, the decimal fields are added by default.
• For an existing sales agreement, if you’re adding decimal fields to your page layout, you can remove the integer fields. If you retain
both the integer and their corresponding decimal fields for the same quantity metrics, only values entered in the decimal fields are
considered.

SEE ALSO:
Considerations for Manufacturing Cloud

Forecast Your Business in Manufacturing Cloud

Plan for demand more efficiently and align your production and sales teams around your evolving
EDITIONS
customer trends. Forecasts can show you planned and actuals for your business in one place,
forecasted out for a specific period of time, grouped by product, location, or other dimensions. Available in: Lightning
Note: There are two versions of forecasting, Account Forecasting and Advanced Account Experience
Forecasting. We recommend that new implementations use Advanced Account Forecasting Available in: Enterprise,
and that existing implementations plan a migration. Don’t enable both forecasting features. Unlimited, and Developer
Editions
Account Forecasting and Advanced Account Forecasting Comparison
Compare Account Forecasting and Advanced Account Forecasting to make an informed decision
about the feature you want to use for account forecast calculations in your org. We recommend that you enable only one of these
features in your org based on your decision.
Create Holistic Forecasts with Advanced Account Forecasting
Use Advanced Account Forecasting to generate baseline 360-degree forecasts based on opportunities, orders, sales agreements,
historical orders, and other custom measures that help you view all aspects of your business from Salesforce and beyond.
Create Account Forecasts to Enhance Your Planning
Use Account Forecasting to generate forecasts based on orders, opportunities, and sales agreements. Create formulas to calculate
your forecasts as per the requirements of your company. Define a recurring adjustment period in alignment with your company’s
planning period to allow for collaborative edits during that period. After the period is over, the forecasts are locked. Use the locked
forecast values to plan inventory and operations for the upcoming schedules. Get insights into comparative sale of products across
accounts to prepare for new possibilities of expanding your market.

SEE ALSO:
Forecast Service Revenue and Spare Parts Demand
Manufacturing Cloud Developer Guide

259
Manufacturing Cloud Account Forecasting and Advanced Account Forecasting
Comparison

Account Forecasting and Advanced Account Forecasting Comparison

Compare Account Forecasting and Advanced Account Forecasting to make an informed decision
EDITIONS
about the feature you want to use for account forecast calculations in your org. We recommend
that you enable only one of these features in your org based on your decision. Available in: Lightning
Note: Enabling both Advanced Account Forecasting and Account Forecasting in your org Experience
can cause forecast data disruption or unforeseen errors. We'll enforce this restriction in a Available in: Enterprise,
future release. Unlimited, and Developer
Editions
Capability Account Forecasting Advanced Account
Forecasting
Forecasting Scope Manage account forecasts on Manage your entire account
orders, opportunities, and sales book of business such as
agreements. orders, opportunities, sales
agreements, and program
based business across various
time horizons.

Opportunity forecasting by
role/ territory

Account based forecast

Visibility of entire book of

business

Forecast settings by
region/business unit

Complex and configurable Basic (Formula builder) Advanced (Data Processing

forecast calculations Engine and formula builder)

Account forecast visibility

Configurable forecasting
(right-level to forecast)

Partner/customer forecast
collaboration

Real-time impact assessment

Sales forecast process Basic (same adjustment period Advanced (adjustment periods
orchestration and frequencies across all and frequencies by profile)
users)

Forecast sharing with advanced Account level Flexible

permissions

Traceability of adjustments System level (supports only System level (supports

forecast quantity and revenue) adjustment on any editable
measure)

260
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Capability Account Forecasting Advanced Account Forecasting

Any level hierarchy forecasting

Persona specific forecast views

Time-series forecasting

Advanced analytical insights

Configurable forecast rollups

Works with Manufacturing Cloud for Service (requires custom Data Processing Engine
jobs)

Create Holistic Forecasts with Advanced Account Forecasting

Use Advanced Account Forecasting to generate baseline 360-degree forecasts based on opportunities, orders, sales agreements, historical
orders, and other custom measures that help you view all aspects of your business from Salesforce and beyond.

Capabilities of Advanced Account Forecasting

With Advanced Account Forecasting, you can create forecasts across regions, products, product categories, or any other custom
dimensions in a single instance of Manufacturing Cloud. You can generate forecasts for multiple horizons, for example, weekly or
monthly, and use a rolling forecast depending on your business requirements.
Advanced Account Forecasting Terminology
Here’s a comprehensive list of key terms and concepts for Advanced Account Forecasting.
Forecast Fact Object Included with Advanced Account Forecasting
Advanced Account Forecasting comes with a predefined forecast fact object called Advanced Account Forecast Fact.
Configure Advanced Account Forecasting
Use these steps to set up Advanced Account Forecasting in your org.
Create and Configure Forecast Sets
Forecast Sets are the primary building blocks required to generate 360-degree forecasts. A forecast set contains the information
necessary to generate the forecast for an account considering custom dimensions, frequencies, and measures.
Streamline Forecast Calculations with Data Processing Engine Definitions
Advanced Account Forecasting uses Data Processing Engine to filter and aggregate data from orders, opportunities, sales agreements,
location, product category, and custom objects. You can activate the out-of-the-box data processing engine jobs, or create and run
your own using existing templates.
Calculate Account Forecasts Using Flows
You can orchestrate a flow using Flow Builder to run the account forecast calculations. Use the flow to run the data processing
engine jobs to aggregate data from sales agreements, orders, opportunities, or any other custom objects, and calculate forecasts.
Schedule the flows according to your requirements. You can use the out-of-the-box invocable actions called Calculate Advanced
Account Forecast and Update Advanced Account Forecast Set Partner in the flow for baseline calculations of forecasts data.

261
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Example: Generate Forecasts Across Multiple Regions with Advanced Account Forecasting
You can use the Advanced Account Forecasting feature to configure forecasts according to your business needs. To explain the
flexibility that Advanced Account Forecasting offers, let’s consider the example of a business conglomerate spread across multiple
regions. The company has a distributed account forecasting model where each region creates and maintains forecasts according
to their business needs.
Create Triggers for Your Forecast Calculations
If you’re using custom advanced account forecast fact objects for your forecasts, you can create triggers to calculate forecasts for
your accounts instead of using the CalculateAdvancedForecast invocable action in the flow. A trigger is Apex code that executes
before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database,
or after records have been deleted.
Define Custom Fiscal Years for Your Manufacturing Forecasts
You can define custom fiscal years to generate forecasts according to the specific needs of your business.
View Forecasts and Make Adjustments
With Advanced Account Forecasting, generate forecasts across regions, products, product categories, or any other custom dimensions
in a single instance of Manufacturing Cloud. Your account managers have the flexibility to make forecast adjustments whenever
necessary.
Forecast Service Revenue and Spare Parts Demand
Use the Advanced Account Forecasting feature to shape accurate forecasts for service revenue and spare parts demand. To process
forecasts, create custom forecast fact objects. Also, create data processing engine templates and jobs. You can then use these data
processing engines in custom flows to generate accurate forecasts.
Migrate from Account Forecasting to Advanced Account Forecasting
You can use Advanced Account Forecasting to generate forecasts based on opportunities, orders, sales agreements, historical orders,
and any other custom measures considering all aspects of business from Salesforce and beyond. If you’re an existing customer using
Account Forecasting, follow these steps to migrate to Advanced Account Forecasting.
Considerations for Advanced Account Forecasting
Review these considerations before you start using Advanced Account Forecasting.
Deploy Advanced Account Forecasting Analytics for Manufacturing
Use the Advanced Account Forecasting Analytics for Manufacturing app to gain insights into your forecast data and develop accurate
forecasts to optimize your production and operations. Deploy Advanced Account Forecasting Analytics for Manufacturing by assigning
permissions, enabling CRM Analytics, and creating and sharing the analytics app for your users.

SEE ALSO:
Trailhead: Advanced Account Forecasting with Manufacturing Cloud
Trailhead: Data Processing Engine Essentials in Advanced Account Forecasting
Trailhead: Data Processing Engine Customization in Advanced Account Forecasting

262
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Capabilities of Advanced Account Forecasting

With Advanced Account Forecasting, you can create forecasts across regions, products, product
EDITIONS
categories, or any other custom dimensions in a single instance of Manufacturing Cloud. You can
generate forecasts for multiple horizons, for example, weekly or monthly, and use a rolling forecast Available in: Lightning
depending on your business requirements. Experience

Available in: Enterprise,

Learn and Explore Unlimited, and Developer
Watch this video to understand the capabilities of Advanced Account Forecasting. Editions

Watch a video

If you can’t watch the video in full screen, open the video on a new tab: Advanced Account Forecasting in Manufacturing Cloud.

Key Features
Advanced Account Forecasting has these key features:
• You can create separate forecast sets to define forecast configurations for different groups of accounts, rather than a single configuration
for your entire org. Different forecast set can be set up for regions, business units, or other logical groupings.
• You can configure forecast calculations for each business unit differently, and then run these calculations through scheduled flows
or in real time.
• Data Processing Engine definitions are used to generate, regenerate, and recalculate forecasts. A separate template is available for
rollover of the forecast data at the start of a new period. You can create multiple definitions and customize the logic to trigger forecast
processes for specific forecast sets or accounts.
• You can create custom measures for forecast sets, and then specify calculation methods and aggregation type for each measure.
You can also create custom formulas to calculate forecast data.
• For each forecast set, you can configure different adjustment periods for different user profiles.

SEE ALSO:
Trailhead: Advanced Account Forecasting with Manufacturing Cloud
Trailhead: Data Processing Engine Essentials in Advanced Account Forecasting
Trailhead: Data Processing Engine Customization in Advanced Account Forecasting

Advanced Account Forecasting Terminology

Here’s a comprehensive list of key terms and concepts for Advanced Account Forecasting.
EDITIONS
Forecast Dimensions
Dimensions are used to categorize forecast data. For example, you could have dimensions for Available in: Lightning
product, region, or ship-to-location. You can associate up to six dimensions with a forecast set. Experience
Period and account are mandatory dimensions in Advanced Account Forecasting. The out-of-box
Available in: Enterprise,
forecast fact object, Advanced Account Forecast Fact, includes predefined dimensions.
Unlimited, and Developer
Forecast Fact Objects Editions
Forecast fact objects store the actual forecast data such as the opportunity quantity, opportunity
revenue, order quantity, and order revenue records. Advanced Account Forecasting comes with
a preconfigured forecast fact object, Advanced Account Forecast Fact. For more information, see Forecast Fact Object with Advanced
Account Forecasting.

263
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Forecast Sets
Forecast Sets are the primary building blocks required to generate holistic forecasts. Forecast sets contain the necessary dimensions,
measures, and other configuration information to generate advanced account forecasts. For example, the Salesforce admin at a
company that operates in EMEA and APAC regions can create two different forecast sets with specific configurations to generate
forecasts based on the unique forecasting requirements of these regions. For information about forecast sets, see Create and Configure
Forecast Sets.
Measures
Measures provide a complete view of the forecasts for your business, in terms of both quantity and revenue. For example, opportunity
quantity or opportunity revenue. You define measures in the context of forecast fact objects. The out-of-box forecast fact object,
Advanced Account Forecast Fact, includes predefined measures.
Measure Groups
Measure groups filter forecast data by the measures included in the group, such as order quantity or order revenue. In the forecast
grid, users see forecasts for measures that are part of the selected measure group. For example, you can create a measure group
called Quantity Measure Group with the opportunity quantity, order quantity, and sales agreement quantity measures.
Period Groups
Period groups contain details of periods of time for which forecasts are generated. Generate forecasts for past or future periods by
specifying the start period. Forecast periods can be of month, quarter, or year type. You can also define weekly forecasts if custom
fiscal year is enabled in your org. For more information, see Define Custom Fiscal Year.

SEE ALSO:
Create and Configure Forecast Sets
Forecast Fact Object Included with Advanced Account Forecasting
Create Dimensions
Create Period Groups

Forecast Fact Object Included with Advanced Account Forecasting

Advanced Account Forecasting comes with a predefined forecast fact object called Advanced
EDITIONS
Account Forecast Fact.
The Advanced Account Forecast Fact object stores information about the advanced account forecast Available in: Lightning
records. The fact object comes with these predefined dimensions and measures: Experience
Dimensions Available in: Enterprise,
• Product Unlimited, and Developer
Editions
• Period
• Account
Measures
• Opportunity Quantity
• Opportunity Revenue
• Order Quantity
• Order Revenue
• Last Year Order Quantity
• Last Year Order Revenue
• Sales Agreement Quantity

264
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

• Sales Agreement Revenue

• Forecasted Quantity
• Forecasted Revenue

Configure Advanced Account Forecasting

Use these steps to set up Advanced Account Forecasting in your org.
EDITIONS

Available in: Lightning

Experience

Available in: Enterprise,

Unlimited, and Developer
Editions

USER PERMISSIONS

To configure advanced
account forecasting
• Customize Application

1. Enable Features for Manufacturing Cloud. Assign permission set to users. Also, Set field-level security and create sharing rules for
the Advanced Account Forecast Fact object and the Advanced Account Forecast Set Use object records.
2. Define dimensions and period groups.
3. The generated forecast data is stored in the out-of-the-box forecast fact object by default. Optionally, you can create custom fact
objects to store the forecast data.
4. Create forecast sets and configure building blocks, including forecast fact object field mappings, dimensions, frequencies, data
processing engine definitions, forecast formulas, and adjustment periods.
5. Activate the forecast sets.
6. Customize or use the out-of-the-box Data Processing Engine templates.
7. Create custom flows with data processing engine jobs.

265
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

8. View and filter forecasts, and make adjustments on page 381.

9. Set Up Experience Cloud Sites for Manufacturing.

1. Assign Permission Sets for Advanced Account Forecasting

Assign permission sets to internal users and partners based on their required level of access to Advanced Account Forecasting.
2. Control Access to Mass Update and Import CSV for Advanced Account Forecasting
Control access to the Mass Update and Import CSV buttons for Advanced Account Forecasting for your users by using permission
sets.
3. Set Field-Level Security for Fact and Partner Object in Manufacturing Cloud
To provide users, such as regional managers or account managers, with separate levels of visibility to forecast data, configure field-level
security for the Advanced Account Forecast Partner and Advanced Account Forecast Fact objects.
4. Create Sharing Rules for Fact and Partner Records in Manufacturing Cloud
Define sharing rules to give users, such as regional managers and account managers, access to Advanced Account Forecast Set
Partner and Advanced Account Forecast Fact records. Sharing rules extend your organization-wide default settings. You can create
rules based on the record owner or other criteria.
5. Create Custom Forecast Fact Objects
For a given forecast set, you can either create a custom fact object that contains the metadata for the forecast, or add additional
fields to the out-of-the-box Advanced Account Forecast Fact object. Add all dimensions and measures of the forecast set to the fact
object as fields. The values in the fields are updated based on the parameters you define in a forecast set whenever the forecast data
calculations happen.
6. Create Dimensions
Dimensions are used to categorize forecast data. You can view forecast data based on each dimension. For example, you can
categorize forecast data by region, business unit, or any other dimensions. You can relate up to six dimensions to a forecast set.
7. Create Period Groups
Period groups contain details of periods of time for which forecasts are generated. You can generate forecasts for past or future
periods by specifying the start period. Forecast periods can be of month, quarter, or year type. You can also define the number of
forecast periods that must be displayed at any given time.

Assign Permission Sets for Advanced Account Forecasting

Assign permission sets to internal users and partners based on their required level of access to
EDITIONS
Advanced Account Forecasting.

Note: Before you assign permission sets, ensure that Advanced Account Forecasting and Available in: Lightning
Data Pipelines are enabled. Experience

Manufacturing Cloud provides these permission sets related to Advanced Account Forecasting. Available in: Enterprise,
Unlimited, and Developer
Permission Set Description Editions

Data Pipelines Base User Lets users generate forecast data using the Data
Processing Engine provided with Data Pipelines. USER PERMISSIONS

Manufacturing Advanced Account Forecasting Gives users access to the advanced account To assign permissions:
forecasting objects and features. • Assign Permission Sets
AND
Manufacturing Advanced Account Forecast For Gives partner users access to the advanced
View Setup and
Community account forecasting objects and features.
Configuration

266
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

1. In Setup, in the Quick Find box, enter Users, and then select Permission Sets.
2. Click Manufacturing Advanced Account Forecast.
3. Click Manage Assignments and then Add Assignments.
4. Select the checkboxes next to the names of the users you want to assign, and then click Assign.
5. Repeat these steps for the Data Pipelines Base User and the Manufacturing Advanced Account Forecast For Community permission
sets.

SEE ALSO:
Permission Set Licenses for Internal Users in Manufacturing Cloud

Control Access to Mass Update and Import CSV for Advanced Account Forecasting
Control access to the Mass Update and Import CSV buttons for Advanced Account Forecasting for
EDITIONS
your users by using permission sets.

Note: Before you assign permission sets, ensure that Advanced Account Forecasting and Available in: Lightning
Data Pipelines are enabled. Experience

1. In Setup, in the Quick Find box, enter Users, and then select Permission Sets. Available in: Enterprise,
Unlimited, and Developer
2. Click Clone next to Manufacturing Advanced Account Forecast.
Editions
3. Specify a name for the cloned permission set and click Save.
4. Click to open system permissions in the cloned permission set. USER PERMISSIONS
5. The Mass Update for Advanced Account Forecasting and Import CSV for Advanced Account
To assign permissions:
Forecasting system permissions are enabled by default. Deselect either the Mass Update for
• Assign Permission Sets
Advanced Account Forecasting or Import CSV for Advanced Account Forecasting checkboxes,
or both to disable access. AND
View Setup and
Configuration

6. Save your work.

7. Assign the cloned permission set to users as needed.

267
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Set Field-Level Security for Fact and Partner Object in Manufacturing Cloud
To provide users, such as regional managers or account managers, with separate levels of visibility
EDITIONS
to forecast data, configure field-level security for the Advanced Account Forecast Partner and
Advanced Account Forecast Fact objects. Available in: Lightning
1. In Setup, from the object management settings for Advanced Account Forecast Set Partner, go Experience
to Fields & Relationships.
Available in: Enterprise,
2. Select the field you want to modify. Unlimited, and Developer
3. Click Set Field-Level Security. Editions

4. Specify the field's access level.

USER PERMISSIONS
We recommend limiting access to Account ID, Name, and Forecast Set ID on the Advanced
Account Forecast Set Partner object because updates to these fields can disrupt your data. You To modify field-level security:
can choose to provide read-only access for all profiles other than the System Administrator • Customize Application
profile.

5. Save your changes.

6. Repeat the steps to specify field-level access for the Advanced Account Forecast Fact object.

SEE ALSO:
Field-Level Security

Create Sharing Rules for Fact and Partner Records in Manufacturing Cloud
Define sharing rules to give users, such as regional managers and account managers, access to
EDITIONS
Advanced Account Forecast Set Partner and Advanced Account Forecast Fact records. Sharing rules
extend your organization-wide default settings. You can create rules based on the record owner Available in: Lightning
or other criteria. Experience
Note: If you want to create a sharing rule based on record ownership by a public group, first Available in: Enterprise,
create the group. Likewise, to create a rule based on record ownership by a role, first create Unlimited, and Developer
the roles and role hierarchy. Editions
You can choose to give your account managers and regional managers different levels of access
for forecast measures. For example, provide edit access to regional managers for all the quantity USER PERMISSIONS
and revenue measures. And restrict access to account managers to view or edit the fields containing
forecast data which the regional manager modified. To create sharing rules:
• Manage Sharing
1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing
Settings.
2. Click New in the Advanced Account Forecast Set Partner Sharing Rules related list.
3. Enter a rule name, label, and description.
4. Select a rule type.
5. Specify the users with whom to share the records.
6. Specify the level of access for the users.
7. Repeat the steps to create sharing rules for the Advanced Account Forecast Fact object.

268
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Example: Sample Sharing Rule Based on Record Owner and Group

To allow all users that belong to the Account Managers public group to view each other’s Advanced Account Forecast Set Partner
records, specify these values.

Field Value
Rule Type Based on Record Owner

Advanced Account Forecast Fact: owned by members of Public Groups: Account Managers

Share with Public Groups: Account Managers

Access Level Read Only

Sample Sharing Rule Based on Record Owner and Role

In this example, the following role hierarchy is used.
• VP Sales (Global)
– VP Sales (APAC)
• Regional Manager Sales (APAC)
– Account Manager Sales (APAC)

To allow all users with the Regional Manager Sales (APAC) role to view each other’s Advanced Account Forecast Set Partner records,
specify these values.

Field Value
Rule Type Based on Record Owner

Advanced Account Forecast Fact: owned by members of Roles: Regional Managers APAC (Sales)

Share with Roles: Regional Managers APAC (Sales)

Access Level Read Only

In this rule, the roles that are above Regional Manager Sales (APAC) in the hierarchy can also view the records. However, users with
the Account Manager Sales (APAC) role can’t view the records owned by roles above them.

SEE ALSO:
Sharing Rules
Organization-Wide Sharing Defaults

269
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Create Custom Forecast Fact Objects

For a given forecast set, you can either create a custom fact object that contains the metadata for
EDITIONS
the forecast, or add additional fields to the out-of-the-box Advanced Account Forecast Fact object.
Add all dimensions and measures of the forecast set to the fact object as fields. The values in the Available in: Lightning
fields are updated based on the parameters you define in a forecast set whenever the forecast data Experience
calculations happen.
Available in: Enterprise,
Note: You can refer to the out-of-the-box Advanced Account Forecast Fact object to Unlimited, and Developer
understand how to create your custom fact object. Editions
1. In Setup, from the upper-right corner of any page, click Create | Custom Object.
2. For the custom object, enter appropriate information in the fields and configure its features. USER PERMISSIONS
3. Save the new object. To modify forecast settings:
4. In Object Manager, click Fields & Relationships, and then create custom fields for the object. • Customize Application
For custom fact objects, always create lookups to the account ID and period objects. To create
a lookup to the Period object, create a required Text custom field with length as 18.

SEE ALSO:
Forecast Fact Object Included with Advanced Account Forecasting

Create Dimensions
Dimensions are used to categorize forecast data. You can view forecast data based on each
EDITIONS
dimension. For example, you can categorize forecast data by region, business unit, or any other
dimensions. You can relate up to six dimensions to a forecast set. Available in: Lightning
1. In Setup, in the Quick Find box, enter Manufacturing, and then select Advanced Account Experience
Forecasting.
Available in: Enterprise,
2. Go to the Dimensions tab. Unlimited, and Developer
3. To create a dimension, click New, and then specify a name and source object for the dimension. Editions

For example, create a dimension called Business Region with source object as Region.
USER PERMISSIONS
4. Save your work.
To modify forecast settings:
• Customize Application

Note: Account and Period are mandatory dimensions and are included automatically for a forecast set. You can add additional
dimensions, such as Product, based on your business requirement.

270
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Create Period Groups

Period groups contain details of periods of time for which forecasts are generated. You can generate
EDITIONS
forecasts for past or future periods by specifying the start period. Forecast periods can be of month,
quarter, or year type. You can also define the number of forecast periods that must be displayed at Available in: Lightning
any given time. Experience
1. In Setup, in the Quick Find box, enter Manufacturing.
Available in: Enterprise,
2. In Feature Settings, under Manufacturing, select Advanced Account Forecasting, and then Unlimited, and Developer
navigate to the Period Groups tab. Editions
3. Click New, specify these details, and then save your changes.

Field Value
Name Name of the period group. For example, Sales_Period_Group.

Status Status of the period group. Select Active or Inactive.

Start Period Start period to generate forecasts. For example, to generate

forecasts from six periods after the current period, enter 6. To
generate forecasts from six periods before the current period,
enter -6. To generate forecasts from the current period, enter 0.

Display Duration Number of periods for which to generate and display account
forecasts.

Type Type of period. For example, Weekly, Monthly, Quarterly, or Yearly.

The option to create a period group of weekly type is available
only if custom fiscal years are enabled in your org. For more
information, see Define Custom Fiscal Years for Your
Manufacturing Forecasts.

271
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Create and Configure Forecast Sets

Forecast Sets are the primary building blocks required to generate 360-degree forecasts. A forecast
EDITIONS
set contains the information necessary to generate the forecast for an account considering custom
dimensions, frequencies, and measures. Available in: Lightning
For each forecast set, define these building blocks. Experience
• Forecast Period and Fact Object Available in: Enterprise,
• Forecast Fact Object Field Mappings Unlimited, and Developer
Editions
• Forecast Frequencies
• Data Processing Engine Definitions
USER PERMISSIONS
• Forecast Dimensions
• Forecast Measures To modify forecast settings:
• Forecast Adjustments • Customize Application

• Forecast Formulas

Note: Ensure that you activate a forecast set before using it to generate forecasts.

1. In Setup, in the Quick Find box, enter Manufacturing.

2. In Feature Settings, under Manufacturing, select Advanced Account Forecasting, and then navigate to the Forecast Sets tab.
3. Click New, specify these details, and then save your work.

Field Description
Name Name of the forecast set. For example, MonthlyForecast.

Period Group Period group associated with the forecast set.

Forecast Fact Object Forecast fact object to store forecast data for the forecast set.

Description Description of the forecast set.

Note: A forecast set is created in an inactive state. After you define all the building blocks, you can activate the forecast set.
You must deactivate a forecast set before making any changes to it.

1. Define Forecast Set Building Blocks

Configure forecast fact object field mappings, forecast frequencies, and data processing engine definitions for a forecast set. These
configurations are required when you use the forecast set to generate forecasts for your accounts.

272
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

2. Define Forecast Set Dimensions

You can associate multiple dimensions with a forecast set. For example, to generate forecast data specific to the ship-to-location,
country, and product information for your accounts, associate the country, ship-to-location, and product dimensions with the forecast
set.
3. Define Forecast Set Measures
You can define multiple measures for a forecast set. For example, opportunity quantity, opportunity revenue, last year order quantity,
sales agreement quantity, and so on.
4. Create Measure Groups
Create measure groups so that users can view account forecasts with specific measures, such as quantity or revenue. In the forecast
grid, users see forecasts for measures that are part of the selected measure group.
5. Define Forecast Set Adjustments
You can define adjustment periods to provide different stakeholders an option to modify forecast data based on their insights into
market conditions, growth in the specific product or industry segment, and any other trends.
6. Define Forecast Set Formulas
Define forecast formulas to calculate forecasts based on different formulas for different periods.
7. Activate a Forecast Set
After configuring a forecast set according to your requirement, you must activate the forecast set before using it to generate forecasts
for your accounts.

Define Forecast Set Building Blocks

Configure forecast fact object field mappings, forecast frequencies, and data processing engine
EDITIONS
definitions for a forecast set. These configurations are required when you use the forecast set to
generate forecasts for your accounts. Available in: Lightning
1. In Setup, in the Quick Find box, enter Manufacturing, and then select Advanced Account Experience
Forecasting.
Available in: Enterprise,
2. On the Forecast Set tab, expand the Building Blocks section. Unlimited, and Developer
3. Specify the forecast fact field mappings. Editions

Field Value
USER PERMISSIONS
Forecast Context Name of the forecast context lookup field in the forecast fact
record. For example, Account. To modify forecast settings:
• Customize Application
Period Name of the period lookup field in the forecast fact record.

Forecast Quantity Name of the forecast quantity lookup field in the forecast fact
record.

Forecast Revenue Name of the forecast revenue lookup field in the forecast fact
record.

Forecast Status Name of the status field in the forecast fact record.

Forecast Set Select Advanced Account Forecast Set Use ID. For forecast sets
configured and already in use to generate forecasts before the
Spring’23 release, keep your selection as Advanced Account
Forecast Set Partner ID.

273
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Note: You must specify the forecast fact field mappings before activating the forecast set.

4. Specify the forecast frequencies.

Field Value

Calculation Frequency The frequency at which forecasts are calculated for the forecast set. Select Monthly,
Quarterly, or Yearly.

Rollover Frequency The frequency at which forecasts for new periods are generated.

5. Specify the data processing engine definitions.

Field Value

Generate Definition Data processing engine definition for generating forecasts for the forecast set.

Regenerate Definition Data processing engine definition for regenerating forecasts for the forecast set.

Recalculate Definition Data processing engine definition for recalculating forecasts for the forecast set.

Rollover Definition Data processing engine definition for generating forecasts for new periods during
rollover for the forecast set.

274
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

6. Save your work.

Define Forecast Set Dimensions

You can associate multiple dimensions with a forecast set. For example, to generate forecast data
EDITIONS
specific to the ship-to-location, country, and product information for your accounts, associate the
country, ship-to-location, and product dimensions with the forecast set. Available in: Lightning
1. In Setup, in the Quick Find box, enter Manufacturing. Experience
2. In Feature Settings, under Manufacturing, select Advanced Account Forecasting, and then Available in: Enterprise,
navigate to the Forecast Sets tab. Unlimited, and Developer
3. Expand the Forecast Dimensions section. Editions

4. Click New, specify these details, and then save your work.
USER PERMISSIONS
Field Description
To modify forecast settings:
Name Name of the dimension. • Customize Application

Forecast Fact Dimension Field Name of the forecast fact dimension field in
the forecast fact object.

Display Order Position (from left to right) of this dimension

as a column in the forecast table. Measure
values are grouped by the first dimension,
then by the next dimension, and so on. For
example, when you enter 1 for the product
dimension and 2 for the location dimension,
measure values are grouped by product and
then by location.

275
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Define Forecast Set Measures

You can define multiple measures for a forecast set. For example, opportunity quantity, opportunity
EDITIONS
revenue, last year order quantity, sales agreement quantity, and so on.
1. In Setup, in the Quick Find box, enter Manufacturing. Available in: Lightning
Experience
2. In Feature Settings, under Manufacturing, select Advanced Account Forecasting, and then
navigate to the Forecast Sets tab. Available in: Enterprise,
3. Expand the Forecast Measures section. Unlimited, and Developer
Editions
4. Click New, specify these details, and then save your work.

Field Description USER PERMISSIONS

Name Name of the measure. For example, Order To modify forecast settings:
Revenue. • Customize Application

Forecast Fact Measure Field Name of the forecast fact measure field in the
forecast fact object.

Measure Type Type of measure. For example, Quantity.

Aggregation Type Aggregation type to use for the measure. For

example, Sum, Avg.

Calculation Method Method to calculate the measure. Select from

these values.
• Batch Process: A batch process, such as
Data Processing Engine definitions, to
calculate the measure values.
• User-Editable: Users can edit forecast
values.
• Forecast Formula: Forecast values are
calculated using the forecast formula.

Track Adjustments Specify whether adjustments to the measure

values are tracked. Select Yes or No.

276
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Create Measure Groups

Create measure groups so that users can view account forecasts with specific measures, such as
EDITIONS
quantity or revenue. In the forecast grid, users see forecasts for measures that are part of the selected
measure group. Available in: Lightning
1. In Setup, in the Quick Find box, enter Manufacturing. Experience
2. In Feature Settings, under Manufacturing, select Advanced Account Forecasting, and then Available in: Enterprise,
navigate to the Forecast Sets tab. Unlimited, and Developer
3. Click Edit next to a forecast set. Editions

4. Expand Forecast Measure Groups.

5. Click New, specify these details, and then save your work.

Field Description
Name Name of the measure group. For example, Revenue Measure
Group.

Default Group Specifies whether the measure group is the default group. The
default value is No.

Available Measures The list of measures available for the forecast set.

Selected Measures The list of measures selected for the measure group.

277
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Define Forecast Set Adjustments

You can define adjustment periods to provide different stakeholders an option to modify forecast
EDITIONS
data based on their insights into market conditions, growth in the specific product or industry
segment, and any other trends. Available in: Lightning
1. In Setup, in the Quick Find box, enter Manufacturing. Experience
2. In Feature Settings, under Manufacturing, select Advanced Account Forecasting, and then Available in: Enterprise,
navigate to the Forecast Sets tab. Unlimited, and Developer
3. Expand the Forecast Adjustments section. Editions

4. Click New, specify these details, and then save your work.
USER PERMISSIONS
Field Description
To modify forecast settings:
User Profile Profile of the user who makes the adjustment. • Customize Application

Frequency The frequency at which you can make

adjustments.

Period Start Day Number of days from the beginning of the

specified frequency during which you can
adjust forecast values. For example, to start
the adjustment period from the fifth day of
the month or quarter, enter 5.

Duration Days Number of days that the adjustment period

remains open. For example, to specify an
adjustment duration of 10 days beginning on
the provided period start day, enter 10.

278
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Define Forecast Set Formulas

Define forecast formulas to calculate forecasts based on different formulas for different periods.
EDITIONS
1. In Setup, in the Quick Find box, enter Manufacturing.
Available in: Lightning
2. In Feature Settings, under Manufacturing, select Advanced Account Forecasting, and then
Experience
navigate to the Forecast Sets tab.
3. Expand the Forecast Formulas section. Available in: Enterprise,
Unlimited, and Developer
4. Click New, specify these details, and then save your work. Editions

Field Description
USER PERMISSIONS
Calculation Basis Basis for calculation of the forecast. For
example, Quantity or Revenue. To modify forecast settings:
• Customize Application
Start Period Start period of the formula. For example, to
begin the start period from the sixth month
if the period type is monthly, enter 6.

End Period End period of the formula.

Formula Formula to use for forecast calculations

between the start and end periods.

279
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Activate a Forecast Set

After configuring a forecast set according to your requirement, you must activate the forecast set
EDITIONS
before using it to generate forecasts for your accounts.
1. In the Forecast Set setup page, click the Forecast Set tab. Available in: Lightning
Experience
2. Click Activate next to the forecast set.
Available in: Enterprise,
Unlimited, and Developer
Streamline Forecast Calculations with Data Processing Engine Editions
Definitions
Advanced Account Forecasting uses Data Processing Engine to filter and aggregate data from USER PERMISSIONS
orders, opportunities, sales agreements, location, product category, and custom objects. You can
activate the out-of-the-box data processing engine jobs, or create and run your own using existing To modify forecast settings:
templates. • Customize Application

Important: The updated Data Processing Engine templates in Spring’23 use the Advanced
Account Forecast Set Use object instead of the Advanced Account Forecast Set Partner object
to manage the forecast fact data.

Data Processing Engine Templates with Advanced Account Forecasting

Advanced Account Forecasting has Data Processing Engine (DPE) templates that you can clone and customize. Use these templates
to create and run Data Processing Engine jobs to generate, regenerate, recalculate, or rollover the forecasts for your accounts.
Clone Data Processing Engine Templates
You can clone the Data Processing Engine templates with Advanced Account Forecasting. Then, activate and use the cloned definition
to generate forecasts for your accounts. You can also create a Data Processing Engine from scratch, and select the Process Type as
Advanced Account Forecast.
Activate a Data Processing Engine Definition
Only active Data Processing Engine definitions can be used to generate account forecasts. You can clone and customize any of the
predefined Data Processing Engine templates with Advanced Account Forecasting, and then activate the definitions.
Customize Data Processing Engine Templates
You can clone the predefined Data Processing Engine templates and customize them according to your business needs if the
predefined templates don’t meet your requirements.

SEE ALSO:
Data Processing Engine Definition: Generate Account Forecast
Data Processing Engine Definition: Regenerate Account Forecast
Data Processing Engine Definition: Recalculate Account Forecast
Data Processing Engine Definition: Rollover Account Forecast
Data Processing Engine

280
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Data Processing Engine Templates with Advanced Account Forecasting

Advanced Account Forecasting has Data Processing Engine (DPE) templates that you can clone
EDITIONS
and customize. Use these templates to create and run Data Processing Engine jobs to generate,
regenerate, recalculate, or rollover the forecasts for your accounts. Available in: Lightning
Experience
Data Processing Engine Purpose Result
Job Available in: Enterprise,
Unlimited, and Developer
Generate Account Forecast Uses the data from active Generates forecasts for the Editions
orders, opportunities, and sales given account and forecast set.
agreements to generate
forecasts for an account and
forecast set with the
dimensions and frequency
defined in the forecast set.

Regenerate Account Forecast Regenerates the forecasts for a Expires the existing forecast
given account and forecast set. data and then regenerates
Use this data processing engine forecasts for the given account
job to regenerate forecasts for and forecast set.
your accounts when you make
any changes to the frequency,
dimensions, or start period
associated with the forecast set.

Recalculate Account Forecast Recalculates the forecasts for a Expires the existing forecast
given account and forecast set. data and then recalculates
Use this data processing engine forecasts for the given account
job to recalculate forecasts for and forecast set.
your accounts when you make
changes to sales agreements
or opportunities associated
with an account such as add
additional products or remove
existing products.

Rollover Account Forecast Generates forecasts for new Generates forecasts for new
periods during rollover for a periods during rollover.
given account and forecast set
and then invalidates the
forecast for the oldest period.

Note: Use the recalculate and rollover jobs together to generate forecast data for new periods during rollover and recalculate
the existing forecast data.

281
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Data Processing Engine Definition: Generate Account Forecast

The Generate Account Forecast Data Processing Engine definition is a template job. It aggregates the quantity and revenue data for
a given account and forecast set from active orders, opportunities, and sales agreements. It then generates forecasts with the
dimensions and frequency defined in the forecast set. You can customize the template to include custom dimensions, such as region,
or custom measures such as quarter-on-quarter revenue growth. You can also modify the calculation logic for existing measures.
Data Processing Engine Definition: Recalculate Account Forecast
The Recalculate Account Forecast Data Processing Engine definition is a template job. It aggregates the quantity and revenue data
to recalculate the existing forecasts. You can customize the template to include custom dimensions such as region, or custom
measures such as quarter-on-quarter revenue growth.
Data Processing Engine Definition: Regenerate Account Forecast
The Regenerate Account Forecast Data Processing Engine definition is a template job. It aggregates the quantity and revenue data
to regenerate forecasts for a given account and advanced account forecast set. Use this job to regenerate forecasts for your accounts
when you make any changes to the frequency, dimensions, or start period associated with the advanced account forecast set. You
can customize the template to include custom dimensions such as region, or other custom measures.
Data Processing Engine Definition: Rollover Account Forecast
The Rollover Account Forecast Data Processing Engine definition is a template job. It aggregates the quantity and revenue data for
a given account and forecast set from orders, opportunities, and sales agreements for new periods during rollover. Use this job along
with the Recalculate Account Forecast job to recalculate the existing forecast data during rollover. You can customize the template
to include custom dimensions such as region, or other custom measures.

Data Processing Engine Definition: Generate Account Forecast

The Generate Account Forecast Data Processing Engine definition is a template job. It aggregates
EDITIONS
the quantity and revenue data for a given account and forecast set from active orders, opportunities,
and sales agreements. It then generates forecasts with the dimensions and frequency defined in Available in: Lightning
the forecast set. You can customize the template to include custom dimensions, such as region, or Experience
custom measures such as quarter-on-quarter revenue growth. You can also modify the calculation
logic for existing measures. Available in: Enterprise,
Unlimited, and Developer
Editions
Nodes Originating from the Account Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target
Object (Data Object
Source)/Source (Writeback)
Node (Filter,
Formula,
Slice, or
Writeback)
Account Data Source Account - The account object is
used as the data
source.

Fetch Account Id Formula Account - Creates a transient

Input Variable variable with the value
provided in the input
variable.

282
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Filter Account With Id Filter Fetch Account Id - Filters the accounts based on
Input Variable account IDs.

Fetch Active Account Inner Join Filter Active Account Filter Account With Id Gets the advanced account
Forecast Set Partner For Forecast Set Partners forecast set partner records that
Account Id are active and belong to the
filtered account IDs.

Fetch Valid Account Right Outer Join Count Number of Filter Account With Id Identifies the advanced account
Forecast Set Partner For Active Account forecast set partner records that
Account Id Forecast Set Partners aren’t in Active or Draft status.
For Account Id

Nodes Originating from the Product Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Product Data Source Product - The product object is used as the
data source.

Filter Active Products Filter Product - Filters the active products.

Generated Account Inner Join Generated Account Filter Active Products Gets the valid advanced account
Forecast Facts Join Active Forecast Facts Join forecast fact records for active
Products Filtered Accounts products.

Valid Opportunity Within Inner Join Filter Valid Filter Active Products Gets the valid opportunity line
Acct Frsct Set Partner Opportunity Within items for the active products
Date Range Join Active Account Forecast Set within the forecast set date
Products Partner Date Range range.

Valid Order Within Acct Inner Join Filter Valid Order Filter Active Products Gets the valid order line items
Frsct Set Partner Date Within Account for active products within the
Range Join Active Forecast Set Partner forecast set date range.
Products Date Range

Valid Sales Agreement Inner Join Filter Valid Sales Filter Active Products Gets the valid sales agreement
Within Acct Frcst Set Agreement Within products that are active and are

283
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Partner Date Range Join Account Forecast Set within the forecast set date
Active Prod Partner Date Range range.

Nodes Originating from the Period Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Period Data Source Period - The period object is used as the
data source.

Generated Account Inner Join Generated Account Period Gets the valid advanced account
Forecast Facts Join Forecast Facts Join forecast facts for the specified
Periods Account Forecast period.
Sets

Compute Join Field On Formula Period - Creates a cartesian attribute on

Period Nodes the period records.

Account Forecast Set Inner Join Validate Number of Compute Join Field On Creates a cross-product between
Partner Join Period Data Active Forecast Set Period Nodes the advanced account forecast
Partners For Account set partner records and periods
Id with window dates and periods.

Generated Active Acct Inner Join Generated Active Compute Join Field On Creates a cross-product between
Forecast Set Partner With Account Forecast Set Period Nodes advanced account forecast set
Account Forecast Set Join Partner Join Account partner and periods.
Period Forecast Set

284
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Forecast Metadata

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Data Source Advanced Account - The advanced account forecast
Forecast Set Forecast Set set object is used as the data
source.

Identify Selected Account Filter Advanced Account - Filters the forecast set IDs based
Forecast Set Forecast Set on the input variable.

Fetch Account Forecast Inner Join Identify Selected Advanced Account Gets the forecast period group
Period Group Account Forecast Set Forecast Period Group IDs related to the forecast set IDs.

Fetch Account Forecast Inner Join Fetch Account Advanced Account Gets the forecast set period data
Period Setup Forecast Period Forecast Period associated with the forecast set
Group IDs.

Generated Active Right Outer Join Generated Account Fetch Account Forecast Gets the advanced account
Account Forecast Set Forecast Set Partner Period Setup forecast set partner records
Partner Join Account Join Active Account associated with the forecast set
Forecast Set Forecast Set Partner data.

Nodes Originating from the Advanced Account Forecast Set Partner Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account - The advanced account forecast
Forecast Set Partner Forecast Set Partner set partner object is used as the
data source.

Filter Active Account Filter Advanced Account - Filters active and draft forecast
Forecast Set Partners Forecast Set Partner set partner records.

Fetch Active Account Inner Join Filter Active Account Filter Account With Id Gets the active advanced
Forecast Set Partner For Forecast Set Partners account forecast set partner
Account Id records belonging to the filtered
account IDs.

285
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Count Number of Active Group and Fetch Active Account - Counts the number of advanced
Account Forecast Set Aggregate Forecast Set Partner account forecast set partner
Partners For Account Id For Account Id records that are in Active or Draft
status for a given account and
forecast set.

Fetch Valid Account Right Outer Join Count Number of Filter Account With Id Identifies the advanced account
Forecast Set Partner For Active Account forecast set partner records that
Account Id Forecast Set Partners aren’t in Active or Draft status.
For Account Id

Generate Data For Formula Fetch Valid Account - Generates the status, today’s
Account Forecast Set Forecast Set Partner date, and forecast set ID for the
Partner For Account Id advanced account forecast set
partner records.

Generated Account Right Outer Join Filter Active Account Generate Data For Account Checks if a duplicate advanced
Forecast Set Partner Join Forecast Set Partners Forecast Set Partner account forecast set partner
Active Account Forecast record in Active status is already
Set Partner available.

Generated Active Right Outer Join Generated Account Fetch Account Forecast Gets the forecast set data for
Account Forecast Set Forecast Set Partner Period Setup each advanced account forecast
Partner Join Account Join Active Account set partner record.
Forecast Set Forecast Set Partner

Generated Active Acct Inner Join Generated Active Compute Join Field On Creates a cross-product between
Forecast Set Partner With Account Forecast Set Period Nodes advanced account forecast set
Account Forecast Set Join Partner Join Account partner and periods.
Period Forecast Set

Compute Period Type Formula Generated Active - Finds the advanced account
Flag On Period Data For Acct Forecast Set forecast set partner period data
Acct Forecast Set Partner Partner With with the required Period Type
Start Date Account Forecast Set flag.
Join Period

Identify Period Nodes For Filter Compute Period - Filters the advanced account
Frequency For Acct Type Flag On Period forecast set partner period data
Forecast Set Partner Start Data For Acct with the required Period Type
Date Forecast Set Partner flag.
Start Date

286
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Period Nodes Formula Identify Period - Identifies the current periods for
For Account Forecast Set Nodes For Frequency the advanced account forecast
Partner Start Date For Acct Forecast Set set partner records.
Partner Start Date

Identify Period Nodes For Filter Compute Period - Filters the current periods for the
Account Forecast Set Nodes For Account advanced account forecast set
Partner Start Date Forecast Set Partner partner records.
Start Date

Compute Today Date Day Formula Identify Period - Generates the Active Window
Period Offset For Account Nodes For Account Size, Period Offset, and Today’s
Forecast Set Partner Forecast Set Partner Date Offset fields for the
Start Date advanced account forecast set
partner records.

Compute Account Formula Compute Today Date - Generates the Current Period
Forecast Set Partner Date Day Period Offset For Start Date, Start Period Number,
Offsets Account Forecast Set and End Period Number for the
Partner advanced account forecast set
partner records.

Compute Account Formula Compute Account - Generates Advanced Account

Forecast Set Partner Forecast Set Partner Forecast Set Partner Name,
Adjusted Dates Date Offsets Advanced Account Forecast Set
Partner Start Date (Adjusted Start
Date), and Advanced Account
Forecast Set Partner End Date
(Adjusted End Date) for the
advanced account forecast set
partner records.

Compute Account Formula Compute Account - Generates Advanced Account

Forecast Set Partner Forecast Set Partner Forecast Set Partner Last year
Adjusted Last Year Dates Adjusted Dates Start Date (Adjusted Last Year
Start Date) and Advanced
Account Forecast Set Partner
Last Year End Date (Adjusted
Last Year End Date) for the
advanced account forecast set
partner records.

287
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Validate Number of Filter Compute Account - Validates the advanced account
Active Forecast Set Forecast Set Partner forecast set partner records to
Partners For Account Id Adjusted Last Year ensure that there are no
Dates duplicate records in Active or
Draft status.

Compute Unique Formula Validate Number of - Creates a new unique identifier

Identifier For Generated Active Forecast Set for each advanced account
Account Forecast Set Partners For Account forecast set partner record. This
Partner Data Id identifier is used as an external
ID to relate the advanced
account forecast set partner
record to the corresponding
advanced account forecast fact
records during writeback.

Insert Account Forecast Writeback Compute Unique Forecast Set Partner Persists the newly created
Set Partner Record Identifier For advanced account forecast set
Generated Account partner record.
Forecast Set Partner
Data

Generated Account Inner Join Generated Account Compute Unique Identifier Joins the generated advanced
Forecast Facts Join Forecast Facts Join For Generated Account account forecast fact records
Filtered Accounts Periods Forecast Set Partner Data with the persisted forecast set
partner record to get the unique
identifier for the advanced
account forecast set partner
record and account ID.

Activated Order Join Inner Join Activated Order Join Compute Unique Identifier Gets the orders associated with
Upserted Account Order Item For Generated Account the advanced account forecast
Forecast Set Partner Forecast Set Partner Data set partner records.

Filtered Opportunity Join Inner Join Filtered Opportunity Compute Unique Identifier Gets the opportunities items
Upserted Account Join Opportunity For Generated Account associated with the advanced
Forecast Set Partner Line Item Forecast Set Partner Data account forecast set partner
records.

Valid Sales Agreement Inner Join Filtered Sales Compute Unique Identifier Gets the sales agreements
Join Upserted Account Agreement Join For Generated Account associated with the advanced
Forecast Set Partner Sales Agreement Forecast Set Partner Data account forecast set partner
Product Schedule records.

288
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Account Forecast Set Inner Join Compute Unique Compute Join Field On Creates a cross-product between
Partner Join Period Data Identifier For Period Nodes the advanced account forecast
Generated Account set partner records, and window
Forecast Set Partner dates and periods.
Data

Compute Period Type Formula Account Forecast Set - Identifies the advanced account
Flag On Period Data For Partner Join Period forecast set partner period data
Account Forecast Set Data with the required Period Type
Partner flag.

Identify Period Nodes For Filter Compute Period - Filters the advanced account
Selected Frequency For Type Flag On Period forecast set partner period data
Account Forecast Set Data For Account with the required Period Type
Partner Forecast Set Partner flag.

Compute Period Nodes Formula Identify Period - Finds the advanced account
For Adjusted Dates For Nodes For Selected forecast set partner periods
Account Forecast Set Frequency For (adjusted periods) for each of the
Partner Account Forecast Set advanced account forecast set
Partner partner records.

Identify Period Nodes For Filter Compute Period - Filters the advanced account
Account Forecast Set Nodes For Adjusted forecast set partner periods
Partner Dates For Account (adjusted periods) for each of the
Forecast Set Partner advanced account forecast set
partner records.

Compute Last Year Period Formula Identify Period - Generates the last year period
Dates On Account Nodes For Account end date and last year period
Forecast Set Partner Forecast Set Partner start date for the forecast set
partner record periods (adjusted
periods).

Opportunity Metrics Data Inner Join Valid Opportunity Compute Last Year Period Gets the opportunity items
Join Account Forecast Set Within Acct Frsct Set Dates On Account Forecast associated with the advanced
Partner Period Data Partner Date Range Set Partner account forecast set partner
Join Active Products record periods (adjusted
periods).

Order Metrics Data Join Inner Join Valid Order Within Compute Last Year Period Gets the order items associated
Account Forecast Set Acct Frsct Set Partner Dates On Account Forecast with the advanced account
Partner Period Data Date Range Join Set Partner forecast set partner record
Active Products periods (adjusted periods).

289
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Sales Agreement Metrics Inner Join Aggregate Records Compute Last Year Period Gets the sales agreement
Data Join Account To Consolidate SAPS Dates On Account Forecast quantities associated with the
Forecast Set Partner Period Join Data Set Partner advanced account forecast set
Period Data partner record periods (adjusted
periods).

Valid Sales Agreement Inner Join Valid Sales Compute Last Year Period Gets the sales agreement
Join Account Forecast Set Agreement Within Dates On Account Forecast schedules associated with the
Partner Period Data Acct Frcst Set Partner Set Partner advanced account forecast set
Date Range Join partner record periods (adjusted
Active Prod periods).

Nodes Originating from the Advanced Account Forecast Fact Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Data Source Advanced Account - The advanced account forecast
Forecast Fact Forecast Fact fact object is used as the data
source.

Generated Account Left Outer Generated Account Advanced Account Adds the advanced account
Forecast Facts Join Forecast Facts Join Forecast Fact forecast fact record ID to the list
Existing Account Forecast Filtered Accounts of available fields. This field is
Facts needed during the upsert
operation for the advanced
account forecast fact records.

290
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Nodes Originating from the Opportunity Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice,
or Writeback)
Opportunity Data Source Opportunity - The opportunity object is used
as the data source.

Filter Opportunity Based On Filter Opportunity - Filter opportunities based on

Result their status.

Filtered Opportunity Join Inner Join Filter Opportunity Opportunity Line Item Gets all the opportunities’
Opportunity Line Item Based On Result products (items).

Filtered Opportunity Join Inner Join Filtered Opportunity Validate Number of Active Gets the opportunity items
Upserted Account Forecast Join Opportunity Forecast Set Partners For associated with the advanced
Set Partner Line Item Account Id account forecast set partner
records.

Identify Opportunities Formula Filtered Opportunity - Identifies the opportunities’

Within Account Forecast Set Join Upserted items associated with the
Partner Date Range Account Forecast advanced account forecast set
Set Partner partner records within the
rollover window.

Filter Valid Opportunity Filter Identify - Filters the opportunities’ items

Within Account Forecast Set Opportunities associated with the advanced
Partner Date Range Within Account account forecast set partner
Forecast Set Partner records within the rollover
Date Range window.

Valid Opportunity Within Inner Join Filter Valid Filter Active Products Filters the active opportunities’
Acct Frsct Set Partner Date Opportunity Within items associated with the
Range Join Active Products Account Forecast advanced account forecast set
Set Partner Date partner records.
Range

Opportunity Metrics Data Inner Join Valid Opportunity Compute Last Year Period Gets the opportunities’ items
Join Account Forecast Set Within Acct Frsct Dates On Account Forecast associated with the advanced
Partner Period Data Set Partner Date Set Partner account forecast set partner
Range Join Active record periods (adjusted
Products periods).

Compare Opportunity Formula Opportunity Metrics - Calculates the opportunity

Metric Line Item Close Date Data Join Account quantity and opportunity
With Period Range For Facts Forecast Set Partner revenue for the advanced
Period Data account forecast set partner

291
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice,
or Writeback)
record periods (adjusted
periods).

Consolidate Field Names For Slice Compare - Removes any extra fields that
Opportunity Metric Line Opportunity Metric aren’t required to create the
Forecast Facts Line Item Close Date advanced account forecast fact
With Period Range record.
For Facts

Nodes Originating from the Order Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Order Datasource Order - The order object is used as the
data source.

Filter Activated Order Filter Order - Filters the orders based on their
status.

Activated Order Join Inner Join Filter Activated Order Order Item Gets all order items associated
Order Item with the orders.

Activated Order Join Inner Join Activated Order Join Validate Number of Active Gets the order items associated
Upserted Account Order Item Forecast Set Partners For with the advanced account
Forecast Set Partner Account Id forecast set partner records.

Identify Orders Within Formula Activated Order Join - Identifies the order items
Account Forecast Set Upserted Account associated with the advanced
Partner Date Range Forecast Set Partner account forecast set partner
records within the rollover
window.

Filter Valid Order Within Filter Identify Orders - Filters the order items associated
Account Forecast Set Within Account with the advanced account
Partner Date Range Forecast Set Partner forecast set partner records
Date Range within the rollover window.

292
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Valid Order Within Acct Inner Join Filter Valid Order Filter Active Products Filters the active order items
Frsct Set Partner Date Within Account associated with the advanced
Range Join Active Forecast Set Partner account forecast set partner
Products Date Range records.

Order Metrics Data Join Inner Join Valid Order Within Compute Last Year Period Gets the order items associated
Account Forecast Set Acct Frsct Set Partner Dates On Account Forecast with the advanced account
Partner Period Data Date Range Join Set Partner forecast set partner record
Active Products periods (adjusted periods).

Compare Order Metric Formula Order Metrics Data - Calculates the order quantity
Line Item Close Date With Join Account and order revenue for the
Period Range For Facts Forecast Set Partner advanced account forecast set
Period Data partner record periods.

Consolidate Field Names Slice Compare Order - Removes any extra fields that
For Order Metric Line Metric Line Item aren’t required to create the
Forecast Facts Close Date With advanced account forecast fact
Period Range For record.
Facts

Nodes Originating from the Sales Agreement Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Sales Agreement Data Source Sales Agreement - The sales agreement object is
used as the data source.

Filter Valid Sales Filter Sales Agreement - Filters sales agreements based
Agreement on their status.

Filtered Sales Agreement Inner Join Filter Valid Sales Sales Agreement Product Gets all the sales agreement
Join Sales Agreement Agreement product records associated with
Product the sales agreement records.

293
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Filtered Sales Agreement Inner Join Filtered Sales Sales Agreement Product Gets all the sales agreement
Join Sales Agreement Agreement Join Schedule product schedule records
Product Schedule Sales Agreement associated with sales agreement
Product product records.

Valid Sales Agreement Inner Join Filtered Sales Validate Number of Active Gets the sales agreement
Join Upserted Account Agreement Join Forecast Set Partners For product schedule records
Forecast Set Partner Sales Agreement Account Id associated with the advanced
Product Schedule account forecast set partner
records.

Identify Sales Agreements Formula Valid Sales - Finds the sales agreement
Within Account Forecast Agreement Join records associated with the
Set Partner Date Range Upserted Account advanced account forecast set
Forecast Set Partner partner records within the active
date range.

Filter Valid Sales Filter Identify Sales - Filters the sales agreement
Agreement Within Agreements Within records associated with the
Account Forecast Set Account Forecast Set advanced account forecast set
Partner Date Range Partner Date Range partner records within the active
date range.

Valid Sales Agreement Inner Join Filter Valid Sales Filter Active Products Filters the sales agreement
Within Acct Frcst Set Agreement Within product schedule records based
Partner Date Range Join Account Forecast on active products associated
Active Prod Date Range with the advanced account
forecast set partner records.

Valid Sales Agreement Inner Join Valid Sales Compute Last Year Period Relates the generated sales
Join Account Forecast Set Agreement Within Dates On Account Forecast agreement forecast record with
Partner Period Data Account Forecast Set Partner the period records that are
Date Range Join applicable for the given forecast
Active Products set parameters.

Identify Valid Period Formula Valid Sales - Identifies the period record that's
Nodes For SAPS Start Agreement Join applicable for a given sales
Date And End Date Account Forecast Set agreement generated forecast
Partner Period Data record. The records that aren't
applicable are marked for
filtering.

Filter Valid Period Nodes Filter Identify Valid Period - Filters the generated sales
For SAPS Start Date And Nodes For SAPS Start agreement forecast data records
End Date Date And End Date that are marked for filtering in

294
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
the Identify Valid Period Nodes
For SAPS Start Date And End
Date formula node.

Valid Sales Agreement Inner Join Filter Valid Sales Filter Active Products Filters sales agreement product
Within Acct Frcst Set Agreement Within schedule records based on active
Partner Date Range Join Account Forecast products associated with the
Active Prod Date Range advanced account forecast set
partner records.

Valid Sales Agreement Inner Join Valid Sales Compute Last Year Period Gets sales agreement product
Join Account Forecast Set Agreement Within Dates On Account Forecast schedule records associated with
Partner Period Data Account Forecast Set Partner the advanced account forecast
Date Range Join set partner record periods
Active Products (adjusted periods).

Identify Valid Period Formula Valid Sales - Finds sales agreement product
Nodes For SAPS Start Agreement Join schedule records associated with
Date And End Date Account Forecast Set the advanced account forecast
Partner Period Data set partner record periods
(adjusted periods).

Filter Valid Period Nodes Filter Identify Valid Period - Filters sales agreement product
For SAPS Start Date And Nodes For SAPS Start schedule records associated with
End Date Date And End Date the advanced account forecast
set partner record periods
(adjusted periods).

Compute End Of Last Formula Filter Valid Period - Generates the LastPeriodStart
Period And Sales Nodes For SAPS Start Date, Last Period End Date,
Agreement Effective Date Date And End Date PeriodEffectiveEndDate, and
PeriodEffectiveStartDate for the
advanced account forecast set
partner record periods.

Compute Number of Formula Compute End Of Last - Generates the applicable days
Applicable Days For SAPS Period And Sales for the sales agreement product
Quantity Calculations Agreement Effective schedule quantity calculations.
Date

Fetch Sales Price From Formula Compute Number of - Gets the sales price for the last
Last Period For Applicable Days For period.
Calculation SAPS Quantity
Calculations

295
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Determine Last Period Formula Fetch Sales Price - Determines the last period
Quantity And Revenue From Last Period For quantity and revenue for sales
For SAPS Calculation Calculation agreement product schedule
calculation.

Compute Quantity From Formula Determine Last - Calculates the quantity for the
Applicable Periods In Period Quantity And sales agreement product
SAPS Period Join Data Revenue For SAPS schedule start date.
Calculation

Compute Applicable Formula Compute Quantity - Calculates the quantity for the
Quantity And Revenue In From Applicable sales agreement product
SAPS Period Join Data Periods In SAPS schedule.
Period Join Data

Aggregate Records To Group and Compute Applicable - Generates the sum of quantities
Consolidate SAPS Period Aggregate Quantity And for the advanced account
Join Data Revenue In SAPS forecast set partner record
Period Join Data periods.

Sales Agreement Metrics Inner Join Aggregate Records Compute Last Year Period Gets the sales agreement
Data Join Account To Consolidate SAPS Dates On Account Forecast quantities associated with the
Forecast Set Partner Period Join Data Set Partner advanced account forecast set
Period Data partner record periods (adjusted
periods).

Compare Sales Formula Sales Agreement - Calculate the sales agreement

Agreement Metric Line Metrics Data Join quantity and sales agreement
Item Close Date With Account Forecast Set revenue for the advanced
Period Range Partner Period Data account forecast set partner
records for the specified periods.

Consolidate Field Names Slice Compare Sales - Remove any duplicate sales
For Sales Agreement Agreement Metric agreement product schedules.
Metric Line Forecast Facts Line Item Close Date
With Period Range

296
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Consolidated Metrics

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Consolidate Field Names Slice Compare Order - Removes any extra fields that
For Order Metric Line Metric Line Item aren't required to create the
Forecast Facts Close Date With advanced account forecast fact
Period Range For records.
Facts

Consolidate Field Names Slice Compare Sales - Removes any extra fields that
For Sales Agreement Agreement Metric aren’t required to create the
Metric Line Forecast Facts Line Item Close Date advanced account forecast fact
With Period Range records.

Consolidate Field Names Slice Compare - Truncates the fields that are no
For Opportunity Metric Opportunity Metric longer required in the generated
Line Forecast Facts Line Item Close Date opportunity forecast data.
With Period Range
For Facts

Append Consolidated Append • Source Node 1: - Merges all advanced account

Opportunity Order SA Consolidate Field forecast fact records from
Metric Data For Forecast Names For Order opportunities, orders, and sales
Facts Metric Line agreements.
Forecast Facts
• Source Node 2:
Consolidate Field
Names For
Opportunity
Metric Line
Forecast Facts
• Source Node 3:
Consolidate Field
Names For Sales
Agreement
Metric Line
Forecast Facts

Aggregate Account Group and Append - Aggregates the advanced

Forecast Fact Records To Aggregate Consolidated account forecast fact records
Eliminate Duplicates Opportunity Order from opportunities, orders, and
SA Metric Data For sales agreements.
Forecast Facts

297
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Generated Account Inner Join Aggregate Account Filter Active Products Adds the Product Name field to
Forecast Facts Join Active Forecast Fact the list of fields. The Product
Products Records To Eliminate Name then gets added to the
Duplicates advanced account forecast fact
record name.

Generated Account Inner Join Generated Account Period Adds the fully qualified Period
Forecast Facts Join Forecast Facts Join name to the list of attributes.
Periods Active Products This label then gets added to the
advanced account forecast fact
record name.

Generated Account Inner Join Generated Account Compute Unique Identifier Add the account owner ID and
Forecast Facts Join Forecast Facts Join For Generated Account unique identifier for the
Filtered Accounts Periods Forecast Set Partner Data advanced account forecast set
partner to the list of attributes.
The account owner ID is
stamped in the owner ID
attribute of each advanced
account forecast fact record
during the writeback.

Generated Account Left Outer Generated Account Advanced Account Joins new advanced account
Forecast Facts Join Forecast Facts Join Forecast Fact forecast fact records with the
Existing Account Forecast Filtered Accounts existing active advanced account
Facts forecast fact records.

Sort Before Writeback Formula Generated Account - Sorts the advanced account
Forecast Facts Join forecast fact records by account
Existing Account and product.
Forecast Facts

Compute IsActive Formula Sort Before - Generates the name and default
Attribute On Account Writeback status for each advanced
Forecast Fact account forecast fact record.

Upsert Account Forecast Writeback Compute IsActive Forecast Fact Upserts the advanced account
Fact Record Attribute On forecast fact records to the core
Account Forecast objects.
Fact

298
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Data Processing Engine Definition: Recalculate Account Forecast

The Recalculate Account Forecast Data Processing Engine definition is a template job. It aggregates
EDITIONS
the quantity and revenue data to recalculate the existing forecasts. You can customize the template
to include custom dimensions such as region, or custom measures such as quarter-on-quarter Available in: Lightning
revenue growth. Experience

Available in: Enterprise,

Nodes Originating from the Account Data Source Unlimited, and Developer
Editions
Node Name Type First Node Second Node Description
(Join)/Source (Join)/Target
Object (Data Object
Source)/Source (Writeback)
Node (Filter,
Formula,
Slice, or
Writeback)
Account Datasource Account - The account object is
used as the data
source.

Fetch Account Formula Account - Creates a transient

Id Input variable with the value
Variable provided in the input
variable.

Filter Account Filter Fetch Account - Filters the accounts

With Id Id Input based on account IDs.
Variable

Account Inner Join Filter Active Filter Account With Gets the advanced
Forecast Set Account Id account forecast set
Partner Join Forecast Set partner records for the
Account Partners given account ID.

Generated Inner Join Aggregate Filter Account With Gets the account
Account Account Id owner ID and active
Forecast Facts Forecast Fact forecast window for
Join Filtered Records To the advanced account
Accounts Eliminate forecast fact records.
Duplicates

299
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Nodes Originating from the Product Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Product Datasource Product - The product object is used as the
data source.

Filter Active Products Filter Product - Filters the active products.

Generated Account Inner Join Generated Account Filter Active Products Gets valid advanced account
Forecast Facts Join Forecast Facts Join forecast fact records for active
Active Products Filtered Accounts products.

Valid Opportunity Inner Join Filter Valid Filter Active Products Gets valid opportunity line items
Within Acct Frsct Set Opportunity Within for active products within the
Partner Date Range Account Forecast Set advanced account forecast set
Join Active Products Partner Date Range date range.

Valid Order Within Inner Join Filter Valid Order Filter Active Products Gets valid order line items for
Acct Frsct Set Partner Within Account active products within the
Date Range Join Forecast Set Partner advanced account forecast set
Active Products Date Range date range.

Valid Sales Inner Join Filter Valid Sales Filter Active Products Gets valid sales agreement
Agreement Within Agreement Within products that are active and are
Acct Frcst Set Partner Account Forecast Set within the forecast set date
Date Range Join Partner Date Range range.
Active Prod

Nodes Originating from the Period Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Period DataSource Period - The period object is used as the
data source.

Generated Account Inner Join Generated Account Period Gets valid advanced account
Forecast Facts Join Forecast Facts Join forecast facts for the period.
Periods Account Forecast
Sets

300
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Join Field Formula Period - Creates a cartesian attribute on
On Period Nodes the period records.

Account Forecast Set Inner Join Compute Account Compute Join Field On Creates a cross-product between
Partner Join Period Forecast Set Partner Period Nodes advanced account forecast set
Data Last Year Active partner and periods with
Window Dates window dates and periods.

Generated Active Inner Join Generated Active Compute Join Field On Creates a cross-product between
Acct Forecast Set Account Forecast Set Period Nodes advanced account forecast set
Partner With Partner Join Account partner and periods.
Account Forecast Set Forecast Set
Join Period

Forecast Metadata

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target
Object (Data Object (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Data Source Advanced Account - The advanced account forecast
Forecast Set Forecast Set fact object is used as the data
source.

Fetch Forecast Set Id Input Formula Advanced Account - Gets the ForecastSetId input
Variable Forecast Set variable.

Identify Selected Account Filter Fetch Forecast Set Id - Filters advanced account forecast
Forecast Set Input Variable set IDs based on the input
variable.

Fetch Account Forecast Inner Join Identify Selected Advanced Account Gets forecast period group IDs
Period Group Account Forecast Set Forecast Period Group related to the advanced account
forecast set IDs.

Fetch Account Forecast Inner Join Fetch Account Advanced Account Gets advanced account forecast
Period Setup Forecast Period Group Forecast Period set period data associated with the
advanced account forecast set IDs.

301
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target
Object (Data Object (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Generated Active Account Inner Join Generated Account Fetch Account Gets advanced account forecast
Forecast Set Partner Join Forecast Set Partner Forecast Period Setup set partner records associated with
Account Forecast Set Join Active Account the advanced account forecast set
Forecast Set Partner data.

Nodes Originating from the Advanced Account Forecast Set Partner Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account - The advanced account forecast
Forecast Set Partner Forecast Set Partner set partner object is used as the
data source.

Filter Existing Active Filter Advanced Account - Filters active and draft advanced
Account Forecast Set Forecast Set Partner account forecast set partner
Partners records.

Account Forecast Set Inner Join Filter Existing Active Filter Account With Id Filters advanced account
Partner Join Account Account Forecast Set forecast set partner records for
Partners the specified AccountId input.

Generate Data For Formula Account Forecast Set - Generates the status, today’s
Account Forecast Set Partner Join Account date, and advanced account
Partner forecast set ID for the advanced
account forecast set partner
records.

Generated Active Inner Join Generate Data For Fetch Account Forecast Gets advanced account forecast
Account Forecast Set Account Forecast Set Period Setup set data for each advanced
Partner Join Account Partner account forecast set partner
Forecast Set record.

Generated Active Inner Join Generated Active Compute Join Field On Creates a cross-product between
Acct Forecast Set Account Forecast Set Period Nodes advanced account forecast set
Partner With Partner Join Account partner and periods.
Account Forecast Set Forecast Set
Join Period

302
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Period Formula Generated Active - Finds advanced account forecast
Type Flag On Period Acct Forecast Set set partner period data with the
Data For Acct Partner With required Period Type flag.
Forecast Set Partner Account Forecast Set
Start Date Join Period

Identify Period Filter Compute Period - Filters advanced account

Nodes For Frequency Type Flag On Period forecast set partner period data
For Acct Forecast Set Data For Acct with the required Period Type
Partner Start Date Forecast Set Partner flag.
Start Date

Compute Period Formula Identify Period - Finds current periods for the
Nodes For Account Nodes For Frequency advanced account forecast set
Forecast Set Partner For Acct Forecast Set partner records.
Start Date Partner Start Date

Identify Period Filter Compute Period - Filters current periods for the
Nodes For Account Nodes For Account advanced account forecast set
Forecast Set Partner Forecast Set Partner partner records.
Start Date Start Date

Compute Today Date Formula Identify Period - Generates Active Window Size,
Day Period Offset For Nodes For Account Period Offset, and Today's Date
Account Forecast Set Forecast Set Partner Offset for the advanced account
Partner Start Date forecast set partner records.

Compute Account Formula Compute Today Date - Generates Current Period Start
Forecast Set Partner Day Period Offset For Date, Start Period Number, and
Date Offsets Account Forecast Set End Period Number for the
Partner advanced account forecast set
partner records.

Compute Account Formula Compute Account - Generates Forecast Set Partner

Forecast Set Partner Forecast Set Partner Name, Forecast Set Partner Start
Adjusted Dates Date Offsets Date(Adjusted Start Date), and
Forecast Set Partner End
Date(Adjusted End Date) for the
advanced account forecast set
partner records.

Compute Account Formula Compute Account - Generates Forecast Set Partner

Forecast Set Partner Forecast Set Partner Last year Start Date(Adjusted
Adjusted Last Year Adjusted Dates Last Year Start Date) and
Dates Forecast Set Partner Last Year

303
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
End Date(Adjusted Last Year End
Date) for the advanced account
forecast set partner records.

Compute Account Formula Compute Account - Generates Rollover Start Date,

Forecast Set Partner Forecast Set Partner and Rollover End Date for the
Active Window Adjusted Last Year advanced account forecast set
Dates Dates partner records.

Compute Account Formula Compute Account - Generates Last year Rollover

Forecast Set Partner Forecast Set Partner Start Date and Last Year Rollover
Last Year Active Active Window End Date for the advanced
Window Dates Dates account forecast set partner
records.

Activated Order Join Inner Join Activated Order Join Compute Account Forecast Gets orders associated with the
Upserted Account Order Item Set Partner Last Year Active advanced account forecast set
Forecast Set Partner Window Dates partner records.

Filtered Opportunity Inner Join Filtered Opportunity Compute Account Forecast Gets opportunities items
Join Upserted Join Opportunity Set Partner Last Year Active associated with the advanced
Account Forecast Set Line Item Window Dates account forecast set partner
Partner records.

Valid Sales Inner Join Filtered Sales Compute Account Forecast Gets sales agreements
Agreement Join Agreement Join Set Partner Last Year Active associated with the advanced
Upserted Account Sales Agreement Window Dates account forecast set partner
Forecast Set Partner Product Schedule records.

Account Forecast Set Inner Join Compute Account Compute Join Field On Gets advanced account forecast
Partner Join Period Forecast Set Partner Period Nodes fact records associated with the
Data Last Year Active forecasts set partner records.
Window Dates

Compute Period Formula Account Forecast Set - Creates a cross-product between

Type Flag On Period Partner Join Period the advanced account forecast
Data For Account Data set partner records and window
Forecast Set Partner dates and periods.

Identify Period Filter Compute Period - Finds advanced account forecast

Nodes For Selected Type Flag On Period set partner period data with the
Frequency For Data For Account required Period Type flag.
Account Forecast Set Forecast Set Partner
Partner

304
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Period Formula Identify Period - Filters advanced account
Nodes For Adjusted Nodes For Selected forecast set partner period data
Dates For Account Frequency For with the required Period Type
Forecast Set Partner Account Forecast Set flag.
Partner

Identify Period Filter Compute Period - Finds rollover periods for the
Nodes For Account Nodes For Adjusted advanced account forecast set
Forecast Set Partner Dates For Account partner records.
Forecast Set Partner

Compute Last Year Formula Identify Period - Finds advanced account forecast
Period Dates On Nodes For Account set partner periods (adjusted
Account Forecast Set Forecast Set Partner periods) for each of the
Partner advanced account forecast set
partner records.

Opportunity Metrics Inner Join Valid Opportunity Compute Last Year Period Filters advanced account
Data Join Account Within Acct Frsct Set Dates On Account Forecast forecast set partner periods
Forecast Set Partner Partner Date Range Set Partner (adjusted periods) for each of the
Period Data Join Active Products forecast set partner records.

Order Metrics Data Inner Join Valid Order Within Compute Last Year Period Generates Last Year Period End
Join Account Acct Frsct Set Partner Dates On Account Forecast and Last Year Period Start dates
Forecast Set Partner Date Range Join Set Partner for the advanced account
Period Data Active Products forecast set partner record
periods (adjusted periods).

Sales Agreement Inner Join Aggregate Records Compute Last Year Period Gets opportunities items
Metrics Data Join To Consolidate SAPS Dates On Account Forecast associated with the advanced
Account Forecast Set Period Join Data Set Partner account forecast set partner
Partner Period Data record periods (adjusted
periods).

Valid Sales Inner Join Valid Sales Compute Last Year Period Gets order items associated with
Agreement Join Agreement Within Dates On Account Forecast the advanced account forecast
Account Forecast Set Acct Frcst Set Partner Set Partner set partner record periods
Partner Period Data Date Range Join (adjusted periods).
Active Prod

305
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Nodes Originating from the Advanced Account Forecast Fact Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account - The advanced account forecast
Forecast Fact Forecast Fact fact object is used as the data
source.

Generated Account Outer Join Compute Unique Advanced Account Joins generated advanced
Forecast Facts Join Identifier For Forecast Fact account forecast fact data with
Existing Account Generated Account the existing advanced account
Forecast Facts Forecast Fact Data forecast fact data.

Nodes Originating from the Opportunity Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice,
or Writeback)
Opportunity Datasource Opportunity - The opportunity object is used
as the data source.

Filter Opportunity Filter Opportunity - Filter opportunities based on

Based On Result their status.

Filtered Opportunity Inner Join Filter Opportunity Opportunity Line Item Gets all the opportunities’
Join Opportunity Based On Result products (items).
Line Item

Filtered Opportunity Inner Join Filtered Opportunity Compute Account Forecast Gets opportunities’ items
Join Upserted Join Opportunity Set Partner Last Year Active associated with the advanced
Account Forecast Line Item Window Dates account forecast set partner
Set Partner records.

Identify Formula Filtered Opportunity - Finds opportunities' items

Opportunities Join Upserted associated with the advanced
Within Account Account Forecast account forecast set partner
Forecast Set Partner Set Partner records within the rollover
Date Range window.

Filter Valid Filter Identify - Filters opportunities' items

Opportunity Within Opportunities associated with the advanced

306
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice,
or Writeback)
Account Forecast Within Account account forecast set partner
Set Partner Date Forecast Set Partner records within the rollover
Range Date Range window.

Valid Opportunity Inner Join Filter Valid Filter Active Products Filters active opportunities'
Within Acct Frsct Opportunity Within items associated with the
Set Partner Date Account Forecast advanced account forecast set
Range Join Active Set Partner Date partner records.
Products Range

Opportunity Metrics Inner Join Valid Opportunity Compute Last Year Period Gets opportunities' items
Data Join Account Within Acct Frsct Dates On Account Forecast associated with the advanced
Forecast Set Partner Set Partner Date Set Partner account forecast set partner
Period Data Range Join Active record periods (adjusted
Products periods).

Compare Formula Opportunity Metrics - Calculates the opportunity

Opportunity Metric Data Join Account quantity and opportunity
Line Item Close Date Forecast Set Partner revenue for the forecast set
With Period Range Period Data partner record periods (adjusted
For Facts periods).

Consolidate Field Slice Compare - Removes any extra fields that

Names For Opportunity Metric aren’t required to create the
Opportunity Metric Line Item Close Date advanced account forecast fact
Line Forecast Facts With Period Range record.
For Facts

Nodes Originating from the Order Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Order Datasource Order - The order object is used as the
data source.

Filter Activated Order Filter Order - Filters orders based on their

status.

307
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Activated Order Join Inner Join Filter Activated Order Order Item Gets all order items associated
Order Item with the orders.

Activated Order Join Inner Join Activated Order Join Compute Account Forecast Gets order items associated with
Upserted Account Order Item Set Partner Last Year Active the advanced account forecast
Forecast Set Partner Window Dates set partner records.

Identify Orders Formula Activated Order Join - Finds order items associated
Within Account Upserted Account with the advanced account
Forecast Set Partner Forecast Set Partner forecast set partner records
Date Range within the rollover window.

Filter Valid Order Filter Identify Orders - Filters order items associated
Within Account Within Account with the advanced account
Forecast Set Partner Forecast Set Partner forecast set partner records
Date Range Date Range within the rollover window.

Valid Order Within Inner Join Filter Valid Order Filter Active Products Filters active order items
Acct Frsct Set Partner Within Account associated with the advanced
Date Range Join Forecast Set Partner account forecast set partner
Active Products Date Range records.

Order Metrics Data Inner Join Valid Order Within Compute Last Year Period Gets order items associated
Join Account Acct Frsct Set Partner Dates On Account Forecast advanced account forecast set
Forecast Set Partner Date Range Join Set Partner partner record periods (adjusted
Period Data Active Products periods).

Compare Order Formula Order Metrics Data - Calculate the order quantity and
Metric Line Item Join Account order revenue for the advanced
Close Date With Forecast Set Partner account forecast set partner
Period Range For Period Data record periods.
Facts

Consolidate Field Slice Compare Order - Removes any extra fields that
Names For Order Metric Line Item aren’t required to create the
Metric Line Forecast Close Date With advanced account forecast fact
Facts Period Range For record.
Facts

308
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Nodes Originating from the Sales Agreement Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Sales Agreement Datasource Sales Agreement - The sales agreement object is
used as the data source.

Filter Valid Sales Filter Sales Agreement - Filters sales agreements based
Agreement on their status.

Filtered Sales Inner Join Filter Valid Sales Sales Agreement Product Gets all sales agreement product
Agreement Join Agreement records associated with the sales
Sales Agreement agreement records.
Product

Filtered Sales Inner Join Filtered Sales Sales Agreement Product Gets all sales agreement product
Agreement Join Agreement Join Schedule schedule records associated with
Sales Agreement Sales Agreement the sales agreement product
Product Schedule Product records.

Valid Sales Inner Join Filtered Sales Compute Account Forecast Gets sales agreement product
Agreement Join Agreement Join Set Partner Last Year Active schedule records associated with
Upserted Account Sales Agreement Window Dates the advanced account forecast
Forecast Set Partner Product Schedule set partner records.

Identify Sales Formula Valid Sales - Finds sales agreement records

Agreements Within Agreement Join associated with the advanced
Account Forecast Set Upserted Account account forecast set partner
Partner Date Range Forecast Set Partner records within the active date
range.

Filter Valid Sales Filter Identify Sales - Filters sales agreement records
Agreement Within Agreements Within associated with the advanced
Account Forecast Set Account Forecast Set account forecast set partner
Partner Date Range Partner Date Range records within the active date
range.

Valid Sales Inner Join Filter Valid Sales Filter Active Products Filters sales agreement product
Agreement Within Agreement Within schedule records based on active
Acct Frcst Set Partner Account Forecast Set products associated with the
Date Range Join Partner Date Range advanced account forecast set
Active Prod partner records.

309
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Valid Sales Inner Join Valid Sales Compute Last Year Period Gets sales agreement product
Agreement Join Agreement Within Dates On Account Forecast schedule records associated with
Account Forecast Set Acct Frcst Set Partner Set Partner the advanced account forecast
Partner Period Data Date Range Join set partner record periods
Active Prod (adjusted periods).

Identify Valid Period Formula Valid Sales - Identifies all records from the
Nodes For SAPS Start Agreement Join advanced account forecast fact
Date And End Date Account Forecast Set data where the period start date
Partner Period Data and end date falls between the
sales agreement product
schedule start date and end
date.

Filter Valid Period Filter Identify Valid Period - Filters all records from the
Nodes For SAPS Start Nodes For SAPS Start advanced account forecast fact
Date And End Date Date And End Date data where the period start date
and end date falls between the
sales agreement product
schedule start date and end
date.

Compute End Of Last Formula Filter Valid Period - Generates the Last Period Start
Period And Sales Nodes For SAPS Start Date, Last Period End Date,
Agreement Effective Date And End Date Period Effective End Date, and
Date Period Effective Start Date fields
for the advanced account
forecast set partner record
periods.

Compute Number of Formula Compute End Of Last - Generates the applicable days
Applicable Days For Period And Sales for sales agreement product
SAPS Quantity Agreement Effective schedule quantity calculations.
Calculations Date

Fetch Sales Price Formula Compute Number of - Gets the sales price from the last
From Last Period For Applicable Days For period.
Calculation SAPS Quantity
Calculations

Determine Last Formula Fetch Sales Price - Determines the last period
Period Quantity And From Last Period For quantity and revenue for sales
Revenue For SAPS Calculation agreement product schedule
Calculation calculation.

310
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Quantity Formula Determine Last - Calculates the quantity for the
From Applicable Period Quantity And sales agreement product
Periods In SAPS Revenue For SAPS schedule start date.
Period Join Data Calculation

Compute Applicable Formula Compute Quantity - Calculates the quantity for the
Quantity And From Applicable sales agreement product
Revenue In SAPS Periods In SAPS schedule.
Period Join Data Period Join Data

Aggregate Records Group and Aggregate Compute Applicable - Generates the sum of quantities
To Consolidate SAPS Quantity And for the advanced account
Period Join Data Revenue In SAPS forecast set partner record
Period Join Data periods.

Sales Agreement Inner Join Aggregate Records Compute Last Year Period Gets sales agreement quantities
Metrics Data Join To Consolidate SAPS Dates On Account Forecast associated with the advanced
Account Forecast Set Period Join Data Set Partner account forecast set partner
Partner Period Data record periods (adjusted
periods).

Compare Sales Formula Sales Agreement - Calculate the sales agreement

Agreement Metric Metrics Data Join quantity and sales agreement
Line Item Close Date Account Forecast Set revenue for the advanced
With Period Range Partner Period Data account forecast set partner for
the specified periods.

Consolidate Field Slice Compare Sales - Removes any duplicate sales

Names For Sales Agreement Metric agreement product schedules.
Agreement Metric Line Item Close Date
Line Forecast Facts With Period Range

Consolidated Metrics

Node Name Type Left Node First Node Description

(Join)/Source (Join)/Source Object
Object (Data (Data Source)/Source
Source)/Source Node (Filter, Formula,
Node (Filter or Slice, or Writeback)
Formula)
Consolidate Field Slice Compare Order - Removes any extra fields that
Names For Order Metric Line Item aren't required to create the

311
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type Left Node First Node Description

(Join)/Source (Join)/Source Object
Object (Data (Data Source)/Source
Source)/Source Node (Filter, Formula,
Node (Filter or Slice, or Writeback)
Formula)
Metric Line Forecast Close Date With advanced account forecast fact
Facts Period Range For record.
Facts

Consolidate Field Slice Compare Sales - Removes any extra fields that
Names For Sales Agreement Metric aren't required to create the
Agreement Metric Line Item Close Date advanced account forecast fact
Line Forecast Facts With Period Range record.

Consolidate Field Slice Compare - Merges all advanced account

Names For Opportunity Metric forecast fact records from
Opportunity Metric Line Item Close Date opportunities, orders, and sales
Line Forecast Facts With Period Range agreements.
For Facts

Append Append • Source Node 1: - Merges all advanced account

Consolidated Consolidate Field forecast fact records from
Opportunity Order Names For Order opportunities, orders, and sales
SA Metric Data For Metric Line agreements.
Forecast Facts Forecast Facts
• Source Node 2:
Consolidate Field
Names For Sales
Agreement
Metric Line
Forecast Facts
• Source Node 3:
Consolidate Field
Names For
Opportunity
Metric Line
Forecast Facts

Aggregate Account Group and Aggregate Append - Aggregates advanced account

Forecast Fact Consolidated forecast fact records from
Records To Eliminate Opportunity Order opportunities, orders, and sales
Duplicates SA Metric Data For agreements.
Forecast Facts

Compute Unique Formula Aggregate Account - Generates a unique identifier for

Identifier For Forecast Fact each record in the advanced
Generated Account Records To Eliminate account forecast fact object.
Forecast Fact Data Duplicates

312
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type Left Node First Node Description

(Join)/Source (Join)/Source Object
Object (Data (Data Source)/Source
Source)/Source Node (Filter, Formula,
Node (Filter or Slice, or Writeback)
Formula)
Generated Account Outer Join Compute Unique Advanced Account Joins new advanced account
Forecast Facts Join Identifier For Forecast Fact forecast fact records with
Existing Account Generated Account existing active advanced account
Forecast Facts Forecast Fact Data forecast fact records.

Compute Account Formula Generated Account - Identifies the account ID, partner
Partner Product Forecast Facts Join ID, period ID, and product ID for
Period Data For Existing Account the generated advanced account
Account Forecast Forecast Facts forecast fact records.
Fact Upsert

Generated Account Inner Join Compute Account Compute Account Forecast Gets the account owner ID and
Forecast Facts Join Partner Product Set Partner Last Year Active active forecast window for the
Filtered Accounts Period Data For Window Dates generated advanced account
Account Forecast forecast fact records.
Fact Upsert

Generated Account Inner Join Generated Account Period Get fully qualified label for the
Forecast Facts Join Forecast Facts Join periods that are part of the
Periods Filtered Accounts generated advanced account
forecast fact records.

Generated Account Inner Join Generated Account Product Gets the product name for the
Forecast Facts Join Forecast Facts Join products that are part of the
Active Products Periods generated advanced account
forecast fact records.

Identify Account Formula Generated Account - Identifies advanced account

Forecast Facts In Forecast Facts Join forecast fact records that are
Active Recalculation Active Products within the active forecast
Window window.

Compute Measure Formula Identify Account - Computes the quantity and

Data For Account Forecast Facts In revenue for the applicable
Forecast Fact Upsert Active Recalculation orders, last year orders,
Window opportunities, and sales
agreements.

Compute Status Formula Compute Measure - Computes the name, account

Name Owner Data For Account owner ID, status for each of the
Attribute On Forecast Fact Upsert generated advanced account
Forecast Fact forecast fact records.
Records

313
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type Left Node First Node Description

(Join)/Source (Join)/Source Object
Object (Data (Data Source)/Source
Source)/Source Node (Filter, Formula,
Node (Filter or Slice, or Writeback)
Formula)
Upsert Account Writeback Compute Status - Upserts the advanced account
Forecast Fact Record Name Owner forecast fact records to the core
Attribute On objects.
Forecast Fact
Records

Data Processing Engine Definition: Regenerate Account Forecast

The Regenerate Account Forecast Data Processing Engine definition is a template job. It aggregates
EDITIONS
the quantity and revenue data to regenerate forecasts for a given account and advanced account
forecast set. Use this job to regenerate forecasts for your accounts when you make any changes to Available in: Lightning
the frequency, dimensions, or start period associated with the advanced account forecast set. You Experience
can customize the template to include custom dimensions such as region, or other custom measures.
Available in: Enterprise,
Unlimited, and Developer
Nodes Originating from the Account Data Source Editions

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target
Object (Data Object
Source)/Source (Writeback)
Node (Filter,
Formula,
Slice, or
Writeback)
Account Datasource Account - The account object is
used as the data
source.

Account Inner Join Filter Existing Account Obtains all advanced

Forecast Set Active account forecast set
Partner Join Account partner records
Account Forecast Set associated with a given
Partners account.

314
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Nodes Originating from the Product Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Product Datasource Product - The product object is used as the
data source.

Filter Active Products Filter Product - Filters the active products.

Generated Account Inner Join Generated Account Filter Active Products Gets valid advanced account
Forecast Facts Join Forecast Facts Join forecast fact records for active
Active Products Filtered Accounts products.

Valid Opportunity Inner Join Filter Valid Filter Active Products Gets valid opportunity line items
Within Acct Frsct Set Opportunity Within for active products within the
Partner Date Range Account Forecast Set advanced account advanced
Join Active Products Partner Date Range account forecast set date range.

Valid Order Within Inner Join Filter Valid Order Filter Active Products Gets valid order line items for
Acct Frsct Set Partner Within Account active products within the
Date Range Join Forecast Set Partner advanced account advanced
Active Products Date Range account forecast set date range.

Valid Sales Inner Join Filter Valid Sales Filter Active Products Gets valid sales agreement
Agreement Within Agreement Within products that are active and are
Acct Frcst Set Partner Account Forecast Set within the forecast set date
Date Range Join Partner Date Range range.
Active Prod

Nodes Originating from the Period Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Period DataSource Period - The period object is used as the
data source.

Generated Account Inner Join Generated Account Period Gets valid advanced account
Forecast Facts Join Forecast Facts Join forecast fact records for the
Periods Account Forecast period.
Sets

315
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Join Field Formula Generated Account - Creates a cartesian attribute on
On Period Nodes Forecast Facts Join the period records.
Periods

Account Forecast Set Inner Join Validate Number of Compute Join Field On Creates a cross-product between
Partner Join Period Active Forecast Set Period Nodes advanced account forecast set
Data Partners For Account partner and periods with
Id window dates and periods.

Generated Active Inner Join Generated Active Compute Join Field On Creates a cross-product between
Acct Forecast Set Account Forecast Set Period Nodes advanced account forecast set
Partner With Partner Join Account partner and periods.
Account Forecast Set Forecast Set
Join Period

Forecast Metadata

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account - The advanced account forecast
Forecast Set Forecast Set set object is used as the data
source.

Fetch Forecast Set Id Formula Advanced Account - Gets the ForecastSetId input
Input Variable Forecast Set variable.

Identify Selected Filter Fetch Forecast Set Id - Filters advanced account

Account Forecast Set Input Variable forecast set IDs based on the
input variable.

Fetch Account Inner Join Identify Selected Advanced Account Gets forecast period group IDs
Forecast Period Account Forecast Set Forecast Period Group related to the advanced account
Group forecast set IDs.

Fetch Account Inner Join Fetch Account Advanced Account Gets advanced account forecast
Forecast Period Forecast Period Forecast Period set period data associated with
Setup Group the advanced account forecast
set IDs.

316
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Generated Active Inner Join Generate Data For Fetch Account Forecast Gets advanced account forecast
Account Forecast Set Account Forecast Set Period Setup set partner records associated
Partner Join Account Partner with the advanced account
Forecast Set forecast set data.

Nodes Originating from the Advanced Account Forecast Set Partner Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account - The advanced account forecast
Forecast Set Partner Forecast Set Partner set partner object is used as the
data source.

Filter Existing Active Filter Advanced Account - Filters active and draft advanced
Account Forecast Set Forecast Set Partner account forecast set partner
Partners records.

Account Forecast Set Inner Join Filter Existing Active Account Filters advanced account
Partner Join Account Account Forecast Set forecast set partner records for
Partners the specified AccountId.

Generate Data For Formula Account Forecast Set - Generates the status, today’s
Account Forecast Set Partner Join Account date, and advanced account
Partner forecast set ID for the advanced
account forecast set partner
records.

Generated Active Inner Join Generate Data For Fetch Account Forecast Gets advanced account forecast
Account Forecast Set Account Forecast Set Period Setup set data for each advanced
Partner Join Account Partner account forecast set partner
Forecast Set record.

Update Inactive Writeback Generated Active - Depending on the selected

Account Forecast Set Account Forecast Set advanced account forecast set
Partner Record Partner Join Account ID, sets the status of the
Forecast Set applicable advanced account
forecast set partner records to

317
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Inactive as part of the
regeneration.

Generated Active Inner Join Generated Active Compute Join Field On Creates a cross-product between
Acct Forecast Set Account Forecast Set Period Nodes advanced account forecast set
Partner With Partner Join Account partner and periods.
Account Forecast Set Forecast Set
Join Period

Compute Period Formula Generated Active - Finds advanced account forecast

Type Flag On Period Acct Forecast Set set partner period data with the
Data For Acct Partner With required Period Type flag.
Forecast Set Partner Account Forecast Set
Start Date Join Period

Identify Period Filter Compute Period - Filters advanced account

Nodes For Frequency Type Flag On Period forecast set partner period data
For Acct Forecast Set Data For Acct with the required Period Type
Partner Start Date Forecast Set Partner flag.
Start Date

Compute Period Formula Identify Period - Finds the current periods for the
Nodes For Account Nodes For Frequency advanced account forecast set
Forecast Set Partner For Acct Forecast Set partner records.
Start Date Partner Start Date

Identify Period Filter Compute Period - Filters the current periods for the
Nodes For Account Nodes For Account advanced account forecast set
Forecast Set Partner Forecast Set Partner partner records.
Start Date Start Date

Compute Today Date Formula Identify Period - Generates the Active Window
Day Period Offset For Nodes For Account Size, Period Offset, and Today
Account Forecast Set Forecast Set Partner Date Offset for the advanced
Partner Start Date account forecast set partner
records.

Compute Account Formula Compute Today Date - Generates the Current Period
Forecast Set Partner Day Period Offset For Start Date, Start Period Number,
Date Offsets Account Forecast Set and End Period Number for the
Partner advanced account forecast set
partner records.

318
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Account Formula Compute Account - Generates Forecast Set Partner
Forecast Set Partner Forecast Set Partner Name, Forecast Set Partner Start
Adjusted Dates Date Offsets Date (Adjusted Start Date), and
Forecast Set Partner End Date
(Adjusted End Date) for the
advanced account forecast set
partner records.

Compute Account Formula Compute Account - Generates Forecast Set Partner

Forecast Set Partner Forecast Set Partner Last Year Start Date (Adjusted
Adjusted Last Year Adjusted Dates Last Year Start Date) and
Dates Forecast Set Partner Last Year
End Date (Adjusted Last Year
End Date) fields for the advanced
account forecast set partner
records.

Compute Unique Formula Compute Account - Generates Rollover Start Date,

Identifier For Forecast Set Partner and Rollover End Date for the
Generated Account Adjusted Last Year advanced account forecast set
Forecast Set Partner Dates partner records.
Data

Insert Account Writeback Compute Unique - Generates Last Year Rollover

Forecast Set Partner Identifier For Start Date, and Last Year Rollover
Record Generated Account End Date for the advanced
Forecast Set Partner account forecast set partner
Data records.

Generated Account Inner Join Generated Account Compute Unique Identifier Gets orders associated with the
Forecast Facts Join Forecast Facts Join For Generated Account advanced account forecast set
Filtered Accounts Periods Forecast Set Partner Data partner records.

Activated Order Join Inner Join Activated Order Join Compute Unique Identifier Gets opportunities’ items
Upserted Account Order Item For Generated Account associated with the advanced
Forecast Set Partner Forecast Set Partner Data account forecast set partner
records.

Filtered Opportunity Inner Join Filtered Opportunity Compute Unique Identifier Gets sales agreements
Join Upserted Join Opportunity For Generated Account associated with the advanced
Account Forecast Set Line Item Forecast Set Partner Data account forecast set partner
Partner records.

319
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Valid Sales Inner Join Filtered Sales Compute Unique Identifier Gets advanced account forecast
Agreement Join Agreement Join For Generated Account fact records associated with the
Upserted Account Sales Agreement Forecast Set Partner Data advanced account forecast set
Forecast Set Partner Product Schedule partner records.

Account Forecast Set Inner Join Compute Unique Compute Join Field On Creates a cross-product between
Partner Join Period Identifier For Period Nodes the advanced account forecast
Data Generated Account set partner records and window
Forecast Set Partner dates and periods.
Data

Compute Period Formula Account Forecast Set - Finds advanced account forecast
Type Flag On Period Partner Join Period set partner period data with the
Data For Account Data required Period Type flag.
Forecast Set Partner

Identify Period Filter Compute Period - Filters advanced account

Nodes For Selected Type Flag On Period forecast set partner period data
Frequency For Data For Account with the required Period Type
Account Forecast Set Forecast Set Partner flag.
Partner

Compute Period Formula Identify Period - Finds the rollover periods for the
Nodes For Adjusted Nodes For Selected advanced account forecast set
Dates For Account Frequency For partner records.
Forecast Set Partner Account Forecast Set
Partner

Identify Period Filter Compute Period - Finds advanced account forecast

Nodes For Account Nodes For Adjusted set partner periods (adjusted
Forecast Set Partner Dates For Account periods) for each of the
Forecast Set Partner advanced account forecast set
partner records.

Compute Last Year Formula Identify Period - Filters advanced account

Period Dates On Nodes For Account forecast set partner periods
Account Forecast Set Forecast Set Partner (adjusted periods) for each of the
Partner forecast set partner records.

Opportunity Metrics Inner Join Valid Opportunity Compute Last Year Period Generates the Last year Period
Data Join Account Within Acct Frsct Set Dates On Account Forecast End Date and Last Year Period
Forecast Set Partner Partner Date Range Set Partner Start Date for the advanced
Period Data Join Active Products account forecast set partner
record periods (adjusted
periods).

320
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Order Metrics Data Inner Join Valid Order Within Compute Last Year Period Gets opportunities’ items
Join Account Acct Frsct Set Partner Dates On Account Forecast associated with the advanced
Forecast Set Partner Date Range Join Set Partner account forecast set partner
Period Data Active Products record periods (adjusted
periods).

Sales Agreement Inner Join Aggregate Records Compute Last Year Period Gets order items associated with
Metrics Data Join To Consolidate SAPS Dates On Account Forecast the advanced account forecast
Account Forecast Set Period Join Data Set Partner set partner record periods
Partner Period Data (adjusted periods).

Valid Sales Inner Join Valid Sales Compute Last Year Period Gets sales agreement quantities
Agreement Join Agreement Within Dates On Account Forecast associated with the advanced
Account Forecast Set Acct Frcst Set Partner Set Partner account forecast set partner
Partner Period Data Date Range Join record periods (adjusted
Active Prod periods).

Nodes Originating from the Advanced Account Forecast Fact Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource - - The advanced account forecast
Forecast Fact fact object is used as the data
source.

Generated Account Left Outer Generated Account Advanced Account Joins generated advanced
Forecast Facts Join Forecast Facts Join Forecast Fact account forecast fact records by
Existing Account Filtered Accounts processing data from orders,
Forecast Facts opportunities, and sales
agreements to the existing
advanced account advanced
account forecast fact records.

321
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Nodes Originating from the Opportunity Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice,
or Writeback)
Opportunity Datasource Opportunity - The opportunity object is used
as the data source.

Filter Opportunity Filter Opportunity - Filter opportunities based on

Based On Result their status.

Filtered Opportunity Inner Join Filter Opportunity Opportunity Line Item Gets all opportunities’ products
Join Opportunity Based On Result (items).
Line Item

Filtered Opportunity Inner Join Filtered Opportunity Validate Number of Active Gets opportunities’ items
Join Upserted Join Opportunity Forecast Set Partners For associated with the advanced
Account Forecast Line Item Account Id account forecast set partner
Set Partner records.

Identify Formula Filtered Opportunity - Finds opportunities’ items

Opportunities Join Upserted associated with the advanced
Within Account Account Forecast account forecast set partner
Forecast Set Partner Set Partner records within the rollover
Date Range window.

Filter Valid Filter Identify - Filters opportunities’ items

Opportunity Within Opportunities associated with the advanced
Account Forecast Within Account account forecast set partner
Set Partner Date Forecast Set Partner records within the rollover
Range Date Range window.

Valid Opportunity Inner Join Filter Valid Filter Active Products Filters active opportunities’
Within Acct Frsct Opportunity Within items associated with the
Set Partner Date Account Forecast advanced account forecast set
Range Join Active Set Partner Date partner records.
Products Range

Opportunity Metrics Inner Join Valid Opportunity Compute Last Year Period Gets opportunities’ items
Data Join Account Within Acct Frsct Dates On Account Forecast associated with the advanced
Forecast Set Partner Set Partner Date Set Partner account forecast set partner
Period Data Range Join Active record periods (adjusted
Products periods).

Compare Formula Opportunity Metrics - Calculates the opportunity

Opportunity Metric Data Join Account quantity and opportunity
Line Item Close Date Forecast Set Partner revenue for the forecast set
Period Data

322
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice,
or Writeback)
With Period Range partner record periods (adjusted
For Facts periods).

Consolidate Field Slice Compare - Removes any extra fields that

Names For Opportunity Metric aren’t required to regenerate
Opportunity Metric Line Item Close Date the advanced account forecast
Line Forecast Facts With Period Range fact record.
For Facts

Nodes Originating from the Order Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Order Datasource Order - The order object is used as the
data source.

Filter Activated Order Filter Order - Filters orders based on their

status.

Activated Order Join Inner Join Filter Activated Order Order Item Gets all order items associated
Order Item with the orders.

Activated Order Join Inner Join Activated Order Join Validate Number of Active Gets order items associated with
Upserted Account Order Item Forecast Set Partners For the advanced account forecast
Forecast Set Partner Account Id set partner records.

Identify Orders Formula Activated Order Join - Finds order items associated
Within Account Upserted Account with the advanced account
Forecast Set Partner Forecast Set Partner forecast set partner records
Date Range within the rollover window.

Filter Valid Order Filter Identify Orders - Filters order items associated
Within Account Within Account with the advanced account
Forecast Set Partner Forecast Set Partner forecast set partner records
Date Range Date Range within the rollover window.

Valid Order Within Inner Join Filter Valid Order Filter Active Products Filters active order items
Acct Frsct Set Partner Within Account associated with the advanced

323
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Date Range Join Forecast Set Partner account forecast set partner
Active Products Date Range records.

Order Metrics Data Inner Join Valid Order Within Compute Last Year Period Gets order items associated
Join Account Acct Frsct Set Partner Dates On Account Forecast advanced account forecast set
Forecast Set Partner Date Range Join Set Partner partner record periods (adjusted
Period Data Active Products periods).

Compare Order Formula Order Metrics Data - Calculate the order quantity and
Metric Line Item Join Account order revenue fields for the
Close Date With Forecast Set Partner advanced account forecast set
Period Range For Period Data partner record periods.
Facts

Consolidate Field Slice Compare Order - Removes any extra fields that
Names For Order Metric Line Item aren’t required to regenerate the
Metric Line Forecast Close Date With advanced account forecast fact
Facts Period Range For record.
Facts

Nodes Originating from the Sales Agreement Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Sales Agreement Datasource Sales Agreement - The sales agreement object is
used as the data source.

Filter Valid Sales Filter Sales Agreement - Filters sales agreements based
Agreement on their status.

Filtered Sales Inner Join Filter Valid Sales Sales Agreement Product Gets all sales agreement product
Agreement Join Agreement records associated with the sales
Sales Agreement agreement records.
Product

324
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Filtered Sales Inner Join Filtered Sales Sales Agreement Product Gets all sales agreement product
Agreement Join Agreement Join Schedule schedules associated with the
Sales Agreement Sales Agreement sales agreement product
Product Schedule Product records.

Valid Sales Inner Join Filtered Sales Validate Number of Active Gets all sales agreement product
Agreement Join Agreement Join Forecast Set Partners For schedules associated with the
Upserted Account Sales Agreement Account Id advanced account forecast set
Forecast Set Partner Product Schedule partner records.

Identify Sales Formula Valid Sales - Finds sales agreements

Agreements Within Agreement Join associated with the advanced
Account Forecast Set Upserted Account account forecast set partner
Partner Date Range Forecast Set Partner records within the rollover
window.

Filter Valid Sales Filter Identify Sales - Filters sales agreements

Agreement Within Agreements Within associated with the advanced
Account Forecast Set Account Forecast Set account forecast set partner
Partner Date Range Partner Date Range records within the rollover
window.

Valid Sales Inner Join Filter Valid Sales Filter Active Products Filters sales agreement product
Agreement Within Agreement Within schedules based on active
Acct Frcst Set Partner Account Forecast products associated with the
Date Range Join Date Range advanced account forecast set
Active Prod partner records.

Valid Sales Inner Join Valid Sales Compute Last Year Period Gets sales agreement product
Agreement Join Agreement Within Dates On Account Forecast schedules associated with the
Account Forecast Set Account Forecast Set Partner advanced account forecast set
Partner Period Data Date Range Join partner record periods (adjusted
Active Products periods).

Identify Valid Period Formula Valid Sales - Finds sales agreement product
Nodes For SAPS Start Agreement Join schedules associated with the
Date And End Date Account Forecast Set advanced account forecast set
Partner Period Data partner record periods (adjusted
periods).

Filter Valid Period Filter Identify Valid Period - Filters sales agreement product
Nodes For SAPS Start Nodes For SAPS Start schedules associated with the
Date And End Date Date And End Date advanced account forecast set
partner record periods (adjusted
periods).

325
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute End Of Last Formula Filter Valid Period - Generates the LastPeriodStart
Period And Sales Nodes For SAPS Start Date, Last Period End Date,
Agreement Effective Date And End Date PeriodEffectiveEndDate, and
Date PeriodEffectiveStartDate for the
advanced account forecast set
partner record periods.

Compute Number of Formula Compute End Of Last - Generate applicable days for the
Applicable Days For Period And Sales sales agreement product
SAPS Quantity Agreement Effective schedule quantity calculations.
Calculations Date

Fetch Sales Price Formula Compute Number of - Gets the sales price from the last
From Last Period For Applicable Days For period.
Calculation SAPS Quantity
Calculations

Determine Last Formula Fetch Sales Price - Determines the last period
Period Quantity And From Last Period For quantity and revenue for sales
Revenue For SAPS Calculation agreement product schedule
Calculation calculation.

Compute Quantity Formula Determine Last - Calculates the quantity for the
From Applicable Period Quantity And sales agreement product
Periods In SAPS Revenue For SAPS schedule start date.
Period Join Data Calculation

Compute Applicable Formula Compute Quantity - Calculates the quantity for the
Quantity And From Applicable sales agreement product
Revenue In SAPS Periods In SAPS schedule.
Period Join Data Period Join Data

Aggregate Records Group and Aggregate Compute Applicable - Generates the sum of quantities
To Consolidate SAPS Quantity And for the advanced account
Period Join Data Revenue In SAPS forecast set partner record
Period Join Data periods.

Sales Agreement Inner Join Aggregate Records Compute Last Year Period Gets sales agreement quantities
Metrics Data Join To Consolidate SAPS Dates On Account Forecast associated with the advanced
Account Forecast Set Period Join Data Set Partner account forecast set partner
Partner Period Data record periods (adjusted
periods).

Compare Sales Formula Sales Agreement - Calculates the sales agreement

Agreement Metric Metrics Data Join quantity and sales agreement

326
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Line Item Close Date Account Forecast Set revenue for the advanced
With Period Range Partner Period Data account forecast set partner
records.

Consolidate Field Slice Compare Sales - Removes any extra fields that
Names For Sales Agreement Metric aren’t required to regenerate the
Agreement Metric Line Item Close Date advanced account forecast fact
Line Forecast Facts With Period Range record.

Consolidated Metrics

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Consolidate Field Slice Compare Order - Removes any extra fields that
Names For Order Metric Line Item aren't required to regenerate the
Metric Line Forecast Close Date With advanced account forecast fact
Facts Period Range For record after processing the data
Facts from orders.

Consolidate Field Slice Compare Sales - Removes any extra fields that
Names For Sales Agreement Metric aren't required to regenerate the
Agreement Metric Line Item Close Date advanced account forecast fact
Line Forecast Facts With Period Range record after processing the data
from sales agreements.

Consolidate Field Slice Compare - Removes any extra fields that

Names For Opportunity Metric aren’t required to regenerate the
Opportunity Metric Line Item Close Date advanced account forecast fact
Line Forecast Facts With Period Range records after processing the data
For Facts from opportunities.

Append Append • Source Node 1: - Merges all advanced account

Consolidated Consolidate Field forecast fact records from
Opportunity Order Names For Order opportunities, orders, and sales
SA Metric Data For Metric Line agreements.
Forecast Facts Forecast Facts

327
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)

• Source Node 2:
Consolidate Field
Names For Sales
Agreement
Metric Line
Forecast Facts
• Source Node 3:
Consolidate Field
Names For
Opportunity
Metric Line
Forecast Facts

Aggregate Account Group and Aggregate Append - Aggregates advanced account

Forecast Fact Consolidated forecast fact records from
Records To Eliminate Opportunity Order opportunities, orders, and sales
Duplicates SA Metric Data For agreements.
Forecast Facts

Generated Account Inner Join Aggregate Account Filter Active Products Gets the product name for the
Forecast Facts Join Forecast Fact products that are part of the
Active Products Records To Eliminate generated advanced account
Duplicates advanced account forecast fact
records.

Generated Account Inner Join Generated Account Period Get the fully qualified label for
Forecast Facts Join Forecast Facts Join the periods that are part of the
Periods Active Products generated advanced account
advanced account forecast fact
records.

Generated Account Inner Join Generated Account Compute Unique Identifier Gets the account owner ID and
Forecast Facts Join Forecast Facts Join For Generated Account active forecast window for the
Filtered Accounts Periods Forecast Set Partner Data generated advanced account
advanced account forecast fact
records.

Generated Account Left Outer Generated Account Advanced Account Joins new advanced account
Forecast Facts Join Forecast Facts Join Forecast Fact forecast fact records with the
Existing Account Filtered Accounts existing active advanced account
Forecast Facts forecast fact records.

328
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute IsActive Formula Generated Account - Obtains the name and status for
Attribute On Forecast Facts Join the generated advanced account
Account Forecast Existing Account forecast fact records.
Fact Forecast Facts

Upsert Account Writeback Compute IsActive Forecast Fact Upserts the advanced account
Forecast Fact Record Attribute On forecast fact records to the core
Account Forecast objects.
Fact

Data Processing Engine Definition: Rollover Account Forecast

The Rollover Account Forecast Data Processing Engine definition is a template job. It aggregates
EDITIONS
the quantity and revenue data for a given account and forecast set from orders, opportunities, and
sales agreements for new periods during rollover. Use this job along with the Recalculate Account Available in: Lightning
Forecast job to recalculate the existing forecast data during rollover. You can customize the template Experience
to include custom dimensions such as region, or other custom measures.
Available in: Enterprise,
Unlimited, and Developer
Nodes Originating from the Account Data Source Editions

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target
Object (Data Object
Source)/Source (Writeback)
Node (Filter,
Formula,
Slice, or
Writeback)
Account Datasource Account — The account object is
used as the data
source.

Fetch Account Formula Account — Creates a transient

Id Input variable with the value
Variable provided in the input
variable.

Filter Account Filter Fetch Account — Filters accounts based

With Id Id Input on the account IDs.
Variable

329
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Account Forecast Set Inner Join Filter Existing Active Filter Account With Id Gets active and draft advanced
Partner Join Account Account Forecast Set account forecast set partner
Partners records for the filtered account
IDs.

Generated Account Inner Join Aggregate Account Filter Account With Id Joins the two nodes to add
Forecast Facts Join Forecast Fact account owner IDs to the
Filtered Accounts Records To Eliminate generated advanced account
Duplicates forecast fact records.

Active Account Inner Join Active Account Filter Account With Id Joins the two nodes to add
Forecast Set Facts Forecast Set Facts product IDs to the generated
For New Periods For New Periods Join advanced account forecast fact
Products records.

Nodes Originating from the Product Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Product Datasource Product — The product object is used as the
data source.

Filter Active Products Filter Product — Filters active products.

Generated Account Inner Join Generated Account Filter Active Products Gets valid advanced account
Forecast Facts Join Forecast Facts Join forecast fact records for active
Active Products Filtered Accounts products.

Valid Opportunity Inner Join Filter Valid Filter Active Products Gets valid opportunity line items
Within Acct Frsct Set Opportunity Within for the active products within
Partner Date Range Account Forecast Set the advanced account forecast
Join Active Products Partner Date Range set date range.

Valid Order Within Inner Join Filter Valid Order Filter Active Products Gets valid order line items for
Acct Frsct Set Partner Within Account active products within the
Date Range Join Forecast Set Partner advanced account forecast set
Active Products Date Range date range.

330
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Valid Sales Inner Join Filter Valid Sales Filter Active Products Gets valid sales agreement
Agreement Within Agreement Within products that are active and are
Acct Frcst Set Partner Account Forecast Set within the forecast set date
Date Range Join Partner Date Range range.
Active Prod

Nodes Originating from the Period Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Period DataSource Period — The period object is used as the
data source.

Generated Account Inner Join Generated Account Period Gets valid advanced account
Forecast Facts Join Forecast Facts Join forecast fact records for the
Periods Active Products period.

Compute Join Field Formula Period — Creates a cartesian attribute on

On Period Nodes the period records.

Account Forecast Set Inner Join Compute Account Compute Join Field On Creates a cross-product between
Partner Join Period Forecast Set Partner Period Nodes advanced account forecast set
Data Last Year Active partner and periods with
Window Dates window dates and periods.

Generated Active Inner Join Generated Active Compute Join Field On Creates a cross-product between
Acct Forecast Set Account Forecast Set Period Nodes advanced account forecast set
Partner With Partner Join Account partner and periods.
Account Forecast Set Forecast Set
Join Period

331
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Forecast Metadata

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account — The advanced account forecast
Forecast Set Forecast Set set object is used as the data
source.

Fetch Forecast Set Id Formula Advanced Account — Gets the ForecastSetId input
Input Variable Forecast Set variable.

Identify Selected Filter Fetch Forecast Set Id — Filters advanced account

Account Forecast Set Input Variable forecast set IDs based on the
input variable.

Fetch Account Inner Join Identify Selected Advanced Account Gets forecast period group IDs
Forecast Period Account Forecast Set Forecast Period Group related to the advanced account
Group forecast set IDs.

Fetch Account Inner Join Fetch Account Advanced Account Gets advanced account forecast
Forecast Period Forecast Period Forecast Period set period data associated with
Setup Group the advanced account forecast
set IDs.

Generated Active Inner Join Generated Account Fetch Account Forecast Gets advanced account forecast
Account Forecast Set Forecast Set Partner Period Setup set partner records associated
Partner Join Account Join Active Account with the advanced account
Forecast Set Forecast Set Partner forecast set data.

Nodes Originating from the Advanced Account Forecast Set Partner Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account — The advanced account forecast
Forecast Set Partner Forecast Set Partner set partner object is used as the
data source.

Filter Existing Active Filter Advanced Account — Filters active and draft advanced
Account Forecast Set Forecast Set Partner account forecast set partner
Partners records.

332
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Account Forecast Set Inner Join Filter Existing Active Filter Account With Id Filters advanced account
Partner Join Account Account Forecast Set forecast set partner records for
Partners the specified AccountId input.

Generate Data For Formula Account Forecast Set — Generates the status, today’s
Account Forecast Set Partner Join Account date, and advanced account
Partner forecast set ID for the advanced
account forecast set partner
records.

Generated Active Inner Join Generate Data For Fetch Account Forecast Gets advanced account forecast
Account Forecast Set Account Forecast Set Period Setup set data for each advanced
Partner Join Account Partner account forecast set partner
Forecast Set record.

Generated Active Inner Join Generated Active Compute Join Field On Creates a cross-product between
Acct Forecast Set Account Forecast Set Period Nodes advanced account forecast set
Partner With Partner Join Account partner and periods.
Account Forecast Set Forecast Set
Join Period

Compute Period Formula Generated Active — Finds advanced account forecast

Type Flag On Period Acct Forecast Set set partner period data with the
Data For Acct Partner With required Period Type flag.
Forecast Set Partner Account Forecast Set
Start Date Join Period

Identify Period Filter Compute Period — Filters advanced account

Nodes For Frequency Type Flag On Period forecast set partner period data
For Acct Forecast Set Data For Acct with the required Period Type
Partner Start Date Forecast Set Partner flag.
Start Date

Compute Period Formula Identify Period — Finds the current periods for the
Nodes For Account Nodes For Frequency advanced account forecast set
Forecast Set Partner For Acct Forecast Set partner records.
Start Date Partner Start Date

Identify Period Filter Compute Period — Filters the current periods for the
Nodes For Account Nodes For Account advanced account forecast set
Forecast Set Partner Forecast Set Partner partner records.
Start Date Start Date

Compute Today Date Formula Identify Period — Generates the Active Window
Day Period Offset For Nodes For Account Size, Period Offset, and Today

333
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Account Forecast Set Forecast Set Partner Date Offset for the advanced
Partner Start Date account forecast set partner
records.

Compute Account Formula Compute Today Date — Generates the Current Period
Forecast Set Partner Day Period Offset For Start Date, Start Period Number,
Date Offsets Account Forecast Set and End Period Number for the
Partner advanced account forecast set
partner records.

Compute Account Formula Compute Account — Generates Forecast Set Partner

Forecast Set Partner Forecast Set Partner Name, Forecast Set Partner Start
Adjusted Dates Date Offsets Date (Adjusted Start Date), and
Forecast Set Partner End Date
(Adjusted End Date) fields for the
advanced account forecast set
partner records.

Compute Account Formula Compute Account — Generates Forecast Set Partner

Forecast Set Partner Forecast Set Partner Last year Start Date (Adjusted
Adjusted Last Year Adjusted Dates Last Year Start Date) and forecast
Dates Set Partner Last Year End Date
(Adjusted Last Year End Date)
fields for the advanced account
forecast set partner records.

Compute Account Formula Compute Account — Generates Rollover Start Date,

Forecast Set Partner Forecast Set Partner and Rollover End Date fields for
Active Window Adjusted Last Year the advanced account forecast
Dates Dates set partner records.

Compute Account Formula Compute Account — Generates Last year Rollover

Forecast Set Partner Forecast Set Partner Start Date, and Last Year Rollover
Last Year Active Active Window End Date fields for the advanced
Window Dates Dates account forecast set partner
records.

Activated Order Join Inner Join Activated Order Join Compute Account Forecast Gets orders associated with the
Upserted Account Order Item Set Partner Last Year Active advanced account forecast set
Forecast Set Partner Window Dates partner records.

Filtered Opportunity Inner Join Filtered Opportunity Compute Account Forecast Gets opportunities items
Join Upserted Join Opportunity Set Partner Last Year Active associated with the advanced
Account Forecast Set Line Item Window Dates account forecast set partner
Partner records.

334
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Valid Sales Inner Join Filtered Sales Compute Account Forecast Gets sales agreements
Agreement Join Agreement Join Set Partner Last Year Active associated with the advanced
Upserted Account Sales Agreement Window Dates account forecast set partner
Forecast Set Partner Product Schedule records

Generate Active Inner Join Compute Account Active Account Forecast Gets forecast fact records
Account Forecast Set Forecast Set Partner Facts Join Period associated with the advanced
Facts For Forecast Last Year Active account forecasts set partner
Set Partner Window Dates records.

Account Forecast Set Inner Join Compute Account Compute Join Field On Creates a cross-product between
Partner Join Period Forecast Set Partner Period Nodes the advanced account forecast
Data Last Year Active set partner records and window
Window Dates dates and periods.

Compute Period Formula Account Forecast Set — Finds advanced account forecast
Type Flag On Period Partner Join Period set partner period data with the
Data For Account Data required Period Type flag.
Forecast Set Partner

Identify Period Filter Compute Period — Filters advanced account

Nodes For Selected Type Flag On Period forecast set partner period data
Frequency For Data For Account with the required Period Type
Account Forecast Set Forecast Set Partner flag.
Partner

Compute Period Formula Identify Period — Finds the rollover periods for the
Nodes For Rollover Nodes For Selected advanced account forecast set
Dates For Account Frequency For partner records.
Forecast Set Partner Account Forecast Set
Partner

Compute Period Formula Identify Period — Finds advanced account forecast

Nodes For Adjusted Nodes For Selected set partner periods (adjusted
Dates For Account Frequency For periods) for each of the
Forecast Set Partner Account Forecast Set advanced account forecast set
Partner partner records.

Identify Period Filter Compute Period — Filters advanced account

Nodes For Account Nodes For Adjusted forecast set partner periods
Forecast Set Partner Dates For Account (adjusted periods) for each of the
Forecast Set Partner forecast set partner records.

335
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Last Year Formula Identify Period — Generates the Last year Period
Period Dates On Nodes For Account End Date and Last Year Period
Account Forecast Set Forecast Set Partner Start Date for the advanced
Partner account forecast set partner
record periods (adjusted
periods).

Opportunity Metrics Inner Join Valid Opportunity Compute Last Year Period Gets opportunities’ items
Data Join Account Within Acct Frsct Set Dates On Account Forecast associated with the advanced
Forecast Set Partner Partner Date Range Set Partner account forecast set partner
Period Data Join Active Products record periods (adjusted
periods).

Order Metrics Data Inner Join Valid Order Within Compute Last Year Period Gets order items associated with
Join Account Acct Frsct Set Partner Dates On Account Forecast the advanced account forecast
Forecast Set Partner Date Range Join Set Partner set partner record periods
Period Data Active Products (adjusted periods).

Sales Agreement Inner Join Aggregate Records Compute Last Year Period Gets sales agreement quantities
Metrics Data Join To Consolidate SAPS Dates On Account Forecast associated with the advanced
Account Forecast Set Period Join Data Set Partner account forecast set partner
Partner Period Data record periods (adjusted
periods).

Valid Sales Inner Join Valid Sales Compute Last Year Period Gets sales agreement schedules
Agreement Join Agreement Within Dates On Account Forecast associated with the advanced
Account Forecast Set Acct Frcst Set Partner Set Partner account forecast set partner
Partner Period Data Date Range Join record periods (adjusted
Active Prod periods).

Nodes Originating from the Opportunity Data Source

Node Name Type First Node First Node Description

(Join)/Source (Join)/Source Object
Object (Data (Data Source)/Source
Source)/Source Node (Filter, Formula,
Node (Filter or Slice, or Writeback)
Formula)
Opportunity Datasource Opportunity — The opportunity object is used
as the data source.

336
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node First Node Description

(Join)/Source (Join)/Source Object
Object (Data (Data Source)/Source
Source)/Source Node (Filter, Formula,
Node (Filter or Slice, or Writeback)
Formula)
Filter Opportunity Filter Opportunity — Filter opportunities based on
Based On Result their status.

Filtered Opportunity Inner Join Filter Opportunity Opportunity Line Item Gets all the opportunities
Join Opportunity Based On Result products (items).
Line Item

Filtered Opportunity Inner Join Filtered Opportunity Compute Account Forecast Gets opportunities' items
Join Upserted Join Opportunity Set Partner Last Year Active associated with the advanced
Account Forecast Line Item Window Dates account forecast set partner
Set Partner records.

Identify Formula Filtered Opportunity — Finds opportunities’ items

Opportunities Join Upserted associated with the advanced
Within Account Account Forecast account forecast set partner
Forecast Set Partner Set Partner records within the rollover
Date Range window.

Filter Valid Filter Identify — Filters opportunities’ items

Opportunity Within Opportunities associated with the advanced
Account Forecast Within Account account forecast set partner
Set Partner Date Forecast Set Partner records within the rollover
Range Date Range window.

Valid Opportunity Inner Join Filter Valid Filter Active Products Filters active opportunities’
Within Acct Frsct Opportunity Within items associated with the
Set Partner Date Account Forecast advanced account forecast set
Range Join Active Set Partner Date partner records.
Products Range

Opportunity Metrics Inner Join Valid Opportunity Compute Last Year Period Gets opportunities’ items
Data Join Account Within Acct Frsct Dates On Account Forecast associated with the advanced
Forecast Set Partner Set Partner Date Set Partner account forecast set partner
Period Data Range Join Active record periods (adjusted
Products periods).

Compare Formula Opportunity Metrics — Calculates the opportunity

Opportunity Metric Data Join Account quantity and opportunity
Line Item Close Date Forecast Set Partner revenue for the forecast set
With Period Range Period Data partner record periods (adjusted
For Facts periods).

Consolidate Field Slice Compare — Removes any extra fields that

Names For Opportunity Metric aren’t required to create the
Line Item Close Date advanced account forecast fact
record.

337
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node First Node Description

(Join)/Source (Join)/Source Object
Object (Data (Data Source)/Source
Source)/Source Node (Filter, Formula,
Node (Filter or Slice, or Writeback)
Formula)
Opportunity Metric With Period Range
Line Forecast Facts For Facts

Nodes Originating from the Order Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Order Datasource Order — The order object is used as the
data source.

Filter Activated Order Filter Order — Filters orders based on their

status.

Activated Order Join Inner Join Filter Activated Order Order Item Gets all order Items associated
Order Item with the orders.

Activated Order Join Inner Join Activated Order Join Compute Account Forecast Gets order items associated with
Upserted Account Order Item Set Partner Last Year Active the advanced account forecast
Forecast Set Partner Window Dates set partner records.

Identify Orders Formula Activated Order Join — Finds order items associated
Within Account Upserted Account with the advanced account
Forecast Set Partner Forecast Set Partner forecast set partner records
Date Range within the rollover window.

Filter Valid Order Filter Identify Orders — Filters order items associated
Within Account Within Account with the advanced account
Forecast Set Partner Forecast Set Partner forecast set partner records
Date Range Date Range within the rollover window.

Valid Order Within Inner Join Filter Valid Order Filter Active Products Filters active order items
Acct Frsct Set Partner Within Account associated with the advanced
Date Range Join Forecast Set Partner account forecast set partner
Active Products Date Range records.

Order Metrics Data Inner Join Valid Order Within Compute Last Year Period Gets order items associated
Join Account Acct Frsct Set Partner Dates On Account Forecast advanced account forecast set
Forecast Set Partner Date Range Join Set Partner partner record periods (adjusted
Period Data Active Products periods).

338
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compare Order Formula Order Metrics Data — Calculate the order quantity and
Metric Line Item Join Account order revenue fields for the
Close Date With Forecast Set Partner advanced account forecast set
Period Range For Period Data partner record periods.
Facts

Consolidate Field Slice Compare Order — Removes any extra fields that
Names For Order Metric Line Item aren’t required to create the
Metric Line Forecast Close Date With advanced account forecast fact
Facts Period Range For record.
Facts

Nodes Originating from the Sales Agreement Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Sales Agreement Datasource Sales Agreement — The sales agreement object is
used as the data source.

Filter Valid Sales Filter Sales Agreement — Filters sales agreements based
Agreement on their status.

Filtered Sales Inner Join Filter Valid Sales Sales Agreement Product Gets all sales agreement
Agreement Join Agreement products associated with the
Sales Agreement sales agreements.
Product

Filtered Sales Inner Join Filtered Sales Sales Agreement Product Gets all sales agreement product
Agreement Join Agreement Join Schedule schedules associated with the
Sales Agreement Sales Agreement sales agreement products.
Product Schedule Product

Valid Sales Inner Join Filtered Sales Compute Account Forecast Gets sales agreement product
Agreement Join Agreement Join Set Partner Last Year Active schedules associated with the
Upserted Account Sales Agreement Window Dates advanced account forecast set
Forecast Set Partner Product Schedule partner records.

339
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Identify Sales Formula Valid Sales — Finds sales agreements
Agreements Within Agreement Join associated with the advanced
Account Forecast Set Upserted Account account forecast set partner
Partner Date Range Forecast Set Partner records within the rollover
window.

Filter Valid Sales Filter Identify Sales — Filters sales agreements

Agreement Within Agreements Within associated with the advanced
Account Forecast Set Account Forecast Set account forecast set partner
Partner Date Range Partner Date Range records within the rollover
window.

Valid Sales Inner Join Filter Valid Sales Filter Active Products Filters sales agreement product
Agreement Within Agreement Within schedules based on active
Acct Frcst Set Partner Account Forecast Set products associated with the
Date Range Join Partner Date Range advanced account forecast set
Active Prod partner records.

Valid Sales Inner Join Valid Sales Compute Last Year Period Gets sales agreement product
Agreement Join Agreement Within Dates On Account Forecast schedules associated with the
Account Forecast Set Acct Frcst Set Partner Set Partner advanced account forecast set
Partner Period Data Date Range Join partner record periods (adjusted
Active Prod periods).

Identify Valid Period Formula Valid Sales — Finds sales agreement product
Nodes For SAPS Start Agreement Join schedules associated with the
Date And End Date Account Forecast Set advanced account forecast set
Partner Period Data partner record periods (adjusted
periods).

Filter Valid Period Filter Identify Valid Period — Filters sales agreement product
Nodes For SAPS Start Nodes For SAPS Start schedules associated with the
Date And End Date Date And End Date advanced account forecast set
partner record periods (adjusted
periods).

Compute End Of Last Formula Filter Valid Period — Generates the Last Period Start
Period And Sales Nodes For SAPS Start Date, Last Period End Date,
Agreement Effective Date And End Date Period Effective End Date, and
Date Period Effective Start Date fields
for the advanced account
forecast set partner record
periods.

340
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Number of Formula Compute End Of Last — Generates the applicable days
Applicable Days For Period And Sales for sales agreement product
SAPS Quantity Agreement Effective schedule quantity calculations.
Calculations Date

Fetch Sales Price Formula Compute Number of — Gets the sales price from the last
From Last Period For Applicable Days For period.
Calculation SAPS Quantity
Calculations

Determine Last Formula Fetch Sales Price — Determines the last period
Period Quantity And From Last Period For quantity and revenue for sales
Revenue For SAPS Calculation agreement product schedules
Calculation calculations.

Compute Quantity Formula Determine Last — Calculates the quantity for the
From Applicable Period Quantity And sales agreement product
Periods In SAPS Revenue For SAPS schedules start date.
Period Join Data Calculation

Compute Applicable Formula Compute Quantity — Calculates the quantity for the
Quantity And From Applicable sales agreement product
Revenue In SAPS Periods In SAPS schedules.
Period Join Data Period Join Data

Aggregate Records Group and Aggregate Compute Applicable — Generates the sum of quantities
To Consolidate SAPS Quantity And for the advanced account
Period Join Data Revenue In SAPS forecast set partner record
Period Join Data periods.

Sales Agreement Inner Join Aggregate Records Compute Last Year Period Gets sales agreement quantities
Metrics Data Join To Consolidate SAPS Dates On Account Forecast associated with the advanced
Account Forecast Set Period Join Data Set Partner account forecast set partner
Partner Period Data record periods (adjusted
periods).

Compare Sales Formula Sales Agreement — Calculate the sales agreement

Agreement Metric Metrics Data Join quantity and sales agreement
Line Item Close Date Account Forecast Set revenue for the advanced
With Period Range Partner Period Data account forecast set partner for
the specified periods.

341
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Aggregate SAPS Aggregate Compare Sales — Remove any duplicate sales
Records To Remove Agreement Metric agreement product schedules.
Duplicate For Line Item Close Date
Forecast Facts With Period Range

Consolidated Metrics

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Consolidate Field Slice Compare Order Metric — Removes any extra
Names For Order Line Item Close Date fields that aren't
Metric Line Forecast With Period Range For required to create the
Facts Facts advanced account
forecast fact record.

Consolidate Field Slice Compare Opportunity — Removes any extra

Names For Opportunity Metric Line Item Close fields that aren't
Metric Line Forecast Date With Period required to create the
Facts Range For Facts advanced account
forecast fact record.

Append Consolidated Append • Source Node 1: — Merges all advanced

Opportunity Order SA Consolidate Field account forecast fact
Metric Data For Names For Order records from
Forecast Facts Metric Line opportunities, orders,
Forecast Facts and sales agreements.

• Source Node 2:
Consolidate Field
Names For
Opportunity Metric
Line Forecast Facts
• Source Node 3:
Consolidate Field
Names For Sales

342
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Agreement Metric
Line Forecast Facts

Aggregate Account Group and Aggregate Append Consolidated — Aggregates the

Forecast Fact Records Opportunity Order SA advanced account
To Eliminate Duplicates Metric Data For forecast fact records
Forecast Facts from opportunities,
orders, and sales
agreements.

Compute Unique Formula Aggregate Account — Creates a unique

Identifier For Forecast Fact Records identifier for the new
Generated Account To Eliminate Duplicates advanced account
Forecast Fact Data forecast fact records.

Generated Account Outer Join Compute Unique Filter Active Account Forecast Joins new advanced
Forecast Facts Join Identifier For Set Facts account forecast fact
Existing Account Generated Account records with the
Forecast Facts Forecast Fact Data existing active
advanced account
forecast fact records.

Compute Account Formula Generated Account — Generates

Partner Product Period Forecast Facts Join ForecastFactAccountId,
Data For Account Existing Account ForecastFactForecastSetPartnedrIF,orecastFactPeoriddIa,nd
Forecast Fact Upsert Forecast Facts ForecastFactProductId
for the advanced
account forecast fact
records.

Generated Account Inner Join Compute Account Product Gets Product Name
Forecast Facts Join Partner Product Period and Product Is Active
Active Products Data For Account for the advanced
Forecast Fact Upsert account forecast fact
records.

Generated Account Inner Join Generated Account Period Gets the Period Start
Forecast Facts Join Forecast Facts Join Date, End Date, and
Periods Active Products Fully Qualified Name
for the advanced
account forecast fact
records.

343
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Generated Account Inner Join Generated Account Compute Account Forecast Gets the Account
Forecast Facts Join Forecast Facts Join Set Partner Last Year Active Owner for the
Filtered Accounts Periods Window Dates advanced account
forecast fact records.

Identify Account Formula Generated Account — Generates the

Forecast Facts In Active Forecast Facts Join IsActiveRolloverPeriod
Rollover Window Filtered Accounts flag for the advanced
account forecast fact
records.

Compute Measure Formula Identify Account — Calculates quantity and

Data For Account Forecast Facts In Active revenue values of
Forecast Fact Upsert Rollover Window opportunities, orders
and sales agreements
for the advanced
account forecast fact
records.

Compute Status Name Formula Compute Measure — Generates Name,

Owner Attribute On Data For Account Owner, and Status for
Forecast Fact Records Forecast Fact Upsert the advanced account
forecast fact records.

Consolidate Field Slice Compute Status Name — Removes any extra

Names For Adjusted Owner Attribute On fields that aren't
Forecast Facts Forecast Fact Records required to create the
advanced account
forecast fact records

Generate Active Outer Join Consolidate Field Compute Active Account Combines advanced
Account Forecasts Names For Adjusted Forecast Set Facts For New account forecast fact
Facts Adjusted Dates Forecast Facts Periods records of new rollover
and New Periods period and new
products periods.

Compute Active Formula Generate Active — Gets combined

Account Forecasts Account Forecasts advanced account
Facts Adjusted Dates Facts Adjusted Dates forecast fact records of
and New Periods and New Periods new rollover period
and new product
periods.

Consolidate Field Slice Compute Active — Removes any extra

Forecasts Facts Account Forecasts fields that aren't

344
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Adjusted Dates and Facts Adjusted Dates required to create the
New Periods and New Periods advanced account
forecast fact records.

Generate Adjusted Outer Join Consolidate Field Consolidate Field Names for Combines new period
Facts Expire Facts and Forecasts Facts Expire Account Forecast Facts advanced account
New Period Facts Adjusted Dates and forecast fact records of
Records New Periods rollover and the new
period advanced
account forecast fact
records of new
products, and expires
the advanced account
forecast fact records for
the old period.

Compute Adjusted Formula Generate Adjusted — Gets the combined

Facts Expire Facts and Facts Expire Facts and new adjusted period
New Period Facts New Period Facts advanced account
Records Records forecast fact records
and the new period
advanced account
forecast fact records for
new products. Also,
expires the advanced
account forecast fact
records for the old
period.

Consolidate Adjusted Slice Compute Adjusted — Removes any extra

Facts Expire Facts and Facts Expire Facts and fields that aren't
New Period Facts New Period Facts required to create the
Records Records advanced account
forecast fact records.

Upsert Account Writeback Consolidate Adjusted — Upserts the advanced

Forecast Fact Record Facts Expire Facts and account forecast fact
New Period Facts records to the core
Records objects.

345
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Nodes Originating from the Account Forecast Fact Data Source

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Advanced Account Datasource Advanced Account — The advanced account forecast
Forecast Fact Forecast Fact fact object is used as the data
source.

Filter Active Account Filter Advanced Account — Filters active advanced account
Forecast Set Facts Forecast Fact forecast fact records.

Generated Account Outer Join Compute Unique Filter Active Account Joins new advanced account
Forecast Facts Join Identifier For Forecast Set Facts forecast fact records with the
Existing Account Forecast Generated Account existing active advanced account
Facts Forecast Fact Data forecast fact records.

Expire Account Forecast Facts

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Active Account Inner Join Filter Active Account Period Adds the period start
Forecast Facts Join Forecast Set Facts date and end date for
Period the active advanced
account forecast fact
records.

Generate Active Inner Join Compute Account Active Account Forecast Facts Gets active advanced
Account Forecast Set Forecast Set Partner Join Period account forecast fact
Facts For Forecast Set Last Year Active records for the
Partner Window Dates advanced account
forecast set partner
records.

Compute Account Formula Generate Active — Finds advanced

Forecast Facts outside Account Forecast Set account forecast fact
of window Facts For Forecast Set records that are
Partner outside of the adjusted
window of the
advanced account

346
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
forecast set partner
records.

Identify Inactive Filter Compute Account — Filters advanced

Account Forecast Facts Forecast Facts outside account forecast fact
of window records that are
outside of the adjusted
window of the
advanced account
forecast set partner
records.

Compute Status On Formula Identify Inactive — Changes the status of

Inactive Forecast Facts Account Forecast Facts advanced account
forecast fact records to
Inactive.

Consolidate Field Slice Compute Status On — Removes any extra

Names for Expire Inactive Forecast Facts fields that aren't
Account Forecast Facts required to create the
advanced account
forecast fact records.

Generate Adjusted Outer Join Consolidate Field Consolidate Field Names for Gets the combined
Facts Expire Facts and Forecasts Facts Expire Account Forecast Facts new adjusted period
New Period Facts Adjusted Dates and advanced account
Records New Periods forecast fact records for
rollover and the new
period advanced
account forecast fact
records for new
products. Also, expires
the advanced account
forecast fact records for
the old period.

347
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Add New Period for Existing Products

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Compute Period Nodes Formula Identify Period Nodes — Finds the rollover
For Rollover Dates For For Selected Frequency periods for the
Account Forecast Set For Account Forecast advanced account
Partner Set Partner forecast set partner
records.

Identify Period Nodes Filter Compute Period Nodes — Filters the rollover
For Rollover Dates For For Rollover Dates For periods for the
Account Forecast Set Account Forecast Set advanced account
Partner Partner forecast set partner
records.

Aggregate Account Group and Aggregate Filter Active Account - Gets existing products
Forecast Facts Based Forecast Set Facts for the advanced
on Product To account forecast set
Eliminate Duplicates partner records.

Generate Active Formula Aggregate Account — Generates new rollover

Account Forecast Set Forecast Facts Based period for the existing
Facts For New Periods on Product To products of the
For Existing Products Eliminate Duplicates advanced account
forecast set partner
records.

Active Account Inner Join Generate Active Product Gets the advanced
Forecast Set Facts For Account Forecast Set account forecast fact
New Periods Join Facts For New Periods records with active
Products For Existing Products products

Active Account Inner Join Active Account Filter Account With Id Gets the advanced
Forecast Set Facts For Forecast Set Facts For account forecast fact
New Periods New Periods Join records based Account
Products Id input.

Compute Active Formula Active Account — Generates all the

Account Forecast Set Forecast Set Facts For advanced account
Facts For New Periods New Periods forecast fact records for
the advanced account
forecast set partner
records.

348
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Name Type First Node Second Node Description

(Join)/Source (Join)/Target Object
Object (Data (Writeback)
Source)/Source
Node (Filter,
Formula, Slice, or
Writeback)
Generate Active Outer Join Consolidate Field Compute Active Account Combines the
Account Forecasts Names For Adjusted Forecast Set Facts For New advanced account
Facts Adjusted Dates Forecast Facts Periods forecast fact records for
and New Periods the new rollover period
and the new product
periods.

Clone Data Processing Engine Templates

You can clone the Data Processing Engine templates with Advanced Account Forecasting. Then,
EDITIONS
activate and use the cloned definition to generate forecasts for your accounts. You can also create
a Data Processing Engine from scratch, and select the Process Type as Advanced Account Forecast. Available in: Lightning
1. From Setup, enter Data Processing Engine in the Quick Find box, and then select Data Experience
Processing Engine under Workflow Services.
Available in: Enterprise,
2. Click any job name where the Template check box is selected, and the Process Type is Advanced Unlimited, and Developer
Account Forecast. Editions
3. Click Save As on the definition header and enter a name for the new definition.
4. Click Save.

Activate a Data Processing Engine Definition

Only active Data Processing Engine definitions can be used to generate account forecasts. You can
EDITIONS
clone and customize any of the predefined Data Processing Engine templates with Advanced
Account Forecasting, and then activate the definitions. Available in: Lightning
1. From Setup, enter Data Processing Engine in the Quick Find box, and then select Data Experience
Processing Engine under Workflow Services.
Available in: Enterprise,
2. Click the job name that you customized. Unlimited, and Developer
3. Click Activate on the builder header. Editions

You can run an active definition with flows, or from within the Data Processing Engine builder.
If you run a definition from within the builder, define input variables specific to that definition. USER PERMISSIONS

To activate a DPE definition:

• Customize Application

349
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Customize Data Processing Engine Templates

You can clone the predefined Data Processing Engine templates and customize them according
EDITIONS
to your business needs if the predefined templates don’t meet your requirements.
When you modify a DPE template, you also must modify the associated forecast set, and define Available in: Lightning
additional dimensions or period groups according to your requirements. Experience
When you clone and use the predefined templates as is, the generated forecast data is stored in Available in: Enterprise,
the out-of-the-box Advanced Account Forecast Fact object. If you want to view account forecasts Unlimited, and Developer
for additional measures, or remove any existing measures, make sure that you modify the fields in Editions
the Advanced Account Forecast Fact object, or create a custom fact object for your use.

Example: Analyze Product Cost and Profit Margins with Advanced Account Forecasting and Data Processing Engine
A company wants to analyze the cost and profit margins of their products using account forecasts. However, the predefined measures
available with Advanced Account Forecast Fact only help account managers view quantity and revenue-based metrics for their
products from orders, opportunities, and sales agreements. Demand planners typically look at the cost of a product across accounts
and also the profit margins for a specific account-product combination. Having visibility into the revenue and profit margins for
future periods helps them plan their costing and discounting strategies for all accounts. In this example, we’ll see how you can add
new measures for advanced account forecasts and use the Data Processing Engine to calculate the values for these custom measures.
Example: Add the Location Dimension for Account Forecasts
You can customize the default forecast set and out-of-the-box Data Processing Engine templates by adding additional dimensions,
measures, and filters. This example shows how to add a dimension called Location and customize the out-of-the-box Generate
Account Forecast Data Processing Engine definition to generate account forecasts.

Example: Analyze Product Cost and Profit Margins with Advanced Account Forecasting and Data Processing
Engine
A company wants to analyze the cost and profit margins of their products using account forecasts.
EDITIONS
However, the predefined measures available with Advanced Account Forecast Fact only help
account managers view quantity and revenue-based metrics for their products from orders, Available in: Lightning
opportunities, and sales agreements. Demand planners typically look at the cost of a product across Experience
accounts and also the profit margins for a specific account-product combination. Having visibility
into the revenue and profit margins for future periods helps them plan their costing and discounting Available in: Enterprise,
strategies for all accounts. In this example, we’ll see how you can add new measures for advanced Unlimited, and Developer
account forecasts and use the Data Processing Engine to calculate the values for these custom Editions
measures.

Business Requirements
Here are the requirements from the demand planners.
• Define the fixed and variable cost of a product in its associated price book. A product can have multiple price books associated with
it, each with different fixed and variable costs. A price book is a list of products and their associated prices. Each product and its price
is called a price book entry.
• When a product is associated either with a sales agreement or an opportunity, derive the fixed and variable cost of a product from
the price book associated with the sales agreement or opportunity.
• View these metrics on the forecast grid:
– Fixed Cost
– Variable Cost Per Unit

350
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

– Total Cost
– Actual Profit
– Forecasted Profit
– Forecasted Gross Margin Percentage
– Actual Gross Margin Percentage

• Aggregate the total variable cost, quantity, and fixed cost of a product for all sales agreement products and opportunity products
and group the data by product. Then, divide the total variable cost by the total quantity to get the cost per unit of a product.
• Customize the Data Processing Engine templates to calculate the values for all measures.
• Derive the actual profit and actual gross margin from orders.
• Define unique formulas for the other metrics that update the final values in the forecast grid. The formulas must be applied on the
values calculated by the Data Processing Engine.

Get Started

1. Create Custom Fields to Capture Cost and Profit Metrics

To capture fixed cost and variable cost details, create custom fields on Price Book Entry. Then add those custom fields on the Advanced
Account Forecast Fact object so that the data can be written back for each period by the Data Processing Engine job. Additionally,
you can add custom fields for other measures that demand planners want to view on the forecast display.
2. Add Revenue Measures to a Forecast Set
Define the new cost and profit-based revenue measures in the forecast set that determines the forecast display for accounts. When
specifying forecast measures, you can select the measure type, aggregation type, and calculation method.
3. Customize the Generate Account Forecast Template
Clone and customize the predefined Data Processing Engine templates available with Advanced Account Forecasting to generate,
calculate, rollover, and regenerate forecasts with the new revenue measures. The cloned definitions must be activated after you
make the required changes and the definitions are selected for use in the forecast set. You can run the definitions periodically through
scheduled flows for all or selected accounts.

Create Custom Fields to Capture Cost and Profit Metrics

To capture fixed cost and variable cost details, create custom fields on Price Book Entry. Then add
EDITIONS
those custom fields on the Advanced Account Forecast Fact object so that the data can be written
back for each period by the Data Processing Engine job. Additionally, you can add custom fields Available in: Lightning
for other measures that demand planners want to view on the forecast display. Experience
1. Add these custom fields to Price Book Entry.
Available in: Enterprise,
Unlimited, and Developer
Field Label Field Name Data Type Editions
Fixed Cost FixedCost_c Currency

Variable Cost Per Unit VariableCostPerUnit_c Currency

2. Add the custom fields to Advanced Account Forecast Fact.

Field Label Field Name Data Type

Fixed Cost FixedCost_c Currency

351
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Field Label Field Name Data Type

Variable Cost Per Unit CostPerUnit_c Currency

3. Add other custom measures as formula fields to Advanced Account Forecast Fact.

Field Label Field Name Data Type Formula

Actual Gross Margin Percent ActualGrossMarginPercent_c Formula (Currency) IF(OrderQuantity <>
0, OrderRevenue - (
( OrderQuantity *
CostPerUnit__c ) +
FixedCost__c ), 0)

Forecasted Gross Margin ForecastedGrossMarginPercent_c Formula (Currency) IF(ForecastedQuantity

Percent <> 0, (
ForecastedRevenue -
( ForecastedQuantity
* CostPerUnit__c +
FixedCost__c )) /
ForecastedRevenue,
0)

Actual Profit ActualProfit_c Formula (Currency) IF(OrderQuantity <>

0, OrderRevenue - (
( OrderQuantity *
CostPerUnit__c ) +
FixedCost__c ), 0)

Forecasted Profit ForecastedProfit_c Formula (Currency) ForecastedRevenue -

( (
ForecastedQuantity
* CostPerUnit__c )
+ FixedCost__c )

Total Cost TotalCost_c Formula (Currency) (ForecastedQuantity

* CostPerUnit__c )
+ FixedCost__c

Add Revenue Measures to a Forecast Set

Define the new cost and profit-based revenue measures in the forecast set that determines the
EDITIONS
forecast display for accounts. When specifying forecast measures, you can select the measure type,
aggregation type, and calculation method. Available in: Lightning
Note: In this topic, we only list the measures that the admin adds to an existing forecast set. Experience
We don’t provide steps on how to create a forecast set for our example. To learn how to create Available in: Enterprise,
a forecast set, see Create and Configure Forecast Sets. Unlimited, and Developer
Add the following measures to the forecast set. Editions

352
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Name Forecast Fact Measure Type Aggregation Calculation Track

Measure Field Type Method Adjustments
Cost Per Unit Cost Per Unit Revenue Average Batch Process No

Fixed Cost Fixed Cost Revenue Maximum Batch Process No

Total Cost Total Cost Revenue Sum Batch Process No

Actual Profit Actual Profit Revenue Sum Batch Process No

Forecasted Profit Forecasted Profit Revenue Sum Batch Process No

Actual Gross Margin Actual Gross Margin Quantity Minimum Batch Process No
% Percent

Forecasted Gross Forecasted Gross Quantity Minimum Batch Process No

Margin % Margin Percent

*For the measures that specify a formula in the Forecast Fact Measure Field, the formula is applied to the value calculated when the DPE
job runs. This value becomes the final value written back to a field on the Advanced Account Forecast Fact object.
The calculation method is selected as the Batch Process for all the measures because the Data Processing Engine (DPE) transforms data
in the org to calculate the values for these measures.

Customize the Generate Account Forecast Template

Clone and customize the predefined Data Processing Engine templates available with Advanced
EDITIONS
Account Forecasting to generate, calculate, rollover, and regenerate forecasts with the new revenue
measures. The cloned definitions must be activated after you make the required changes and the Available in: Lightning
definitions are selected for use in the forecast set. You can run the definitions periodically through Experience
scheduled flows for all or selected accounts.
Available in: Enterprise,
Note: In this example we show you how to customize the Generate Account Forecast Unlimited, and Developer
template to analyze cost and profit margins in a forecast. You’ll need to repeat the same steps Editions
to customize the other Data Processing Engine templates for recalculation, rollover, and
regeneration processes.

1. Edit Sales Agreement Product Schedule Nodes

To ensure that the fixed cost and variable cost of all products are included in Data Processing Engine calculations, update all nodes
originating from Sales Agreement Product Schedule.
2. Edit Opportunity Line Item Nodes
To ensure that the fixed cost and variable cost of all products are included in Data Processing Engine calculations, update all nodes
originating from Opportunity Line Item.
3. Write Back Revenue Measure Values
To write back data for the custom revenue measures that demand planners want to view on the forecast grid, update the appropriate
nodes. The data is written back to the Advanced Account Forecast Fact object.

353
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Edit Sales Agreement Product Schedule Nodes

To ensure that the fixed cost and variable cost of all products are included in Data Processing Engine
EDITIONS
calculations, update all nodes originating from Sales Agreement Product Schedule.
Customizing a Data Processing Engine definition is complex. This example walks you through adding Available in: Lightning
two custom fields, updating the required existing nodes for those fields, adding new nodes, and Experience
adding formulas to calculate the values of your custom fields. Finally, the values for fixed cost and
Available in: Enterprise,
total variable cost can be aggregated for all sales agreement products for a forecast period.
Unlimited, and Developer
1. Add the custom fields from Price Book Entry as data source fields on a node. Editions
a. Search for and select the Sales Agreement Product Schedule data source node, then
click Add Related Object. USER PERMISSIONS
b. Select Sales Agreement Product.Pricebook Entry as the object.
To edit a DPE definition:
c. Click Selected Fields and select Fixed Cost and Variable Cost. • Customize Application
d. Enter the alias for the fields as SAPSFixedCost and SAPSVariableCostPerUnit. • Modify All Data
e. Click Done and Done.

2. Create a formula node to calculate the total variable cost for sales agreement products.
a. Click New Node and enter these details.
Node Type: Formula
Name: Compute SAPSTotalVariableCost

b. Save your changes.

c. For Source Node, search for and select Sales Agreement Product Schedule.
d. Enter these formula details.
Alias: SAPSTotalVariableCost
Field Type: Number
Length: 16
Decimal Places: 2
Formula: {SAPSPlannedQuantity} * {SAPSVariableCostPerUnit}

e. Click Done and Done.

3. Update a join node to replace the source node with the new formula node.
a. Search for and select Filtered Sales Agreement Join Sales Agreement Product Schedule and then update these details.
Second Source Node: Compute SAPSTotalVariableCost
Selected Fields: SAPSTotalVariableCost, SAPSFixedCost

b. Click Done and Done.

4. Add the custom fields in all join nodes that follow the Filtered Sales Agreement Join Sales Agreement Product Schedule node.

Tip: To find the nodes that you need to update, you can follow the reference links provided at the bottom of a node’s detail
page in the sentence “This node is referenced by # node.” Or you can search for the node name.
a. Search for and select the Valid Sales Agreement Join Upserted Account Forecast Set Partner join node.
b. In the First Node section, click Selected Fields.
c. Add SAPSTotalVariableCost and SAPSFixedCost as fields and then click Done.

354
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

d. For the following join nodes, repeat the steps to add the SAPSTotalVariableCost and SAPSFixedCost fields.
• Valid Sales Agreement Within Acct Frcst Set Partner Date Range Join Active Prod
• Valid Sales Agreement Join Account Forecast Set Partner Period Data

5. Create group and aggregate nodes to eliminate duplicates from sales agreement product schedules and calculate average fixed
cost.
a. Click New Node and enter these details.
Node Type: Group and Aggregate
Name: Aggregate SAPS To Eliminate Duplicates For Period

b. Save your changes.

c. For Source Node, search for and select Filter Valid Period Nodes For SAPS Start Date And End Date.
d. Click Selected Group Fields and select these fields, then click Done.
• AdvanceAccountForecastSetId
• SAAccountId
• SAPProductId
• SAPSEndDate
• SAPSPeriodId
• SAPSStartDate

e. In the Aggregate section, specify these details.

Alias: MaxFixedCostForSAPS
Function: Max
Aggregate Field: SAPSFixedCost

f. Click Done and Done.

g. Repeat these steps to create another group and aggregate node with these details.
Node Type: Group and Aggregate
Name: Aggregate SAPS To Calculate AverageFixedCost
Source Node: Aggregate SAPS To Eliminate Duplicates For Period
Selected Group Fields:
• AdvanceAccountForecastSetId
• SAAccountId
• SAPProductId
• SAPSPeriodId
Alias: AverageFixedCost
Function: Avg
Aggregate Field: MaxFixedCostForSAPS

h. Click Done to save your changes.

6. Create a join node to retrieve fixed cost for aggregated sales agreement product schedules.
a. Click New Node and enter these details.

355
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Node Type: Join

Name: Fetch ComputedFixedCost For Aggregated SAPS

b. Save your changes.

c. For Join Type, select Left Outer.
d. In the First Node section, search for and select Aggregate SAPS Records To Remove Duplicate For Forecast Facts.
e. Click Select Fields and add all he fields, then click Done.
f. In the Second Node section, search for and select Aggregate SAPS To Calculate AverageFixedCost.
g. Click Select Fields, add AverageFixedCost, and rename its Alias as ComputedFixedCost. Then click Done.
h. Map the following fields between the first node and second node.
AdvanceAccountForecastSetId with AdvanceAccountForecastSetId
AccountId with AccountId
ProductId with SAPProductId
PeriodId with SAPSPeriodId

i. Click Done and Done.

7. Update formula nodes to compute the value of consolidated total variable cost of all sales agreement products for a particular
forecast period.
a. Search for and select the Fetch Sales Price From Last Period For Calculation formula node.
b. Click Add Formula and enter these details.
Alias: LastPeriodSAPSTotalVariableCost
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: LASTVALUE({SAPSTotalVariableCost})

c. Click Done and Done.

d. Use the reference link at the bottom of the page to open the Determine Last Period Quantity And Revenue For SAPS
Calculation formula node.
e. Click Add Formula and enter these details.
Alias: FinalizedLastPeriodSAPSTotalVariableCost
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: IF ({LastPeriodSAPSTotalVariableCost} == 0, {SAPSTotalVariableCost},
{LastPeriodSAPSTotalVariableCost})

f. Click Done and Done.

g. Use the reference link to open the Compute Quantity From Applicable Periods In SAPS Period Join Data formula node.
h. Click Add Formula and enter these details.
Alias: ApplicableTotalCostFromSAPSStartDate
Field Type: Number

356
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Number Length: 16
Decimal Places: 2
Formula: IF ({IsValidPeriodNodeForSAPSStartDate} == 1, (
{ApplicableDaysFromSAPSStartDate} / {NumberOfDaysInCurrentSAPSSchedule} ) *
{SAPSTotalVariableCost} , 0)

i. Click Add Formula again and enter these details.

Alias: ApplicableTotalCostToSAPSEndDate
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: IF ({IsValidPeriodNodeForSAPSEndDate} == 1, IF
({IsValidPeriodNodeForSAPSStartDate} == 0, ( {ApplicableDaysToSAPSEndDate} /
{FinalizedNumberOfDaysInLastSAPSSchedule} ) *
{FinalizedLastPeriodSAPSTotalVariableCost}, 0) , 0)

j. Click Done and Done.

k. Use the reference link to open the Compute Applicable Quantity And Revenue In SAPS Period Join Data formula node.
l. Click Add Formula and enter these details.
Alias: ApplicableTotalVariableCost
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: {ApplicableTotalCostToSAPSEndDate} + {ApplicableTotalCostFromSAPSStartDate}

m. Click Done and Done.

8. Aggregate the two computed values for total variable cost and fixed cost for sales agreement products for a particular forecast
period.
a. Search for and select the Aggregate Records To Consolidate SAPS Period Join Data group and aggregate node.
b. Click Add Aggregate and enter these details.
Alias: ConsolidatedTotalVariableCost
Function: Sum
Aggregate Field: ApplicableTotalVariableCost

c. Click Add Aggregate again, and enter these details.

Alias: MaxSAPSFixedCost
Function: Max
Aggregate Field: SAPSFixedCost

d. Click Done and Done.

e. Use the reference link to open the Sales Agreement Metrics Data Join Account Forecast Set Partner Period Data join
node.
f. In the First Node section, click Selected Fields and enter these details.
Alias: ConsolidatedTotalVariableCost

357
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Alias: MaxSAPSFixedCost

g. Click Done and Done.

h. Use the reference link to open the Compare Sales Agreement Metric Line Item Close Date With Period Range formula
node.
i. Click Add Formula and enter these details.
Alias: TotalVariableCostForCurrentPeriod
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: IF({LeftPeriodId}=={PeriodId} , IF({SalesAgreementEffectiveDate} >=
{PeriodStartDate} && {SalesAgreementEffectiveDate} <= {PeriodEndDate} ,
{ConsolidatedTotalVariableCost} , 0),0)

j. Click Done and Done.

k. Use the reference link to open the Aggregate SAPS Records To Remove Duplicate For Forecast Facts node.
l. Click Add Aggregate and enter these details.
Alias: ComputedFixedCost
Function: Max
Aggregate Field: MaxSAPSFixedCost

m. Click Done and Done.

n. Use the reference link to open the Aggregate Records To Consolidate SAPS Period Join Data group and aggregate node.
o. Click Add Aggregate and enter these details.
Alias: ComputedTotalVariableCost
Function: Sum
Aggregate Field: TotalVariableCostForCurrentPeriod

p. Click Done and Done.

Whew! That was a lot of customization. The next step is to change nodes originating from Opportunity Line Item.

358
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Edit Opportunity Line Item Nodes

To ensure that the fixed cost and variable cost of all products are included in Data Processing Engine
EDITIONS
calculations, update all nodes originating from Opportunity Line Item.
This example walks you through adding two custom fields, updating the required existing nodes, Available in: Lightning
adding new nodes, and adding formulas to calculate the values. Finally, the values for fixed cost Experience
and total variable cost can be aggregated for all opportunity products for a forecast period.
Available in: Enterprise,
1. Add the custom fields from Price Book Entry as data source fields on a node. Unlimited, and Developer
a. Search for and select the Opportunity Line Item data source node, then click Add Related Editions
Object.
b. Select PricebookEntry as the object. USER PERMISSIONS
c. Click Selected Fields and select Fixed Cost and Variable Cost. To edit a DPE definition:
d. Enter the alias for the fields as OpportunityLineItemFixedCost and • Customize Application
OpportunityLineItemVariableCostPerUnit. • Modify All Data
e. Click Done and Done.

2. Create a formula node to calculate the total variable cost for opportunity line items.
a. Click New Node and enter these details.
Node Type: Formula
Name: Compute OpportunityLineItemTotalVariableCost

b. Save your changes.

c. For Source Node, search for and select Opportunity Line Item.
d. Enter these formula details.
Alias: OpportunityLineItemTotalVariableCost
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: {OpportunityLineItemQuantity} * {OpportunityLineItemVariableCostPerUnit}

e. Click Done and Done.

3. Update a join node to replace the source node with the new formula node.
a. Search for and select Filtered Opportunity Join Opportunity Line Item and then update these details.
Second Source Node: Compute OpportunityLineItemTotalVariableCost
Selected Fields: OpportunityLineItemTotalVariableCost, OpportunityLineItemTotalFixedCost

b. Click Done and Done.

4. Add the custom fields in all join nodes that follow the Filtered Opportunity Join Opportunity Line Item node.

Tip: To find the nodes that you need to update, you can follow the reference links provided at the bottom of a node’s detail
page in the sentence “This node is referenced by # node.” Or you can search for the node name.
a. Search for and select the Join Upserted Account Forecast Set Partner join node.
b. In the First Node section, click Selected Fields.
c. Add OpportunityLineItemFixedCost and OpportunityLineItemTotalVariableCost as fields and then click Done.

359
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

d. For the Valid Opportunity Within Acct Frsct Set Partner Date Range Join Active Products and the Opportunity Metrics Data Join
Account Forecast Set Partner Period Data join nodes, repeat the steps to add the OpportunityLineItemFixedCost and
OpportunityLineItemTotalVariableCost fields.

5. Update formula nodes to ensure that the two computed values for total variable cost and fixed cost for opportunity line items show
up for each forecast period. The opportunity close date must fall within a period’s start and end date.
a. Search for and select the Compare Opportunity Metric Line Item Close Date With Period Range For Facts formula node.
b. Click Add Formula and enter these details.
Alias: ComputedFixedCost
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: IF({OpportunityCloseDate} >= {PeriodStartDate} && {OpportunityCloseDate} <=
{PeriodEndDate} ,{OpportunityLineItemFixedCost} , 0)

c. Click Add Formula again and enter these details.

Alias: ComputedTotalVariableCost
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: IF({OpportunityCloseDate} >= {PeriodStartDate} && {OpportunityCloseDate} <=
{PeriodEndDate} ,{OpportunityLineItemTotalVariableCost} , 0)

d. Click Done and Done.

6. Update a slice node to ensure that the fields for ComputedTotalFixedCost and ComputedTotalVariableCost are retained in the
downstream nodes.
a. Search for and select the Consolidate Field Names For Opportunity Metric Line Forecast Facts slice node.
b. Click Selected Fields and select the ComputedTotalFixedCost and ComputedTotalVariableCost fields.
c. Click Done and Done.

7. Update a formula node to ensure that the Data Processing Engine computed values for fixed cost and variable cost assigned to
orders is always defaulted to zero. Orders represent the actual business of a company and the costs must be derived from the orders
reported in a given period.
a. Search for and select the Compare Order Metric Line Item Close Date With Period Range For Facts formula node.
b. Click Add Formula and enter these details.
Alias: ComputedFixedCost
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: 0

c. Click Add Formula again and enter these details.

Alias: ComputedTotalVariableCost
Field Type: Number

360
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Number Length: 16
Decimal Places: 2
Formula: 0

d. Click Done and Done.

e. Click the node reference link at the bottom of the page to open the Consolidate Field Names For Order Metric Line Forecast
Facts slice node.
f. Click Selected Fields and add the ComputedTotalFixedCost and ComputedTotalVariableCost fields.
g. Click Done and Done.

The next step is to write back the computed values to Advanced Account Forecast Fact.

Write Back Revenue Measure Values

To write back data for the custom revenue measures that demand planners want to view on the
EDITIONS
forecast grid, update the appropriate nodes. The data is written back to the Advanced Account
Forecast Fact object. Available in: Lightning
This example walks you through aggregating the values for the computed variable cost and fixed Experience
cost across sales agreements, opportunities, and orders. You also define a formula to compute the
Available in: Enterprise,
final cost per unit of a product for a single period. Finally, the values for fixed cost and cost per unit
Unlimited, and Developer
are written back to the target object, Advanced Account Forecast Fact. Editions
1. Update a group and aggregate node to add two aggregate records for computed fixed and
variable cost.
USER PERMISSIONS
a. Search for and select the Aggregate Account Forecast Fact Records To Eliminate
Duplicates group and aggregate node. To edit a DPE definition:

b. Click Add Aggregate and enter these details. • Customize Application

• Modify All Data
Alias: CumulativeTotalVariableCost
Function: Sum
Aggregate Field: ComputedTotalVariableCost

c. Click Done and Done.

d. Click Add Aggregate again and enter these details.
Alias: MaxFixedCost
Function: Max
Aggregate Field: ComputedFixedCost

e. Click Done and Done.

2. Update a join node to add the cumulative aggregated fields in all join nodes that follow the Aggregate Account Forecast Fact Records
To Eliminate Duplicates node.

Tip: To find the nodes that you need to update, you can follow the reference links provided at the bottom of a node’s detail
page in the sentence “This node is referenced by # node.” Or you can search for the node name.
a. Search for and select the Generated Account Forecast Facts Join Active Products join node
b. In the First Node section, click Selected Fields.
c. Add CumulativeTotalVariableCost and MaxFixedCost as fields and then click Done.

361
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

d. For the Generated Account Forecast Facts Join Periods, the Generated Account Forecast Facts Join Filtered Accounts, and the
Generated Account Forecast Facts Join Existing Account Forecast Facts join nodes, repeat the steps to add the
CumulativeTotalVariableCost and MaxFixedCost fields.

3. Create a formula node to calculate the final cost per unit of a product and link it to another node.
a. Click New Node and enter these details.
Node Type: Formula
Name: Compute Revenue Metrics

b. Save your changes.

c. For Source Node, search for and select Advanced Account Forecast Fact.
d. Enter these formula details.
Alias: CostPerUnit
Field Type: Number
Number Length: 16
Decimal Places: 2
Formula: IF({CumulativeOpportunityQuantity}==0,
IF({CumulativeSalesAgreementQuantity}==0, 0,
{CumulativeTotalVariableCost}/{CumulativeSalesAgreementQuantity}),
{CumulativeTotalVariableCost}/({CumulativeOpportunityQuantity} +
{CumulativeSalesAgreementQuantity}))

e. Click Done and Done.

f. Search for and select the Compute IsActive Attribute On Account Forecast Fact formula node.
g. Update the source node to Compute Revenue Metrics.
h. Click Done and Done.

4. Update a writeback node with values to forecast fact records.

a. Search for and select the Upsert Account Forecast Fact Record writeback node.
b. Click Add Row and enter these details.
Source Node Field: MaxFixedCost
Target Field: FixedCost_c

c. Click Add Row and enter these details.

Source Node Field: CostPerUnit
Target Field: CostPerUnit_c

d. Click Done and Done.

362
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Example: Add the Location Dimension for Account Forecasts

You can customize the default forecast set and out-of-the-box Data Processing Engine templates
EDITIONS
by adding additional dimensions, measures, and filters. This example shows how to add a dimension
called Location and customize the out-of-the-box Generate Account Forecast Data Processing Available in: Lightning
Engine definition to generate account forecasts. Experience
1. Create a custom object called Product Location Mapping with these fields.
Available in: Enterprise,
Unlimited, and Developer
Field Name Type Editions
Product_c Lookup to Product object

Location_c Lookup to Location object

2. Add product and location mapping records in the Product Location Mapping object.
3. In the Advanced Account Forecasting setup, create a dimension called Location with the following values.

Field Name Value

Name Location

Source Object Location

4. In the Default Forecast Fact object, add a custom field called Location with a lookup to the Location object.

5. Configure the Default Forecast Set to include the Location dimension. To show the forecast data with products for each location,
change the display order for the Product dimension to 2 and enter the display order for Location as 1.

363
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Field Name Description

Name Location

Forecast Fact Dimension Field Location_c

Display Order 1

6. Open the out-of-the-box Generate Account Forecast Data Processing Engine definition.
7. Click Save As, and then save the definition as Custom Generate Account Forecast.
8. Add two data source nodes called Location and Product Location Mapping. For the Product Location Mapping node, in the object,
select the Location and Product fields and add an alias for the two fields.

Field Name Alias

Product PLMProductId

Location PLMLocationId

364
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

9. Add an Inner join called Generate Account Forecast Fact Join Product Location Mapping, with the source node as Compute IsActive
Attribute On Account Forecast Fact and target node as Product Location Mapping. Map the product field of the source node
(ProductId) to the target node (PLMProductId).

10. Add an inner join called Generated Account Forecast Fact Join Location with the source node as Generate Account Forecast Fact
Join Product Location Mapping and target node as Location. Map the location fields: PLMLocationId to LocationId.

11. Download the Custom Generate Account Forecast data processing engine definition file.
12. Open the file in a JSON editor, and then replace the API name of the source node for the Upsert Account Forecast Fact Record
writeback node by the API name of the Generated Account Forecast Fact Join location node.

13. Upload the modified JSON file to your org.

14. Update the Upsert Account Forecast Fact Record writeback node to include a source field (PLMLocationId) and Target (Location_c),
and then save the definition.

365
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Calculate Account Forecasts Using Flows

You can orchestrate a flow using Flow Builder to run the account forecast calculations. Use the flow
EDITIONS
to run the data processing engine jobs to aggregate data from sales agreements, orders,
opportunities, or any other custom objects, and calculate forecasts. Schedule the flows according Available in: Lightning
to your requirements. You can use the out-of-the-box invocable actions called Calculate Advanced Experience
Account Forecast and Update Advanced Account Forecast Set Partner in the flow for baseline
calculations of forecasts data. Available in: Enterprise,
Unlimited, and Developer
If you’re processing a large number of records, we recommend processing the data in batches to Editions
generate forecasts.

Here’s is an example flow with three batch jobs.

366
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

SEE ALSO:
Generate Forecasts for Product Categories

Example: Generate Forecasts Across Multiple Regions with Advanced Account

Forecasting
You can use the Advanced Account Forecasting feature to configure forecasts according to your
EDITIONS
business needs. To explain the flexibility that Advanced Account Forecasting offers, let’s consider
the example of a business conglomerate spread across multiple regions. The company has a Available in: Lightning
distributed account forecasting model where each region creates and maintains forecasts according Experience
to their business needs.
Available in: Enterprise,
Unlimited, and Developer
Account Forecast Model for Multiple Regions Editions
Let’s look at the requirements for two different regions within the organization to illustrate how
Advanced Account Forecasting can be used to address the account forecasting needs in a single
instance of Manufacturing Cloud.

Criterion Region 1 Region 2

Business model Account managers work with individual key A large number of customers exist along
accounts. There’s a finite set of products. Large with a large number of products.
quantities of the products are shipped and
therefore, forecasting by shipping location helps
in reducing costs.

Forecast dimensions The Account, Product, Ship-from Location, and The Channel (modeled as a parent
Period dimensions. account with multiple child accounts),

367
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Criterion Region 1 Region 2

Product Category, and Period
dimensions.

Forecast metrics The revenue and quantity metrics for The revenue and quantity metrics for
opportunities, sales agreements, and orders for opportunities and orders for channel
account managers and regional managers. managers and category managers.

Forecast granularity Quarterly Monthly

Forecast calculation frequency Monthly Monthly

Adjustment frequency The adjustment frequency for account managers The adjustment frequency for the
is the 1st to 7th of a month, and the 7th to 14th channel manager is the 1st to 5th of
of every quarter for the regional manager. every month, and the 6th to 8th of the
month for the category managers.

Consensus forecast revenue and quantity The average of the regional manager and account The maximum of the channel manager
manager revenues and quantities. and category manager forecast revenues
and quantities.

Implement Advanced Account Forecasting in the Org

Advanced Account Forecasting can address the specific requirements of each region in the organization in a single instance of
Manufacturing Cloud. For the organization in the example, these are the high-level steps they must follow. You can always create custom
dimensions, measures, period groups, and fact objects according to your specific business needs.
1. Enable Features for Manufacturing Cloud.
2. Define the forecast dimensions.
• Product
• Product Category
• Ship-from-Location

Note: The Account and Period dimensions are mandatory and are available in the org.

3. Define the period groups: monthly and quarterly.

4. Create two fact tables to store forecast facts with these fields:
Mandatory Fields
• A field that looks up to Account ID
• A text field (18 char) that has a period populated
• Fields representing forecast set and status
• Fields representing forecast quantity and revenue
Additional Fields
• Forecast Fact 1: Dimension fields for Product and Ship-from Location
• Forecast Fact 2: Dimension field for Product Category

Note: Alternatively, you can extend the out-of-the-box forecast fact entity with relevant measures and dimensions.

368
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

5. Modify the out-of-the-box data processing engine definitions according to region-specific business needs.
6. Create one forecast set each for Region 1 and Region 2.
7. Define the forecast dimensions relevant for each forecast set:
• Region 1 has the Product and Ship-from Location dimensions.
• Region 2 has the Product Category dimension.

8. Configure the forecast set for each region.

a. Select the relevant forecast fact object, and then map the mandatory dimensions and measures.
b. Define the forecast calculation and rollover frequencies.
c. Map the relevant data processing engine definitions.

9. Define the forecast measures, and then map the measures to corresponding measure fields in the custom fact object. Indicate the
type of aggregation criteria (batch, computed, or user-editable), and whether to track forecast adjustments.
10. Define the applicable forecast adjustment periods for each profile for the forecast sets.
11. Define the forecast formulas.
12. Activate the forecast sets.
13. Run the data processing engine definitions directly, or create an orchestration workflow to run the data processing engine definitions.
14. Define the roles, profiles, field-level security and create sharing rules, and then apply these to the users.

Create Triggers for Your Forecast Calculations

If you’re using custom advanced account forecast fact objects for your forecasts, you can create
EDITIONS
triggers to calculate forecasts for your accounts instead of using the CalculateAdvancedForecast
invocable action in the flow. A trigger is Apex code that executes before or after specific data Available in: Lightning
manipulation language (DML) events occur, such as before object records are inserted into the Experience
database, or after records have been deleted.
Available in: Enterprise,
1. From Setup, open Object Manager.
Unlimited, and Developer
2. Click the custom advanced account forecast fact object. Editions
3. Click Triggers, then click New.
4. Define a trigger with your forecast calculation formula and then save your work. USER PERMISSIONS
You trigger must include these three XML files. To create triggers:
• CustomForecastFactFormulaEvaluator.cls • Customize Application

• CustomForecastFactUtil.cls
• CustomForecastFactTrigger.tgr
If you're adding them, you must create them in this order. If you already have these files on your system and use the Metadata API
to deploy them, the deployment takes care of the order.
For example, a trigger for a CustomForecastFact__c object that calculates the forecast quantity and forecast revenue, and inserts
the values in the custom fact record has these three XML files.
public class CustomForecastFactFormulaEvaluator {

Map<String, String> calculationFrequencyToPeriodTypeMap = new Map<String, String>

{

369
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

'Yearly' => 'Year', 'Quarterly' => 'Quarter', 'Monthly' => 'Month', 'Weekly' =>
'Week'
};

static Map<Id, AdvAcctForecastSetPartner> partnerMap;

static Map<Id, AdvAccountForecastSet> forecastSetMap;
static Map<Id, AdvAcctForecastPeriodGroup> periodGroupMap;
static Map<String, List<Period>> periodsMap;
static Map<String, Period> currentPeriodMap;
static Map<String, Period> pastPeriodMap;
static Map<String, Period> futurePeriodMap;
static Map<Id, Map<Integer, AdvAccountForecastFormula>> quantityFormulaMap;
static Map<Id, Map<Integer, AdvAccountForecastFormula>> revenueFormulaMap;

AdvAcctForecastSetPartner partner;
AdvAccountForecastSet forecastSet;
AdvAcctForecastPeriodGroup periodGroup;
Map<Integer, AdvAccountForecastFormula> quantityFormulaByPeriod;
Map<Integer, AdvAccountForecastFormula> revenueFormulaByPeriod;
Date forecastStartDate;
List<Period> periods;
List<Date> periodStartDates;
static Map<Id, CustomForecastFactFormulaEvaluator> partnerCache = new Map<Id,
CustomForecastFactFormulaEvaluator>();

public static void initialize(Set<Id> partnerIds) {

partnerMap = loadForecastSetPartners(partnerIds);
forecastSetMap = loadForecastSets(partnerMap.values());
periodGroupMap = loadForecastPeriodGroups(forecastSetMap.values());
periodsMap = loadPeriods();
pastPeriodMap = loadPastPeriodMap();
currentPeriodMap = loadCurrentPeriodMap();
futurePeriodMap = loadFuturePeriodMap();
loadForecastFormulas(forecastSetMap.keySet());
}

private CustomForecastFactFormulaEvaluator(Id forecastSetPartnerId) {

partner = loadForecastSetPartner(forecastSetPartnerId);
forecastSet = loadForecastSet(partner.AdvAccountForecastSetId);
periodGroup = loadForecastPeriodGroup(forecastSet.ForecastPeriodGroupId);
loadForecastFormulas(forecastSet.Id);
periods =
loadPeriods(resolvePeriodTypeFromCalculationFrequency(forecastSet.CalculationFrequency));

periodStartDates = extractPeriodStartDates(periods);
forecastStartDate =
getForecastStartDate(resolvePeriodTypeFromCalculationFrequency(forecastSet.CalculationFrequency),
periodGroup.StartPeriod);
}

public static CustomForecastFactFormulaEvaluator getInstance(Id forecastSetPartnerId)

{
if(!partnerCache.containsKey(forecastSetPartnerId)) {
partnerCache.put(forecastSetPartnerId, new

370
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

CustomForecastFactFormulaEvaluator(forecastSetPartnerId));
}
return partnerCache.get(forecastSetPartnerId);
}

private AdvAcctForecastSetPartner loadForecastSetPartner(Id forecastSetPartnerId)

{
return partnerMap.get(forecastSetPartnerId);
}

private static Map<Id, AdvAcctForecastSetPartner> loadForecastSetPartners(Set<Id>

forecastSetPartnerIds) {
return new Map<Id, AdvAcctForecastSetPartner>([SELECT Id, AdvAccountForecastSetId
FROM AdvAcctForecastSetPartner WHERE Id IN : forecastSetPartnerIds]);
}

private AdvAccountForecastSet loadForecastSet(Id forecastSetId) {

return forecastSetMap.get(forecastSetId);
}

private static Map<Id, AdvAccountForecastSet>

loadForecastSets(List<AdvAcctForecastSetPartner> partners) {
Set<Id> forecastSetIds = new Set<Id>();
for (AdvAcctForecastSetPartner partner : partners) {
forecastSetIds.add(partner.AdvAccountForecastSetId);
}
return new Map<Id, AdvAccountForecastSet>([SELECT Id, ForecastPeriodGroupId,
CalculationFrequency FROM AdvAccountForecastSet WHERE Id IN :forecastSetIds]);
}

private AdvAcctForecastPeriodGroup loadForecastPeriodGroup(Id forecastPeriodGroupId)

{
return periodGroupMap.get(forecastPeriodGroupId);
}

private static Map<Id, AdvAcctForecastPeriodGroup>

loadForecastPeriodGroups(List<AdvAccountForecastSet> forecastSets) {
Set<Id> forecastPeriodGroupIds = new Set<Id>();
for (AdvAccountForecastSet forecastSet : forecastSets) {
forecastPeriodGroupIds.add(forecastSet.ForecastPeriodGroupId);
}
return new Map<Id, AdvAcctForecastPeriodGroup>([SELECT Id, StartPeriod FROM
AdvAcctForecastPeriodGroup WHERE Id IN :forecastPeriodGroupIds]);
}

private void loadForecastFormulas(Id forecastSetId) {

quantityFormulaByPeriod = quantityFormulaMap.get(forecastSetId);
revenueFormulaByPeriod = revenueFormulaMap.get(forecastSetId);
}

private static void loadForecastFormulas(Set<Id> forecastSetIds) {

List<AdvAccountForecastFormula> formulaList = [SELECT Id, AdvAccountForecastSetId,
FormulaType, StartPeriod, EndPeriod, FormulaExpression FROM AdvAccountForecastFormula
WHERE AdvAccountForecastSetId IN :forecastSetIds];

371
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

quantityFormulaMap = new Map<Id, Map<Integer, AdvAccountForecastFormula>>();

revenueFormulaMap = new Map<Id, Map<Integer, AdvAccountForecastFormula>>();

for(AdvAccountForecastFormula formula : formulaList) {

Id forecastSetId = formula.AdvAccountForecastSetId;

if(!quantityFormulaMap.containsKey(forecastSetId))
quantityFormulaMap.put(forecastSetId, new Map<Integer, AdvAccountForecastFormula>());
if(!revenueFormulaMap.containsKey(forecastSetId))
revenueFormulaMap.put(forecastSetId, new Map<Integer, AdvAccountForecastFormula>());

switch on formula.FormulaType {
when 'QUANTITY' {
for (Integer i = formula.StartPeriod; i <= formula.EndPeriod; i++)
{
quantityFormulaMap.get(forecastSetId).put(i, formula);
}
}
when 'REVENUE' {
for (Integer i = formula.StartPeriod; i <= formula.EndPeriod; i++)
{
revenueFormulaMap.get(forecastSetId).put(i, formula);
}
}
}
}
}

private List<Period> loadPeriods(String periodType) {

return periodsMap.get(periodType);
}

private static Map<String, List<Period>> loadPeriods() {

Map<String, List<Period>> periodsMap = new Map<String, List<Period>>();
List<Period> periods = [SELECT Id, Type, StartDate FROM Period ORDER BY Type,
StartDate];
for (Period period : periods) {
if(!periodsMap.containsKey(period.Type)) {
periodsMap.put(period.Type, new List<Period>{period});
} else {
periodsMap.get(period.Type).add(period);
}
}
return periodsMap;
}

private List<Date> extractPeriodStartDates(List<Period> periods) {

List<Date> startDateList = new List<Date>();
for(Period period : periods) {
startDateList.add(period.StartDate);
}
return startDateList;
}

372
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

private Date getForecastStartDate(String periodType, Integer startPeriod) {

Period forecastStartPeriod;

if(startPeriod == 0) {
forecastStartPeriod = getCurrentPeriod(periodType);
} else {
forecastStartPeriod = getPeriodByOffset(periodType, startPeriod);
}

return forecastStartPeriod.StartDate;
}

private Period getCurrentPeriod(String periodType) {

return currentPeriodMap.get(periodType);
}

private static Map<String, Period> loadPastPeriodMap() {

Map<String, Period> periodMap = new Map<String, Period>();
Date today = Date.today();
List<Period> periods = [SELECT Id, Type, StartDate, EndDate FROM Period WHERE
StartDate <= :today AND EndDate <= :today LIMIT 1];
for(Period period : periods) {
periodMap.put(period.Type, period);
}
return periodMap;
}

private static Map<String, Period> loadCurrentPeriodMap() {

Map<String, Period> periodMap = new Map<String, Period>();
Date today = Date.today();
List<Period> periods = [SELECT Id, Type, StartDate, EndDate FROM Period WHERE
StartDate >= :today AND EndDate <= :today LIMIT 1];
for(Period period : periods) {
periodMap.put(period.Type, period);
}
return periodMap;
}

private static Map<String, Period> loadFuturePeriodMap() {

Map<String, Period> periodMap = new Map<String, Period>();
Date today = Date.today();
List<Period> periods = [SELECT Id, Type, StartDate, EndDate FROM Period WHERE
EndDate >= :today AND EndDate <= :today LIMIT 1];
for(Period period : periods) {
periodMap.put(period.Type, period);
}
return periodMap;
}

private Period getPeriodByOffset(String periodType, Integer startPeriod) {

Date today = Date.today();
if (startPeriod < 0) {
return pastPeriodMap.get(periodType);

373
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

} else if (startPeriod > 0) {

return futurePeriodMap.get(periodType);
} else {
return getCurrentPeriod(periodType);
}
}

public void eval(List<CustomForecastFact__c> forecastFacts) {

List<FactWrapper> factWrapperList =
createFactRecordPeriodStartDatePair(forecastFacts);
for (FactWrapper wrapper : factWrapperList) {
CustomForecastFact__c fact = wrapper.fact;
Date factStartDate = wrapper.startDate;

Integer periodNumber = getPeriodNumber(forecastStartDate, factStartDate);

// Here is the place where we can apply formula based on various conditions.

// What we see below is just an example.

Double dummyFactor = 1;
fact.ForecastedQuantity__c = dummyFactor * (nvl(fact.OpportunityQuantity__c)
+ nvl(fact.OrderQuantity__c) + nvl(fact.LastYearOrderQuantity__c) +
nvl(fact.SalesAgreementQuantity__c));
fact.ForecastedRevenue__c = dummyFactor * (nvl(fact.OpportunityRevenue__c)
+ nvl(fact.OrderRevenue__c) + nvl(fact.LastYearOrderRevenue__c) +
nvl(fact.SalesAgreementRevenue__c));
}
}

private Double nvl(Decimal input) {

if (input == null ) return 0;
return nvl(input.doubleValue(), 0);
}

private Double nvl(Double input) {

return nvl(input, 0);
}

private Double nvl(Double input, Double defaultVal) {

if (input == null) return defaultVal;
return input;
}

private Integer getPeriodNumber(Date forecastStartDate, Date forecastFactStartDate)

{
if (forecastFactStartDate < forecastStartDate) {
// For Past Period we will always use the formula defined for period 1.
return 1;
}
Integer forecastStartDatePeriodNumber =
periodStartDates.indexOf(forecastStartDate);
Integer forecactFactStartDatePeriodNumber =
periodStartDates.indexOf(forecastFactStartDate);
return forecactFactStartDatePeriodNumber - forecastStartDatePeriodNumber + 1;

374
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

private String resolvePeriodTypeFromCalculationFrequency(String calculationFrequency)

{
return calculationFrequencyToPeriodTypeMap.get(calculationFrequency);
}

private List<FactWrapper>
createFactRecordPeriodStartDatePair(List<CustomForecastFact__c> forecastFacts) {
List<FactWrapper> wrapperList = new List<FactWrapper>();

Map<Id, Period> periodMapById = new Map<Id, Period>(periods);

for(CustomForecastFact__c fact : forecastFacts) {
wrapperList.add(new FactWrapper(fact,
periodMapById.get(fact.Period__c).StartDate));
}

return wrapperList;
}

private class FactWrapper {

CustomForecastFact__c fact;
Date startDate;

FactWrapper(CustomForecastFact__c fact, Date startDate) {

this.fact = fact;
this.startDate = startDate;
}
}
}

public class CustomForecastFactUtil {

public static void calculateForecast(Set<Id> forecastFactIds) {
List<CustomForecastFact__c> forecastFacts = loadForecastFacts(forecastFactIds);

// Map of Facts by PartnerId

Map<Id, List<CustomForecastFact__c>> factMapByPartnerId = new Map<Id,
List<CustomForecastFact__c>>();
for(CustomForecastFact__c fact : forecastFacts) {
Id partnerId = fact.AdvAcctForecastSetPartner__c;
if (!factMapByPartnerId.containsKey(partnerId)) {
factMapByPartnerId.put(partnerId, new List<CustomForecastFact__c> {fact});

} else {
factMapByPartnerId.get(partnerId).add(fact);
}
}

CustomForecastFactFormulaEvaluator.initialize(factMapByPartnerId.keySet());

for(Id partnerId : factMapByPartnerId.keySet()) {

CustomForecastFactFormulaEvaluator formulaEvaluator =
CustomForecastFactFormulaEvaluator.getInstance(partnerId);

375
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

formulaEvaluator.eval(factMapByPartnerId.get(partnerId));
}

update forecastFacts;
}

private static List<CustomForecastFact__c> loadForecastFacts(Set<Id> forecastFactIds)

{
return [
SELECT Id, AdvAcctForecastSetPartner__c, OrderQuantity__c, OrderRevenue__c,
OpportunityQuantity__c, OpportunityRevenue__c
, SalesAgreementQuantity__c, SalesAgreementRevenue__c,
LastYearOrderQuantity__c, LastYearOrderRevenue__c
, ForecastedQuantity__c, ForecastedRevenue__c, Period__c
FROM CustomForecastFact__c
WHERE Id IN :forecastFactIds
];
}
}

trigger CustomForecastFactTrigger on CustomForecastFact__c (after insert) {

CustomForecastFactUtil.calculateForecast(Trigger.newMap.keySet());
}

SEE ALSO:
Define Apex Triggers

Define Custom Fiscal Years for Your Manufacturing Forecasts

You can define custom fiscal years to generate forecasts according to the specific needs of your
EDITIONS
business.
1. From Setup, enter Fiscal Year in the Quick Find box, then select Fiscal Year. Available in: Lightning
Experience
2. To create a custom fiscal year, select Custom Fiscal Years.
Available in: Enterprise,
Unlimited, and Developer
Editions

USER PERMISSIONS

To change fiscal year

• Customize Application

3. Select Yes to acknowledge the implications.

4. Click Enable Custom Fiscal Years, and define your fiscal year. See Define a Custom Fiscal Year.
5. Save your work.

Note:
• To use weekly periods for your forecasts, you must enable custom fiscal years in your org.
• After enabling custom fiscal years in your org, you can’t revert to standard fiscal years.

376
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

• You can create custom fiscal years manually and you can create only one past year for your custom fiscal year.

Warning: If you’re an existing Manufacturing Cloud customer and have Account Forecasting or Advanced Account Forecasting
enabled in your org, after you enable custom fiscal years, all your forecasts data can be corrupted. To fix this issue, run the
Recalculate All option in account forecasting and the regenerate data processing engine job in advanced account forecasting
to regenerate the forecasts for you accounts.

View Forecasts and Make Adjustments

With Advanced Account Forecasting, generate forecasts across regions, products, product categories, or any other custom dimensions
in a single instance of Manufacturing Cloud. Your account managers have the flexibility to make forecast adjustments whenever necessary.

View Forecasts Using the Advanced Account Forecast Set Use Object
Use the Advanced Account Forecast Set Use object to view forecasts and make the necessary adjustments.
View Forecasts by Account with Advanced Account Forecast Set Partner
If you implemented Advanced Account Forecasting before the Spring’23 release, use the Advanced Account Forecast Set Partner
object to view forecasts and make the necessary adjustments.
Filter Advanced Account Forecasts
Use filters to declutter your forecast grid and focus on key information.
Make Forecast Adjustments
You can adjust advanced account forecast values during the adjustment period defined by the admin for your user profile.
Update Multiple Values in Advanced Account Forecasts
You can update multiple values across multiple dimensions like product and location in advanced account forecasts. Select a measure
and an advanced account forecast fact list view to mass update values across multiple periods.

View Forecasts Using the Advanced Account Forecast Set Use Object
Use the Advanced Account Forecast Set Use object to view forecasts and make the necessary
EDITIONS
adjustments.

Note: Customers who were using Advanced Account Forecasting before the Spring’23 Available in: Lightning
release can continue to use the Advanced Account Forecast Set Partner object to view forecasts Experience
for your accounts. For more information, see View Forecasts by Account with Advanced Available in: Enterprise,
Account Forecast Set Partner. Unlimited, and Developer
1. From the App Launcher, find and select Advanced Account Forecast Set Uses. Editions

2. Click to open an advanced account forecast set use record.

USER PERMISSIONS
Note: To view the forecast data, wait for the data processing engine runs to complete.
The Advanced Account Forecast Set Use records display data only after the Data Processing To modify advanced account
Engine definitions runs are completed. forecasts
• Read and Edit
3. To view forecasts specific to measures that are part of a group, select a Measure Group. permissions on
Advanced Account
Forecast

377
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

4. To view the forecast data for all periods, click Show All Periods.
5. If the forecast data spans multiple rows, click the forward and back arrows to navigate between pages.
If you need to update the forecast data for an Advanced Account Forecast Set Use record in Draft status, change the record status to
Active, and then update the data.

View Forecasts by Account with Advanced Account Forecast Set Partner

If you implemented Advanced Account Forecasting before the Spring’23 release, use the Advanced
EDITIONS
Account Forecast Set Partner object to view forecasts and make the necessary adjustments.
1. From the App Launcher, find and select Advanced Account Forecast Set Partner. Available in: Lightning
Experience
2. To view the records, select a list view.
You can also create and save a list view to view the necessary records. The list view shows the Available in: Enterprise,
status of the Advanced Account Forecast Set Partner record. The status can be Active or Inactive. Unlimited, and Developer
Editions
3. To view the record details, click a record in the list.

Note: To view the forecast data for your accounts, wait for the data processing engine USER PERMISSIONS
runs to complete. The Advanced Account Forecast Set Partner records display data only
after the Data Processing Engine definitions runs are completed. To modify advanced account
forecasts
4. To view forecasts specific to measures that are part of a group, select a Measure Group. • Read and Edit
permissions on
Advanced Account
Forecast

5. If you want to view the forecast data for all periods, click Show All Periods.
6. If the forecast data spans multiple rows, click the forward and back arrows to navigate between pages.

Note: If you want to update the forecast data for an Advanced Account Forecast Set Partner record in the Draft status, change
the record status to Active, and then update the data.

378
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

If you need to update the forecast data for an Advanced Account Forecast Set Partner record in Draft status, change the record status
to Active, and then update the data.

Filter Advanced Account Forecasts

Use filters to declutter your forecast grid and focus on key information.

Filter Forecasts by Dimensions and Periods

Use standard filters to view advanced account forecast data by time periods and dimensions.
Filter Forecasts by Forecast Fact List Views
Use advanced filters to view advanced account forecast data filtered by the list views that you create on your advanced account
forecast fact object.

Filter Forecasts by Dimensions and Periods

Use standard filters to view advanced account forecast data by time periods and dimensions.
EDITIONS
1. In the App Launcher, find and select Advanced Account Forecast Set Uses or Advanced
Account Forecast Set Partners (For customers who were using Advanced Account Forecasting Available in: Lightning
before the Spring’23 release.). Experience
2. Open the record that you want to create the standard filters for. Available in: Enterprise,
3. Unlimited, and Developer
On the Advanced Forecast tab, click . Editions

4. Select Standard.
5. Search for the desired dimensions, such as Product. USER PERMISSIONS
6. If needed, select a time period. To modify advanced account
forecasts
Time Period Description
• Read and Edit
Current Periods Displays the forecast for the current month and seven permissions on
succeeding months. Advanced Account
Forecast
Range Displays the forecast for a date range.

Set Periods Displays the forecast for selected periods.

Keep in mind that when you specify a dimension and a time period, you see only the data that meet both the criteria.

7. Click Apply.

379
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Filter Forecasts by Forecast Fact List Views

Use advanced filters to view advanced account forecast data filtered by the list views that you create
EDITIONS
on your advanced account forecast fact object.
To use advanced filters, first create a list view on your advanced account forecast fact object. Available in: Lightning
Experience
1. In the App Launcher, find and select Advanced Account Forecast Set Uses or Advanced
Account Forecast Set Partners (For customers who were using Advanced Account Forecasting Available in: Enterprise,
before the Spring’23 release.). Unlimited, and Developer
2. Open the record that you want to create the advanced filters for. Editions

3.
On the Advanced Forecast tab, click . USER PERMISSIONS
4. Select Advanced. To modify advanced account
5. Select an advanced account forecast fact list view. forecasts
• Read and Edit
6. Click Apply.
permissions on
After you apply the filter, you can view the advanced account forecast data filtered by the selected Advanced Account
list view. Forecast

Example: A manufacturing company sells in two locations, New York and Singapore. They
sell products under two product categories, Hammers and Compactors. Here’s how they set
up advanced account forecasting.
• Dimensions: Location and Product Category
• Measures: Order Revenue, Order Quantity, and Adjusted Order Revenue
• Period frequency: Monthly
• Start date: January 1, 2022
• End date: December 31, 2022
The forecast for their partner account, Acme, has twelve monthly periods starting from January
1, 2022 and ending on December 31, 2022. The forecast has 48 forecast fact records (12
periods * 2 locations * 2 product categories).
The account manager for the manufacturing company wants to view the forecasts for only
the Compactor products in Singapore. To see this data, a list view called Compactors Singapore
2022 is created on the Advanced Account Forecast Fact object with these filters.
• Location equals Singapore
• Product Category equals Compactor
To view the forecast data for the Compactor products in Singapore, the account manager
opens the Advanced Account Forecast Set Partner record for Acme and selects the
Compactors Singapore 2022 list view in the advanced filter.

380
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Make Forecast Adjustments

You can adjust advanced account forecast values during the adjustment period defined by the
EDITIONS
admin for your user profile.
1. For the period that you want to adjust, click the pencil icon in the cell. Available in: Lightning
Experience
2. Enter the new value for the measure and add an adjustment note. Your note can include only
text. Available in: Enterprise,
Unlimited, and Developer
Editions

USER PERMISSIONS

To modify advanced account

forecasts
• Read and Edit
permissions on
Advanced Account
Note: Forecast
• You can make adjustments only for the forecast measures that your admin has defined
adjustments periods for.
• You can make adjustments only when the adjustment window is open and the
associated forecast set and Advanced Account Forecast Partner record are Active.
• The number of forecast measure values that you can adjust at a time in the grid is
calculated using a formula, [(n*2) + (m)] less than or equals 25. Here, n is the number
of measures being adjusted, with history tracking enabled, and m is the number of
measures being adjusted, without history tracking enabled. Multiple adjustments in
the grid are handled using an API call. When history tracking is enabled, an adjustment
to a forecast measure value includes two subrequests: creating an adjustment fact
record and updating the forecast fact record. So, a single API call with 12 adjustments
requires 24 operations.

381
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Update Multiple Values in Advanced Account Forecasts

You can update multiple values across multiple dimensions like product and location in advanced
EDITIONS
account forecasts. Select a measure and an advanced account forecast fact list view to mass update
values across multiple periods. Available in: Lightning
To mass update forecast data, create a list view on the advanced account forecast fact object and Experience
add the desired filters to it. Select this list view when performing the mass update.
Available in: Enterprise,
1. In the App Launcher, go to Advanced Account Forecast Set Uses or Advanced Account Unlimited, and Developer
Forecast Set Partners (For customers who were using Advanced Account Forecasting before Editions
the Spring’23 release.).
2. Open the record for which you want to mass update the forecast values. USER PERMISSIONS
3. Click Mass Update.
To modify advanced account
4. Select the measure that you want to change the values for. forecasts
5. Select an advanced account forecast fact list view. • Read and Edit
permissions on
6. Select one of these actions. Advanced Account
Forecasts
• Increase By
To mass update advanced
• Decrease By
account forecasts
• Replace With • Mass Update for
Advanced Account
7. Enter a value for the selected action. To use the value as a percentage, select Use as percentage. Forecasting System
8. Save your changes. Permission

You receive an in-app notification and an email alert when the mass update process is complete
or when it fails. If there’s a process failure, you can rerun the process or contact your admin.

The icon in a cell indicates that the value in that cell was successfully modified.

Note: To mass update the values for a measure, the calculation method of the measure must be editable. See Define Forecast
Set Measures.

Note: You can update multiple values of a measure in advanced account forecasts only during the adjustment period.

Note: You can’t update the values of advanced account forecasts when the forecast set is inactive or when recalculation is in
progress.

Example: A manufacturing company sells in two locations, New York and Singapore. They sell products under two product
categories, Hammers and Compactors. Here’s how they set up advanced account forecasting.
• Dimensions: Location and Product Category
• Measures: Order Revenue, Order Quantity, and Adjusted Order Revenue
• Period frequency: Monthly
• Start date: January 1, 2022
• End date: December 31, 2022
The forecast for their partner account, Acme, has twelve monthly periods starting from January 1, 2022 and ending on December
31, 2022. The forecast has 48 forecast fact records (12 periods * 2 locations * 2 product categories).
A partner at Acme asks the account manager to anticipate more demand for hammers in New York. The account manager wants
to increase Acme’s order quantity for the Hammer product category sold in the New York location by 10% across all periods. To

382
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

update this data, a list view called Hammers New York 2022 is created on the Advanced Account Forecast Fact object with these
filters.
• Location equals New York
• Product Category equals Hammers
To update the forecast, the account manager opens the relevant Advanced Account Forecast Set Partner record and selects these
values for the mass update action.
• Measure: Adjusted Order Quantity
• List view: Hammers New York 2022
• Action: Increase By
• Value: 10
• Use as percentage: Selected
When the mass update is completed, the account manager gets a notification and can view the updated values in the forecast
grid.

Forecast Service Revenue and Spare Parts Demand

Use the Advanced Account Forecasting feature to shape accurate forecasts for service revenue and
EDITIONS
spare parts demand. To process forecasts, create custom forecast fact objects. Also, create data
processing engine templates and jobs. You can then use these data processing engines in custom Available in: Lightning
flows to generate accurate forecasts. Experience
For more information on how to use Advanced Account Forecasting, see Holistic Forecasts with
Available in: Enterprise,
Advanced Account Forecasting.
Unlimited, and Developer
Note: The default advanced account forecast fact objects and Data Processing Engine Editions
templates that are available with Advanced Account Forecasting for sales use cases in
Manufacturing Cloud don’t work with service use cases. You can create custom Data Processing
Engine definitions according to your business needs.

Migrate from Account Forecasting to Advanced Account Forecasting

You can use Advanced Account Forecasting to generate forecasts based on opportunities, orders,
EDITIONS
sales agreements, historical orders, and any other custom measures considering all aspects of
business from Salesforce and beyond. If you’re an existing customer using Account Forecasting, Available in: Lightning
follow these steps to migrate to Advanced Account Forecasting. Experience
1. Disable the older version of Account Forecasting.
Available in: Enterprise,
Note: Enabling both Account Forecasting and Advanced Account Forecasting in your Unlimited, and Developer
org can cause data disruption or unforeseen errors. Editions

2. Enable Advanced Account Forecasting and Data Pipelines in Setup.

See Enable Features for Manufacturing Cloud.

3. Assign permission sets to users according to your business needs.

See Assign Permission Sets for Advanced Account Forecasting.

4. Set field-level security and create sharing rules for the fact and partner object records.

383
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

5. Update the out-of-the-box forecast set definition to include the period groups and display duration according to your business need.
6. Use one of these options to modify the out-of-the-box data processing engine definitions to generate forecasts:
• Use the out-of-the-box forecast set.
• Modify the out-of-the-box data processing engine definitions to include the Account Product Period Forecast object as a data
source. Alternatively, you can modify the out-of-the-box Advanced Account Forecast Fact object to include the custom metrics
from the Account Product Period Forecast object.

7. You can also upload data for the Advanced Account Forecast Set Partner and Advanced Account Forecast Fact objects by using Data
Loader.
For more information, see About Data Loader .

Considerations for Advanced Account Forecasting

Review these considerations before you start using Advanced Account Forecasting.
EDITIONS
• When using Data Processing Engine definitions for generating advanced account forecasts in
Manufacturing Cloud, keep the limits and limitations for Data Processing Engine in mind. For Available in: Lightning
more details, see Data Processing Engine Limits. Experience
• If you’re using an orchestration flow to generate forecasts, keep the limitations of Flows in mind. Available in: Enterprise,
For more information, see Flows Unlimited, and Developer
• The additional factors that impact the time taken for generating forecast data in your org are: Editions

– The number of qualifying and non-qualifying currencies that are used to generate the
forecast data.
– The complexity of the forecast formulas, the number of product and period records, and the number of orders, opportunities,
and sales agreements.
– The consumption of resources when calling external APIs when processing the forecast data.

• Any custom validation rules and triggers added on your advanced account forecasting objects can interfere with forecast generation.
If the forecast generation for your accounts fails, disable the custom rules and triggers and then try generating forecasts.
• The number of forecast measure values that you can adjust at a time in the grid is calculated using a formula, [(n*2) + (m)] less than
or equals 25. Here, n is the number of measures being adjusted, with history tracking enabled, and m is the number of measures
being adjusted, without history tracking enabled. Multiple adjustments in the grid are handled using an API call. When history
tracking is enabled, an adjustment to a forecast measure value includes two subrequests: creating an adjustment fact record and
updating the forecast fact record. So, a single API call with 12 adjustments requires 24 operations.
• The Rollover Account Forecast Data Processing Engine (DPE) definition runs only at the start of each period so you won't see forecasts
generated for newer periods if you change forecast settings during an ongoing period. For example, if you change the display
duration for a forecast in the middle of a month, the Rollover DPE considers the update only when it runs at the start of the next
month. To consider the forecast settings updates, such as changes to forecast dimensions, frequencies, or period group settings
during an ongoing forecast period, make sure you run the Regenerate Account Forecast DPE definition after you update the settings.
• We recommend that you keep these recommended limits in mind when configuring Advanced Account Forecasting. These limits
aren’t hard limits.

Type Recommended Limit

Forecast sets 10

User-defined forecast set dimensions 3

384
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Type Recommended Limit

Fact objects 10

Forecast set measures 20

Measures displayed in UI 20

Periods displayed in UI 56

Periods in a period group 56

Forecast recalculations in a year 52

Forecast regenerations in a year 4

Forecast rollovers in a year 56

• When you specify a negative start period offset in Advanced Account Forecasting, the generated forecasts start from a past period.
To generate forecasts from a future period, specify a positive start period offset.
• When you configure a custom fact object, ensure that the object has lookups to account, period, partner, and product. For period,
create a text field (18 char) that has a period populated.
• Forecast quantity and forecast revenue measures are included by default for a forecast set. Map these measures to the corresponding
fields in the fact object before activating your forecast set.
• Make sure that you specify the same values for frequency for the period group and the rollover frequency for a forecast set. Having
different values for the frequencies can lead to forecast calculation errors.
• If you want to roll over the forecasts anytime during a month, then increment the start period by 1, and then run the Rollover Data
Processing Engine job.
• Period and account are the default dimensions available for a forecast set. You can configure additional dimensions if necessary.
• These Account Forecasting features aren’t available with Advanced Account Forecasting:
– Add Products
– Show Growth
– Recalculate

• When your org gets upgraded during a release, make sure you check the cloned permission sets for Manufacturing Advanced
Account Forecasts and Manufacturing Advanced Account Forecasts for Community. The Mass Update for Advanced Account
Forecasting and Import CSV for Advanced Account Forecasting system permissions get automatically deselected in existing cloned
permission sets during a release upgrade. You can reassign the permissions in the cloned permission sets if necessary . There’s no
impact when you clone a permission set after a release upgrade.
• You can't create a custom report type with Advanced Account Forecast Fact as the primary object. To create a report with data from
the Advanced Account Forecast Fact object, create a custom report type with Advanced Account Forecast Set Partner or Advanced
Account Forecast Set Use as the primary object. For object relationships in the custom report type, select Advanced Account Forecast
Fact as a child object and Each "A" record must have at least one related "B" record as the relationship criteria. Use the custom report
type to create reports with advanced account forecast fact data. See Create a Custom Report Type.

385
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Considerations for Advanced Account Forecasting When Processing Large Volumes of Data
When you use Advanced Account Forecasting to process large volumes of data, Salesforce recommends that you process the data
in batches.

SEE ALSO:
Considerations for Manufacturing Cloud

Considerations for Advanced Account Forecasting When Processing Large Volumes of Data
When you use Advanced Account Forecasting to process large volumes of data, Salesforce
EDITIONS
recommends that you process the data in batches.
Available in: Lightning
Key Considerations Experience

• The total number of forecast fact records to process. Available in: Enterprise,
• The forecast fact object used to store the forecast data. The out-of-the-box forecast fact object Unlimited, and Developer
Editions
supports higher data volumes and provides higher scalability compared to a custom forecast
fact object.
• The number of forecast sets that you use to generate the forecasts.
• The configuration of the forecast sets, dimensions, and period groups.

Forecast Calculations by Using an Orchestration Flow

• You can process up to 60 million forecast fact records in a single Data Processing Engine flow process. For larger volumes, divide
the fact records into smaller volumes based on criteria such as region or account groups before processing.
• Writeback of forecast data calculated using forecast formulas takes time due to the large volume of data to process in the forecast
fact records.

Forecast Formula Baseline Calculation by Using Data Processing Engine

• Leverage the data processing engine by modeling the forecast formula as formula nodes in the data processing engine definitions
for baseline formula calculations. This improves the scalability and performance to address the processing of up to 16 million rows
of forecast fact records in a single data processing engine job run and reduces the overall processing time by over 60% compared
to the orchestration flow.
• You model the forecast formulas in the forecast set but the Calculate Advanced Account Forecasts and Update Advanced Account
Forecast Set Partner invocable actions aren’t used as part of the orchestration flow to calculate the forecasts.
• The forecasting data processing engine job run creates or updates the forecast set partner records to an Active status.

Model Forecast Formulas as Fields on the Forecast Fact Object

Use this approach when the forecast formulas don’t vary with time. Leverage the platform capabilities to model the forecast quantity
and forecast revenue as formula fields on the fact object that you’re using for your forecast calculations. You aren’t required to model
the forecast formulas in the data processing engine definitions or to use an orchestration flow with the Calculate Advanced Account
Forecasts and Update Advanced Account Forecast Set Partner invocable actions to generate forecasts.

SEE ALSO:
Customize Fields

386
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Deploy Advanced Account Forecasting Analytics for Manufacturing

Use the Advanced Account Forecasting Analytics for Manufacturing app to gain insights into your
EDITIONS
forecast data and develop accurate forecasts to optimize your production and operations. Deploy
Advanced Account Forecasting Analytics for Manufacturing by assigning permissions, enabling Available in: Lightning
CRM Analytics, and creating and sharing the analytics app for your users. Experience

Available in: Enterprise,

1. Assign Admin Permissions for Advanced Account Forecasting Analytics for Manufacturing Unlimited, and Developer
Allow admins to create and manage the Advanced Account Forecasting Analytics for Editions
Manufacturing app by assigning them the necessary permissions.
2. Assign User Permissions for Advanced Account Forecasting Analytics for Manufacturing
Allow your users to view the Advanced Account Forecasting Analytics for Manufacturing app by assigning them the necessary
permissions.
3. Enable CRM Analytics
Before you create the Advanced Account Forecasting Analytics for Manufacturing app, enable CRM Analytics in your org.
4. Meet the Data Requirements to Create the Advanced Account Forecasting Analytics for Manufacturing App
To create the Advanced Account Forecasting Analytics for Manufacturing app, make sure that your Salesforce org has the required
data.
5. Set Field-Level Security for the Advanced Account Forecasting Analytics for Manufacturing App
Before you create the Advanced Account Forecasting Analytics for Manufacturing app, make sure that the Analytics Cloud Integration
User profile has access to all of the fields that the app uses.
6. Create and Share the Advanced Account Forecasting Analytics for Manufacturing App
Create an app from the Advanced Account Forecasting Analytics for Manufacturing template and share it with your users.
7. Keep the Data in the Advanced Account Forecasting Analytics for Manufacturing App Up-to-Date
Keep the data in your analytics app current by scheduling the app to refresh on a daily basis.
8. Use Advanced Account Forecasting Analytics for Manufacturing
Use the dashboards in the Advanced Account Forecasting Analytics for Manufacturing app to analyze your forecast data and develop
accurate forecasts to optimize your production and operations.

Assign Admin Permissions for Advanced Account Forecasting Analytics for Manufacturing
Allow admins to create and manage the Advanced Account Forecasting Analytics for Manufacturing
EDITIONS
app by assigning them the necessary permissions.
1. From Setup, in the Quick Find box, enter Users, and then select Users. Available in: Lightning
Experience
2. Click the name of a user with the System Administrator profile.
3. Click Permission Set Assignments, and then click Edit Assignments. Available in: Enterprise,
Unlimited, and Developer
4. Select the CRM Analytics Plus Admin and Manufacturing Advanced Account Forecast Editions
Admin permission sets.
5. Click Add, then save your changes.
6. Repeat these steps for other admins who create and manage the Advanced Account Forecasting Analytics for Manufacturing app.

387
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Assign User Permissions for Advanced Account Forecasting Analytics for Manufacturing
Allow your users to view the Advanced Account Forecasting Analytics for Manufacturing app by
EDITIONS
assigning them the necessary permissions.
1. From Setup, in the Quick Find box, enter Users, and then select Users. Available in: Lightning
Experience
2. Click the name of a user who needs access to the Advanced Account Forecasting Analytics for
Manufacturing app. Available in: Enterprise,
3. Click Permission Set Assignments, and then click Edit Assignments. Unlimited, and Developer
Editions
4. Select the CRM Analytics Plus User and Manufacturing Advanced Account Forecast User
permission sets.
5. Click Add, then save your changes.
6. Repeat these steps for other users who view the Advanced Account Forecasting Analytics for Manufacturing app.

Enable CRM Analytics

Before you create the Advanced Account Forecasting Analytics for Manufacturing app, enable CRM
EDITIONS
Analytics in your org.
1. From Setup, in the Quick Find box, enter Getting Started and then, under Analytics, Available in: Lightning
select Getting Started. Experience
If you see the Launch CRM Analytics button, then CRM Analytics is already enabled in your org.
Available in: Enterprise,
Otherwise, turn it on. Unlimited, and Developer
2. Click Enable CRM Analytics. Editions

Meet the Data Requirements to Create the Advanced Account Forecasting Analytics for Manufacturing
App
To create the Advanced Account Forecasting Analytics for Manufacturing app, make sure that your
EDITIONS
Salesforce org has the required data.
Your org must have the Advanced Account Forecast Set Partner object. Available in: Lightning
Experience
If your org doesn't have access to the Advanced Account Forecast Set Partner object, then you get
an error when you try to create the Advanced Account Forecasting Analytics for Manufacturing Available in: Enterprise,
app. Follow the instructions in the message to add the required data, and then try to create the Unlimited, and Developer
app again. Editions

Set Field-Level Security for the Advanced Account Forecasting Analytics for Manufacturing App
Before you create the Advanced Account Forecasting Analytics for Manufacturing app, make sure
EDITIONS
that the Analytics Cloud Integration User profile has access to all of the fields that the app uses.
1. From Setup, in Object Manager, click an object that's used in the Advanced Account Forecasting Available in: Lightning
Analytics for Manufacturing app. Experience
2. Click Fields & Relationships. Available in: Enterprise,
3. Click the field name and then click Set Field-Level Security. Unlimited, and Developer
Editions
4. For the Analytics Cloud Integration User profile, select Visible, and then save your changes.
5. Repeat these steps for all of the fields on all of the objects that the app uses.

388
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Create and Share the Advanced Account Forecasting Analytics for Manufacturing App
Create an app from the Advanced Account Forecasting Analytics for Manufacturing template and
EDITIONS
share it with your users.
Available in: Lightning
Create the Advanced Account Forecasting Analytics for Manufacturing App Experience

Create the Advanced Account Forecasting Analytics for Manufacturing App in the CRM Analytics Available in: Enterprise,
Studio. Unlimited, and Developer
Editions
Note: Before you create the app, make sure that Sales Agreements are enabled in your org.
For more information on how to enable Sales Agreements, see Enable Features for
Manufacturing Cloud.
1. In CRM Analytics Studio, click Create and then select App.
2. Select the Advanced Account Forecasting Analytics for Manufacturing template, then click Continue.
3. Review the preview page, then click Continue.
4. To create an app or use settings from an existing app, make a selection, and click Continue.
Analytics runs a compatibility check of the data in your Salesforce org.
5. If the compatibility check uncovers any issues, follow the instructions in the error message to resolve them. Then, try to create the
app again. When the compatibility check completes successfully, click Looks good, next.
6. The next page of the wizard asks you to make these selections.
a. Select fields for Forecasting Revenue and Quantity. Select the Forecast Revenue and Forecast Quantity measures you’ve configured
in the Forecast Set in Advanced Account Forecasting Setup.

Note: Your app contains only the data for the measures you select.

b. Select custom Dimensions for Forecasting. You can select up to two custom dimensions from the Advanced Account Forecast
Fact object for forecasting.

Note: If you don’t want to see forecasts for custom dimensions in your app skip to step 8.

c. Select custom dimension from the Orders object to map with the first custom dimension selected from the Forecast Fact object.
d. Select custom dimension from the Orders object to map with the second custom dimension selected from the Forecast Fact
object.

7. Click Looks good, next.

8. Name your app, then click Create.
The process takes a few minutes. When it completes, refresh the page.

Note: If you see an error saying the Analytics Integration User doesn’t have access to selected fields, update the field-level security
for the app. See Set Field-Level Security for the Advanced Account Forecasting Analytics for Manufacturing App. For more information
about FLS, see Field-Level Security in Salesforce Help.

Share the Advanced Account Forecasting Analytics for Manufacturing App

Share the app with your users. You can share it only with users who are assigned the admin or user permission sets for Advanced Account
Forecasting Analytics for Manufacturing.
1. In CRM Analytics Studio, open your app and click the share button.

389
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

2. On the Give Access tab of the share window, under Invite others, add the names of users in your org.
3. For every user you add, select their level of access: Viewer, Editor, or Manager.
4. Save your changes.

Keep the Data in the Advanced Account Forecasting Analytics for Manufacturing App Up-to-Date
Keep the data in your analytics app current by scheduling the app to refresh on a daily basis.
EDITIONS
To schedule your app, see Schedule Data Refresh for a CRM Analytics App. Select a time outside
normal work hours so the data refresh doesn’t interrupt business activities. Available in: Lightning
Experience

Available in: Enterprise,

Unlimited, and Developer
Editions

Use Advanced Account Forecasting Analytics for Manufacturing

Use the dashboards in the Advanced Account Forecasting Analytics for Manufacturing app to
EDITIONS
analyze your forecast data and develop accurate forecasts to optimize your production and
operations. Available in: Lightning
Go to CRM Analytics Studio, open the Advanced Account Forecasting Analytics for Manufacturing Experience
app, and click the Dashboards tab to see the list of dashboards.
Available in: Enterprise,
Unlimited, and Developer
Accounts’ Health Dashboard Editions

Monitor your accounts’ performance and take measures to improve your accounts’ health. The
dashboard charts answer these questions:
• How’s my account performing against the forecast?
• How accurate are my forecasts?
• What’s the total forecasted revenue for a selected period?
• Which accounts need attention?

Account Insights Dashboard

Track your accounts’ performance and identify accounts that need attention. The dashboard charts answer these questions:
• How’s my account performing against the forecast?
• What’s the actual and forecasted revenue for a selected period?
• What’s in the forecast?
• How accurate are the forecasts for the account?
• How’s the account performing based on custom dimensions?
• How are the account’s products performing based on the key metrics for quantity and revenue?
• What are my top-performing products and accounts?
• Which products or accounts need my attention?
• What’s my total revenue from opportunities and orders?
• What’s the forecasted quantity and revenue for each product, service region, account, and owner?

390
Manufacturing Cloud Create Holistic Forecasts with Advanced Account Forecasting

Product Performance Dashboard

Track your product performance against the forecasted demand. The dashboard shows how the forecast varies based on time and
various dimension-level combinations and identifies the accounts and products that need attention. The dashboard charts answer these
questions:
• How’s the product performing against the forecast?
• How’s the product category performing against the forecast?
• How’s the product family performing against the forecast?
• What’s the actual revenue for a selected period?
• How’s the product performing based on custom dimensions?
• How’s the product category performing based on custom dimensions?
• How’s the product family performing based on custom dimensions?
• When have I had the highest forecast variance based on quantity and revenue?
• What are my top-performing products?
• Which products need my attention?

Forecast Analysis Dashboard

The Forecast Analysis dashboard lets you monitor the accuracy of your forecast based on the forecasted, adjusted, and actual revenue
and quantity. With this dashboard, you can analyze how forecasts vary across time and plan measures to improve forecast accuracy. The
dashboard charts answer these questions.
• How’s the product performing against the forecast and adjusted forecast?
• How’s the product family performing against the forecast and adjusted forecast?
• What’s the total forecasted revenue and quantity for a selected period?
• What’s the adjusted forecasted revenue for a selected period?
• How accurate are my forecasts?
• What’s the actual, forecast, and adjusted forecast variance for the selected period based on revenue and quantity?
• How did the forecast accuracy trend over time?
• Which product or account had the maximum forecast variance for a selected period?
• What’s the monthly forecast variance for the selected period?
• What’s the overall adjustments made in a period of three months?

Statistical Order Forecasting Dashboard

Work on an effective manufacturing plan by analyzing statistical order forecasts for an advanced account forecast set. The statistical
forecast data includes order quantity and order revenue values. Plan better at a granular level based on the defined dimensions. Get
answers to these questions:
• What’s the trend of order quantity and revenue over the course of the specified period?
• What’s the distribution of forecasted order quantity and revenue for the specified dimensions?
• What’s the accuracy of the forecasted order quantity and revenue values?

391
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Create Account Forecasts to Enhance Your Planning

Use Account Forecasting to generate forecasts based on orders, opportunities, and sales agreements.
EDITIONS
Create formulas to calculate your forecasts as per the requirements of your company. Define a
recurring adjustment period in alignment with your company’s planning period to allow for Available in: Lightning
collaborative edits during that period. After the period is over, the forecasts are locked. Use the Experience
locked forecast values to plan inventory and operations for the upcoming schedules. Get insights
into comparative sale of products across accounts to prepare for new possibilities of expanding Available in: Enterprise,
your market. Unlimited, and Developer
Editions
Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
To learn about how the features are different, review this comparison. For new
implementations, use Advanced Account Forecasting. For existing implementations, plan
your migration.

Set Up Account Forecasting

To help users track forecast numbers for their accounts, enable Account Forecasting in Setup and assign users the appropriate
permission sets. Then, define the account forecast configurations on the Account Forecasting page in Setup.
View and Maintain Forecasts
Get accurate forecasts for your accounts for new and existing products. If a product is tracked through any of your associated orders,
opportunities, and sales agreements, forecast is calculated for it. Based on the unique formulas your admin creates, you can view
quantity and revenue forecast numbers all consolidated in the Forecast tab of your account’s record. During each adjustment period,
you can also recalculate forecasts based on the most current account and market growth metrics. Your peers and executives can
collaboratively edit the forecast numbers to share insights. You can focus on high-performing products, discover possibilities of sale
for new products, and also plan your sales and operations for the upcoming month or quarter.
Considerations for Account Forecasting
Review these considerations before setting up and using Account Forecasting in Manufacturing Cloud.

Set Up Account Forecasting

To help users track forecast numbers for their accounts, enable Account Forecasting in Setup and
EDITIONS
assign users the appropriate permission sets. Then, define the account forecast configurations on
the Account Forecasting page in Setup. Available in: Lightning
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Experience
To learn about how the features are different, review this comparison. For new Available in: Enterprise,
implementations, use Advanced Account Forecasting. For existing implementations, plan Unlimited, and Developer
your migration. Editions

Configure Forecast Generation and Display Settings

Set up the forecast display settings on the Account Forecasting page in Setup. You can define the start period, forecast frequency,
and the display duration for rolling forecasts. The forecast display rolls over and adds another period every month or quarter,
depending on the selected forecast frequency. This rolling forecast capability ensures that you forecast as many months ahead as
in the display duration.
Configure Account Forecast Generation Filters
Select the list views for accounts and products in the Setup page of Account Forecasting. Forecasts are generated only for the selected
accounts.

392
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Configure Account Forecast Calculation Settings

Define the sales agreements to use for calculating sales agreement metric values in account forecasts by selecting a sales agreement
list view.
Configure Forecast Adjustment Settings
Align your forecast adjustments with your company’s planning period. During the adjustment period, your company can collaborate
on forecasts and modify forecast values. Forecast values are locked beyond the adjustment period. Account managers can use the
time beyond the adjustment period to plan inventory and operations.
Recalculate All Account Forecasts
Recalculate forecasts for all the identified accounts at any time during your company's fiscal year.
Account Forecasting Usage and Limits
You can view the data volume used and number of times certain operations have run for account forecasts in your Salesforce org.
Compare this usage with the defined limits by checking the percentage of the limit used. You can ensure optimal performance of
your Salesforce org by reviewing these details periodically.
Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects
You can create custom fields for the Account Product Forecast and Account Product Period Forecast objects and define a unique
mapping for these fields. This mapping creates a metric that you can add to an account forecast. Use these custom metrics to track
account forecasts better.
Map Custom Fields of Account Product Forecast and Account Product Period Forecast
Add custom metrics to the Forecast tab of an account by mapping custom fields of Account Product Forecast and Account Product
Period Forecast. Make each mapping unique.
Select Metrics to Display in Forecast
Select the metrics you want your key account managers to view on the Forecast tab for an account.
Build Formulas to Calculate Forecast
Use the Formula Builder on the Account Forecasting page in Setup to create formulas for forecast calculations. You can define your
own formulas for quantity and revenue based on sales agreements, orders, opportunities, and account metrics.
Setup Email Notifications for Account Forecasts
Set up contact information to send notifications along with suggested next steps in case automated processes fail.
Notifications for Account Forecast Operations
When forecast operations, like forecast generation, complete or fail, admins and account managers are notified via in-app notifications,
email, or both.

SEE ALSO:
Enable Features for Manufacturing Cloud
Permission Set Licenses for Internal Users in Manufacturing Cloud

393
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Configure Forecast Generation and Display Settings

Set up the forecast display settings on the Account Forecasting page in Setup. You can define the
EDITIONS
start period, forecast frequency, and the display duration for rolling forecasts. The forecast display
rolls over and adds another period every month or quarter, depending on the selected forecast Available in: Lightning
frequency. This rolling forecast capability ensures that you forecast as many months ahead as in Experience
the display duration.
Available in: Enterprise,
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Unlimited, and Developer
To learn about how the features are different, review this comparison. For new Editions
implementations, use Advanced Account Forecasting. For existing implementations, plan
your migration.
USER PERMISSIONS
1. From Setup, enter Manufacturing in the Quick Find box, and then select Account
Forecasting. To modify forecast settings:
• Customize Application
2. Define the following:
a. Forecast Frequency: Select monthly or quarterly.
b. Start Period: This field derives the start period for generating forecasts. Enter the number of periods before the current period
to arrive at the start period. For example, if the current period is August 2020 and you enter the 6 periods ago as the start period,
you generate forecasts starting from February 2020. To start from the current period, enter 0.

Tip: If you want to compare quantity and revenue forecasts, it’s helpful to generate forecasts for previous periods. Your
account managers can gain insights into product performance for past, present, and future periods.

c. Display Duration: Select the total number of periods for generating forecasts. For example, if the start period is February 2020
and the display duration is 8 periods, you generate forecasts from February 2020 to September 2020.
The forecast display rolls over and adds another period every month or quarter, depending on the selected forecast frequency. For
example, let’s assume that the forecast frequency is monthly and the display duration is from February 2020 to September 2020. At
the end of February 2020, you get a forecast for March 2020 to October 2020.

Warning:
• You can have a display duration of up to 36 periods. Adding more than 36 periods can result in performance issues.
• If you modify the forecast display settings, all active forecast records expire, and the regenerated records replace them. If
regeneration fails, account owners receive a notification.
• Account forecasts are regenerated when you change the generation and display settings. If you regenerate account
forecasts, the forecast data for manually added products and any adjustments are lost. To ensure that the forecast data
for manually added products is included, create an opportunity, order, or sales agreement for those products. Alternatively,
manually add the products and adjustments again.

Important: Any custom validation rules and triggers added on your account forecasting objects can interfere with the account
forecast generation process. If the forecast generation for your accounts fails, disable the custom rules and triggers and then
try generating forecasts.

Before saving your settings, use the Account Forecast Formula Builder to create formulas for all periods. You can create different formulas
to calculate quantity and revenue. If the display duration is 8 months, you can create up to 8 formulas.

SEE ALSO:
Build Formulas to Calculate Forecast

394
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Configure Account Forecast Generation Filters

Select the list views for accounts and products in the Setup page of Account Forecasting. Forecasts
EDITIONS
are generated only for the selected accounts.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
To learn about how the features are different, review this comparison. For new Experience
implementations, use Advanced Account Forecasting. For existing implementations, plan Available in: Enterprise,
your migration. Unlimited, and Developer
1. Create list views for accounts and products. Editions

a. On the Accounts page, create a list view of all the accounts that you want to forecast for.
USER PERMISSIONS
b. On the Products page, create a list view of all the products that you want to include in the
account forecasts. To modify forecast settings:
Important: Key account managers can generate forecasts only if either All users can • Customize Application
see this list view or Share list view with groups of users is selected for the list views.

2. Select the list views for account forecasting.

a. From Setup, enter Manufacturing in the Quick Find box, and then select Account Forecasting.
b. In the Account Forecast Generation Filters section, select the list views in the two fields, and save your changes.

Option Description

Accounts Select the account list view

Products Select the product list view

Note: If no list views are selected, forecasts for all the accounts and active products in your Salesforce org are generated.

SEE ALSO:
Recalculate All Account Forecasts
Create or Clone a List View in Lightning Experience

Configure Account Forecast Calculation Settings

Define the sales agreements to use for calculating sales agreement metric values in account forecasts
EDITIONS
by selecting a sales agreement list view.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
To learn about how the features are different, review this comparison. For new Experience
implementations, use Advanced Account Forecasting. For existing implementations, plan Available in: Enterprise,
your migration. Unlimited, and Developer
• Enable Opportunity Probability to use the value in the Probability field of opportunities for Editions
calculating opportunity metric values in account forecasts.
• Enable Opportunity Product Schedules to forecast calculations based on opportunity quantity
and revenue schedules.

395
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Select Sales Agreement List View for Account Forecasting

The sales agreements in the selected list view are considered when calculating the sales agreement metric values of account forecasts.
Use Opportunity Probability to Calculate Account Forecasts
Enable Opportunity Probability to calculate opportunity quantity and revenue values in account forecasts.
Use Opportunity Product Schedules to Calculate Account Forecasts
Enable Opportunity Product Schedules to forecast calculations based on opportunity quantity and revenue schedules.

Select Sales Agreement List View for Account Forecasting

The sales agreements in the selected list view are considered when calculating the sales agreement
EDITIONS
metric values of account forecasts.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
To learn about how the features are different, review this comparison. For new Experience
implementations, use Advanced Account Forecasting. For existing implementations, plan Available in: Enterprise,
your migration. Unlimited, and Developer
1. On the Sales Agreements page, create a list view that has the sales agreements to consider for Editions
calculating account forecasts.
2. From Setup, in the Quick Find box, enter Manufacturing, and then select Account USER PERMISSIONS
Forecasting.
To modify forecast settings:
3. In the Account Forecast Calculation Settings section, select the list view of sales agreements to • Customize Application
consider.

Note: If no list view is selected, all active and expired sales agreements in your Salesforce
org are considered.

4. Save your changes.

To view the latest account forecast values after selecting the list view, click Recalculate All Forecasts. You can also ask your users to
recalculate each account’s forecast individually.

Use Opportunity Probability to Calculate Account Forecasts

Enable Opportunity Probability to calculate opportunity quantity and revenue values in account
EDITIONS
forecasts.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
To learn about how the features are different, review this comparison. For new Experience
implementations, use Advanced Account Forecasting. For existing implementations, plan Available in: Enterprise,
your migration. Unlimited, and Developer
1. From Setup, in the Quick Find box, enter Manufacturing, and then select Account Editions
Forecasting.
2. In the Account Forecast Calculation Settings section, enable Opportunity Probability. USER PERMISSIONS
3. Save your changes. To modify forecast settings:
To view the latest account forecast values after enabling Opportunity Probability, click Recalculate • Customize Application
All Forecasts. You can also ask your users to recalculate each account’s forecast individually.

396
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Use Opportunity Product Schedules to Calculate Account Forecasts

Enable Opportunity Product Schedules to forecast calculations based on opportunity quantity and
EDITIONS
revenue schedules.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
To learn about how the features are different, review this comparison. For new Experience
implementations, use Advanced Account Forecasting. For existing implementations, plan Available in: Enterprise,
your migration. Unlimited, and Developer
Editions
Important: Enable Product Schedules in your Salesforce org before enabling Opportunity
Product Schedules. Enable quantity scheduling and revenue scheduling for products.
1. From Setup, in the Quick Find box, enter Manufacturing, and then select Account USER PERMISSIONS
Forecasting. To modify forecast settings:
2. In the Account Forecast Calculation Settings section, enable Opportunity Product • Customize Application

Schedules.
3. Save your changes.
To view the latest account forecast values after enabling Opportunity Product Schedules, click Recalculate All Forecasts. You can also
ask your users to recalculate each account’s forecast individually.

397
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Configure Forecast Adjustment Settings

Align your forecast adjustments with your company’s planning period. During the adjustment
EDITIONS
period, your company can collaborate on forecasts and modify forecast values. Forecast values are
locked beyond the adjustment period. Account managers can use the time beyond the adjustment Available in: Lightning
period to plan inventory and operations. Experience
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Enterprise,
To learn about how the features are different, review this comparison. For new Unlimited, and Developer
implementations, use Advanced Account Forecasting. For existing implementations, plan Editions
your migration.
1. From Setup, enter Manufacturing in the Quick Find box, and then select Account USER PERMISSIONS
Forecasting.
To modify forecast settings:
2. Specify the adjustment settings.
• Customize Application
a. For Adjustment Frequency, select monthly or quarterly. Forecasts can be manually adjusted
at this frequency.
If your forecast frequency is quarterly, you can’t have monthly adjustments.

b. For Adjustment Period in Days, enter the number of days in each month or quarter for editing forecast values.
Forecasts automatically recalculate for new and existing products at the start of every adjustment period.

c. Allow Adjustments: Select whether you allow adjustments at the start or the end of every month or quarter.

Note: Account forecast is recalculated automatically at the start of every adjustment period. The process runs once, at
1:00 AM of your Salesforce org’s timezone.

At the start or the end of each quarter or month, specify the adjustment days when users can collaborate and modify forecast values
for accounts. The adjustments give peers and executives insights into product performance, market growth, and account growth.
Forecast values are locked at the end of each adjustment period. This time beyond the adjustment period helps account managers
plan sales and operations for the upcoming periods. Account managers can determine the accounts to target for driving business
based on the forecast revenues. Account managers can plan inventory and stock for the upcoming periods based on the forecast
quantities.

Example: If you have monthly adjustments for 15 days at the start of the period, account managers can edit forecasts for the
first 15 days of each month.

SEE ALSO:
Track Adjustments to Forecasts

398
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Recalculate All Account Forecasts

Recalculate forecasts for all the identified accounts at any time during your company's fiscal year.
EDITIONS
Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
To learn about how the features are different, review this comparison. For new Available in: Lightning
implementations, use Advanced Account Forecasting. For existing implementations, plan Experience
your migration. Available in: Enterprise,
1. From Setup, enter Manufacturing in the Quick Find box, and then select Account Unlimited, and Developer
Forecasting. Editions

2. Click Recalculate All Forecasts.

USER PERMISSIONS

To modify forecast settings:

• Customize Application

Account Forecasting Usage and Limits

You can view the data volume used and number of times certain operations have run for account
EDITIONS
forecasts in your Salesforce org. Compare this usage with the defined limits by checking the
percentage of the limit used. You can ensure optimal performance of your Salesforce org by Available in: Lightning
reviewing these details periodically. Experience
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Enterprise,
To learn about how the features are different, review this comparison. For new Unlimited, and Developer
implementations, use Advanced Account Forecasting. For existing implementations, plan Editions
your migration.
To view the limits and usage, on the Account Forecasting page in Setup, expand the Account
Forecasts Limits and Use section. This section shows three values associated with the Account Product Period Forecast object, and the
recalculation and regeneration of all account forecasts in your Salesforce org.

Review what the values mean.

Type Percentage of Limit Used Value of Current Use Limit

Account Product Period Forecast The percentage of limit used by The number of existing Account The maximum limit defined for
Records the Account Product Period Product Period Forecast object the Account Product Period
Forecast object records. records. Forecast object records.

Number of Account Forecast The percentage of limit used by The number of times all the The maximum number of times
Recalculations the recalculation of all account account forecasts have been all the account forecasts can be
forecasts. recalculated. recalculated.

Number of Account Forecast The percentage of limit used by The number of times all the The maximum number of times
Regenerations the regeneration of all account account forecasts have been all the account forecasts can be
forecasts. regenerated. regenerated.

399
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Note:
• The number of account product period forecast records, account forecast recalculations, and account forecast regenerations
vary by Salesforce org. To get your forecasting limits increased, contact Salesforce Customer Support.
• The maximum limit defined for the Account Product Period Forecast object records is 9 million. If the Account Product Period
Forecast Record limit in your org is reached, new products aren’t added when recalculating a single account forecast or
recalculating all account forecasts. In addition, you can't add new products to forecasts.
• The number of account forecast recalculations and regenerations increases by 1 only when that operation succeeds. If the
operation fails, the number remains the same.
• If the Account Product Period Forecast Record limit in your org is reached, new products aren’t added when recalculating a
single account forecast or recalculating all account forecasts. In addition, you can't add new products to forecasts.
• You can click the refresh icon next to Account Product Period Forecast Records anytime to refresh the values in this row.

SEE ALSO:
Considerations for Account Forecasting

Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects
You can create custom fields for the Account Product Forecast and Account Product Period Forecast
EDITIONS
objects and define a unique mapping for these fields. This mapping creates a metric that you can
add to an account forecast. Use these custom metrics to track account forecasts better. Available in: Lightning
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Experience
To learn about how the features are different, review this comparison. For new Available in: Enterprise,
implementations, use Advanced Account Forecasting. For existing implementations, plan Unlimited, and Developer
your migration. Editions
1. Add a custom field for Account Product Forecast.
a. In Object Manager, select Account Product Forecast. USER PERMISSIONS
b. Click Fields & Relationships, then click New. To create custom metrics:
c. Select the data type for the custom field and click Next. • Customize Application
d. Provide the field label.
e. Provide the required field-level access to your key account managers.
f. Select the Dynamic Forms-enabled Lightning record pages that should include the field, then click Next.
If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.

g. Add the field to the page layout and click Save.

2. Add a custom field for Account Product Period Forecast.

a. In Object Manager, select Account Product Period Forecast.
b. Click Fields & Relationships, then click New.
c. Select the data type for the custom field and click Next.
d. Provide the field label.
e. Provide the required field-level access to your key account managers.
f. Select the Dynamic Forms-enabled Lightning record pages that should include the field, then click Next.

400
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.

g. Add the field to the page layout and click Save.

Note:
• You can create custom fields for currency, number, and percentage field types.
• You can’t create Roll-Up Summary fields for Account Product Period Forecast.
• You can update multiple values of a single custom metric for multiple products and periods during the account forecast
adjustment window.

SEE ALSO:
Create Custom Fields

Map Custom Fields of Account Product Forecast and Account Product Period Forecast
Add custom metrics to the Forecast tab of an account by mapping custom fields of Account Product
EDITIONS
Forecast and Account Product Period Forecast. Make each mapping unique.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
To learn about how the features are different, review this comparison. For new Experience
implementations, use Advanced Account Forecasting. For existing implementations, plan Available in: Enterprise,
your migration. Unlimited, and Developer
Editions
Note: You can create a mapping only for currency, number, decimal, and percentage data
types.
1. In Setup, enter Account Forecasting in the Quick Find box. USER PERMISSIONS

2. In Feature Settings, under Manufacturing, select Account Forecasting. To create custom metric
mapping:
3. In the Metrics Mapping section, all custom fields are listed under Product Period Metrics. For
• Customize Application
each row, click the corresponding dropdown value for Product Metrics.
4. Click Save.

Example: For the Product Period metric, select Inventory Quantity. Select Inventory Level as the corresponding Product metric.

SEE ALSO:
Create Custom Fields for Account Product Forecast and Account Product Period Forecast Objects

401
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Select Metrics to Display in Forecast

Select the metrics you want your key account managers to view on the Forecast tab for an account.
EDITIONS
Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
To learn about how the features are different, review this comparison. For new Available in: Lightning
implementations, use Advanced Account Forecasting. For existing implementations, plan Experience
your migration. Available in: Enterprise,
Choose metrics for quantity and revenue to be displayed for products across all periods. The metrics Unlimited, and Developer
available for your selection are as follows: Editions

• Opportunity Quantity
• Opportunity Revenue USER PERMISSIONS
• Last Year’s Order Quantity To modify metrics:
• Last Year’s Orders Revenue • Customize Application
• Current Orders Quantity
• Current Orders Revenue
• Sales Agreement Planned Quantity
• Sales Agreement Planned Revenue
1. From Setup, in the Quick Find box, enter Account Forecasting, and then select Account Forecasting.
2. In the Forecast Metrics section, select either Quantity or Revenue as a metric.
3. In the Displayed Forecast Metrics section, use the dual pick list to move each metric from the Available Metrics list to the Selected
Metrics list.
The summary metrics for Forecasted Quantity and Forecasted Revenue are automatically added to the Forecast tab display on each
account.

4. Use the Sort Up and Sort Down arrows to change the sequence of metrics in the Forecast tab.

SEE ALSO:
Map Custom Fields of Account Product Forecast and Account Product Period Forecast

Build Formulas to Calculate Forecast

Use the Formula Builder on the Account Forecasting page in Setup to create formulas for forecast
EDITIONS
calculations. You can define your own formulas for quantity and revenue based on sales agreements,
orders, opportunities, and account metrics. Available in: Lightning
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Experience
To learn about how the features are different, review this comparison. For new Available in: Enterprise,
implementations, use Advanced Account Forecasting. For existing implementations, plan Unlimited, and Developer
your migration. Editions
You can create complex and sophisticated formulas in the Formula Builder for your unique
requirements.. At least one formula for quantity, or revenue is required to cover all periods. If you USER PERMISSIONS
create formulas for both quantity and revenue for even one period, follow the same pattern for all
periods. To create formulas
• Customize Application
1. In Setup, search for Account Forecasting in the Quick Find box.
2. In Feature Settings, under Manufacturing, select Account Forecasting.

402
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

3. In the Forecast Formula Builder section, click Add Formula.

4. Select Type as Quantity or Revenue.
For a particular period, if you only create a formula of only one type, the formula for the other type is defaulted to zero.

5. To create a formula, use fields, functions, and operators. Pick a field, an operator, and a function in any combination to create a
formula in the Compose Formula text box.
6. Enter the start and end period in the Effective Period Range section. For example, if the formula is applicable for the first three periods,
enter 1 as the start period, and 3 as the end period.

7. Click Add Formula.

Based on the forecast display duration, you can create either a single formula for all periods, or multiple formulas for different period
ranges. If the forecast display period is 12 months, you can create up to 12 formulas.

SEE ALSO:
Configure Forecast Generation and Display Settings

Setup Email Notifications for Account Forecasts

Set up contact information to send notifications along with suggested next steps in case automated
EDITIONS
processes fail.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
To learn about how the features are different, review this comparison. For new Experience
implementations, use Advanced Account Forecasting. For existing implementations, plan Available in: Enterprise,
your migration. Unlimited, and Developer
In case of any forecast setting modifications, depending on the change, forecast is either Editions
automatically regenerated or recalculated for all accounts. An email with details of the failed
automated process and suggested next actions is sent to the primary and secondary contacts that USER PERMISSIONS
you provide. Emails are sent in case any of the following processes fail:
To modify email addresses:
• If forecast formulas are modified, forecast is recalculated for all current and future periods.
• Customize Application
• If forecast display settings are modified, all active forecast records are expired and replaced with
new regenerated records..
1. In Setup, search for Account Forecasting in the Quick Find box.
2. In Feature Settings, under Manufacturing, select Account Forecasting.
3. In the Email Notifications section, add the email addresses of a primary contact and a secondary contact if required..

403
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Notifications for Account Forecast Operations

When forecast operations, like forecast generation, complete or fail, admins and account managers
EDITIONS
are notified via in-app notifications, email, or both.
Based on the notification, the user can get details around the status of the process, and then rerun Available in: Lightning
the process or contact their admin. If there’s a failure, email notifications that admins receive also Experience
include suggested next actions. Here are details about the operations that trigger notifications.
Available in: Enterprise,
Unlimited, and Developer
Forecast Operation When Are Failure Details Next Steps Editions
Notifications Sent?
Generate Account When an account’s The generation The admin can
Forecasts forecast is created for process can fail generate forecasts for
the first time through completely or with the failed accounts
an asynchronous job. partially generated again or ensure that
periods. Here are some
there are no custom
possible reasons for validations or triggers
failure. in place that prevent
• Errors in database the completion of the
triggers or custom process. If the process
validations are failed due to data
encountered. limits, request
additional capacity, or
• You exceed the
delete records as
data limits for
required.
account forecast
generation.
• The status of the
Account Forecast
record isn’t set to
Active.
• An End Date is
specified for the
Account Forecast
record.
• An active Account
Forecast record
exists for the
account.

Recalculate Account When the recalculation The recalculation The admin can
Forecasts process is triggered for process can fail recalculate all forecasts
all accounts in the org completely or with again, or ensure that
by the admin, or for partially created there are no custom
each account by the records. Here are some
validations or triggers
account manager. possible reasons for in place that prevent
failure. the completion of the
• Errors in database process. If the process
triggers or custom failed due to data
limits, request

404
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Forecast Operation When Are Notifications Failure Details Next Steps

Sent?
validations are encountered. additional capacity, or delete
• You exceed the data limits records as required. The account
for Account Product Period manager can also recalculate
Forecast records. forecasts for their own accounts.
• You exceed the data limits
for Number of Account
Forecast Recalculations.

Rollover Account Forecasts At the start of each period. Keep The rollover process can fail to The admin or the account
in mind that when the first create forecasts for the new manger can manually
period expires, a new period is period or to expire the forecasts recalculate forecasts for the
added to the forecast display. for the first period. Here are impacted accounts during the
some possible reasons for failure. next adjustment period. The
• Errors in database triggers admin can ensure that there are
or custom validations are no custom validations or triggers
encountered on these in place that prevent the
objects and records. completion of the process.

• Account Forecast
• Account Product Forecast
• Account Product Period
Forecast

Regenerate All Account When the forecast display The regeneration process can The admin can ensure that there
Forecasts configurations are changed in fail completely or with partially
are no custom validations or
Setup. Keep in mind that created records. Here are some triggers in place that prevent the
configuration changes expire all possible reasons for failure. completion of the process. If the
existing Account Forecast • Errors in database triggers process failed due to data limits,
records and generates new or custom validations on the request additional capacity, or
records to replace them. Account Forecast or delete records as required. The
Account Period Forecast account manager can try
Metric objects are generating the account forecast
encountered. by entering growth metrics for
the account during the next
• You exceed the data limits
adjustment period.
for Account Product Period
Forecast records.
• You exceed the data limits
for Number of Account
Forecast Regenerations.

405
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

View and Maintain Forecasts

Get accurate forecasts for your accounts for new and existing products. If a product is tracked
EDITIONS
through any of your associated orders, opportunities, and sales agreements, forecast is calculated
for it. Based on the unique formulas your admin creates, you can view quantity and revenue forecast Available in: Lightning
numbers all consolidated in the Forecast tab of your account’s record. During each adjustment Experience
period, you can also recalculate forecasts based on the most current account and market growth
metrics. Your peers and executives can collaboratively edit the forecast numbers to share insights. Available in: Enterprise,
You can focus on high-performing products, discover possibilities of sale for new products, and Unlimited, and Developer
also plan your sales and operations for the upcoming month or quarter. Editions

Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts.

Note: To view account forecasts, a user must be assigned a profile with the View Setup and Configuration administrative permission.

Generate Forecasts for the First Time

When Account Forecasting is enabled in Salesforce, you can generate forecasts for your account and provide growth metrics to
generate forecasts.
Switch Metrics View in Account Forecasts
In Account Forecasts, you can view the different quantity and revenue metrics in separate views.
Recalculate Forecast in a Single Click
Recalculate forecasts for your account in a single click. During the adjustment period in your Salesforce org, you can recalculate
forecasts to view the latest values after multiple users edit the values.
Update Multiple Values of Account Forecasts
You can update multiple values of a single metric of an account forecast at a time.
Add Products to an Account Forecast
You can add new products to an account forecast, even outside the adjustment period. Account forecast is automatically recalculated
to reflect the forecast metrics of all the periods for the new products.
Filter Account Forecasts by Products
You can filter account forecasts by products.
Filter Account Forecasts by Time Period
For a more detailed view, you can filter account forecasts by time period.
Track Adjustments to Forecasts
During the adjustment period, multiple users can collaborate on your forecasts to make adjustments. In addition to the metrics
provided by default, you can edit the values of the custom metrics too. It’s critical for you to track the edits for each cell and reset
the value whenever required.

406
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Generate Forecasts for the First Time

When Account Forecasting is enabled in Salesforce, you can generate forecasts for your account
EDITIONS
and provide growth metrics to generate forecasts.

Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Available in: Lightning
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Experience

Before you generate forecast, make sure that you have at least one of the following associated with Available in: Enterprise,
your account:If there are no related objects, the forecast values are zero because there are any Unlimited, and Developer
products to generate forecast for. You can add new products to an account forecast, even outside Editions
the adjustment period.
• Orders USER PERMISSIONS
• Opportunities To generate forecast
• Sales Agreements • Owner of the account
In an ever-changing business, you want to forecast based on the most current values for account record, read, and edit
permissions.
and market growth. So, when you generate forecasts for the first time, you can provide the account
growth percentage and market growth percentage for the upcoming month or quarter.
1. On an account’s record, click the Forecast tab.
2. Enter a percentage value at which you expect your account to grow for the upcoming period. The duration of the period depends
on whether the forecast frequency is monthly or quarterly.
3. Enter a percentage value at which you expect the market for your products to grow for the upcoming period. The duration of the
period depends on whether the forecast frequency is monthly or quarterly.
4. Click Generate Forecast.
The forecast is generated in the account’s currency. Depending on the volume of data to be generated, you may have to wait for
some time before you see the forecasts for the first time. An in-app notification is sent to you when the forecast is ready. To view
the results on the Forecast tab, refresh the page.

SEE ALSO:
Set Up Account Forecasting

Switch Metrics View in Account Forecasts

In Account Forecasts, you can view the different quantity and revenue metrics in separate views.
EDITIONS
Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Available in: Lightning
Experience
To switch the metrics view, click the view name.
Available in: Enterprise,
Unlimited, and Developer
Editions

407
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Table 2: Metrics Views

View Description
All Quantity Metrics Shows quantity metrics for opportunities, orders, sales agreements,
and forecast for all products across all periods.

Forecast Quantities Shows only the forecast quantities for all products across all periods.

All Revenue Metrics Shows revenue metrics for opportunities, orders, sales agreements,
and forecast for all products.

Forecast Revenues Shows only the forecast revenues for all products across all periods.

Recalculate Forecast in a Single Click

Recalculate forecasts for your account in a single click. During the adjustment period in your
EDITIONS
Salesforce org, you can recalculate forecasts to view the latest values after multiple users edit the
values. Available in: Lightning
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Experience
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Available in: Enterprise,
Forecasts are recalculated when you edit the growth metrics, or when you choose to only recalculate Unlimited, and Developer
based on existing growth metrics. Editions

1. Open an account’s record and navigate to the Forecast tab.

USER PERMISSIONS
2. Click Show Growth or Recalculate.
To recalculate forecast
• Read, Edit permissions
on Account Forecasts

408
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

3. If you clicked Show Growth, you can edit the account and market growth percentage values, and click Apply. If you clicked Recalculate,
the process is immediately triggered with the existing metrics.

Note: If an account forecast is being recalculated and you click Recalculate, it will only be recalculated after the in-progress
recalculation is completed.
The recalculation process derives quantities and revenues from orders, opportunities, and sales agreements. It applies the forecast
formula and the updated growth metrics from the last recalculation date and updates the forecast.
You receive an in-app notification when the process is complete. To view the latest values, refresh the record.

Update Multiple Values of Account Forecasts

You can update multiple values of a single metric of an account forecast at a time.
EDITIONS
Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Available in: Lightning
Experience
1. In the Forecast tab of an account’s record page, click Mass Update .
Available in: Enterprise,
2. Select the products. You can select multiple products at a time.
Unlimited, and Developer
You can update the values of all products or up to 350 products for all periods or multiple Editions
periods at once.

3. Select the periods. You can select multiple periods at a time. USER PERMISSIONS
4. Select the metric for which you want to change the values.
To modify account forecast
5. Select an action: • Read, Edit permissions
on Account Forecasts
a. Increase By
b. Decrease By
c. Replace With

6. Enter a value for the selected action and save your changes. You can change the value into a percentage by selecting Use as
percentage.

Note:
• You can update multiple values of a metric in account forecasts only during the adjustment period.
• You can’t update values of account forecast when recalculation is in progress.

409
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

You receive an in-app notification when the process is complete. You can see in every updated cell. This icon is an indicator that
the forecast metric value in that cell has been modified.

Add Products to an Account Forecast

You can add new products to an account forecast, even outside the adjustment period. Account
EDITIONS
forecast is automatically recalculated to reflect the forecast metrics of all the periods for the new
products. Available in: Lightning
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Experience
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Available in: Enterprise,
1. In an account’s record page, click Add Products on the Forecast tab. Unlimited, and Developer
Editions
2. Select the products to be added and save your changes.

Note: You can add a maximum of 50 products to an account forecast at a time. USER PERMISSIONS

To modify account forecast

• Read, Edit permissions
on Account Forecasts

Filter Account Forecasts by Products

You can filter account forecasts by products.
EDITIONS
Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Available in: Lightning
Experience
1.
In the Forecast tab of an account’s record page, click . Available in: Enterprise,
2. Search for the products you want to filter and apply the filter. Unlimited, and Developer
Editions
You can also filter time periods along with products.

USER PERMISSIONS

To modify account forecasts

• Read, Edit permissions
on Account Forecast

410
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Filter Account Forecasts by Time Period

For a more detailed view, you can filter account forecasts by time period.
EDITIONS
Note: There’s a newer version of forecasting available called Advanced Account Forecasting.
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Available in: Lightning
Experience
1.
From the Forecast tab on an account’s record page, click . Available in: Enterprise,
2. Select one of these options in the Time Period section, and apply the filter. Unlimited, and Developer
Editions
Option Description

Current Periods Displays the forecast for the current month and seven months USER PERMISSIONS
in the future.
To modify account forecasts
Range Displays the forecast for a specified range. • Read, Edit permissions
Set Periods Displays the forecast for up to eight selected periods. on Account Forecast

3. To apply the filter to all account forecasts, select Apply period filter to account forecasts.

Note: You can save a filter with up to eight periods for an account.

You can also filter by product and time period.

Track Adjustments to Forecasts

During the adjustment period, multiple users can collaborate on your forecasts to make adjustments.
EDITIONS
In addition to the metrics provided by default, you can edit the values of the custom metrics too.
It’s critical for you to track the edits for each cell and reset the value whenever required. Available in: Lightning
Note: There’s a newer version of forecasting available called Advanced Account Forecasting. Experience
Ask your admin about migrating. To learn more, see Maintain Holistic Account Forecasts. Available in: Enterprise,
1. On an account’s record, navigate to the Forecast tab. Unlimited, and Developer
Editions
2.
Click in a cell.
The icon is an indicator that the forecast value in that cell is modified. In the popover, you can USER PERMISSIONS
view the last auto-calculated forecast value and the last three manual edits, along with the User
ID and adjustment note for each edit. To track forecast
adjustments
3. To reject the manual edits and accept the auto-calculated forecast value, click Reset. • Read, edit permission on
Account Forecasts and
Account Forecast
SEE ALSO: Adjustments
Set Up Account Forecasting

411
Manufacturing Cloud Create Account Forecasts to Enhance Your Planning

Considerations for Account Forecasting

Review these considerations before setting up and using Account Forecasting in Manufacturing
EDITIONS
Cloud.
• Account forecasts are only supported for standard fiscal year and not for custom fiscal year. Available in: Lightning
• Sales agreements for product categories aren’t considered while generating account-based Experience
forecasts. Available in: Enterprise,
• When you click Show All Periods for an Account Forecast record, you can see all past periods, Unlimited, and Developer
but you can’t edit the values. Editions
• You can’t mass update custom metrics of account forecasts.
• After you generate the forecast for an account, we recommend that you don’t move past orders, past opportunities, and past sales
agreements to future periods. If you move them to future periods, recalculation or rollover of the account forecast will cause the
product quantity to reflect twice (in the past and future periods). For example, you have an opportunity in July with a product quantity
as 10 and you change the period to September. On recalculation, the product quantity is reflected in both the past and future periods.
• The maximum limit defined for the Account Product Period Forecast object records is 9 million. If the Account Product Period Forecast
Record limit in your org is reached, new products aren’t added when recalculating a single account forecast or recalculating all
account forecasts. In addition, you can't add new products to forecasts.
• Enter the validation rule for Account Growth Percentage and Market Growth Percentage fields as a percentage. For example, to
restrict users from specifying a value greater than 20 in the Account Growth Percentage field, enter the validation rule for this field
to be greater than 0.2.
• When list views are selected for account forecasts, account managers can generate forecasts only if either All users can see this
list view or Share list view with groups of users is selected for the list views.
• If the number of display periods is more than 8, you can experience a delay in generation and display of account forecast. After
multiple manual adjustments are made on a single page of account forecast, the saving of values and recalculation can take some
time.
• We recommend not changing the forecast generation and display settings when the account forecast is being regenerated. Account
forecast regeneration process is restarted when you change the forecast generation and display settings. The regeneration process
can be time-consuming if your org has many accounts. Before making any changes, make sure to check your in-app notifications
for any account forecast regeneration in-progress.
• The Account Product Period Forecasting object fields are of type double Number (18,0) with no precision defined at the API level.
The data display is up to 2 decimal places as defined by the platform at the UI level.
• After rollover or recalculation of account forecasts at the end of a month, the forecasts for some accounts can show the same period
multiple times. As a workaround, regenerate the forecasts for the affected accounts.
• If you expire an Account Forecast record, the associated Account Product Period Forecast records don’t become inactive. To get a
list of all active Account Product Period Forecast records, make sure that you get only the Account Product Period Forecast records
that are linked to an Account Forecast record with Active status.
• Account forecasts are regenerated when you change the generation and display settings. If you regenerate account forecasts, the
forecast data for manually added products and any adjustments are lost. To ensure that the forecast data for manually added products
is included, create an opportunity, order, or sales agreement for those products. Alternatively, manually add the products and
adjustments again.
• We recommend not changing the API names of custom fields in use in custom metrics in the Account Product Forecast and Account
Product Period Forecast objects. Remove the mapping between the custom fields before changing their API names.
• Any custom validation rules and triggers added on your account forecasting objects can interfere with the account forecast generation
process. If the forecast generation for your accounts fails, disable the custom rules and triggers and then try generating forecasts.

412
Manufacturing Cloud Forecast Based on a Customer’s Forecast with Program
Based Business in Manufacturing Cloud

• If you change your personal language or your org's standard language, then in the forecasts table, these column headers are changed
to the new language: Product Name, Metric, and Total. The standard metric names are changed to the new language, but the custom
metric names won't be changed to the new language. For existing forecasts, the forecast period names won't be changed to the
new language. If you generate forecasts after changing the language, then the forecast period names will be in the new language.
The name of a product shown in the forecasts table is determined by the Name field in that product's record.

SEE ALSO:
Account Forecasting Usage and Limits
Considerations for Manufacturing Cloud

Forecast Based on a Customer’s Forecast with Program Based Business

in Manufacturing Cloud
Manufacturing suppliers across industries work closely with their customers to supply the products
EDITIONS
and components needed to manufacture equipment. In order to do this successfully, suppliers
need to consider their customers' forecasts in order to determine their own. Program based business Available in: Lightning
gives manufacturing suppliers complete visibility into their book of business, by using a Experience
program-based model to gain deep insights into their customers’ forecasts.
Available in: Enterprise,
With Program Based Business, program managers can manage the end-to-end lifecycle of a program
Unlimited, and Developer
where they derive forecasts based on their customers’ forecasts, transform these forecasts into Editions
business opportunities, and convert those opportunities into run-rate business. Program based
business is common across multiple industries such as process, aerospace, defense, automotive,
engineer-to-order, and make-to-order environments.
Watch this video to understand the capabilities of Program Based Business.

Watch a video

If you can’t watch the video in full screen, open the video on a new tab: Manage Your Manufacturing Programs.

Learn About Program Based Business

Learn about the key terms, key features, and out-of-the-box forecast fact objects included with Program Based Business.
Set Up and Configure Program Based Business
These high-level steps define the admin workflow for Program Based Business.
Create Programs and Derive Forecasts from Customers’ Forecasts
These high-level steps define the program manager workflow with Program Based Business.
Considerations for Program Based Business
Review these considerations before you start using Program Based Business.

SEE ALSO:
Manage Your Program Based Business
Manufacturing Cloud Developer Guide

413
Manufacturing Cloud Learn About Program Based Business

Learn About Program Based Business

Learn about the key terms, key features, and out-of-the-box forecast fact objects included with Program Based Business.

Key Features of Program Based Business

Program Based Business with Manufacturing Cloud is a comprehensive solution that uses advanced account forecasting capabilities
to generate accurate forecasts for your products based on your customers' programs and resulting forecasts.
Program Based Business Terminology
Here’s a comprehensive list of key terms and concepts for Program Based Business.
Forecast Fact Objects with Program Based Business
These predefined forecast fact objects are available with Program Based Business.
Program Based Business Workflow
Understand the high-level steps for setting up and using Program Based Business.

Key Features of Program Based Business

Program Based Business with Manufacturing Cloud is a comprehensive solution that uses advanced
EDITIONS
account forecasting capabilities to generate accurate forecasts for your products based on your
customers' programs and resulting forecasts. Available in: Lightning
You can then transform your product forecasts into business opportunities based on profitability Experience
analysis, and ultimately convert those opportunities into run-rate business. For example, a supplier
Available in: Enterprise,
for headlights for an Original Equipment Manufacturer (OEM), such as a car manufacturer, can derive
Unlimited, and Developer
forecasts based on their OEM’s forecasts. Editions
Program Based Business helps you accomplish these business tasks:
• Define your products and your customers' products, and create relationships between them.
• Create forecast sets for program, program variants, and components.
• Create templates with forecast sets that define the structure of your program forecasts.
• Define manufacturing programs based on templates.
• Import external forecast data from CSV files into Program Based Business objects.
• Generate component forecasts using Data Processing Engines.
• Make adjustments to component forecasts.
• Perform business transformations such as converting component forecasts to opportunities, quotes to sales agreement, and so on.
To learn more, see Transformations.

Program Based Business Terminology

Here’s a comprehensive list of key terms and concepts for Program Based Business.
EDITIONS
Forecast Dimensions
Dimensions define the structure of forecasts. For example, you can categorize forecasts by Available in: Lightning
business unit, product, and production location. You can relate up to 6 dimensions to a forecast Experience
set. For a list of predefined dimensions included with the out-of-box forecast fact objects, see
Available in: Enterprise,
Forecast Fact Objects with Program Based Business.
Unlimited, and Developer
Editions

414
Manufacturing Cloud Learn About Program Based Business

Forecast Fact Objects

Forecast fact objects store the actual forecast data, such as the forecasted revenue, the product quantity, and the total cost records.
Program Based Business comes with these out-of-the-box forecast fact objects:
• Manufacturing Program Forecast Fact
• Manufacturing Program Variant Forecast Fact
• Manufacturing Program Component Forecast Fact
Forecast Sets
Forecast Sets are the primary building blocks required to generate holistic forecasts. Forecast sets contain the necessary dimensions,
measures, and other configuration information to generate manufacturing program, manufacturing program variant, or manufacturing
program component forecasts. For example, if a component supplier wants to forecast the demand for components of different
customers, the supplier can create a separate forecast set for each customer. Each set can be configured based on the unique
component requirements of the customer.
Manufacturing Program
A manufacturing program is a set of related measures that provides a long-term view of various business opportunities for the
products manufactured by manufacturing suppliers. For example, as a supplier of tires to Tesla, Continental Tires can create a program
for their upcoming concept vehicle, that’s valid from January 1, 2022 to December 1, 2024. A manufacturing program includes the
manufacturing program, manufacturing program variant, and manufacturing program component forecasts.
Measures
Measures provide a complete view of the forecasts for your business, in terms of both quantity and revenue. For example, measures
can be gross margins, forecast revenue, and forecasted quantity. You define measures in the context of forecast fact objects. For a
list of the predefined measures included with the out-of-box forecast fact objects, see Forecast Fact Objects with Program Based
Business.
Period Groups
Period groups contain details of periods of time for which forecasts are generated. Generate forecasts for past or future periods by
specifying the start period. Forecast periods can be of month, quarter, or year type. You can also define the number of forecast
periods to show.
Program Templates
Define the structure of your manufacturing program by creating a Program Template. Your program managers can then easily set
up customer-specific programs using these templates. For example, a supplier can create separate templates for customers from
different industries, such as hospitality, aerospace, and construction.

SEE ALSO:
Forecast Fact Objects with Program Based Business
Create a Period Group for Program Based Business
Create a Dimension for Program Based Business
Forecast Fact Objects with Program Based Business
Create a Period Group for Program Based Business
Create a Dimension for Program Based Business

415
Manufacturing Cloud Learn About Program Based Business

Forecast Fact Objects with Program Based Business

These predefined forecast fact objects are available with Program Based Business.
EDITIONS
Fact Object Description Predefined Predefined Available in: Lightning
Dimensions Measures Experience
Manufacturing Stores information Production Location: Market Share Percent: Available in: Enterprise,
Program Forecast Fact about the generated Production location of A percentage that Unlimited, and Developer
manufacturing the customer. represents the market Editions
program forecast share of the total
records. number of product
units. For example, if
an OEM is planning to
manufacture 10,000
cars of the ABC model
in December 2021 and
25% will be
manufactured at plant
XYZ, 25% is the market
share.

Period: Calendar Expected Revenue Per

period associated with Unit: Expected revenue
the manufacturing per unit of the product.
program forecast fact
record. Period can be
of type monthly,
quarterly, or yearly.

Forecasted Revenue:
Forecasted revenue of
the manufacturing
program, calculated by
multiplying the
forecasted quantity
with the market share
percent.

Forecasted Quantity:
Forecasted quantity of
the product associated
with the
manufacturing
program.

Previous Period
Product Quantity:
Product quantity in the
previous period.

416
Manufacturing Cloud Learn About Program Based Business

Fact Object Description Predefined Dimensions Predefined Measures

Adjusted Forecasted Quantity:
Adjusted value of the forecasted
quantity.

Adjusted Forecasted Revenue:

Adjusted value of the forecasted
revenue.

Product Quantity: Total number

of units of the product that is
manufactured as part of the
program.

Manufacturing Program Variant Stores information about the Production Location: Production Market Share Percent: Market
Forecast Fact generated manufacturing location of the customer. share of the total number of
program product variant variant product units in percent.
forecast records.
Production Model: Model Forecasted Quantity: Forecasted
associated with the quantity of the product variant.
manufacturing program variant
forecast fact record.

Product Variant: Product variant Adjusted Forecasted Quantity:

associated with the Adjusted value of the forecasted
manufacturing program product quantity.
variant forecast fact record. A
variant is the same product with
a different option. For example,
a car model can be available in
multiple colors. Each color of the
model will be its variant.

Calendar Period: Calendar period

associated with the
manufacturing program product
variant forecast fact record.

Manufacturing Program Stores information about the Production Location: Production Forecasted Quantity: Forecasted
Component Forecast Fact generated manufacturing location of the customer. quantity of the product variant
program component forecast component.
records.
Product Variant: Product variant Forecasted Revenue: Forecasted
associated with the revenue from the product
manufacturing program product variant component.
variant forecast fact record.

Product Component: Total Fixed Cost: Total fixed cost

Component of the product of a unit of the product variant
variant that’s associated with the component.
manufacturing program product

417
Manufacturing Cloud Learn About Program Based Business

Fact Object Description Predefined Dimensions Predefined Measures

variant component forecast fact
record.

Period: Period associated with Variable Cost Per Unit: Variable

the manufacturing program cost of a unit of the product
product variant component variant component.
forecast fact record.

Selling Price Per Unit: Selling

price of a unit of the product
variant component.

Total Cost: Total cost of a unit of

the product variant
component,calculated by
adding the total fixed cost per
unit, variable cost per unit, and
the selling price per unit.

Adjusted Forecasted Quantity:

Adjusted value of the forecasted
quantity.

Adjusted Forecasted Revenue:

Adjusted value of the forecasted
revenue.

Expected Profit Percent:

Expected profit from the product
variant component in percent.

Program Based Business Workflow

Understand the high-level steps for setting up and using Program Based Business.
EDITIONS

Available in: Lightning

Experience

Available in: Enterprise,

Unlimited, and Developer
Editions

418
Manufacturing Cloud Learn About Program Based Business

1. Enable Program Based Business, Advanced Account Forecasting, and Data Pipelines in Setup. See Enable Features for Manufacturing
Cloud.
2. Assign permission sets and object access to user profiles. See Assign Permission Sets for Program Based Business.
3. Create Forecast Sets
Define forecast sets with configuration details for the manufacturing program, the program variants, and related components. See
Create a Forecast Set for Program Based Business, Create a Period Group for Program Based Business, and Create a Dimension for
Program Based Business.

4. Create Program Templates

Create program templates to define a structure for your manufacturing programs. Then your program managers can quickly and
easily set up customer-specific programs using those templates. You define the template sections with associated forecast sets that
contain configuration details for the manufacturing program, the program variants, and related components. Also map the forecast
fact object that stores the data for the program, variants, or components to the respective forecast sets. For example, you can create
a template called Auto Program Template to generate forecasts for parts and accessories associated with a vehicle manufacturer
program. See Create a Program Template.

5. Define Manufacturing Programs

Your program managers create customer-specific programs using program templates. See Create a Manufacturing Program.

6. Create Advanced Account Forecast Set Uses

Advanced Account Forecast Set Use object defines the relationship between an advanced account forecast set and another object
(for example, a manufacturing program) whose record serves as the context for generating forecasts. Create two Advanced Account
Forecast Uses — one for the manufacturing program and another one for the manufacturing program variant. See Create an
Advanced Forecast Set Use.

419
Manufacturing Cloud Set Up and Configure Program Based Business

7. Import Data Using CSV Files

Program managers import data from separate CSV files for the manufacturing program and the manufacturing program variant. See
Create a .CSV File and Import Data from a .CSV File.

8. Define Customer Products and Manufacturing Supplier Products

Define your customers’ products and the manufacturing supplier products. Use the Product Purpose field to differentiate between
your products and theirs. For example, select product purpose as Plan for customer products and product variants, and Sell for
product components. See Add Customer and Supplier Products.

9. Create Relationships between Customer and Supplier Products

Associate your products with your customer’s products by using the Product Related Material object. See Create Relationships
Between Customer Products and Manufacturing Supplier Products.

10. Generate Component Forecasts with Data Processing Engines

Run Data Processing Engine templates for the component forecast calculations. See Calculate Component Forecasts with Data
Processing Engine Templates for Program Based Business and Generate Component Forecasts Using Flows.

11. Transform Manufacturing Program Forecast Facts to Opportunities or Quotes to Sales Agreements
Use the business transformation APIs with Program Based Business to convert the forecast fact records into opportunities or quotes
into opportunities. Define mappings between the fact and opportunity objects or the quote and sales agreement objects using the
ObjectHierarchyRelationship metadata API. See Transform Forecast Data and Transformations.

Set Up and Configure Program Based Business

These high-level steps define the admin workflow for Program Based Business.
EDITIONS
Watch this video to understand how to set up Program Based Business.
Available in: Lightning
Watch a video Experience
If you can’t watch the video in full screen, open the video on a new tab: Set Up Program-Based Available in: Enterprise,
Business in Manufacturing Cloud. Unlimited, and Developer
Review the admin workflow for program based business. Editions

1. Enable Program Based Business and supporting features. See Enable Features for Manufacturing Cloud.
2. Assign permission sets. See Assign User Permissions.

420
Manufacturing Cloud Set Up and Configure Program Based Business

3. Create dimensions and period groups. See Create a Dimension for Program Based Business and Create a Period Group for Program
Based Business.
4. Create and configure forecast sets. See Create a Forecast Set for Program Based Business.
5. Create program templates. See Create a Program Template.
6. Define customer products and manufacturing supplier products. See Add Customer and Supplier Products.
7. Run Data Processing Engine definitions. See Calculate Component Forecasts with Data Processing Engine Templates for Program
Based Business and Generate Component Forecasts Using Flows.
8. Transform forecast data to opportunities, and quotes to sales agreements. See Transform Forecast Data and Transformations.

Assign Permission Sets for Program Based Business

Assign permission sets to user profiles based on their required level of access.
EDITIONS
Important: Before you assign permission sets, ensure that Advanced Account Forecasting,
Program Based Business, and Data Pipelines are enabled in your org. Available in: Lightning
Experience
1. From Setup, in the Quick Find box, enter Users, and then select Users.
Available in: Enterprise,
2. Select a user and in the Permission Set Assignments section, click Edit Assignments.
Unlimited, and Developer
3. Move the required permission sets to the Enabled Permission Sets list. Editions

Permission Set Who Needs It

USER PERMISSIONS
Manufacturing Advanced Account Forecast Users who create and manage forecast sets
for program, program variant, and component To assign permissions:
• System Administrator
forecasts.

Manufacturing Program Based Business Users who create and manage program
templates and manufacturing programs.

Data Pipelines Base User Users who create, customize, run, and monitor
the data processing engine definitions.

4. Save your work.

SEE ALSO:
Permission Set Licenses for Internal Users in Manufacturing Cloud

421
Manufacturing Cloud Set Up and Configure Program Based Business

Configure Program Based Business

Ensure that your implementation of program based business meets the needs of your unique organization by configuring period groups,
dimensions and forecast sets, and cloning the Data Processing Engine templates.

1. Create a Period Group for Program Based Business

Before you create forecast sets for Program Based Business, create period groups for your forecasts. Period groups contain details of
periods for which forecasts are generated. You can generate forecasts for past or future periods by specifying the start period. Forecast
periods can be of month, quarter, or year type. You can also define the number of forecast periods that must be displayed at any
given time.
2. Create a Dimension for Program Based Business
Create forecast data for your components across multiple dimensions such as product location, production model, product variant,
and product variant component.
3. Create a Forecast Set for Program Based Business
Forecast Sets are the primary building blocks required to generate 360-degree forecasts. Forecast sets contain the necessary
configuration information to generate manufacturing program forecasts. Create three separate forecast sets for your manufacturing
program, manufacturing program variant, and manufacturing program component forecasts.
4. Create a Program Template
Create program templates to define a structure for your manufacturing programs. Then your account managers can quickly and
easily set up customer-specific programs using those templates. Define the template sections with associated forecast sets that
contain configuration details for the manufacturing program, the program variants, and related components. Also map the forecast
fact object that stores the data for the program, variants, or components to the respective forecast sets. For example, you can create
a template called Auto Program Template to generate forecasts for parts and accessories associated with a vehicle manufacturer
program.

Create a Period Group for Program Based Business

Before you create forecast sets for Program Based Business, create period groups for your forecasts.
EDITIONS
Period groups contain details of periods for which forecasts are generated. You can generate
forecasts for past or future periods by specifying the start period. Forecast periods can be of month, Available in: Lightning
quarter, or year type. You can also define the number of forecast periods that must be displayed at Experience
any given time.
Available in: Enterprise,
Note: Create three period groups, one for the manufacturing program forecasts, another Unlimited, and Developer
for the manufacturing program variant forecasts, and a third for the manufacturing program Editions
component forecasts.
1. From Setup, in the Quick Find box, enter Manufacturing and then select Advanced USER PERMISSIONS
Account Forecasting.
To create period groups:
2. Navigate to the Period Groups tab.
• Advanced Account
3. Click New, and then specify these details. Forecasting permission
set
Field Value
Name Name of the period group. For example,
Program Period Group.

Status Status of the period group. Select Active or

Inactive.

422
Manufacturing Cloud Set Up and Configure Program Based Business

Field Value
Start Period Enter a number that indicates in which period to start generating
forecasts. For example, to generate forecasts from six periods
after the current period, enter 6. To generate forecasts from six
periods before the current period, enter -6. To generate forecasts
from the current period, enter 0.

Display Duration Number of periods for which to generate and display account
forecasts.

Type Type of period. For example, Monthly, Quarterly, or Yearly.

4. Save your work.

Create a Dimension for Program Based Business

Create forecast data for your components across multiple dimensions such as product location,
EDITIONS
production model, product variant, and product variant component.
The Manufacturing Program Forecast Fact, Manufacturing Program Variant Forecast Fact, and Available in: Lightning
Manufacturing Program Component Forecast Fact objects include predefined dimensions for your Experience
use. To associate a new dimension with a forecast set, first create the dimension and specify its
Available in: Enterprise,
source object.
Unlimited, and Developer
1. From Setup, in the Quick Find box, enter Manufacturing, and then select Advanced Editions
Account Forecasting.
2. Navigate to the Dimensions tab. USER PERMISSIONS
3. Click New.
To create dimensions:
4. Specify a name and source object for the dimension. For example, create a dimension called • Advanced Account
Manufacturing Location with a source object such as Manufacturing Program Component Forecasting permission
Forecast Fact. set

5. To create additional dimensions, repeat these steps.

423
Manufacturing Cloud Set Up and Configure Program Based Business

6. Save your work.

Create a Forecast Set for Program Based Business

Forecast Sets are the primary building blocks required to generate 360-degree forecasts. Forecast
EDITIONS
sets contain the necessary configuration information to generate manufacturing program forecasts.
Create three separate forecast sets for your manufacturing program, manufacturing program variant, Available in: Lightning
and manufacturing program component forecasts. Experience
1. From Setup, in the Quick Find box, enter Manufacturing, and then select Advanced
Available in: Enterprise,
Account Forecasting. Unlimited, and Developer
2. Navigate to the Forecast Sets tab. Editions
3. Click New, specify these details, and then save your work.
USER PERMISSIONS
Field Description
To create forecast sets:
Name Unique name of the forecast set. For example, • Advanced Account
Component Forecast Set. Forecasting permission
set
Period Group Period group associated with the forecast set.
For more information on how to create a
period group, see Create a Period Group for
Program Based Business.

Forecast Fact Object Specify which forecast fact object to use to

store forecast data for this forecast set.
Program Based Business includes three
out-of-the-box forecast fact objects:
• Manufacturing Program Forecast Fact
• Manufacturing Program Variant Forecast
Fact
• Manufacturing Program Component
Forecast Fact
For example, if you're creating a forecast set
for component forecasts, select Manufacturing
Program Component Forecast Fact.

Description Description of the forecast set.

424
Manufacturing Cloud Set Up and Configure Program Based Business

Important: Ensure that the period group type, and calculation and rollover frequencies, of the forecast set for manufacturing
program, manufacturing program variant, and manufacturing program component forecasts are same.

Note:
• The Forecast Formula section in a Program Based Business specific forecast set has no significance and is not used in
forecast calculations.
• A forecast set is created in an inactive state. After you define all the building blocks as described in Configure a Forecast
Set for Program Based Business, you can activate the forecast set. You must deactivate a forecast set before making any
changes to it.

1. Configure a Forecast Set for Program Based Business

Define forecast fact object field mappings, forecast frequencies, and data processing engine definitions for the forecast set. Also
define adjustment periods to provide different stakeholders an option to modify forecast data based on their insights into market
conditions, growth in either a specific product or industry segment, and any other trends.

425
Manufacturing Cloud Set Up and Configure Program Based Business

Configure a Forecast Set for Program Based Business

Define forecast fact object field mappings, forecast frequencies, and data processing engine
EDITIONS
definitions for the forecast set. Also define adjustment periods to provide different stakeholders an
option to modify forecast data based on their insights into market conditions, growth in either a Available in: Lightning
specific product or industry segment, and any other trends. Experience
1. From Setup, in the Quick Find box, enter Manufacturing, and then select Advanced
Available in: Enterprise,
Account Forecasting. Unlimited, and Developer
2. Navigate to the Forecast Sets tab. Editions
3. Click Edit next to your forecast set name.
4. Expand the Building Blocks section. USER PERMISSIONS
5. Enter forecast period and fact object details. To create forecast sets:
• Manufacturing
Field Value Advanced Account
Forecast permission set
Period Group Period group of the forecast set. For example,
if you create a forecast set for program
forecasts, select the period group that you
created for program forecasts.

Forecast Fact Object Forecast fact object of forecasts. For example,

if want to create a forecast set for program
forecasts, select Manufacturing Program
Forecast Fact.

6. Enter forecast fact field mapping details.

Field Value
Account Name of the manufacturing program lookup field in the fact
record.

Period Name of the period lookup field in the fact record.

Forecast Quantity Name of the forecast quantity field in the fact record.

Forecast Revenue Name of the forecast revenue field in the fact record.

Forecast Status Name of the status field in the fact record.

Forecast Set Name of the account forecast set use lookup field in the fact
record.

426
Manufacturing Cloud Set Up and Configure Program Based Business

Note: Before activating the forecast set, ensure that you specify the forecast fact field mappings.

7. Enter forecast frequency details.

Field Value
Calculation Frequency Frequency at which forecasts are calculated for the forecast set.
Select either Monthly, Quarterly, or Yearly.

Rollover Frequency Frequency at which forecasts for new periods are generated.

8. f you're creating a forecast set for component forecasts, select the Data Processing Engine definitions for generation, regeneration,
rollover, and recalculation.

9. Expand the Forecast Dimensions section and enter details.

Field Description
Name Name of the dimension.

Forecast Fact Dimension Field Name of the forecast fact dimension field in the associated
forecast fact object.

Display Order Position (from left to right) of this dimension as a column in the
forecast table. Measure values are grouped by the first dimension,
then by the next dimension, and so on. For example, when you
enter 1 for the product dimension and 2 for the location
dimension, measure values are grouped by product and then
by location.

427
Manufacturing Cloud Set Up and Configure Program Based Business

10. Enter the required details for these fields.

Field Description
Name Name of the dimension.

Forecast Fact Dimension Field Name of the forecast fact dimension field in the associated
forecast fact object. For more information on the dimensions
associated with the out-of-the-box forecast fact objects, see
Forecast Fact Objects with Program Based Business.

Display Order Position (from left to right) of this dimension as a column in the
forecast table. Measure values are grouped by dimensions. For
example, when you enter 1 for the product dimension and 2 for
the location dimension, measure values are grouped by product
and then by location.

11. Expand the Forecast Measures section and enter details.

Field Description
Name Name of the measure. For example, Forecasted Revenue.

Forecast Fact Measure Field Name of the forecast fact measure field in the associated forecast
fact object. For more information on the measures associated
with the out-of-the-box forecast fact objects, see Forecast Fact
Objects with Program Based Business.

Measure Type Type of measure. For example, Quantity.

Aggregation Type Aggregation type to use for the measure. For example, Sum, Avg,
and so on.

Calculation Method Method to calculate the measure. Select from these values.
• Batch Process: A batch process, such as Data Processing
Engine definitions, to calculate measure values.
• User-Editable: Users can edit forecast values.
• Forecast Formula: Forecast values are calculated using the
forecast formula.

428
Manufacturing Cloud Set Up and Configure Program Based Business

Field Description
Track Adjustments This option is not available for Program Based Business forecast
sets.

12. Specify the required details for these fields.

Field Description
Name Name of the measure. For example, Forecasted Revenue.

Forecast Fact Measure Field Name of the forecast fact measure field in the associated forecast
fact object.

Measure Type Type of measure. For example, Quantity.

Aggregation Type Aggregation type to use for the measure. For example, Sum, Avg,
and so on.

Calculation Method Method for calculating the measure. Options include:

• Batch Process: A batch process, such as Data Processing
Engine definitions, to calculate measure values.
• User-Editable: Users can edit forecast values.
• Forecast Formula: Forecast values are calculated using the
forecast formula.

Track Adjustments Indicates whether the adjustments made to the advanced

account forecast values for this measure are tracked. This option
is not available for Program Based Business forecast sets.

13. Expand the Forecast Adjustment Periods section and enter details.

Field Description
User Profile Profile of the user who makes the adjustment.

Frequency Frequency at which you can make adjustments.

Period Start Day Number of days from the beginning of the specified frequency
during which you can adjust forecast values. For example, to
start the adjustment period from the fifth day of the month or
quarter, enter 5.

Duration Days Number of days for which the adjustment period remains open.
For example, to specify an adjustment duration of 10 days
beginning on the provided period start day, enter 10.

429
Manufacturing Cloud Set Up and Configure Program Based Business

Create a Program Template

Create program templates to define a structure for your manufacturing programs. Then your account
EDITIONS
managers can quickly and easily set up customer-specific programs using those templates. Define
the template sections with associated forecast sets that contain configuration details for the Available in: Lightning
manufacturing program, the program variants, and related components. Also map the forecast fact Experience
object that stores the data for the program, variants, or components to the respective forecast sets.
For example, you can create a template called Auto Program Template to generate forecasts for Available in: Enterprise,
parts and accessories associated with a vehicle manufacturer program. Unlimited, and Developer
Editions
1. From Setup, in the Quick Find box, enter Program Based Business, and then select
Program Based Business.
USER PERMISSIONS
2. Click New.
3. Specify these values: To create program
templates
• Program Based
Field Description
Business permission set
Name Unique name for the program template.

Status Options include:

• Active
• Inactive
• Draft
A template is created in Draft status. To use
the template to create programs, set the
status to Active.

Description Description for the program template.

430
Manufacturing Cloud Set Up and Configure Program Based Business

4. Save your work.

1. Create a Template Section

Template sections define the structure of a program template. The associated forecast set contains configuration details for the
manufacturing program, the program variants, and related components.

SEE ALSO:
Create a Manufacturing Program

Create a Template Section

Template sections define the structure of a program template. The associated forecast set contains
EDITIONS
configuration details for the manufacturing program, the program variants, and related components.
Create sections for the program forecasts, program variant forecasts, and program component Available in: Lightning
forecasts. You can only create a template section for a template in Draft or Inactive status. Experience
1. From Setup, in the Quick Find box, enter Program Based Business, and then select Available in: Enterprise,
Program Based Business. Unlimited, and Developer
2. Select a template, then click New Section. Editions

3. Enter the required values for these fields.

USER PERMISSIONS
Field Description
To modify forecast settings:
Name Unique name for the program template item. • Customize Application

Transformation Type Type of transformation. Select

ForecastSetRelation.

Display Order Display order of the transformation in the

manufacturing program template.

Transformation Basis Forecast set that’s used for the transformation.

Description Description for the template item.

431
Manufacturing Cloud Set Up and Configure Program Based Business

4. Save your work.

Add Customer and Supplier Products

Add your products and your customer’s products. Program Managers can then create relationships
EDITIONS
between them using the Product Related Material object.
1. From the App Launcher, find and select Products. Available in: Lightning
Experience
2. Click New.
3. Specify these values: Available in: Enterprise,
Unlimited, and Developer
Editions
Field Description
Product Name Name of the product.
USER PERMISSIONS
Product Family Product family to which the product belongs.
To modify objects
Product Code Unique identifier for the product. • System Administrator

Active Specify whether the product is active.

Product Purpose Indicate the purpose of the product.

• Sell: Select this option for your product.
• Plan: Select this option for a customer
product.
• Purchase: Select this option for a product
that you plan to purchase.
Only products with the Sell product purpose
are included in Data Processing Engine runs.

Description Number of units of the component required

per unit of the product.

432
Manufacturing Cloud Set Up and Configure Program Based Business

4. Save your work.

Calculate Component Forecasts with Data Processing Engine Templates for Program
Based Business
Program Based Business uses Data Processing Engines to generate component forecasts. You can
EDITIONS
customize jobs, generate or recalculate data, or schedule the Data Processing Engine job to run
during rollover at the end of a period. Available in: Lightning
These data processing engine job templates are provided with Program Based Business. Experience

Available in: Enterprise,

Data Processing Engine Purpose Result Unlimited, and Developer
Job Editions
Generate Program Component Generates component forecasts -
Forecast for a given manufacturing USER PERMISSIONS
program.
To create forecast sets:
Regenerate Program Regenerates the component Expires the existing forecast
• Manufacturing
Component Forecast forecasts for a given data and then regenerates Advanced Account
manufacturing program. Use forecasts for the given Forecast permission set
this job when you make any manufacturing program.
changes to the frequency,
dimensions, or start period in
the forecast set for component
forecasts.

Recalculate Program Recalculates the component -

Component Forecast forecasts for a given
manufacturing program. Use
this job when you add or
remove components, or make
any changes to product related
materials.

433
Manufacturing Cloud Set Up and Configure Program Based Business

Data Processing Engine Job Purpose Result

Rollover Program Component Forecast Generates component forecasts for new Generates component forecasts for new
periods during rollover for a given periods during rollover.
manufacturing program and then
invalidates the forecast for the oldest period.

To use an out-of-the-box Data Processing Engine template:

1. Ensure that Data Pipelines is enabled. For information on how to enable Data Pipelines, see Enable Features for Manufacturing Cloud.
2. From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine.

3. Open an out-of-the-box Data Processing Engine definition.

Data Processing Engines with the Program Based Business process type can be used for generating manufacturing program component
forecasts and are available for selection when generating component forecasts.

4. Click Save As.

5. Enter a name and description for the Data Processing Engine. Retain the same API name and process type, and then click Activate.

434
Manufacturing Cloud Set Up and Configure Program Based Business

Make sure that the source objects used in the job are available in the org. Also, ensure that the required Setup objects are enabled.
For example, from Setup in Order Settings, the Order object must be enabled. You must have read and create permissions on the
objects.
The Data Processing Engine definition is now ready to be run by a custom flow.

Important:
• When you run a Data Processing Engine definition, ensure that the parameters—Manufacturing Program Id, Program
Component Template Item Name and Program Variant Template Item Name—are correctly mapped to the template
associated with the manufacturing program. Incorrect mappings can lead to errors in the generated manufacturing
program component forecasts.
• The out-of-the-box Data Processing Engine templates for Program Based Business work only for manufacturing programs
in Active status.
• To calculate the forecasted revenue for components, ensure that the pricebook contains the prices of all the components
that you plan to sell. The forecasted revenue for a component is calculated during a Data Processing Engine run by
multiplying the price of the component with the forecasted quantity. The price of the component is derived from the
pricebook for product components.

Note: When you run a Data Processing Engine definition, the job status is shown as completed in Monitor Workflow Services,
even when records fail due to batch job failures, database space constraints, or writeback issues. The failed records are shown
on the Tasks tab for a job run. To view the details of failed records, use this request with the batch job ID using an API tool such
as Postman.
/services/data/v53.0/jobs/ingest/<job ID>/failedResults/

Where, v53.0 is the API version.

Generate Component Forecasts Using Flows

You can orchestrate a flow using Flow Builder to run the Data Processing Engine jobs to calculate
EDITIONS
component forecasts.
Check out these resources to learn how to best use Flow Builder Available in: Lightning
Experience
Resource Information Available Available in: Enterprise,
Flow Builder Tour A topic that helps you get familiar with the Flow Unlimited, and Developer
Builder’s requirements and user interface. Editions

435
Manufacturing Cloud Set Up and Configure Program Based Business

Resource Information Available

Flow Concepts Information about what a flow is made of and how it’s different
from workflow rules.

Build a Simple Flow A Trailhead project that helps you use the Flow Builder.

Run Data Processing Engine Definitions A task topic on how to run data processing engine definitions with
flows.

Flow Best Practices Information about how to improve your experience in building
and managing flows.

Troubleshoot Flow Errors Information about how to resolve issues with flows.

Transform Forecast Data

After you generate the manufacturing program component forecasts, your account managers can
EDITIONS
use the forecast data to create opportunities. Use the Transformations API with Program Based
Business to convert the manufacturing program component forecast fact records to opportunities. Available in: Lightning
You can also use the Transformations API to convert quotes to sales agreements. Experience
To ensure that the transformation works correctly, define mappings between the fact and opportunity
Available in: Enterprise,
objects or the quote and sales agreement objects using the ObjectHierarchyRelationship metadata
Unlimited, and Developer
API. Editions
For more information on the Transformations API, see Transformations.

Note: The Transformations API can be used to convert both active and inactive fact records
to opportunities. We recommend that you specify only active fact record IDs when using the
API.

1. Create Object Hierarchy Relationship Mappings for Program Based Business Transformations
Create a mapping definition record in the ObjectHierarchyRelationship object for the source to target mapping at each level in the
hierarchy.

Create Object Hierarchy Relationship Mappings for Program Based Business Transformations
Create a mapping definition record in the ObjectHierarchyRelationship object for the source to
EDITIONS
target mapping at each level in the hierarchy.
For example, for converting fact to opportunity, create mappings for opportunity header, opportunity Available in: Lightning
line item, and opportunity line item schedule. After you create the mappings, use an API tool, such Experience
as Postman, to deploy them.
Available in: Enterprise,
1. Create a mapping file for some or all of these sources to target object field mappings depending Unlimited, and Developer
on your business case. Editions
• Parent to Parent Mapping: To transform the header of the source object to the header of
the target object. For example, Manufacturing Program Component Forecast Fact to USER PERMISSIONS
Opportunity or Quote to Sales Agreement.
To create object hierarchy
relationship mappings:
• System Administrator

436
Manufacturing Cloud Set Up and Configure Program Based Business

MfgProgramCpntFrcstFact to Opportunity mapping

<?xml version="1.0" encoding="UTF-8"?>
<ObjectHierarchyRelationship
xmlns="http://soap.sforce.com/2006/04/metadata">
<parentObjectMapping>
<inputObject>MfgProgramCpntFrcstFact</inputObject>

<outputObject>Opportunity</outputObject>
</parentObjectMapping>
<outputPntRelationshipFieldName/>

<inputObjRecordsGrpFieldName>ManufacturingProgram</inputObjRecordsGrpFieldName>
<parentRecord/>
<mappingType>ParentToParent</mappingType>
<usageType>TransformationMapping</usageType>
</ObjectHierarchyRelationship>

Quote to SalesAgreement mapping

<?xml version="1.0" encoding="UTF-8"?>
<ObjectHierarchyRelationship
xmlns="http://soap.sforce.com/2006/04/metadata">
<parentObjectMapping>
<inputObject>Quote</inputObject>
<outputObject>SalesAgreement</outputObject>

<mappingFields>
<inputField>AccountId</inputField>
<outputField>AccountId</outputField>
</mappingFields>
<mappingFields>
<inputField>Name</inputField>
<outputField>Name</outputField>
</mappingFields>
<mappingFields>
<inputField>ExpirationDate</inputField>
<outputField>StartDate</outputField>
</mappingFields>
<mappingFields>
<inputField>Pricebook2Id</inputField>
<outputField>PricebookId</outputField>
</mappingFields>
</parentObjectMapping>
<outputPntRelationshipFieldName/>

<inputObjRecordsGrpFieldName>Account</inputObjRecordsGrpFieldName>
<parentRecord/>
<mappingType>ParentToParent</mappingType>

<usageType>TransformationMapping</usageType>
</ObjectHierarchyRelationship>

437
Manufacturing Cloud Set Up and Configure Program Based Business

• Parent to Child Mapping: To transform the header of the source object to the child in a target object. For example, Manufacturing
Program Component Forecast Fact to Opportunity Line Item or Manufacturing Program Component Forecast Fact to Opportunity
Line Item Schedule.
MfgProgramCpntFrcstFact to OpportunityLineItem mapping
<?xml version="1.0" encoding="UTF-8"?>
<ObjectHierarchyRelationship
xmlns="http://soap.sforce.com/2006/04/metadata">
<parentObjectMapping>
<inputObject>MfgProgramCpntFrcstFact</inputObject>

<outputObject>OpportunityLineItem</outputObject>

<mappingFields>
<inputField>SellingPricePerUnit</inputField>
<outputField>UnitPrice</outputField>
</mappingFields>
</parentObjectMapping>

<outputPntRelationshipFieldName>Opportunity</outputPntRelationshipFieldName>

<inputObjRecordsGrpFieldName>ProductComponent</inputObjRecordsGrpFieldName>

<parentRecord>CmpForecastFactToOpportunity1</parentRecord>
<mappingType>ParentToChild</mappingType>
<usageType>TransformationMapping</usageType>
</ObjectHierarchyRelationship>

MfgProgramCpntFrcstFact to OpportunityLineItemSchedule mapping

<?xml version="1.0" encoding="UTF-8"?>
<ObjectHierarchyRelationship
xmlns="http://soap.sforce.com/2006/04/metadata">
<parentObjectMapping>

<inputObject>MfgProgramCpntFrcstFact</inputObject>

<outputObject>OpportunityLineItemSchedule</outputObject>

<mappingFields>
<inputField>ForecastedRevenue</inputField>

<outputField>Revenue</outputField>
</mappingFields>

<mappingFields>
<inputField>ForecastedQuantity</inputField>

<outputField>Quantity</outputField>
</mappingFields>

</parentObjectMapping>

<outputPntRelationshipFieldName>OpportunityLineItem</outputPntRelationshipFieldName>

438
Manufacturing Cloud Set Up and Configure Program Based Business

<parentRecord>CmpForecastFactToOpportunityItem1</parentRecord>
<mappingType>ParentToChild</mappingType>

<usageType>TransformationMapping</usageType>
</ObjectHierarchyRelationship>

Period to OpportunityLineItemSchedule Mappings

<?xml version="1.0" encoding="UTF-8"?>
<ObjectHierarchyRelationship
xmlns="http://soap.sforce.com/2006/04/metadata">
<parentObjectMapping>
<inputObject>Period</inputObject>

<outputObject>OpportunityLineItemSchedule</outputObject>
<mappingFields>
<inputField>startDate</inputField>

<outputField>ScheduleDate</outputField>
</mappingFields>
</parentObjectMapping>
<outputPntRelationshipFieldName/>

<inputObjRecordsGrpFieldName/>

<parentRecord>CmpForecastFactToOpportunityItemSchedule</parentRecord>
<mappingType>Support</mappingType>

<usageType>TransformationMapping</usageType>

<sourceReferenceRelaFieldName>Period</sourceReferenceRelaFieldName>
</ObjectHierarchyRelationship>

• Child to Child Mapping: To transform the child in a source object to a child in the target object. For example, Quote Line Item
to Sales Agreement Product.
QuoteLineItem to SalesAgreementProduct
<?xml version="1.0" encoding="UTF-8"?>
<ObjectHierarchyRelationship
xmlns="http://soap.sforce.com/2006/04/metadata">
<parentObjectMapping>
<inputObject>QuoteLineItem</inputObject>
<outputObject>SalesAgreementProduct</outputObject>

<mappingFields>
<inputField>Description</inputField>
<outputField>Name</outputField>
</mappingFields>
<mappingFields>

439
Manufacturing Cloud Set Up and Configure Program Based Business

<inputField>PricebookEntryId</inputField>
<outputField>PricebookEntryId</outputField>
</mappingFields>
</parentObjectMapping>

<outputPntRelationshipFieldName>SalesAgreement</outputPntRelationshipFieldName>

<parentRelationshipFieldName>Quote</parentRelationshipFieldName>
<parentRecord>QuoteToSA</parentRecord>
<mappingType>ChildToChild</mappingType>
<usageType>TransformationMapping</usageType>
</ObjectHierarchyRelationship>

• Support Mapping: To derive the field values from a source field lookup object. This mapping is used along with other mappings.
For example, to create an opportunity, you require account ID, but the account ID isn’t available directly on the Manufacturing
Program Component Forecast Fact. The account ID can be derived from the manufacturing program ID because the Manufacturing
Program object has an Account field. In this case, we can derive the account ID from the Manufacturing Program using support
mapping.
ManufacturingProgram to Opportunity mapping
<?xml version="1.0" encoding="UTF-8"?>
<ObjectHierarchyRelationship
xmlns="http://soap.sforce.com/2006/04/metadata">
<parentObjectMapping>
<inputObject>ManufacturingProgram</inputObject>
<outputObject>Opportunity</outputObject>
<mappingFields>
<inputField>AccountId</inputField>
<outputField>AccountId</outputField>
</mappingFields>
</parentObjectMapping>
<outputPntRelationshipFieldName/>
<inputObjRecordsGrpFieldName/>

<parentRecord>CmpForecastFactToOpportunity1</parentRecord>
<mappingType>Support</mappingType>
<usageType>TransformationMapping</usageType>

<sourceReferenceRelaFieldName>ManufacturingProgram</sourceReferenceRelaFieldName>
</ObjectHierarchyRelationship>

2. Package each mapping file as a zip file in the following format. Note that the .settings file contains the mappings.

The package.xml file looks like this:

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>

440
Manufacturing Cloud Set Up and Configure Program Based Business

<members>*</members>
<name>ObjectHierarchyRelationship</name>
</types>
<version>55</version>
</Package>

3. Deploy the mappings using an API tool such as Postman.

Here's a sample request to transform MfgProgramCpntFrcstFact to an Opportunity.
{
"inputObjectIds": [
"0sTxx000000003FEAQ",
"0sTxx000000004rEAA",
"0sTxx0000000001EAA",
"0sTxx000000001dEAA"
],
"inputObjectName": "MfgProgramCpntFrcstFact",
"usageType": "TransformationMapping",
"outputObjectName": "Opportunity",
"outputObjectDefaultValues": {
"Opportunity": {
"Pricebook2Id": "PriceBookID",
"StageName": "Prospecting",
"Probability": "20",
"Name": "SampleFactToOpp",
"CloseDate" : "2022-12-31"
},
"OpportunityLineItemSchedule": {
"Type": "Both" // It's based on the product schedule enabled on setup.
}
}
}

Here's a sample response that transforms MfgProgramCpntFrcstFact to an Opportunity.

[{
"inputIds": ["0sTxx000000003FEAQ", "0sTxx000000004rEAA"],
"outputId": "006xx000000003F123"
"errorReason": null,
"isSuccess": true
},
{
"inputIds": ["0sTxx0000000001EAA", "0sTxx000000001dEAA"],
"outputId": "006xx000000003F124"
"errorReason": null,
"isSuccess": true
}
]

441
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Create Programs and Derive Forecasts from Customers’ Forecasts

These high-level steps define the program manager workflow with Program Based Business.
EDITIONS

Available in: Lightning

Experience

Available in: Enterprise,

Unlimited, and Developer
Editions

1. Define manufacturing programs. See Create a Manufacturing Program.

2. Create Advanced Account Forecast Set Uses. See Create an Advanced Account Forecast Set Use.
3. Import forecast using CSV files. See Create a .CSV File and Import Data From a .CSV File.
4. Create relationships between customer products and manufacturing supplier products. See Create Relationships Between Customer
Products and Supplier Products.
5. View forecasts and make adjustments. See View Program Based Business Forecasts, Filter Manufacturing Program Forecasts, and
Make Adjustments to Manufacturing Program Component Forecasts.

Create a Manufacturing Program

Account managers can easily create customer-specific programs using program templates.
Create an Advanced Account Forecast Set Use
Use the Advanced Account Forecast Set Use object to associate the program forecast set with an object record whose data is used
when generating forecasts. For example, select a manufacturing program as the Forecast Context to base forecasts on those records.
Create two forecast set uses, one for the manufacturing program and one for the program variant. The forecast set use for
manufacturing program components is created when your admin runs the Data Processing Engine definitions.
Prepare a CSV File for Program Based Business
Manufacturing suppliers across industries work closely with their customers to supply the products and components needed to
manufacture equipment.
Create Relationships Between Customer Products and Supplier Products
Associate your products with your customer’s products by creating relationships.
View Program Based Business Forecasts
View forecasts for your manufacturing programs. You can view manufacturing program, manufacturing program variant, and
manufacturing program component forecasts.
Filter Manufacturing Program Forecasts
You can filter the manufacturing program forecast records by dimensions and by time period.

442
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Make Adjustments to Manufacturing Program Component Forecasts

You can adjust the component forecast values during the adjustment period defined by the admin for your user profile.

Create a Manufacturing Program

Account managers can easily create customer-specific programs using program templates.
EDITIONS
1. From the App Launcher, find and select Manufacturing Programs.
Available in: Lightning
2. Click New.
Experience
3. Specify these values:
Available in: Enterprise,
Field Description Unlimited, and Developer
Editions
Name Name of the manufacturing program.

Manufacturing Program Template Template associated with the manufacturing USER PERMISSIONS
program. The available templates are defined
by your admin. To create a manufacturing
program:
Status Status of the program. • Program Based
Business permission set
Program Type Type of the program. This field is currently not
available for use.

Related Manufacturing Program Another manufacturing program associated

with the manufacturing program.

Start Date Start date of the program.

End Date End date of the program.

443
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

4. Save your work.

SEE ALSO:
Create a Program Template

Create an Advanced Account Forecast Set Use

Use the Advanced Account Forecast Set Use object to associate the program forecast set with an
EDITIONS
object record whose data is used when generating forecasts. For example, select a manufacturing
program as the Forecast Context to base forecasts on those records. Create two forecast set uses, Available in: Lightning
one for the manufacturing program and one for the program variant. The forecast set use for Experience
manufacturing program components is created when your admin runs the Data Processing Engine
definitions. Available in: Enterprise,
Unlimited, and Developer
1. From the App Launcher, find and select Advanced Account Forecast Set Uses. Editions
2. Click New.
3. Specify these values: USER PERMISSIONS

Field Description To create an advanced

account forecast set use:
Name Name of the advanced account forecast set • Program Based
use. Business permission set

Forecast Context Object record used as the context for

generating forecasts.

Advanced Account Forecast Set The advanced account forecast set to use for
creating the forecast data.

Last Calculation Date Date when the forecast values were last
calculated for the associated manufacturing
program and forecast set.

Status Status of the advanced account forecast set

use.

444
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

4. Save your work.

Prepare a CSV File for Program Based Business

Manufacturing suppliers across industries work closely with their customers to supply the products
EDITIONS
and components needed to manufacture equipment.
For example, a Tier-1 tire manufacturer in the automotive industry may supply parts, assemblies, Available in: Lightning
and components as part of an OEM program by a car manufacturer. The overall sales process involves Experience
close collaboration with the OEM to get their program forecasts and program variant forecasts, and
Available in: Enterprise,
identify the parts and components that can be supplied to the OEM. The Tier-1 manufacturers may
Unlimited, and Developer
rely on third party research, such as IHS Markit, which provides production schedules per vehicle Editions
per assembly.
Manufacturers can use this research data, along with data obtained through collaboration, to
populate program forecasts and program variant forecasts. Program Managers can then import the forecasts data using CSV files. Create
two CSV files: one for the manufacturing program forecasts, and one for the manufacturing program variant forecasts. The Data Processing
Engines use the manufacturing program forecasts and manufacturing program variant forecasts to generate manufacturing program
component forecasts.

Important: Make sure that the CSV file includes data for all periods in the manufacturing program, otherwise the CSV upload
may fail with errors.

1. Create a .CSV File

Follow these guidelines when you prepare a .csv file for import.
2. Import Data From a .CSV File
Import data from a .csv file into a target object. Use this data to calculate supplier component forecasts, but only after you run data
processing engine templates.

Create a .CSV File

Follow these guidelines when you prepare a .csv file for import.
EDITIONS
• The first row in the .csv file lists the field names of the object to which you want to upload the
records. Think of these like the columns in a spreadsheet. Available in: Lightning
Experience
Important: Many objects in Salesforce are related to other objects. Keep these additional
factors in mind when listing relationship fields in the first row. Available in: Enterprise,
Unlimited, and Developer
– Add a reference to a related object in a CSV file.
Editions
– To describe the relationship between an object and its parent, use
RelationshipName.IndexedFieldName, where RelationshipName
is the relationship name of the field and IndexedFieldName is the indexed field
name that uniquely identifies the parent record.
– Use the describeSObjects() call in the API to get the relationshipName property value
for a field.
Here’s an example of relationship fields:
– AdvAcctForecastSetUse is the parent of
ManufacturingProgramForecastFact.

445
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

– Name is an indexed field on AdvAcctForecastSetUse. As a result, you can use

AdvAcctForecastSetUse.Name to uniquely identify the AdvAcctForecastSetUse record.

Note: Be sure to use unique values in the indexed field. If there’s more than one record with the same value, the
.csv file upload process fails with the DUPLICATE_EXTERNAL_ID:Name: more than one record
found for external id field error.

For example, if you upload records to the Manufacturing Program Forecast Fact object, the first row in the .csv file looks like this.
Name,AdvAcctForecastSetUse.Name,Status,ProductionModel.Name,ProductionLocation.Name,PeriodId,ProgramQuantity,ExpectedRevenuePerUnit,MarketSharePercent,ForecastedRevenue,ForecastedQuantity,ExternalReferenceNumber

• Each subsequent row corresponds to a record in Salesforce. A record consists of a series of fields that are delimited by commas.
FastCars AutoX Chennai JanFY2023,Fast Cars Program Set
Use,Active,AutoX,Chennai,026T10000002icqIAA,500,250000,22,150000,300,FastCars AutoX
Chennai JanFY2023

• Ensure that all records in a .csv file are for the same object. You'll specify the Target Object when you import the CSV file.
• Use only commas as delimiters.
• Ensure that .csv files are in the UTF-8 format.
• Ensure that all products in the .csv file have the same number of associated periods. If the products in the .csv file have unequal
periods, the upload fails with an error.
• We use Bulk API to upload records. For more information on how to prepare a .csv file for Bulk API upload, see Prepare CSV Files

Example: A car manufacturer named Fast Cars wants to launch the AutoX car in 2025. The program manager at a manufacturing
supplier, Car Components, wants to forecast the program quantity, expected revenue per unit, forecasted quantity, and forecast
revenue for January 2023, February 2023, and March 2023 for the Chennai and Bangalore plant locations.
Create a .csv file for program forecasts in this format.

Name AdvAcFo
tercaSsteU
tse
N
.ame Status Po
rdu
ocintModN
e
.lame Po
rduocin
tLoco
ain
tN
.ame PeriodID ProgramQuanytit ExpecetdRevenuePeU
rn
ti MakreSthae
rPecrent Forecase
tdQuanytit Foe
rcasetdRevenue Exetn
ra
RlefernceNumber
FastCars Fast Cars Active AutoX Chennai 026T10000002ciqAIA 500 250000 22 150000 300 FastCars
AutoX Program AutoX
Chennai Set Use Chennai
JanFY2023 JanFY2023

FastCars Fast Cars Active AutoX Chennai 026T10000002ciArIA 600 120000 15 97000 350 FastCars
AutoX Program AutoX
Chennai Set Use Chennai
FebFY2023 FebFY2023

FastCars Fast Cars Active AutoX Chennai 026T10000002cisAIA 700 230000 26 230000 400 FastCars
AutoX Program AutoX
Chennai Set Use Chennai
MarFY2023 MarFY2023

FastCars Fast Cars Active AutoX Bangalore 026T10000002ciqAIA 550 89000 10 54000 450 FastCars
AutoX Program AutoX
Bangalore Set Use Bangalore
JanFY2023 JanFY2023

446
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Name AdvAcFo
tercaSsteU
tse
N
.ame Status Po
rdu
ocintModN
e
.lame Po
rduocin
tLoco
ain
tN
.ame PeriodID ProgramQuanytit ExpecetdRevenuePeU
rn
ti MakreSthae
rPecrent Forecase
tdQuanytit Foe
rcasetdRevenue Exetn
ra
RlefernceNumber
FastCars Fast Cars Active AutoX Bangalore 026T10000002ciArIA 670 350000 21 340000 500 FastCars
AutoX Program AutoX
Bangalore Set Use Bangalore
FebFY2023 FebFY2023

FastCars Fast Cars Active AutoX Bangalore 026T10000002cisAIA 890 150000 18 450000 550 FastCars
AutoX Program AutoX
Bangalore Set Use Bangalore
MarFY2023 MarFY2023

Here's an example of the fastcarsprogram.csv file.

Name,AdvAcctForecastSetUse.Name,Status,ProductionModel.Name,ProductionLocation.Name,PeriodId,ProgramQuantity,ExpectedRevenuePerUnit,MarketSharePercent,ForecastedRevenue,ForecastedQuantity,ExternalReferenceNumber
FastCars AutoX Chennai JanFY2023,Fast Cars Program Set
Use,Active,AutoX,Chennai,026T10000002icqIAA,500,250000,22,150000,300,FastCars AutoX
Chennai JanFY2023
FastCars AutoX Chennai FebFY2023,Fast Cars Program Set
Use,Active,AutoX,Chennai,026T10000002icrIAA,600,120000,15,97000,350,FastCars AutoX
Chennai FebFY2023
FastCars AutoX Chennai MarFY2023,Fast Cars Program Set
Use,Active,AutoX,Chennai,026T10000002icsIAA,700,230000,26,230000,400,FastCars AutoX
Chennai MarFY2023
FastCars AutoX Bangalore JanFY2023,Fast Cars Program Set
Use,Active,AutoX,Bangalore,026T10000002icqIAA,550,89000,10,54000,450,FastCars AutoX
Bangalore JanFY2023
FastCars AutoX Bangalore FebFY2023,Fast Cars Program Set
Use,Active,AutoX,Bangalore,026T10000002icrIAA,670,350000,21,340000,500,FastCars AutoX
Bangalore FebFY2023
FastCars AutoX Bangalore MarFY2023,Fast Cars Program Set
Use,Active,AutoX,Bangalore,026T10000002icsIAA,890,150000,18,450000,550,FastCars AutoX
Bangalore MarFY2023

If the program manager at Car Components wants to forecast the forecasted quantity and market share percent at the variant
level (Red color AutoX and Blue color AutoX) for three months (January 2023, February 2023, and March 2023) for the Chennai
and Bangalore locations, they can create a .csv file for the program variant forecasts as shown in this example:
Name,AdvAcctForecastSetUse.Name,Status,ProductionModel.Name,ProductionLocation.Name,Product.Name,PeriodId,ForecastedQuantity,MarketSharePercent,ExternalReferenceNumber
FastCars AutoX Chennai Red JanFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX
Red,026T10000002icqIAA,500,22,FastCars AutoX Chennai Red JanFY2023
FastCars AutoX Chennai Red FebFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX
Red,026T10000002icrIAA,600,15,FastCars AutoX Chennai Red FebFY2023
FastCars AutoX Chennai Red MarFY2023,Fast Cars Variant Set Use,Active,AutoX,Chennai,AutoX
Red,026T10000002icsIAA,700,26,FastCars AutoX Chennai Red MarFY2023
FastCars AutoX Chennai Blue JanFY2023,Fast Cars Variant Set
Use,Active,AutoX,Chennai,AutoX Blue,026T10000002icqIAA,550,10,FastCars AutoX Chennai
Blue JanFY2023
FastCars AutoX Chennai Blue FebFY2023,Fast Cars Variant Set
Use,Active,AutoX,Chennai,AutoX Blue,026T10000002icrIAA,670,21,FastCars AutoX Chennai
Blue FebFY2023
FastCars AutoX Chennai Blue MarFY2023,Fast Cars Variant Set
Use,Active,AutoX,Chennai,AutoX Blue,026T10000002icsIAA,890,18,FastCars AutoX Chennai

447
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Blue MarFY2023
FastCars AutoX Bangalore Red JanFY2023,Fast Cars Variant Set
Use,Active,AutoX,Bangalore,AutoX Red,026T10000002icqIAA,250,11,FastCars AutoX Bangalore
Red JanFY2023
FastCars AutoX Bangalore Red FebFY2023,Fast Cars Variant Set
Use,Active,AutoX,Bangalore,AutoX Red,026T10000002icrIAA,340,25,FastCars AutoX Bangalore
Red FebFY2023
FastCars AutoX Bangalore Red MarFY2023,Fast Cars Variant Set
Use,Active,AutoX,Bangalore,AutoX Red,026T10000002icsIAA,560,34,FastCars AutoX Bangalore
Red MarFY2023
FastCars AutoX Bangalore Blue JanFY2023,Fast Cars Variant Set
Use,Active,AutoX,Bangalore,AutoX Blue,026T10000002icqIAA,700,9,FastCars AutoX Bangalore
Blue JanFY2023
FastCars AutoX Bangalore Blue FebFY2023,Fast Cars Variant Set
Use,Active,AutoX,Bangalore,AutoX Blue,026T10000002icrIAA,650,12,FastCars AutoX Bangalore
Blue FebFY2023
FastCars AutoX Bangalore Blue MarFY2023,Fast Cars Variant Set
Use,Active,AutoX,Bangalore,AutoX Blue,026T10000002icsIAA,430,35,FastCars AutoX Bangalore
Blue MarFY2023

Considerations for Creating a CSV File

• Populate ExternalReferenceNumber with either a unique name or number. You can use this field during the upsert to identify existing
records. For example, if you want to change the program quantity of AutoX cars to 600 for the January 2023 period for the Chennai
location, use this format.
ProgramQuantity,ExternalReferenceNumber
600,FastCars AutoX Chennai JanFY2023

If a record exists in Salesforce with the same ExternalReferenceNumber in the target object, then the system updates the record with
the values that are provided in the .csv file. Otherwise, the system inserts a new record in the target object.

Note: You can also use the Name field as the External ID Field API Name during the upsert operation. But if more than one
record with the same name exists, the .csv file upload process fails with the DUPLICATE_EXTERNAL_ID:Name: more
than one record found for external id field error.

• You can’t use the relationship field name (RelationshipName.IndexedFieldName) for the Period object because it has
only ID as the lookup field, and you can’t customize the object to add an external ID field.

448
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Import Data From a .CSV File

Import data from a .csv file into a target object. Use this data to calculate supplier component
EDITIONS
forecasts, but only after you run data processing engine templates.
1. From the App Launcher, in the Quick Find box, enter Manufacturing Program and Available in: Lightning
then select Manufacturing Program. Experience
2. To create a manufacturing program, click New . Available in: Enterprise,
3. To import data from a .csv file into a target object (either Manufacturing Program Forecast Fact Unlimited, and Developer
or Manufacturing Program Variant Forecast Fact), on the Manufacturing Program tab, click Editions
Import CSV File.
Create or update forecast records for program forecasts, and for product variant forecasts, by USER PERMISSIONS
using either the Add Records or Add and Update Records option.
To import a CSV file into a
manufacturing program:
• Program Based
Business permission set

Warning: Ensure that the CSV files you're uploading for the manufacturing program and manufacturing program variants
don't contain duplicate period IDs for the same set of dimension hierarchy records. For example, for a manufacturer FastCars,
for Chennai location and AutoX product, you can’t have more than one record with the same period ID.

4. Save your work.

View the Import Status of a .CSV File

CSV file upload is an asynchronous process. Whenever a user uploads a .csv file, the system creates a Received Document record. By
default, the name of the Received Document is same as the name of the file that the user uploaded.

449
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

View the Import Status of a .CSV File

CSV file upload is an asynchronous process. Whenever a user uploads a .csv file, the system creates
EDITIONS
a Received Document record. By default, the name of the Received Document is same as the name
of the file that the user uploaded. Available in: Lightning
To allow asynchronous processing of the received documents, select Session Security Level Required Experience
at Login as None for the required user profiles. If you select Session Security Level Required at Login
Available in: Enterprise,
as High Assurance, only synchronous and UI processing is supported. The processing status won’t
Unlimited, and Developer
change to Processed and the records won’t get created. See this knowledge article for details. Editions
1. From the App Launcher, find and select Received Documents.
2. To view the upload details, click the received document that has the same name as the uploaded USER PERMISSIONS
.csv file. If the import process of a .csv file fails with errors, you can view the number of processed
records and the error details in the Failed Records File field. To view the CSV file import
status:
• Program Based
Business permission set

Create Relationships Between Customer Products and Supplier Products

Associate your products with your customer’s products by creating relationships.
EDITIONS
1. From the App Launcher, find and select Product Related Materials.
Available in: Lightning
2. To add a product-related material, click New.
Experience
3. Enter the required values for these fields.
Available in: Enterprise,
Field Description Unlimited, and Developer
Editions
Name Name of the product related material.

Manufacturing Program Manufacturing program that's associated with USER PERMISSIONS

the product-related material.
To modify objects:
Product Customer’s product • Program Based
Business permission set

450
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Field Description
Product Component Manufacturing supplier product or your product.

Product Component Pricebook Pricebook that's associated with the product component.

Quantity Per Product Unit Number of units of the component required per unit of the
product.

Quantity Unit of Measure Unit of measure for the component quantity.

Effective Start Date Date from which the product component is effective.

Effective End Date Date when the product component is no longer effective.

Minimum Eligible Quantity Minimum quantity of the product component that’s required to
accept the deal.

Minimum Eligible Quantity Unit of Measure Unit of measure for the minimum eligible quantity of the
component.

Lead Time Lead time required to manufacture the product component.

Lead Time Unit of Measure Unit of measure for the lead time.

Warning: Each product related material record must have a unique combination of product variant and product component.

Note:
• The Product Component Pricebook field on the Product Related Material object is optional. Note that if you select a
pricebook in which the specified product component doesn't exist, and the DPE is run, forecasts for that product component
aren't shown in the forecast grid.
• Component forecasts are generated based on the effective start and end dates for the component. If the generated forecast
value for the component is lesser than the minimum eligible quantity for the component, the system automatically updates
the forecast value to the minimum eligible quantity.

451
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Important: To calculate the forecasted revenue for components, ensure that the pricebook contains the prices of all the
components that you plan to sell. The forecasted revenue for a component is calculated during a Data Processing Engine run
by multiplying the price of the component with the forecasted quantity. The price of the component is derived from the
pricebook for product components.

Important: To generate forecasts for all periods, ensure that the effective start date for the product related material record
and the manufacturing program forecast set period start date are the same. If you specify an effective start date of February
1, 2022 in a product related material record, and the forecast set is configured to generate quarterly forecasts starting January
1, 2022, the forecast data for the first quarter of 2022 isn’t generated.

4. Save your work.

After you create the relationship between your products and your customers’ products, your admin runs the Data Processing Engine
definitions to generate manufacturing program component forecasts.

View Program Based Business Forecasts

View forecasts for your manufacturing programs. You can view manufacturing program,
EDITIONS
manufacturing program variant, and manufacturing program component forecasts.
1. From the App Launcher, find and select Manufacturing Programs. Available in: Lightning
Experience
2. To view a specific list of Manufacturing Programs, select a list view. List views show whether a
Manufacturing Program is active or inactive. Available in: Enterprise,
3. To view details, click a Manufacturing Program name. Unlimited, and Developer
Editions
4. Use the Forecast dropdown to view program, program variant, or component forecasts. For
example, select Program Forecast Set to view the program forecasts for the Zylic Program for
2 years manufacturing program. USER PERMISSIONS
Program Forecast To view the forecast grid:
• Program Based
Business permission set

Program Variant Forecast

Program Component Forecast

452
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

5. If the forecast data spans multiple rows, use the forward and back arrows to navigate between pages.

Note: If you want to update the forecast data for a Manufacturing Program record in Draft status, first change the record
status to Active.

Note: To view the component forecasts, wait for the data processing engine runs to complete.

SEE ALSO:
Filter Manufacturing Program Forecasts
Make Adjustments to Manufacturing Program Component Forecasts

453
Manufacturing Cloud Create Programs and Derive Forecasts from Customers’
Forecasts

Filter Manufacturing Program Forecasts

You can filter the manufacturing program forecast records by dimensions and by time period.
EDITIONS
1.
In the Manufacturing Program tab of a manufacturing program record page, click . Available in: Lightning
2. Search for the required dimensions. Experience

3. To show the data for a specific period for the specified dimensions, select one of these options Available in: Enterprise,
in the Time Period section. Unlimited, and Developer
Editions
Option Description

Current Periods Shows the manufacturing program component forecasts for the
USER PERMISSIONS
current month and the next seven months.
To view forecasts:
Range Shows the manufacturing program component forecasts for a
• Program Based
specified date range.
Business and Advanced
Set Periods Shows the manufacturing program component forecasts for Account Forecast
selected periods. permission sets

4. Apply the filter.

Note: When you filter forecasts in the grid using dimensions, the dimension fields show all the values in the dropdown based
on your search criteria. For example, if you’re filtering forecasts by the Product dimension, the dropdown shows all the valid
products. If the search criteria isn’t relevant to the current forecast, an error is displayed after you apply the filter. We recommend
that you restrict your search criteria to show only valid values relevant to the forecast in the grid.

Make Adjustments to Manufacturing Program Component Forecasts

You can adjust the component forecast values during the adjustment period defined by the admin
EDITIONS
for your user profile.

Note: Available in: Lightning

Experience
• You can make adjustments only for the forecast values that have adjustments enabled.
Available in: Enterprise,
• You can make adjustments only when the adjustment window is open and the associated
Unlimited, and Developer
forecast set, advanced account forecast set use record, and manufacturing program record
Editions
are Active. You configure the forecast adjustments when you configure the forecast sets
for Program Based Business. For more information, see Configure a Forecast Set.
USER PERMISSIONS
1. For the period that you want to adjust, click the pencil icon in the cell.
2. Enter the new value for the measure and add an adjustment note. Ensure that the adjustment To modify program
forecasts:
note is of type text.
• Program Based
Business permission set

454
Manufacturing Cloud Considerations for Program Based Business

Considerations for Program Based Business

Review these considerations before you start using Program Based Business.
EDITIONS
• The out-of-the-box Data Processing Engine templates for Program Based Business work only
for manufacturing programs in Active status. Available in: Lightning
• The Forecast Formula section in a Program Based Business-specific forecast set has no significance Experience
and isn’t used in forecast calculations. Available in: Enterprise,
• When using Data Processing Engine definitions for generating manufacturing program Unlimited, and Developer
component forecasts, keep the limits and limitations for Data Processing Engine in mind. For Editions
more details, see Data Processing Engine Limits.
• If you’re using an orchestration flow to generate forecasts, keep the limitations of Flows in mind.
For more information, see Flows.
• When you run a Data Processing Engine definition, ensure that the parameters—Manufacturing Program Id, Program Component
Template Item Name, and Program Variant Template Item Name—are correctly mapped to the template associated with the
manufacturing program. Incorrect mappings can lead to errors in the generated manufacturing program component forecasts.
• Ensure that the CSV files that you upload for the manufacturing program and manufacturing program variants don't contain duplicate
period IDs for the same set of dimension hierarchy records. For example, for a manufacturer FastCars, for Chennai location and AutoX
product, you can’t have more than one record with the same period ID.
• Ensure that you set up field-level security on the Bulk Job ID and Target Object API Name fields on the Received Document object
so that these fields aren’t visible to a standard user.
• Ensure that the period group type, and calculation and rollover frequencies, of the forecast set for manufacturing program,
manufacturing program variant, and manufacturing program component forecasts are the same.
• Each product related material record must have a unique combination of product variant and product component.
• The Product Component Pricebook field on the Product Related Material object is optional. If you enter a pricebook in which the
specified product doesn't exist, and the DPE is run, forecasts for that product component aren't shown in the forecast grid.
• To generate forecasts for all periods, ensure that the effective start date for the product related material record and the manufacturing
program forecast set period start date are the same. If you specify an effective start date of February 1, 2022 in a product related
material record, and the forecast set is configured to generate quarterly forecasts starting January 1, 2022, the forecast data for the
first quarter of 2022 isn’t generated.
• If the manufacturing program start date, program variant forecast start dates, and period group start date are different, the generated
forecast is based on the latest date. For example, if the manufacturing program start date is January 1, 2022 the program variant
forecast periods start date is January 1, 2022, and the start period in the period group setup for the associated forecast set is February
1, 2022, then the forecast grid shows component forecasts from February 1, 2022.
• If the manufacturing program end date, period group end date, or periods specified in the uploaded manufacturing program variants
forecasts are different, forecasts are generated up to the earliest date. For example, if the manufacturing program end date is
December 31, 2024, the period group end date is November 30, 2024, and the end date of periods in the period group setup for the
associated forecast set is December 31, 2023, the forecast grid shows component forecasts up to December 31, 2023.
• The Rollover Program Component Forecast Data Processing Engine (DPE) definition runs only at the start of each period so you
won't see forecasts generated for newer periods if you change forecast settings during an ongoing period. For example, if you change
the display duration for a forecast in the middle of a month, the Rollover DPE considers the update only when it runs at the start of
the next month. To consider the forecast settings updates, such as changes to forecast dimensions, frequencies, or period group
settings during an ongoing forecast period, make sure you run the Regenerate Program Component Forecast DPE definition after
you update the settings.

455
Manufacturing Cloud Considerations for Program Based Business

Considerations for Program Based Business When Processing Large Volumes of Data
Program Based Business uses Data Processing Engines to generate manufacturing program component forecasts. The data volumes
in the manufacturing program forecast fact, manufacturing program variant forecast fact, and manufacturing program component
forecast fact records play a crucial role in determining the time taken to generate these forecasts.

Considerations for Program Based Business When Processing Large Volumes of Data
Program Based Business uses Data Processing Engines to generate manufacturing program
EDITIONS
component forecasts. The data volumes in the manufacturing program forecast fact, manufacturing
program variant forecast fact, and manufacturing program component forecast fact records play Available in: Lightning
a crucial role in determining the time taken to generate these forecasts. Experience
The number of forecast fact records is a scalar multiple of all relevant dimensions. For example, the
Available in: Enterprise,
number of manufacturing program forecast fact records is 50*10*36*3 = 54000, for a manufacturing
Unlimited, and Developer
program with these values: Editions
• Manufacturing program records: 50
• OEM products, for example, cars: 10
• Product variant SKUs, for example, Alpha, Gamma, Delta: 80
• Program Component SKUs, for example, engines: 10
• Periods: 36
• Locations: 3
For the above manufacturing program, the number of manufacturing program variant forecast fact records is 50*80*36*3 = 432,000,
and the number of manufacturing program component forecast fact records is 50*80*10*36*3 = 4,320,000.

Note: The forecast formula baseline calculation has a significant impact on the time taken to calculate forecasts.
The out-of-the-box forecast fact objects support higher data volumes compared to custom fact objects.

Keep these limits in mind when using Program Based Business. The standard fiscal calendar is used to come up with these
recommendations.

Type Recommended Limit for Small Orgs Recommended Limit for Large Orgs
(Up to 4 million records) (Up to 55 million records)
Manufacturing Programs 50 150

Products 100 200

Periods 36 60

Manufacturing Program Forecast Facts 54000 450000

Manufacturing Program Variants 432000 5850000

Manufacturing Program Components 4320000 58500000

Product Related Materials 40000 195000

Note: To load large volumes of data, the manufacturing program grid may take more than two seconds.

456
Manufacturing Cloud Manage Your Organizational Targets with Account Manager
Targets in Manufacturing Cloud

Best Practices
These are some of the best practices for using Program Based Business.
• When processing large volumes (for example, 60 million records), split the data into smaller batches based on criteria such as region,
manufacturing program, product, or product category.
• For Data Processing Engines, an export capacity of 1 GB of CSV file data per day is included in an org. For out-of-the-box Data
Processing Engine templates, this capacity translates to 2.67 GB for 9 million records, and therefore, you can process up to 3 million
forecast fact records in a single day with one org. To process more than 3 million records in a day, purchase additional processing
capacity by using the Salesforce Data Pipelines AddOn license.
• Archive or purge the forecast records that you no longer need.

Manage Your Organizational Targets with Account Manager Targets

in Manufacturing Cloud
Convert your organization’s growth plans into measurable targets with Account Manager Targets.
EDITIONS
Motivate your account managers to close deals and drive more business. Create targets for revenue,
quantity, and other currency or non-currency measure types and allocate specific target percentages Available in: Lightning
to your team members. Strategically distribute targets by products and accounts to meet market Experience
demands and organizational requirements. Distribute targets by month, quarter, or year for better
visibility and periodic reviews. Update target values at any time and redistribute targets as needed. Available in: Enterprise,
Unlimited, and Developer
Editions
Learn and Explore
Trailhead: Account Manager Targets in Manufacturing Cloud
Trailhead: CRM Analytics Dashboards for Account Manager Targets

Get Started

Set Up and Configure Account Manager Targets

Set up Account Manager Targets in Manufacturing Cloud to help your organization track its growth plans. Enable Account Manager
Targets in Setup. Assign the appropriate permission sets for Account Manager Targets to users. You can select the frequency of the
time periods by which targets can be distributed and the hierarchy for assigning targets. In addition, you can specify the default
price book used for distributing targets by product. Define these configurations using the Account Manager Targets page in Setup.
You can also view the usage of data volume and limits defined for the Account Manager Periodic Target Distribution object in the
Setup page.
Create and Work with Account Manager Targets
Create targets for a fiscal year with currency or non-currency measure types. Assign specific percentages of the targets to your
immediate team members. Distribute targets by product and account, and by time period. Update the target value anytime and
propagate these updates to that target’s assignment values, if necessary. Manage an invalid assignment by reassigning it to another
team member, changing the owner, moving it to the parent target, or deleting it.

457
Manufacturing Cloud Set Up and Configure Account Manager Targets

Considerations for Account Manager Targets

Review the following considerations before setting up and using Account Manager Targets in Manufacturing Cloud.

SEE ALSO:
Manufacturing Cloud Developer Guide

Set Up and Configure Account Manager Targets

Set up Account Manager Targets in Manufacturing Cloud to help your organization track its growth plans. Enable Account Manager
Targets in Setup. Assign the appropriate permission sets for Account Manager Targets to users. You can select the frequency of the time
periods by which targets can be distributed and the hierarchy for assigning targets. In addition, you can specify the default price book
used for distributing targets by product. Define these configurations using the Account Manager Targets page in Setup. You can also
view the usage of data volume and limits defined for the Account Manager Periodic Target Distribution object in the Setup page.

Choose the Frequency for Distributing Account Manager Targets

Select the frequency of the periods by which the account manager targets are distributed when an account manager distributes
targets by period. The value of a target is automatically divided among all the periods with the selected frequency equally. Account
managers can update the distributed target values in different periods.
Choose Team Member Hierarchy for Account Manager Targets
Select the team member hierarchy for account manager targets. The selected hierarchy determines the users that account manager
can assign targets to.
Specify the Default Price Book for Account Manager Targets
Specify the default price book for the account manager targets that are distributed by product. The selected price book is populated
by default in all the target distributions when account managers distribute a target by product. By selecting a default price book,
account managers don’t need to manually select a price book for each target distribution. Account managers can replace the default
price book with another one in a target distribution.
Manage Measures for Account Manager Targets
Manage the measures for the account manager target values by configuring the Measure field on the Account Manager Target
object. Use the predefined Revenue measure or create customer measures. Create currency type measures, such as total order
amount and total sales agreement amount. Or, create non-currency type measures, such as customer satisfaction and net promoter
score. You can also rename, reorder, and delete measures.
Account Manager Target Distribution Limits
View the defined and used data volume limits of the Account Manager Periodic Target Distribution object in your Salesforce org.

SEE ALSO:
Enable Features for Manufacturing Cloud
Permission Set Licenses for Internal Users in Manufacturing Cloud

458
Manufacturing Cloud Set Up and Configure Account Manager Targets

Choose the Frequency for Distributing Account Manager Targets

Select the frequency of the periods by which the account manager targets are distributed when
EDITIONS
an account manager distributes targets by period. The value of a target is automatically divided
among all the periods with the selected frequency equally. Account managers can update the Available in: Enterprise,
distributed target values in different periods. Unlimited, and Developer
1. From Setup, in the Quick Find box, enter Account Manager Targets, and then select Editions
Account Manager Targets.
2. In the Distribution Frequency section, select a period type. USER PERMISSIONS
• Monthly To modify target distribution
• Quarterly frequency:
• Yearly • Customize Application

The default period type is Monthly.

Important: If you change the distribution frequency, the new frequency will only apply to the targets created after the change.

SEE ALSO:
Distribute Account Manager Targets

Choose Team Member Hierarchy for Account Manager Targets

Select the team member hierarchy for account manager targets. The selected hierarchy determines
EDITIONS
the users that account manager can assign targets to.
1. From Setup, in the Quick Find box, enter Account Manager Targets, and then select Available in: Enterprise,
Account Manager Targets. Unlimited, and Developer
Editions
2. In the Team Member Hierarchy section, select a team member hierarchy type.
Option Description
USER PERMISSIONS
Manager Hierarchy Use the user role hierarchy to determine the team member hierarchy
for account manager targets. The manager defined for users is To modify team member
considered for this hierarchy type. This hierarchy is defined in the hierarchy type:
Roles page in Setup. • Customize Application

459
Manufacturing Cloud Set Up and Configure Account Manager Targets

Option Description

Forecasts Hierarchy Use the forecast hierarchy to determine the team member hierarchy for account manager
targets. This hierarchy is defined in the Forecasts Hierarchy page in Setup.

Warning: If you change the team member hierarchy type, all existing targets are made read-only.

SEE ALSO:
Controlling Access Using Hierarchies
Set Up Your Forecast Hierarchy
Assign an Account Manager Target

Specify the Default Price Book for Account Manager Targets

Specify the default price book for the account manager targets that are distributed by product. The
EDITIONS
selected price book is populated by default in all the target distributions when account managers
distribute a target by product. By selecting a default price book, account managers don’t need to Available in: Enterprise,
manually select a price book for each target distribution. Account managers can replace the default Unlimited, and Developer
price book with another one in a target distribution. Editions
1. From Setup, in the Quick Find box, enter Account Manager Targets in the Quick Find
box, and then select Account Manager Targets. USER PERMISSIONS
2. In the Price Book section, search for and select a price book.
To select the default price
book for account manager
targets:
• Customize Application

460
Manufacturing Cloud Set Up and Configure Account Manager Targets

SEE ALSO:
Distribute Account Manager Targets

Manage Measures for Account Manager Targets

Manage the measures for the account manager target values by configuring the Measure field on
EDITIONS
the Account Manager Target object. Use the predefined Revenue measure or create customer
measures. Create currency type measures, such as total order amount and total sales agreement Available in: Enterprise,
amount. Or, create non-currency type measures, such as customer satisfaction and net promoter Unlimited, and Developer
score. You can also rename, reorder, and delete measures. Editions.
1. From the object management settings for Account Manager Targets, go to Fields & Relationships.
2. Select Measure. USER PERMISSIONS
3. To add a new measure value, perform these steps. To manage measures for
a. In the Measure Picklist Values section, click New. account manager targets:
• Customize Application
b. Enter a label for the measure value.
c. Enter an API name for the measure value.
d. Select a measure type.
The predefined measure type values, Currency and Non-Currency, help you maintain a consistent classification of measure values.
Select Currency for currency type of targets. Select Other for non-currency type of targets.

e. Save your changes.

461
Manufacturing Cloud Set Up and Configure Account Manager Targets

The new measure appears when account managers are creating targets.
4. To edit the label of a measure value, perform these steps.
a. Click Edit for the measure value.
b. Enter a label for the picklist value.
c. Save your changes.

5. To make a measure value the default for the measure field, perform these steps.
a. Click Edit for the measure value.
b. Select Default.
c. Save your changes.

6. To reorder measure values, perform these steps.

a. Click Reorder.
b. Reorder the picklist values by using the picklist controls.
c. If needed, select Display values alphabetically, not in the order entered.
d. Save your changes.

7. To delete a measure value, click Del for the measure value.

8. To deactivate or activate a measure value, click Deactivate or Activate for the measure value, respectively.

SEE ALSO:
Add or Edit Picklist Values

Account Manager Target Distribution Limits

View the defined and used data volume limits of the Account Manager Periodic Target Distribution
EDITIONS
object in your Salesforce org.
Expand the Account Manager Periodic Target Distribution Limits section to view the data volume Available in: Enterprise,
of targets. Review the usage details periodically to ensure that the data volume used by account Unlimited, and Developer
manager targets in your Salesforce org is within the defined limits. If the limit is exceeded, delete Editions
the required number of Account Manager Periodic Target Distribution records to bring usage within
the limits.
Here are the values you can view.
• Current Utilization Percentage: The percentage of the limit used by the Account Manager Periodic Target Distribution object.
• Maximum Limit: The limit for the Account Manager Periodic Target Distribution object is 10 million.
• Current Utilization Value: The number of existing Account Manager Periodic Target Distribution records.

462
Manufacturing Cloud Create and Work with Account Manager Targets

Note: All the values are updated daily at 1:00 AM of your Salesforce org’s time zone.

SEE ALSO:
Considerations for Account Manager Targets

Create and Work with Account Manager Targets

Create targets for a fiscal year with currency or non-currency measure types. Assign specific percentages of the targets to your immediate
team members. Distribute targets by product and account, and by time period. Update the target value anytime and propagate these
updates to that target’s assignment values, if necessary. Manage an invalid assignment by reassigning it to another team member,
changing the owner, moving it to the parent target, or deleting it.

Create an Account Manager Target

Create an account manager target to help your organization achieve business demands. Account manager targets can be used to
manage the sales targets for your organization. You can create targets for yourself or assign targets to your team members.
Assign an Account Manager Target
You can assign an account manager target to your immediate team members. Your team members are derived based on the
organizational hierarchy selected for account manager targets by your Salesforce admin.
Distribute Account Manager Targets
You can distribute target assignments by accounts and products. You can also distribute an overall target by time period, or a target
assignment for a product or an account by time period.
Propagate Account Manager Target Changes to Assignments
When you change the value of an account manager target, the assignment values aren’t automatically updated to reflect these
changes. You must propagate the target values manually.
View the Desired Account Manager Targets
Track account manager targets that you assign and the targets assigned to you by using predefined list views. View the targets
distributed for an account in the account’s record page.
Manage Invalid Account Manager Target Assignments
Targets can become invalid for various reasons including a team member leaving the organization, changes in the manager hierarchy,
and a new team member with existing targets. Changes in the configuration of the team member hierarchy can also invalidate
target assignments. Manage an invalid assignment by reassigning it to another member, moving it to the parent target, changing
the assignment’s owner, or deleting it.
Change an Account Manager Target’s Owner
You can change the owner of an account manager target.

463
Manufacturing Cloud Create and Work with Account Manager Targets

Clone an Account Manager Target

You can clone account manager targets. When you clone an account manager target, the target assignments aren’t cloned for the
new account manager target. You must assign and distribute the targets.
Delete an Account Manager Target
You can delete account manager targets. When you delete an account manager target, all the associated child targets, that is, all
the targets that are created as part of that target’s assignments or subsequent assignments, are deleted.

Create an Account Manager Target

Create an account manager target to help your organization achieve business demands. Account
EDITIONS
manager targets can be used to manage the sales targets for your organization. You can create
targets for yourself or assign targets to your team members. Available in: Enterprise,
1. From the App Launcher, find and select Account Manager Targets. Unlimited, and Developer
Editions
2. Click New.
3. Enter a name for the account manager target.
USER PERMISSIONS
4. Select a fiscal year.
You can select the current fiscal year, the next fiscal year, or the fiscal year after the next one. To modify account manager
targets:
The current fiscal year is selected by default. Fiscal year is based on the fiscal year set up in your
Salesforce org. • View Setup and
Configuration
Note: Account manager targets are only supported for standard fiscal year and not for • Read, Edit permissions
custom fiscal year. on Account Manager
Target
5. Select a measure.
Your Salesforce admin can create custom measures for creating targets of currency or
non-currency type. You can create targets with various measures for your organization, such as customer satisfaction, net promoter
score, product quantity, and more. The revenue measure is provided by default.

Note: After creating an account manager target, you can change the measure only until it hasn’t been assigned.

6. Enter a target value for the account manager target.

If the target is of Currency measure type, the target value is in the currency of your Salesforce org. If the target is of the Non-Currency
measure type, the target value is in units.

464
Manufacturing Cloud Create and Work with Account Manager Targets

7. Save your work.

You must distribute and assign the targets among your team members.

SEE ALSO:
Assign an Account Manager Target
Distribute Account Manager Targets

Assign an Account Manager Target

You can assign an account manager target to your immediate team members. Your team members
EDITIONS
are derived based on the organizational hierarchy selected for account manager targets by your
Salesforce admin. Available in: Enterprise,
1. From the App Launcher, find and select Account Manager Targets. Unlimited, and Developer
Editions
2. Open the record of the account manager target that you want to assign.
3. On the Assignments tab of the record, click Assign Targets.
USER PERMISSIONS
The list of your team members appears in the Team Assignments section of the Assignments
tab. To modify account manager
targets:
4. Enter either a percentage of the overall target value or a target value for assigning to a team
• Read, Edit permissions
member. on Account Manager
When you enter either the target percentage or the target value, the other field is populated Target
automatically. For example, let’s assume that the value of the target you’re assigning is 2000000.
You assign 50 percent of this target to a team member. The Target Value field of this team
member’s assignment is automatically populated as 1000000.

Note: The sum of the target assignment values need not be equal to the overall target value. It can be less than or more than
the overall target value.

5. Save your work.

If you choose not to assign a target to a team member, the Target Percentage and the Target Value fields are blank for that team
member. You can’t perform any actions on that team member’s assignment row.
The team members who have been assigned targets receive an in-app notification in their Salesforce org. They can view the
assignments in the account manager target home page.

465
Manufacturing Cloud Create and Work with Account Manager Targets

You can edit the assignment values by clicking Edit Assignment on the Assignment tab.

SEE ALSO:
Distribute Account Manager Targets
Choose Team Member Hierarchy for Account Manager Targets

Distribute Account Manager Targets

You can distribute target assignments by accounts and products. You can also distribute an overall
EDITIONS
target by time period, or a target assignment for a product or an account by time period.
Available in: Enterprise,
Distribute Account Manager Targets by Account and Product Unlimited, and Developer
Editions
Distribute your account manager targets and target assignments by account and product. You can
distribute each target assignment for specific accounts and products.
USER PERMISSIONS
1. On an account manager target’s record, go to the Assignments tab.
2. In the Distribute By column of the Team Assignments section, click Account and Product in To modify account manager
a team member’s assignment row. targets:
• Read, Edit permissions
You can also distribute a target by navigating to the Account Manager Target Distribution on Account Manager
related list in the target’s record page, and then clicking View Distribution. Target

3. Distribute the assignment by account.

a. In the Account tab of the Distribute target assignment window, click Add Row.
b. Search and select the account that you want to distribute this target assignment by.
c. Specify either the target percentage or target currency value. The target percentage is the percentage of the target assignment
value.

466
Manufacturing Cloud Create and Work with Account Manager Targets

When you specify the target percentage or the target currency value, the other field is populated automatically. For example,
let’s assume that the target assignment value is 1000. You assign 10 percent of this assignment to a particular account. The
Target Currency Value field of this account’s distribution is automatically populated as 100. Similarly, if you enter the target
currency value as 100, the Target Percentage field of this account’s distribution is automatically populated as 10.

4. Distribute the assignment by product.

a. Go to the Product tab of the Distribute target assignment window.
b. Click Add Row.
c. Search and select the product that you want to distribute this target assignment with.
d. If needed, replace the default price book with another price book.
Your Salesforce admin defines the default price book for distributing targets by product.

e. Enter the list price for the product.

If the product is in the selected price book, the list price of the product is populated automatically.

f. Specify either the target percentage or target currency value. The target percentage is the percentage of the target assignment
value.
When you specify the target percentage or the target currency value, the other field is populated automatically. For example,
let’s assume that the target assignment value is 1000. You assign 10 percent of this assignment to a particular product. The
Target Currency Value field of this product’s distribution is automatically populated as 100. Similarly, if you enter the target
currency value as 100, the Target Percentage field of this product’s distribution is automatically populated as 10.
The target value is calculated by dividing the target currency value divided by the list price.

Note: If an account manager target is of non-currency measure type, the Target Currency Value in product distribution rows
is a number and not a currency value.

5. Save your work.

You must propagate your changes to your assignments to ensure they’re reflected accurately.
You can further distribute a target assignment for a product or an account by time period.

Distribute Account Manager Targets by Time Period

Distribute an account manager’s target value by time period. You can either distribute the overall target assignment in different periods
or distribute a target assignment for a product or an account in different time periods. Your Salesforce admin sets the frequency of the
time periods by which you can distribute account manager targets.
1. Distribute an overall account manager target assignment by time period.

467
Manufacturing Cloud Create and Work with Account Manager Targets

a. On an account manager target’s record, go to the Assignments tab.

b. In the Distribute By column of your team assignments, click Period for a team member’s assignment.
c. Change the target values as needed.

d. Save your changes.

2. Distribute the account and product distribution of target assignments by time period.
a. Go to the Assignments tab in the record of an account manager target that has assignments distributed by account and product.
b. In the Distribute By column of the Team Assignments section, click Account and Product in a team member’s assignment row.
The target values already distributed for accounts and products are displayed.
c. Click Distribute by Period in an account distribution or product distribution row.

The target currency value of an account or product distribution is distributed equally across all the time periods.

468
Manufacturing Cloud Create and Work with Account Manager Targets

d. Change the target values as needed.

e. Save your changes.
You receive an in-app notification after the assignment value is distributed.

You must propagate your changes to your assignments.

SEE ALSO:
Choose the Frequency for Distributing Account Manager Targets
Specify the Default Price Book for Account Manager Targets
Propagate Account Manager Target Changes to Assignments

Propagate Account Manager Target Changes to Assignments

When you change the value of an account manager target, the assignment values aren’t
EDITIONS
automatically updated to reflect these changes. You must propagate the target values manually.
1. In the record of the account manager target that changed, go to the Assignments tab. Available in: Enterprise,
Unlimited, and Developer
2. Click Propagate to Assignments.
Editions

USER PERMISSIONS

To modify account manager

targets:
• Read, Edit permissions
on Account Manager
Target

You receive an in-app notification when the assignment values are updated. The team members whose assignments values are updated
also receive an in-app notification that their target values changed.

Note: The assignment values of only your immediate team members are updated.

View the Desired Account Manager Targets

Track account manager targets that you assign and the targets assigned to you by using predefined
EDITIONS
list views. View the targets distributed for an account in the account’s record page.
Available in: Enterprise,
View Account Manager Targets You Assign and Assigned to You Unlimited, and Developer
Editions
You can filter account manager targets by the assigned user with two list views provided by default.
The list views filter all the account manager targets that you create and assign.
• Assigned by Me: This list view displays the records of all the account manager targets you have assigned. This list also includes all
the targets you created because you are the owner of these target records.

469
Manufacturing Cloud Create and Work with Account Manager Targets

• Assigned to Me: This list view displays the records of all the account manager targets assigned to you by other users. This list also
includes all the targets you created because you are Assigned To User of these targets.

Tip: To filter this list further, click . Select the Filter by Owner filter type, choose the appropriate option, click Done, and
save the filter changes.

In addition to the two default list views, you can also create your own list views.

View Account Manager Targets for an Account

The account manager targets distributed by account show in the Account Manager Targets tab of the account’s record page. You can
view the targets assigned to you and your team members for an account.

The account manager target details displayed in the Account Manager Targets tab are read-only.

Example:
• Your manager assigns a target to you and distributes that target between two accounts. You can view the distributed target
values for each account in that account’s record. You view these details in the Targets Assigned to Me section in the Account
Manager Targets tab.
• You assign a target to your team members and distribute the assignments among five accounts. You can view the distributed
target assignment values for each account in that account’s record. You view these details in the Team Assignments section
in the Account Manager Targets tab. Each of your team members can see their assignments values for each account in that
account’s record. Your team members can view these details in the Targets Assigned to Me section in the Account Manager
Targets tab.

470
Manufacturing Cloud Create and Work with Account Manager Targets

Manage Invalid Account Manager Target Assignments

Targets can become invalid for various reasons including a team member leaving the organization,
EDITIONS
changes in the manager hierarchy, and a new team member with existing targets. Changes in the
configuration of the team member hierarchy can also invalidate target assignments. Manage an Available in: Enterprise,
invalid assignment by reassigning it to another member, moving it to the parent target, changing Unlimited, and Developer
the assignment’s owner, or deleting it. Editions
Invalid target assignments are shown in the Invalid Team Assignments section of the Assignments
tab in the target’s record. You can view a target in the Invalid Team Assignments section only if USER PERMISSIONS
you’re the owner of that target.
1. On an account manager target’s record, go to the Assignments tab. To modify account manager
targets:
2. • Read, Edit permissions
on Account Manager
In the Invalid Team Assignments section, for an invalid assignment, click .
Target
To change ownership of
account manager target
records:
• Read, Edit, and Modify
All permissions on
Account Manager Target

3. Perform an action.
Option Description

Reassign to Team Member To assign the invalid assignment to another team member, click Reassign to Team Member.
Enter the team member’s name and save the changes. You can reassign an invalid assignment
only to team members who don’t have an existing assignment. A team member can have only
one assignment for an account manager target.

Move to Team Assignment To move the invalid assignment to the Team Assignments section of the account manager target,
click Move to Team Assignments. You can move the invalid assignment of a team member only
if that team member doesn’t have an existing assignment. In addition, the measure and fiscal year
of the invalid assignment must match the measure and fiscal year of the account manager target.

471
Manufacturing Cloud Create and Work with Account Manager Targets

Option Description

Change Owner To change the owner of the invalid assignment, click Change Owner. Enter the user’s name and
save the changes. You can change the ownership only to those users who are in your organizational
hierarchy.

Delete Assignment To delete the invalid assignment, click Delete Assignment.

Warning: Deleting the assignment also deletes the child targets in the target’s hierarchy.

Change an Account Manager Target’s Owner

You can change the owner of an account manager target.
EDITIONS
1. In an account manager target's record page, click Change Owner.
Available in: Enterprise,
Unlimited, and Developer
Editions.

USER PERMISSIONS

To modify account manager

targets:
• Read, Edit permissions
on Account Manager
Target

2. Search and select a new owner.

3. To notify the new owner, select Send notification email.

4. Click Submit.

472
Manufacturing Cloud Considerations for Account Manager Targets

Clone an Account Manager Target

You can clone account manager targets. When you clone an account manager target, the target
EDITIONS
assignments aren’t cloned for the new account manager target. You must assign and distribute
the targets. Available in: Enterprise,
1. In an account manager target's record page, click Clone. Unlimited, and Developer
Editions
2. Specify the information for the new account manager target or leave the existing values as is.
3. Save your work.
USER PERMISSIONS

To modify account manager

targets:
• Read, Edit permissions
on Account Manager
Target

Delete an Account Manager Target

You can delete account manager targets. When you delete an account manager target, all the
EDITIONS
associated child targets, that is, all the targets that are created as part of that target’s assignments
or subsequent assignments, are deleted. Available in: Enterprise,
1. In an account manager target's record page, from the Quick Actions menu, select Delete. Unlimited, and Developer
Editions
2. To confirm your action, click Delete.

USER PERMISSIONS

To modify account manager

targets:
• Read, Edit permissions
on Account Manager
Target

Considerations for Account Manager Targets

Review the following considerations before setting up and using Account Manager Targets in
EDITIONS
Manufacturing Cloud.
• Account manager targets are only supported for standard fiscal year and not for custom fiscal Available in: Enterprise,
year. Unlimited, and Developer
Editions
• If you change the team member hierarchy type, all existing targets are made read-only.
• If you change the distribution frequency, the new frequency will only apply to the targets
created after the change.
• Account managers must have Modify All permission on the Account Manager Target object to change ownership of account manager
targets.
• Account managers can choose to remove the default price book and select another one.
• When distributing an account manager target by product, if the number of products selected is less than 15, the product distribution
details are saved immediately. If the number of products selected is greater than 15, a background job is run to save the product
distribution details.

473
Manufacturing Cloud Build Distributor Relationships with Partner Visit Management
in Manufacturing Cloud

• When you open an account manager target record, refresh the page to view the field appropriate for the target’s measure. If the
measure is of currency type, Target Currency Value is displayed. If the measure is of non-currency type, Target Value is displayed.
• The maximum limit defined for the Account Manager Periodic Target Distribution object is 10 million.

SEE ALSO:
Account Manager Target Distribution Limits

Build Distributor Relationships with Partner Visit Management in

Manufacturing Cloud
Partner Visit Management helps sales managers in your company schedule visits to partner and
EDITIONS
distributor locations. Sales managers can use those visits to monitor performance, arrange for
periodic check-ins, conduct trainings, upsell and cross-sell products, and follow up on sales Available in: Lightning
agreement renewals and warranty expiration. With action plan templates, sales managers can create Experience
lists of tasks and associated assessment indicators that are commonly repeated across multiple
visits. Then field reps can use action plans to perform the tasks associated with a visit and capture Available in: Enterprise,
metrics on their mobile devices. Unlimited, and Developer
Editions

Partner Visit Management Workflow

Using Partner Visit Management in Manufacturing Cloud, admins create the tasks to be performed during visits, specify their context,
define the metrics to be captured, and create action plans. Sales managers create visits, assign field reps to visits, and associate action
plans to visits. Field reps perform tasks and capture metrics during the visits.
Set Up Partner Visit Management
To get started with Partner Visit Management, enable it in Setup and assign users the appropriate permission sets. Manufacturing
Cloud comes with separate page layouts for sales managers and field reps with components that address their unique business
requirements. Typically, sales managers use the Salesforce desktop site to schedule visits and field reps use the Salesforce mobile
app on their mobile devices to perform visits.
Plan Effective Visits to Partners
Track and manage the performance of distributors in your territory. Sales managers can plan visits for their field reps to visit distributor
locations, assign tasks to be performed in a visit, and define metrics to capture during a visit. After a visit is complete, you can compare
the expected metrics versus the actual metrics for the key performance indicators you defined and then take necessary actions.
Execute Visits and Perform Tasks
The Partner Visits mobile app helps field reps stay organized while they juggle their tasks. The app provides a complete view of the
most relevant, actionable information on a mobile device without logging into multiple systems. Field reps can focus on the visits
for each day, view key information for each visit, perform tasks, capture metric values, and take notes on the go within the context
of the tasks.

SEE ALSO:
Improve Collaboration with Your Distributors with Visit Management

474
Manufacturing Cloud Partner Visit Management Workflow

Partner Visit Management Workflow

Using Partner Visit Management in Manufacturing Cloud, admins create the tasks to be performed
EDITIONS
during visits, specify their context, define the metrics to be captured, and create action plans. Sales
managers create visits, assign field reps to visits, and associate action plans to visits. Field reps Available in: Enterprise,
perform tasks and capture metrics during the visits. Unlimited, and Developer
Editions

Salesforce Admin Workflow

1. Create tasks that field reps must perform at a visit. See Create Tasks for Distributor Visits.
2. Specify the parameters to capture the performance or compliance metrics. See Create Assessment Indicators for Distributor Visit
Tasks.
3. Associate other Salesforce records with tasks to make the visits more meaningful. See Set Context for a Visit Task.
4. Compare expected and actual values for the metrics captured for a particular task. See Compare Targets and Actuals with Generic
Visit Key Performance Indicators.
5. Create an action plan template to capture the frequently performed tasks. See Create an Action Plan Template for Distributor Visits.

Sales Manager Workflow

1. Create a visit and assign a field rep. See Create a Visit.
2. Relate an action plan to a visit. See Determine Tasks to Perform During a Distributor Visit.
3. After a field rep completes their visit, view completed tasks and track the captured metrics.

Field Rep Workflow

Start a visit by using the Partner Visits app on your mobile device. Check visit details, perform tasks, capture metrics, and take notes. See
Execute Visits and Perform Tasks.

475
Manufacturing Cloud Set Up Partner Visit Management

Set Up Partner Visit Management

To get started with Partner Visit Management, enable it in Setup and assign users the appropriate
EDITIONS
permission sets. Manufacturing Cloud comes with separate page layouts for sales managers and
field reps with components that address their unique business requirements. Typically, sales Available in: Enterprise,
managers use the Salesforce desktop site to schedule visits and field reps use the Salesforce mobile Unlimited, and Developer
app on their mobile devices to perform visits. Editions
To access the Partner Visit Management objects and task flows, you can assign one of the following
combinations of permission sets.
• Partner Visit Management and Action Plans permission set
• Industries Visits and Action Plans permission sets

Assign Permission Sets for Partner Visit Management

To get started with Partner Visit Management, assign the appropriate permission sets to user profiles based on their required level
of access.
Preconfigured Page Layout for Visit Planning
Sales managers can schedule visits, track visit details, and create tasks for field reps by using the preconfigured desktop Visit page
and Generic Visit Task page layouts.
Preconfigured Page Layout for Visit Completion
Field reps can track key visit details and complete the tasks during a visit by using the preconfigured mobile Visit page and Task page
layouts.

SEE ALSO:
Enable Features for Manufacturing Cloud
Permission Set Licenses for Internal Users in Manufacturing Cloud

Assign Permission Sets for Partner Visit Management

To get started with Partner Visit Management, assign the appropriate permission sets to user profiles
EDITIONS
based on their required level of access.
To access the Partner Visit Management objects and task flows, you can assign one of the following Available in: Enterprise,
combinations of permission sets. Unlimited, and Developer
Editions
• Partner Visit Management and Action Plans permission set
• Industries Visits and Action Plans permission sets
USER PERMISSIONS
1. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Select a user and in the Permission Set Assignments section, click Edit Assignments. To assign permission sets:
• Customize Application
3. Select the permission set from the Available Permission Sets list, and move it to the Enabled
Permission Sets list.
4. Save your changes.

476
Manufacturing Cloud Set Up Partner Visit Management

Preconfigured Page Layout for Visit Planning

Sales managers can schedule visits, track visit details, and create tasks for field reps by using the
EDITIONS
preconfigured desktop Visit page and Generic Visit Task page layouts.
Available in: Enterprise,
Visit Page Layout Unlimited, and Developer
Editions
Sales managers can capture key visit information, assign field reps to visits, and provide special
instructions by using the preconfigured Visit record page for desktop. The Visit page layout has
these tabs:
Details
Capture key details, such as visit priority, account, location, planned start and end times, assigned user, and special instructions to
the assignee. Closely track the status of planned and ongoing visits and set the context for the visit. Relate a visit to a specific work
type, such as general inspection or quarterly audit.
Related
Assign a visitor to a visit. The Generic Visit Tasks related list on the Related tab shows the tasks related to a specific visit by sales
managers that aren’t part of the related action plan. The Visited Parties related list shows specific persons, such as a warehouse
supervisor at a distributor, that the sales managers want the rep to meet during the visit. If you relate files and attachments with a
visit, on the Files related list, you can view the files and attachments, such as promotion banners to verify during supplier visits.
Action Plans
Relate an action plan template that has predefined tasks and metrics, to a visit by using the Action Plans related list. Review the
mandatory and optional tasks related to the template and add the action plan.

Generic Visit Task Page Layout

Sales managers can create tasks for a field rep by using the preconfigured Generic Visit Tasks record page for desktop. The Generic Visit
Task page layout has these tabs:
Details
Capture key details, such as the related visit, reference task, description, and planned start and end times. Mark a task as a definition
to create multiple tasks of the same type.
Related
On the Generic Visit Task Context Relations related list, view the relationships of a task and the task’s associated records, such as a
sales agreement record, an asset warranty record, or a case record. View the files related to a task.

477
Manufacturing Cloud Set Up Partner Visit Management

Preconfigured Page Layout for Visit Completion

Field reps can track key visit details and complete the tasks during a visit by using the preconfigured
EDITIONS
mobile Visit page and Task page layouts.
Available in: Enterprise,
Visit Page Layout Unlimited, and Developer
Editions
Field reps can view a list of visits, track the visit progress, and perform key actions by using the
preconfigured Visits record page for mobile. The Visit page layout has these tabs:
Visit List
Shows the list of in-progress and upcoming visits when the field rep starts the day. Field reps can scan through the most important
information, such as account name, planned start time, and visit priority.
Visit Map
If addresses and maps are enabled, the rep can view the visit location on an embedded map.
Visit Actions
Shows the actions to start and end a visit, and an action that redirects the rep to the navigation app on the mobile device.
Visit Task List
Shows the list of tasks related to a visit and indicates whether a task is mandatory. A progress ring beside each task changes color
based on the status of the task: started, in progress, and completed.

Task Page Layout

Field reps can quickly perform the evaluation and can complete the tasks by using the preconfigured Task page layout for mobile. The
Task page layout has these tabs:
Details
Shows key details, such as the name of the task, task status, and related context records, and indicates whether the task is mandatory.
Assessment Indicator Definitions
Shows the list of the assessment indicator definitions related to the task as a questionnaire.
Expected Values and Actual Values
Shows the expected or target value for each assessment indicator definition. Has a section where the reps can record the actual
metric values.

478
Manufacturing Cloud Plan Effective Visits to Partners

Plan Effective Visits to Partners

Track and manage the performance of distributors in your territory. Sales managers can plan visits
EDITIONS
for their field reps to visit distributor locations, assign tasks to be performed in a visit, and define
metrics to capture during a visit. After a visit is complete, you can compare the expected metrics Available in: Enterprise,
versus the actual metrics for the key performance indicators you defined and then take necessary Unlimited, and Developer
actions. Editions.

Create Tasks for Distributor Visits

Define tasks that a field rep can perform during a visit to a distributor or a partner by creating generic visit task records. For example,
a rep can upsell additional products, negotiate sales agreement renewals, discuss discounts, rebates, and more. Sales managers can
define their own tasks and associate their own assessment indicators with the tasks that help capture key business and performance
metrics.
Create Assessment Indicators for Distributor Visit Tasks
Define assessment indicator definitions to specify the parameters to measure a distributor’s performance or compliance. These
records are used to define metrics for specific task contexts.
Set Context for a Visit Task
A task performed during a visit can have a specific context such as a distributor’s account, a specific order, a product, or even a sales
agreement. Sales mangers can associate specific assessment indicators with a task to make it more meaningful. The context of a
task makes the job specific for the field rep.
Compare Targets and Actuals with Generic Visit Key Performance Indicators
Create Generic Visit Key Performance Indicator records to associate an assessment indicator definition to a visit task context. These
records help sales managers compare expected versus actual values for metrics captured for a particular task.
Create an Action Plan Template for Distributor Visits
An action plan contains a set of tasks to be performed during a visit. An action plan template is a reusable list of commonly or
frequently performed tasks. Sales managers can create an action plan template that contains commonly performed tasks, and can
use the template to create action plans for multiple visits. For example, you can create an action plan template for quarterly distributor
visits and add a few typical tasks such as conducting a survey, reviewing the last quarter’s finances, and pitching the sale of a new
product. Then, you create an action plan for distributor visit using the action plan template.
Create a Visit
Create a visit and assign a field rep to the intended visit location such as a distribution center, a customer’s office, or a supplier’s
warehouse.
Determine Tasks to Perform During a Distributor Visit
An action plan defines the tasks to be performed during a visit. Sales managers can create action plan templates to capture frequently
performed tasks for specific types of visits. Then, they can create action plans for visits using an action plan template. After they
create an action plan for a visit using an action plan template, the tasks in the action plan template are added to the action plan.

479
Manufacturing Cloud Plan Effective Visits to Partners

Create Tasks for Distributor Visits

Define tasks that a field rep can perform during a visit to a distributor or a partner by creating generic
EDITIONS
visit task records. For example, a rep can upsell additional products, negotiate sales agreement
renewals, discuss discounts, rebates, and more. Sales managers can define their own tasks and Available in: Enterprise,
associate their own assessment indicators with the tasks that help capture key business and Unlimited, and Developer
performance metrics. Editions.
Sales managers must create a generic visit task as a definition. A generic visit task that's a definition
can be added to action plan templates. The runtime equivalent of that task is automatically created USER PERMISSIONS
when the field rep starts the task during a visit, and the task is automatically associated with the
visit. To create generic visit tasks:
1. From the App Launcher, find and select Generic Visit Tasks, and then click New. • Partner Visit
Management
2. Enter a name and description for the task. permission set
3. Select the Status as Is Defined to mark the task as a definition. • Create access on
4. Select the checkbox Required to mark the task as mandatory. Generic Visit Task

5. Select the start and end date and time.

6. Enter a numeric value for Sequence.
7. Save your changes.

Note: If you use the Generic Visit Tasks related list on a Visit record to create a generic visit task, you can't use the Is Defined status
for the new generic visit task. A generic visit task that's associated with a visit is a runtime task and not a definition. Also, after you
create the generic visit task associated with the visit, the Visit field is auto-populated.

480
Manufacturing Cloud Plan Effective Visits to Partners

Create Assessment Indicators for Distributor Visit Tasks

Define assessment indicator definitions to specify the parameters to measure a distributor’s
EDITIONS
performance or compliance. These records are used to define metrics for specific task contexts.
For example, a sales manager can create a numeric assessment indicator called Number of Sales Available in: Enterprise,
Agreements to Renew, and instruct the field rep to confirm the number with the distributor during Unlimited, and Developer
a visit. Or, the manager can create a date-time indicator called Warranty Expiration Date and use it Editions.
for visits to distributors who have active warranties.
1. From the App Launcher, find and select Assessment Indicator Definitions, and then click USER PERMISSIONS
New.
To create assessment
2. Enter the name and description for the indicator. indicator definitions:
3. Select an indicator field type. • Partner Visit
• Number Management
permission set
• Boolean
• Create access on
• Percentage Assessment Indicator
• Date Time Definition

• Text
• Decimal

4. Click Save.

481
Manufacturing Cloud Plan Effective Visits to Partners

Set Context for a Visit Task

A task performed during a visit can have a specific context such as a distributor’s account, a specific
EDITIONS
order, a product, or even a sales agreement. Sales mangers can associate specific assessment
indicators with a task to make it more meaningful. The context of a task makes the job specific for Available in: Enterprise,
the field rep. Unlimited, and Developer
A task can be associated with multiple context records. For example, a field rep is assigned a task Editions.
to follow up on a sales agreement with a distributor. You can associate this task with a sales
agreement record, the distributor’s account record, and the product records that are part of the USER PERMISSIONS
agreement.
1. From the App Launcher, find and select Generic Visit Task Context, and then click New. To create generic visit task
contexts:
2. Enter a name and description for the task.
• Partner Visit
3. Click the down arrow under Context, and select an object, then select the required record. Management
permission set
4. To mark the task as a definition, for Status, select Is Defined.
• Create access on
5. To mark the task as mandatory, select Required. Generic Visit Task
6. Select the start and end date and time. Context

7. Save your changes.

You can view the list of Generic Visit Task Context records associated with a task on the Generic Visit Task Context Relations related list
of a task.

482
Manufacturing Cloud Plan Effective Visits to Partners

Compare Targets and Actuals with Generic Visit Key Performance Indicators
Create Generic Visit Key Performance Indicator records to associate an assessment indicator definition
EDITIONS
to a visit task context. These records help sales managers compare expected versus actual values
for metrics captured for a particular task. Available in: Enterprise,
For example, a visit task context Sales Agreement Renewals can be associated with an assessment Unlimited, and Developer
indicator definition Number of Sales Agreements to Renew. The sales manger can review the sales Editions.
agreements with a specific partner account that are expected to be renewed in the next six months
and define the expected value. During the visit, a field rep can check with the distributor and capture USER PERMISSIONS
the actual value based on how many the dealer wants to actually renew. The sales manger can find
this information for both expected and actual values on a Generic Visit Key Performance Indicator To create generic key
record and take next steps. performance indicators:
1. From the App Launcher, find and select Generic Visit Key Performance Indicators, and then • Partner Visit
click New. Management
permission set
2. Search for and select a Visit Task Context record. • Create access on
3. Search for and select an Assessment Indicator Definition record. Generic Visit Key
Performance Indicator
4. Select the Action Plan Type as Assessment Execution.
5. Based on the field type of the assessment indicator, define the expected value.
6. Save your changes.

After a visit task is completed, the actual value for the assessment indicator is populated.

483
Manufacturing Cloud Plan Effective Visits to Partners

Create an Action Plan Template for Distributor Visits

An action plan contains a set of tasks to be performed during a visit. An action plan template is a
EDITIONS
reusable list of commonly or frequently performed tasks. Sales managers can create an action plan
template that contains commonly performed tasks, and can use the template to create action plans Available in: Enterprise,
for multiple visits. For example, you can create an action plan template for quarterly distributor Unlimited, and Developer
visits and add a few typical tasks such as conducting a survey, reviewing the last quarter’s finances, Editions
and pitching the sale of a new product. Then, you create an action plan for distributor visit using
the action plan template.
USER PERMISSIONS
1. From the App Launcher, find and select Action Plan Templates, and then click New.
2. Enter a name and a description for the template. To create action plans:
• Partner Visit
3. For Target Object, select Visit.
Management
4. For Action Plan Type, select Assessment Execution. permission set
5. Select the checkbox Let users add items to action plans if you want reps to add tasks while • Create access on Action
on a visit. Plan Template

6. Click Save.
7. Click New Generic Assessment Task.

8. Select Is Required if you want to make the task mandatory to perform.

484
Manufacturing Cloud Plan Effective Visits to Partners

9. Enter a value for Display Order.

Note: The display order is the sequence to perform tasks in a visit. Each task gets a positive and unique value. When the action
plan template is added to a visit, field reps assigned to the visit can see the tasks sequenced according to the display order. If
the display order value isn’t entered, the tasks are sorted in alphabetical order. But if the display order is entered for only a few
tasks, then the tasks with undefined display order are sorted in alphabetical order and appear at the top of the task list, followed
by the defined tasks. If field reps create tasks while on a visit, then the newly created tasks are displayed at the end of the task
list.

10. Save your changes.

11. Click Publish Template to activate it.
Create an action plan for a visit using the action plan template.

Create a Visit
Create a visit and assign a field rep to the intended visit location such as a distribution center, a
EDITIONS
customer’s office, or a supplier’s warehouse.
1. From the App Launcher, find and select Visits. Available in: Enterprise,
Unlimited, and Developer
2. Click New.
Editions.
3. Click the down arrow under Place, select Locations or Addresses, then select the required
record.
USER PERMISSIONS
4. Select a visit priority.
• High To create visits:

• Medium • Partner Visit

Management
• Low permission set
• Create access on Visit
5. For Account, select the account of the distributor.
6. Enter the start and end date and time.
The actual time can vary based on the real-time activity of the field rep.

7. For Context, select one of these type of records.

• Sales Agreement
• Advanced Account Forecast Set Use
• Advanced Account Forecast Set Partner
• Account Manager Targets
• Manufacturing Program
• Rebate Program

8. Provide special instructions to the field rep, if any.

For example, sales managers can ask a rep to solicit feedback on a new product while at a dealer’s location.

9. Click the down arrow under Visitor, select People, then select a field rep.
10. Save your changes.

485
Manufacturing Cloud Plan Effective Visits to Partners

Determine Tasks to Perform During a Distributor Visit

An action plan defines the tasks to be performed during a visit. Sales managers can create action
EDITIONS
plan templates to capture frequently performed tasks for specific types of visits. Then, they can
create action plans for visits using an action plan template. After they create an action plan for a Available in: Enterprise,
visit using an action plan template, the tasks in the action plan template are added to the action Unlimited, and Developer
plan. Editions
1. From the App Launcher, find and select Visits.
2. Open the visit record for which you want to create an action plan. USER PERMISSIONS
3. On the Action Plans tab of the visit record page, click New Plan. To create action plans:
4. Specify the action plan details. • Partner Visit
a. Enter a name for the action plan. Management
permission set
b. Search for and select the action plan template that you want to use to create the action
• Create access on Visit
plan. and Action Plan
The tasks in the action plan template are added to the action plan. You can only select Template
published action plan templates.

c. Enter a start date for the association of this template with the visit record.
d. If needed, select Skip Nonwork Days for Tasks.
e. Click Next.

5. Review the tasks that are related to the template, and then save your changes.

486
Manufacturing Cloud Execute Visits and Perform Tasks

Execute Visits and Perform Tasks

The Partner Visits mobile app helps field reps stay organized while they juggle their tasks. The app
EDITIONS
provides a complete view of the most relevant, actionable information on a mobile device without
logging into multiple systems. Field reps can focus on the visits for each day, view key information Available in: Enterprise,
for each visit, perform tasks, capture metric values, and take notes on the go within the context of Unlimited, and Developer
the tasks. Editions.

Complete Your Visits on the Go

Launch the Generic Visits app on your mobile device to check the visit details of the day. When at a location, you can check the
account’s details and start the assigned tasks.

Complete Your Visits on the Go

Launch the Generic Visits app on your mobile device to check the visit details of the day. When at
EDITIONS
a location, you can check the account’s details and start the assigned tasks.
1. In your Salesforce mobile app, tap Menu, App Launcher, and then Generic Visits. Available in: Enterprise,
Unlimited, and Developer
2. The page with the list of scheduled visits appears. In this page, you can see all the visits assigned
Editions.
to you for the day. The location of the places to visit are available in the embedded map, if your
manager has set up maps and addresses. You can filter the list by date, priority, and status.
USER PERMISSIONS
Note: The location of the places to visit are available in the embedded map, if your
manager has set up maps and addresses. To perform visits:

3. To view details and get started, tap the required visit. • Partner Visit
Management
4. Click Get Directions to open the navigation app and reach the location. permission set
5. Review the information on the visit’s home page.
The list of tasks assigned to you for a particular store. The tasks are sequenced by your sales
manager. If you don’t see any tasks on this tab, tap Overview to see if your manager provided special instructions. You can also
view notes from previous visits. Look at the Overview section to get all the information you need about a visit. View account details,
special instructions, previous visits, and previous orders.

6. Tap the Start Visit button to start a visit and trigger a timer.
7. Under Tasks, tap each item to drill down into the task details and associated metrics to capture.

487
Manufacturing Cloud Deliver Delightful Service with Service Console for
Manufacturing

8. For each task, you can see the associated assessment indicators with its corresponding target values, if any. As you capture the actual
values against a task’s assessment indicators, the progress ring shows the task completion. When you finish capturing the values of
assessment indicators, the progress ring is green.
9. To attach a file, under All Files click Upload Files and select the file you want to attach.
10. Tap New Notes if you want to add your observations
11. When you complete the tasks assigned to your visit, return to the visit’s home page.
12. Tap End Visit, if you complete all the tasks assigned to you. If not, you can:
• Complete the visit if you completed all mandatory tasks but not all optional tasks. Enter a reason for the incomplete tasks and
tap Complete Visit.
• Abandon the visit if you did not complete the mandatory tasks. Enter a reason for the incomplete tasks and tap Abandon Visit.

When you complete metric specifications for a task, go back to the home page to continue with other assigned tasks.

Deliver Delightful Service with Service Console for Manufacturing

Orchestrate every part of the service experience and provide meaningful, personalized interactions
EDITIONS
to your customers using the Service Console for Manufacturing and the service console components.
Customer service representatives (CSRs) can use the Service Console for Manufacturing to get a Available in: Lightning
unified view of customers at their fingertips, quickly resolve their problems, and proactively address Experience
potential issues or opportunities. CSRs can work with service console components to meet the
needs of your customers and business. Service technicians in the field can generate service estimates Available in: Enterprise,
quickly using the Pre-Work Estimation app. Unlimited, and Developer
Editions

Service Console for Manufacturing

The Service Console for Manufacturing ties together powerful components that elevate the productivity of customer service
representatives (CSRs) and present a 360-degree view of the customer. The console can help CSRs quickly resolve customer cases,
proactively address issues, and take advantage of upsell opportunities, like warranty renewals and related subscriptions.
Service Console Components in Manufacturing Cloud
Service Console for Manufacturing empowers customer service representatives (CSRs) to get a holistic view of a contact, promptly
resolve customer queries, and get alerts about critical activities. Asset Service Console for Manufacturing gives CSRs a 360-degree
view of an asset and its activities, such as its major milestones, service performed on it, and its related cases and warranties. Service
console components are versatile capabilities that can be customized within these consoles or extended to work with other standard
pages.
Provide On-Site Pre-Work Estimates and Track Customer Approvals
Let service technicians in the field generate quick estimates for products and services, track customer approvals, and create orders—all
without leaving the customer site. To get started, use the pre-work estimation OmniScripts, OmniStudio FlexCards, Document
Templates, and a custom component. Pre-work estimation components work in the Salesforce desktop site and in the Salesforce
mobile app.

488
Manufacturing Cloud Service Console for Manufacturing

Service Console for Manufacturing

The Service Console for Manufacturing ties together powerful components that elevate the
EDITIONS
productivity of customer service representatives (CSRs) and present a 360-degree view of the
customer. The console can help CSRs quickly resolve customer cases, proactively address issues,
and take advantage of upsell opportunities, like warranty renewals and related subscriptions. Available in: Lightning
Experience
Watch this video to take a tour of the Service Console for Manufacturing.
Available in: Enterprise,
Watch a video Unlimited, and Developer
Editions
If you aren’t able to watch the view in full screen, open the video on a new tab: Take a Tour of
Service Console for Manufacturing.

Learn About Service Console for Manufacturing

The Service Console for Manufacturing is where your customer service representatives (CSRs) can view a timeline of interactions
with the customer, get contextual alerts, review and create assets, orders, and cases, take relevant actions, and search for knowledge
articles. Learn how the console is organized to help your CSRs manage the entire service lifecycle from one page.
Set Up Service Console for Manufacturing
Get started by enabling Service Console for Manufacturing in Setup. Assign users the appropriate permission sets to give them access
to Service Console for Manufacturing and service console components. Configure the service console components to fine-tune each
step in your service experience.
Assign Permission Sets for Service Console for Manufacturing
Assign permission sets to admins and users based on their required level of access to the Service Console for Manufacturing features.
Work with the Service Console for Manufacturing
The Service Console for Manufacturing gives you a holistic picture of the customer and ties together the tools that you need to
resolve their queries and provide proactive service. For example, when a B2B customer calls your service center, as a customer service
representative (CSR), you can use the console to multitask without losing the context of the interaction. On a single screen, track
upcoming engagements, check order delivery status and asset performance, upsell an extended warranty, escalate a case, and more.
Extend Service Console for Manufacturing
Supercharge agent productivity and deepen customer relationships by customizing the service console components in Manufacturing
Cloud. Customize the components within the Service Console for Manufacturing or configure them to work with different standard
pages. Watch this video to explore how to extend the Service Console for Manufacturing.

Learn About Service Console for Manufacturing

The Service Console for Manufacturing is where your customer service representatives (CSRs) can
EDITIONS
view a timeline of interactions with the customer, get contextual alerts, review and create assets,
orders, and cases, take relevant actions, and search for knowledge articles. Learn how the console
is organized to help your CSRs manage the entire service lifecycle from one page. Available in: Lightning
Experience
Manufacturing Cloud provides a preconfigured console app that displays information about your
Available in: Enterprise,
contacts. The console is designed to help CSRs deliver excellent customer service. Here’s how
Unlimited, and Developer
everything comes together.
Editions

489
Manufacturing Cloud Service Console for Manufacturing

490
Manufacturing Cloud Service Console for Manufacturing

View Customer Details

CSRs can see the contact details of the customer (1).

Track Interactions with Customers

CSRs can ensure continuity in engagements with the customer with a chronological, interactive timeline of all interactions with the
customer (2). The timeline component is preconfigured to work with contact records and engagement interactions.

Get Contextual Alerts

CSRs can receive timely alerts on related activities like upcoming warranty renewals, asset performance issues, order delays, and open
cases. These alerts can help them proactively address issues (3). You must set up alerts as per your business needs.

Manage Related Orders, Cases, and Assets

Get a snapshot of the customer’s assets, cases, and orders. CSRs can quickly create records or edit existing ones, with minimal clicks and
scrolling (4).

Take Relevant Actions

CSRs can get recommendations and launch actions such as create a case, create a warranty claim, buy an extended warranty, and
schedule a service appointment (5). You must configure flow-based actions according to your business needs.

Search for Knowledge Articles

CSRs can get quick access to relevant knowledge articles and answer customers’ questions (6).

Set Up Service Console for Manufacturing

Get started by enabling Service Console for Manufacturing in Setup. Assign users the appropriate
EDITIONS
permission sets to give them access to Service Console for Manufacturing and service console
components. Configure the service console components to fine-tune each step in your service
experience. Available in: Lightning
Experience
Here are the prerequisites to use Service Console for Manufacturing.
Available in: Enterprise,
Unlimited, and Developer
Record Alerts Editions
To view Record Alerts in the console, assign users the Omnistudio Admin permission set and enable
Standard Omnistudio Runtime in Omnistudio Settings page in Setup.

Order and Asset Records

To view order and asset records in the console, ensure that the Order and Asset related lists are added to the Account object page layout.

Timeline
To use the Timeline component in the console, enable Timeline in Setup. The preconfigured Timeline component in the console is
anchored to the Contact object. To create a custom timeline anchored to other objects, configure the Timeline component included
with Industries Service Excellence and add the component to the required page. To learn how, see Timeline in Manufacturing Cloud.

491
Manufacturing Cloud Service Console for Manufacturing

Knowledge
To use the Knowledge component in the console, you must enable Knowledge from the Knowledge Settings page in Setup and assign
users the necessary permission set license, user permissions, and Knowledge object permissions. To learn more, see Salesforce Knowledge.

Identity Verification
To use Identity Verification with the console, you can either use the preconfigured Identity Verification Flow for Manufacturing Service
Excellence or customize the predefined flow available with Industry Service Excellence. To learn more, see Identity Verification in
Manufacturing Cloud.

Engagement Records
To integrate computer-telephony with the Service Console for Manufacturing, configure computer-telephony integration (CTI) systems.
You can set up a softphone using Service Cloud’s CTI integration, and the identity verification flow and the engagement data model
work seamlessly with Service Cloud’s CTI process. Then, use the Engagement Connect APIs to configure the link between the softphone
and an Engagement Interaction record. This ensures that an Engagement Interaction record is automatically created when an inbound
call comes in.
To configure CTI, see Salesforce Open CTI.
To use the Connect APIs, see Engagement Connect APIs.
You can also configure Service Cloud Voice for partner telephony (BYOT) to set up a similar call center experience. To configure BYOT,
see Set Up Service Cloud Voice with Partner Telephony.

SEE ALSO:
Enable Features for Manufacturing Cloud

Assign Permission Sets for Service Console for Manufacturing

Assign permission sets to admins and users based on their required level of access to the Service
EDITIONS
Console for Manufacturing features.
Manufacturing Cloud provides the following permission sets related to the Service Console for Available in: Lightning
Manufacturing. Experience
Table 3: Permission Sets for Service Console for Manufacturing Available in: Enterprise,
Unlimited, and Developer
PERMISSION SET DESCRIPTION
Editions
Industry Service Excellence Gives admins access to objects and features for Industry Service
Excellence.
USER PERMISSIONS
Service Console for Gives users access to Service Console for Manufacturing.
Manufacturing To assign permissions:
• Assign Permission Sets
AND View Setup and
Configuration
1. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Select a user and in the Permission Set Assignments section, click Edit Assignments.
3. Select the required permission sets from the Available Permission Sets list, and move them to the Enabled Permission Sets list.

492
Manufacturing Cloud Service Console for Manufacturing

4. Save your changes.

SEE ALSO:
Permission Set Licenses for Internal Users in Manufacturing Cloud

Work with the Service Console for Manufacturing

The Service Console for Manufacturing gives you a holistic picture of the customer and ties together
EDITIONS
the tools that you need to resolve their queries and provide proactive service. For example, when
a B2B customer calls your service center, as a customer service representative (CSR), you can use
the console to multitask without losing the context of the interaction. On a single screen, track Available in: Lightning
Experience
upcoming engagements, check order delivery status and asset performance, upsell an extended
warranty, escalate a case, and more. Available in: Enterprise,
Unlimited, and Developer
Editions

493
Manufacturing Cloud Service Console for Manufacturing

When a customer calls your service center, as a CSR, you can create an engagement interaction record and verify the customer’s details
with the Identity Verification flow. After the flow verifies the customer, you are directed to the contact’s record page in the Service Console
for Manufacturing app. You’re able to see all the information related to the verified customer. If your company isn’t using flows, you can
open a contact’s record directly from a contact list view.

494
Manufacturing Cloud Service Console for Manufacturing

Here’s what you can do from the console page.

495
Manufacturing Cloud Service Console Components in Manufacturing Cloud

• In the Contact Details card, you can find the customer’s contact details (1).
• In the Timeline card, you can view a chronological, searchable timeline of interactions with the customer (2).
• In the Alerts card, you can check if there are any alerts configured for your business context that need attention, such as alerts on
the expiration of a warranty, performance of an asset, or status of a case (3). Accordingly, you can proactively address the issues and
take the required actions.
• You can also view, open, and edit the related orders, cases, and assets of the account on the relevant snapshots (4).
• In the Actions & Recommendations card, you can check the recommended actions configured for your use case and launch the
relevant ones, such as escalating a case, scheduling a service appointment, or buying an extended warranty (5).
• In the Knowledge card, you can search and open the relevant Knowledge articles to answer the customer’s queries (6).

Extend Service Console for Manufacturing

Supercharge agent productivity and deepen customer relationships by customizing the service
EDITIONS
console components in Manufacturing Cloud. Customize the components within the Service Console
for Manufacturing or configure them to work with different standard pages. Watch this video to
explore how to extend the Service Console for Manufacturing. Available in: Lightning
Experience
Watch a video Available in: Enterprise,
Unlimited, and Developer
If you aren’t able to watch the view in full screen, open the video on a new tab: Extend Service
Editions
Console for Manufacturing.

Service Console Components in Manufacturing Cloud

Service Console for Manufacturing empowers customer service representatives (CSRs) to get a
EDITIONS
holistic view of a contact, promptly resolve customer queries, and get alerts about critical activities.
Asset Service Console for Manufacturing gives CSRs a 360-degree view of an asset and its activities,
such as its major milestones, service performed on it, and its related cases and warranties. Service Available in: Lightning
Experience
console components are versatile capabilities that can be customized within these consoles or
extended to work with other standard pages. Available in: Enterprise,
Unlimited, and Developer
Editions
Service Console for Manufacturing
The Service Console for Manufacturing helps CSRs deliver personalized, intelligent service interactions
to customers. From a single page, CSRs can get visibility into activities related to a customer, look into customer requests and resolve
them, and proactively perform actions. The Service Console for Manufacturing brings together service console components and Platform
capabilities to help CSRs make the most out of every interaction.

Asset Service Console for Manufacturing

The Asset Service Console for Manufacturing lets CSRs enhance every part of an asset’s lifecycle. CSRs can use it to keep tabs on activities
related to the asset, track its major milestones, and capture granular information about its sale and usage. CSRs can also manage cases,
work orders, warranties, and claims for an asset.

Service Console Components in Manufacturing Cloud

Manufacturing Cloud for Service comes with service console components, a suite of capabilities that enable CSRs to fine-tune different
aspects of the service experience. Service console components include Identity Verification, Timeline, Record Alerts, Audit Trail, Action

496
Manufacturing Cloud Service Console Components in Manufacturing Cloud

Launcher, and Service Process Studio. Service Console for Manufacturing and Asset Service Console for Manufacturing come with some
preconfigured service console components.
Service console components can be customized within the consoles to meet your business needs. For example, you can customize the
preconfigured timeline in the Service Console for Manufacturing to show information about sales agreements related to a contact.
Service console components can also be configured individually and extended to work with different standard pages. For example, you
can add a timeline on the Account record page to show information about work orders related to the account.

How Do Different Capabilities Come Together?

Here’s how different capabilities work within the Service Console for Manufacturing and the Asset Service Console for Manufacturing
and as separate service console components.

Capability Included in the Service Included in the Asset How Can You Use It With
Console for Service Console for Different Standard Apps?
Manufacturing? Manufacturing?
Identity Verification Yes No You can use the preconfigured
The console comes with a Verify Verify Customer Identity flow,
Customer Identity flow. the preconfigured flow available
with Industry Service Excellence,
or create your own flow.

Record Alerts Yes Yes You can add the Record Alerts
The console comes with a The console comes with a component to other pages, such
Record Alerts component. Record Alerts component. as Account and Sales
Agreements, and configure
record alerts based on your
business use.

Timeline Yes Yes You can configure a timeline to

The console comes with a The console comes with a show any records and add the
Timeline component and a Timeline component and a Timeline component to any
preconfigured timeline called preconfigured timeline called standard app page, such as
Interaction Timeline that shows Asset Timeline that shows work Account.
engagement interaction records orders and work order line items
related to a contact. You can records related to an asset. You
create timelines that show other can create timelines that show
records for the console, too. other records for the console,
too.

Audit Trail Yes No Audit Trail works with identity

verification records. CSRs can
view customer identity
verification logs using Audit Trail.

497
Manufacturing Cloud Provide On-Site Pre-Work Estimates and Track Customer
Approvals

Capability Included in the Service Included in the Asset How Can You Use It With
Console for Service Console for Different Standard Apps?
Manufacturing? Manufacturing?
Actions & Recommendations Yes Yes You can add the Actions &
The console comes with an The console comes with an Recommendations component
Actions & Recommendations Actions & Recommendations to other pages, such as Account
component. It lists and component. It lists and and Sales Agreements, and
recommends flows. recommends flows. configure it based on your
business use.

Action Launcher No No You can add the Action

If you’ve configured Action If you’ve configured Action Launcher component to any
Launcher for your org, you can Launcher for your org, you can standard app. It lists Salesforce
manually add the Action manually add the Action Flow, OmniScripts, and Quick
Launcher component to the Launcher component to the actions.
console page layout. console page layout.

Knowledge Yes No Knowledge is a standard

The console comes with a platform capability. You can add
Knowledge component. the Knowledge component to a
custom Lightning console app.

Milestones No Yes You can add the Events and

Milestones component to the
Account, Contact, or Asset
record page layouts to show
details about key moments in
the lifecycle of these records.

SEE ALSO:
Service Console for Manufacturing
Manage the Asset Service Lifecycle in Manufacturing Cloud

Provide On-Site Pre-Work Estimates and Track Customer Approvals

Let service technicians in the field generate quick estimates for products and services, track customer
EDITIONS
approvals, and create orders—all without leaving the customer site. To get started, use the pre-work
estimation OmniScripts, OmniStudio FlexCards, Document Templates, and a custom component.
Pre-work estimation components work in the Salesforce desktop site and in the Salesforce mobile Available in: Lightning
Experience
app.
Available in: Enterprise,
Unlimited, and Developer
Pre-Work Estimation Workflow Editions
Here are the high-level steps in the pre-work estimation workflow.

498
Manufacturing Cloud Provide On-Site Pre-Work Estimates and Track Customer
Approvals

Prerequisites for Pre-Work Estimation

Complete these prerequisites before you configure the pre-work estimation components.
Set Up a Lightning App Page for Pre-work Estimation
To let your service technicians generate pre-work estimates, create a Lightning app page in Lightning App Builder. Lightning app
pages are supported both in the Salesforce mobile app and Lightning Experience.
Create Estimates and Orders with Pre-Work Estimation
Service technicians can use the Pre-Work Estimation app page in the Salesforce mobile app to create service estimates, track customer
approvals, and create orders.

SEE ALSO:
OmniStudio

Prerequisites for Pre-Work Estimation

Complete these prerequisites before you configure the pre-work estimation components.
EDITIONS

Create Accounts, Products, and Pricebooks Available in: Lightning

Before you use the pre-work estimation components, create Account and Product records in your Experience
org. The service technician can select from a list of available accounts and products on the app. A Available in: Enterprise,
Product record must be associated with at least one active Pricebook record. Unlimited, and Developer
Editions

Set Up Foundation Document Generation (Optional)

If you want to automatically generate a .pdf file containing order details after a service technician places an order using the app, set up
Foundation Document Generation. See Foundation Document Generation for details. Service technicians can email the .pdf file to the
partner or customer directly from the app.
To generate a .pdf file containing order details and links, you must have the required setup for Foundation Document Generation in
your org, and an active Document Template record in your org named OrderDetails.

499
Manufacturing Cloud Provide On-Site Pre-Work Estimates and Track Customer
Approvals

Set Up a Lightning App Page for Pre-work Estimation

To let your service technicians generate pre-work estimates, create a Lightning app page in Lightning
EDITIONS
App Builder. Lightning app pages are supported both in the Salesforce mobile app and Lightning
Experience.
Available in: Lightning
1. From Setup, in the Quick Find box, enter User Interface, and then select Lightning Experience
App Builder.
Available in: Enterprise,
2. Click New. Unlimited, and Developer
3. Select App Page and click Next. Editions

USER PERMISSIONS

To create and save Lightning

pages in the Lightning App
Builder:
• Customize Application

4. Enter Pre-Work Estimation in the Label field, and then click Next.
5. Select One Region and click Finish.

6. Drag the Omniscript component on to the canvas.

7. In the component’s properties panel, provide the following details:
a. Type: team
b. Subtype: createOrder
c. Theme: Newport
d. Display: Display OmniScript on page
e. Language: English
f. Language Direction: Left to Right

8. Click Save then Activate.

9. In Page Settings, choose an icon for your page.

500
Manufacturing Cloud Provide On-Site Pre-Work Estimates and Track Customer
Approvals

10. In Lightning Experience, add your page to Lightning Experience apps.

For example, select Manufacturing from the list of available apps, and click Add page to app.

11. In Mobile Navigation, add your page to the mobile navigation menu. Use the arrows to move the page up or down.

12. Click Save.

SEE ALSO:
Create an App Home Page with the Lightning App Builder
Lightning App Builder

501
Manufacturing Cloud Provide On-Site Pre-Work Estimates and Track Customer
Approvals

Create Estimates and Orders with Pre-Work Estimation

Service technicians can use the Pre-Work Estimation app page in the Salesforce mobile app to
EDITIONS
create service estimates, track customer approvals, and create orders.

Note: To use the Pre-Work Estimation app, we recommend that you use the Mobile Only Available in: Lightning
app. On the home screen of the Salesforce app, tap Menu near the bottom of your device. Experience
Then tap App Launcher and Mobile Only. Available in: Enterprise,
1. Open the Salesforce mobile app. Unlimited, and Developer
Editions
2. Tap Menu, then tap Pre-Work Estimation.

USER PERMISSIONS

To create document
templates, create or import
OmniScripts, and generate
documents:
• OmniStudio Admin
AND
DocGen Designer

To create or import
OmniScripts and generate
documents:
• OmniStudio Admin
AND
3. Type and select an account, then tap Next.
DocGen Runtime User

To generate documents
using existing OmniScripts:
• OmniStudio User
AND
DocGen Runtime User

4. Select a contact for the account, then tap Next.

502
Manufacturing Cloud Provide On-Site Pre-Work Estimates and Track Customer
Approvals

Tip: To edit a contact’s details, including their email address, use the menu on their contact card. You can also add a contact.

5. Enter a product or service name, then tap Search Product.

6. To select the products you want to include in the estimate, enter a quantity, and then tap Select.
7. Tap Add Products.

503
Manufacturing Cloud Manage the Asset Service Lifecycle in Manufacturing Cloud

8. Repeat the steps to add more products or services. You can also add the labor charges or installation charges for the parts and
accessories.
9. Tap Next.
10. Review the list of added products.
11. Tap Confirm and Create Order.

Note: To edit a product quantity, tap Previous and search for the product again. To overwrite the existing value, enter the
new product quantity. Don’t worry, you won’t lose any of the other products and details that you’ve added to the order. We
only update products that you overwrite.

12. To preview the draft order details, tap View Order Details.
13. To send an email to the contact with the order details, tap Email PDF. This button is displayed only after the order PDF generation
is complete.

Note: If you don’t specify a contact, or select a contact without specifying their email address, the Email PDF button doesn’t
show.

Manage the Asset Service Lifecycle in Manufacturing Cloud

Manage every stage in an asset’s service lifecycle and get visibility into all the activities related to an asset. Use the powerful Asset Service
Console for Manufacturing to stay on top of the changes related to an asset, to view the major milestones of the asset, and to capture
the key details of the asset. Manage asset service operations, orchestrate onsite services, provision service entitlements, and boost service
team productivity. Link assets with related accounts and contacts. Get visibility into the operations of your asset fleets.

Learn About Asset Service Console for Manufacturing

With the Asset Service Console for Manufacturing, customer service representatives (CSRs), warranty adjudicators, service technicians,
and other users can get visibility into critical information about an asset without switching applications. They can track key milestones
related to an asset, get alerts on its activities, and view services performed on it. They can capture granular details about the asset,
manage its related warranties, cases, work orders, and claims, and take proactive actions.

504
Manufacturing Cloud Manage the Asset Service Lifecycle in Manufacturing Cloud

Connected Assets for Manufacturing Cloud

Act on telematics data from assets, get data-driven insights into asset health, and maximize asset uptime by using Connected Assets.
Establish a touchless process that detects critical events generated from assets, such as sensor faults or high ambient temperature,
and take actions in Salesforce. Easily visualize and analyze asset data that's stored in Data Cloud. Get health scores for your assets
based on usage, age, and maintenance history to plan for maintenance, upgrades, reliability, and replacement.
Work Order Estimation in Manufacturing Cloud
Streamline service planning and billing operations by generating comprehensive quotes for services on assets. Service agents and
field service technicians can generate quotes for asset services that consider the work type, the products required to perform the
work, and the assets' coverages and entitlements. After customers approve the quotes, service agents can easily generate work
orders to track the services.
Product Service Campaign in Manufacturing Cloud
Organize fruitful product service campaigns to cultivate your company's reputation, nurture customer trust, and ensure customer
safety. Manufacturers organize product service campaigns to service faulty products, recall products in disrepair, upgrade eligible
products, and manage product communications at scale.
Asset Interactive Hierarchy for Manufacturing Cloud
Visualize the hierarchy of components in an asset in a tree-like graph by using Asset Interactive View. Service agents and field
technicians can get a high-level view of the asset structure, track the relationships between assets, and review critical details about
each asset in the hierarchy. They can also easily replace and relocate assets in an asset hierarchy. Use Asset Interactive View on
desktop or the Salesforce Field Service mobile app.
Asset Coverage View in Manufacturing Cloud
Get a complete picture of the entitlements related to assets and deliver the right level of services to your customers when you
perform work on their assets. Service managers and agents can get visibility into the coverage of an asset, including its warranties,
maintenance plans, and service contracts. They can also choose the right entitlement from a list of eligible entitlements when they
create a work order. Service managers and agents can view asset coverages and choose coverages on their desktop or on the
Salesforce Field Service mobile app.
Service Parts Return
Manage the return process for service parts to improve the service process efficiency for users. Request customers to return the
damaged parts related to a claim, when the part must be replaced.
Timesheet Automation and Labor Cost Association in Manufacturing Cloud
Reduce time and errors in maintaining, validating, and categorizing time sheets based on labor laws, company regulations, and labor
union rules. Capture information about time sheets, pay grades, labor union, job expense, vehicle, cost center, and compensation
by using the scalable Timesheets data model. Automatically validate time sheet entries and labor cost associations.
Associate an Asset with its Related Accounts
Create Asset Account Participant records to track all the accounts associated with an asset in the asset’s lifecycle. For example, an
asset can be related with the supplier who supplied you the asset and the customer who bought the asset. An asset can have multiple
account participants.
Associate an Asset with its Related Contacts
Create Asset Contact Participant records to track all the contact associated with an asset in the asset’s lifecycle. For example, associate
an asset with the technician who repaired it, with the finance manager who facilitated its sale, and with the sales executive who
sold it. An asset can have multiple contact participants.
Manage Fleets of Assets in Manufacturing Cloud
Monitor your fleet operations and track the key activities of your fleets of assets. Create a fleet and add assets to it, such as mobile
equipment, fixed systems, and power tools. You can also capture key information about the participants involved in all stages of a
fleet’s lifecycle. Use Action Plans and Record Alerts to get greater visibility into and control of the operations of your fleets.

505
Manufacturing Cloud Learn About Asset Service Console for Manufacturing

Learn About Asset Service Console for Manufacturing

With the Asset Service Console for Manufacturing, customer service representatives (CSRs), warranty
EDITIONS
adjudicators, service technicians, and other users can get visibility into critical information about
an asset without switching applications. They can track key milestones related to an asset, get alerts
on its activities, and view services performed on it. They can capture granular details about the Available in: Lightning
Experience
asset, manage its related warranties, cases, work orders, and claims, and take proactive actions.
Available in: Enterprise,
Unlimited, and Developer
Get Started with Asset Service Console for Manufacturing Editions
Watch this video to understand how users at manufacturers can use the Asset Service Console for
Manufacturing to manage assets efficiently, resolve issues quickly, and minimize asset downtime.

Watch a video

If you aren’t able to watch the view in full screen, open the video on a new tab: Explore Asset Service Console for Manufacturing.

Capabilities of the Asset Service Console for Manufacturing

Here’s what users can do within the console.

Get Actionable Alerts

Users can get contextual alerts that let them proactively make recommendations to partners and customers. Users can get timely alerts
on activities like upcoming warranty term expiration, pending service appointment, and status of cases related to the asset.

See Key Milestones

Users can capture and view major milestones in the lifespan of an asset, such as manufactured, order received, and delivered. They can
hover over a milestone to see its details and initiate actions such as creating an action plan, event, or task or logging a call.

506
Manufacturing Cloud Connected Assets for Manufacturing Cloud

View a Visual Snapshot of Service Performed on the Asset

Users can view a chronological, interactive timeline of work orders and work order line items related to an asset to understand the service
performed on it. While the Asset Console for Manufacturing comes with a preconfigured timeline, you can create timeline configurations
to show information like cases and claim items related to an asset.

Take Contextual Actions

Users can perform actions that address customer queries related to assets, such as renewing warranties, scheduling service appointments,
and creating cases. Users can complete their work quickly and consistently by launching actions from a list of actions and get
recommendations for the next best actions.

View Granular Asset Details

Users can capture and view critical details about an asset, such as its name, quantity, price, serial number, and related account, contact,
and product.

Manage Related Warranties, Cases, Work Orders, and Claim Items

Users can get snapshots of Asset Warranty, Case, Work Order, and Claim Item records related to an asset. They can view and edit asset
warranties, cases, work orders, and claim items by opening them as subtabs in the console. They can also create records from the related
list.

SEE ALSO:
Set Up Service Console for Manufacturing
Configure Events and Milestones for Automotive Cloud

Connected Assets for Manufacturing Cloud

Act on telematics data from assets, get data-driven insights into asset health, and maximize asset
EDITIONS
uptime by using Connected Assets. Establish a touchless process that detects critical events
generated from assets, such as sensor faults or high ambient temperature, and take actions in
Salesforce. Easily visualize and analyze asset data that's stored in Data Cloud. Get health scores for Available in: Lightning
Experience
your assets based on usage, age, and maintenance history to plan for maintenance, upgrades,
reliability, and replacement. Available in: Enterprise,
Unlimited, and Developer
See Connected Assets.
Editions

507
Manufacturing Cloud Work Order Estimation in Manufacturing Cloud

Work Order Estimation in Manufacturing Cloud

Streamline service planning and billing operations by generating comprehensive quotes for services
EDITIONS
on assets. Service agents and field service technicians can generate quotes for asset services that
consider the work type, the products required to perform the work, and the assets' coverages and
entitlements. After customers approve the quotes, service agents can easily generate work orders Available in: Lightning
Experience
to track the services.
Available in: Enterprise,
The work order estimation workflow uses Salesforce Pricing to perform basic roll-up pricing and
Unlimited, and Developer
complex rule-based pricing operations.
Editions
To learn more, see Work Order Estimation.

Product Service Campaign in Manufacturing Cloud

Organize fruitful product service campaigns to cultivate your company's reputation, nurture customer
EDITIONS
trust, and ensure customer safety. Manufacturers organize product service campaigns to service
faulty products, recall products in disrepair, upgrade eligible products, and manage product
communications at scale. Available in: Lightning
Experience
Service managers create product service campaigns to analyze and address issues in a substantive
Available in: Enterprise,
number of assets. They can segment impacted assets by creating actionable lists and add the
Unlimited, and Developer
impacted assets to product service campaigns easily. Then, service managers can track the recall,
Editions
upgrade, repair, and other service activities to be performed on the impacted assets by creating
work orders in bulk. Service agents can monitor the services to be performed on the assets.
To learn more, see Product Service Campaign.

Asset Interactive Hierarchy for Manufacturing Cloud

Visualize the hierarchy of components in an asset in a tree-like graph by using Asset Interactive
EDITIONS
View. Service agents and field technicians can get a high-level view of the asset structure, track the
relationships between assets, and review critical details about each asset in the hierarchy. They can
also easily replace and relocate assets in an asset hierarchy. Use Asset Interactive View on desktop Available in: Lightning
Experience
or the Salesforce Field Service mobile app.
Available in: Enterprise,
Create parent-child relationships between assets to represent a product and its components. To
Unlimited, and Developer
model an asset's parent asset, use the Parent Asset field on an asset record.
Editions
See Asset Interactive Hierarchy.

Asset Coverage View in Manufacturing Cloud

Get a complete picture of the entitlements related to assets and deliver the right level of services
EDITIONS
to your customers when you perform work on their assets. Service managers and agents can get
visibility into the coverage of an asset, including its warranties, maintenance plans, and service
contracts. They can also choose the right entitlement from a list of eligible entitlements when they Available in: Lightning
Experience
create a work order. Service managers and agents can view asset coverages and choose coverages
on their desktop or on the Salesforce Field Service mobile app. Available in: Enterprise,
Unlimited, and Developer
• View Coverages for Assets: Service teams can view the warranties and the service contracts
Editions
associated with the asset, its parent assets, and its child assets on the Asset record page. To

508
Manufacturing Cloud Service Parts Return

help service teams view these details, add the Warranties View and Contracts View components to the Asset record page in the
Lightning App Builder.
• Choose Coverages for Cases and Work Orders: On a Case or a Work Order record page, service teams can easily associate warranties
and service contracts to cases and work orders. To help service teams choose coverages, on the Case and Work Order page layouts,
add the Choose Coverage and Select Coverage buttons. The Choose Coverage button appears on the desktop layout and the Select
Coverage button appears on the mobile layout.
To learn more, see Asset Coverage View.

Service Parts Return

Manage the return process for service parts to improve the service process efficiency for users.
EDITIONS
Request customers to return the damaged parts related to a claim, when the part must be replaced.

Available in: Lightning

Create a Part Return Request From a Claim Experience
Service teams can create a part return request for one or more products related to a claim. For
Available in: Enterprise,
each part that must be returned, they can specify the dealer details, source and destination Unlimited, and Developer
locations, and the reason for the return. Each part return request can contain multiple requests Editions
for all the parts that must be returned.
Create a Part Return Request by Using a Work Order
Create a part return request for one or more products related to a claim. For each part that must be returned, specify the distributor
details, source and destination locations, and the reason for the return. Each part return request can contain multiple requests for
all the parts that the manufacturer is expecting back.

Create a Part Return Request From a Claim

Service teams can create a part return request for one or more products related to a claim. For each
EDITIONS
part that must be returned, they can specify the dealer details, source and destination locations,
and the reason for the return. Each part return request can contain multiple requests for all the
parts that must be returned. Available in: Lightning
Experience
The warranty team receives a reimbursement claim from a distributor and makes a request to return
Available in: Enterprise,
the damaged part for quality checks, refurbishment, or other reasons.
Unlimited, and Developer
1. From the App Launcher, find and select Claims. Editions
2. From the list view, open the claim record for the claim that you want to raise a part return
request for.
USER PERMISSIONS
3. On the claim record, from the Quick Actions menu, click New Service Part Return.
To create a part return
4. Enter the return order details for the part that you want to be returned.
request:
If you had selected an account in the work order, the account name is automatically populated. • Claims Management
Foundation
5. If needed, add the contact related to the account.
AND
6. If needed, select the source and destination locations for the part to be returned.
Service Part Return
For example, the source destination can be the distributor’s warehouse, and the destination Management
can be the original equipment manufacturer.
AND
7. Click Next. Warranty Lifecycle
8. To add the details of the part that has to be returned, click Add Product. Management Psl

509
Manufacturing Cloud Service Parts Return

9. Select a product.
You can select only a product that’s listed in the claim coverage payment details for that claim.

10. Enter the quantity of the product that must be returned.

The quantity can’t exceed the value specified in the claim coverage payment detail.

11. If needed, select a reason for returning the product.

12. Save and then submit the request.
The return order and return order line item for the claim are automatically created and added to the Details tab. The return order
contains the account details, whereas the return order line item contains the product and quantity details.

Create a Part Return Request by Using a Work Order

Create a part return request for one or more products related to a claim. For each part that must
EDITIONS
be returned, specify the distributor details, source and destination locations, and the reason for the
return. Each part return request can contain multiple requests for all the parts that the manufacturer
is expecting back. Available in: Lightning
Experience
Before you create a part return request, associate a price book and products with the work order.
Available in: Enterprise,
Add the product to the standard price book, and then the new price book. The work order must
Unlimited, and Developer
be updated with information such as the contact details and source and destination locations.
Editions
Associate the related work order line items with the work order. Then, associate the work order
with the service appointment.
The service team creates a work order to address the case and ask for the damaged part to be USER PERMISSIONS
returned.
To create a part return
1. From the App Launcher, find and select Work Orders. request:
2. From the list view, open the work order record that you want to raise a part return request for. • Claims Management
Foundation
3. On the work order record, from the Quick Actions menu, click New Service Part Return.
AND
4. Enter the return order details for the part that you want to be returned.
Service Part Return
If you had selected an account in the work order, the account name is automatically populated. Management

5. If needed, add the contact related to the account. AND

Warranty Lifecycle
6. If needed, select the source and destination locations for the part to be returned.
Management Psl
For example, the source destination can be the distributor’s warehouse, and the destination
can be the original equipment manufacturer.

7. Click Next.
8. To add the details of the part that has to be returned, click Add Product.
9. Select a product.
You can select only a product that’s listed in the work order line item details for that work order.

10. Enter the quantity of the product that must be returned.

The quantity can’t exceed the value specified in the work order line items.

11. If needed, select a reason for returning the product.

12. Save and then submit the request.
The return order and return order line item for the claim are automatically created and added to the Details tab. The return order
contains the account details, whereas the return order line item contains the product and quantity details.

510
Manufacturing Cloud Timesheet Automation and Labor Cost Association in
Manufacturing Cloud

Timesheet Automation and Labor Cost Association in Manufacturing Cloud

Reduce time and errors in maintaining, validating, and categorizing time sheets based on labor
EDITIONS
laws, company regulations, and labor union rules. Capture information about time sheets, pay
grades, labor union, job expense, vehicle, cost center, and compensation by using the scalable
Timesheets data model. Automatically validate time sheet entries and labor cost associations. Available in: Lightning
Experience
To learn more, see Timesheet Automation and Labor Cost Association.
Available in: Enterprise,
Unlimited, and Developer
Editions

Associate an Asset with its Related Accounts

Create Asset Account Participant records to track all the accounts associated with an asset in the
EDITIONS
asset’s lifecycle. For example, an asset can be related with the supplier who supplied you the asset
and the customer who bought the asset. An asset can have multiple account participants.
Available in: Lightning
The admin can add picklist values for the Stakeholder Role field on the Asset Account Participant Experience
object in Object Manager.
Available in: Enterprise,
1. From the App Launcher, find and select Asset Account Participants. Unlimited, and Developer
2. Click New. Editions

3. Enter a name for the participant.

4. Search for and select the account to be linked with the asset. USER PERMISSIONS
5. For Stakeholder Role, select the role of the account linked with the asset, such as financier, To create Asset Account
customer, or sales dealer. Participant records
6. Search for and select an asset. • Claims Management
Foundation permission
7. Select Active. set
8. Select a start date and end date for the association between the asset and the account. OR Service Console for
Manufacturing
9. For Usage Type, select Manufacturing.
permission set
10. Save your changes.
Use an Actionable Relationship Center graph to visualize the related stakeholders.

511
Manufacturing Cloud Associate an Asset with its Related Contacts

Associate an Asset with its Related Contacts

Create Asset Contact Participant records to track all the contact associated with an asset in the
EDITIONS
asset’s lifecycle. For example, associate an asset with the technician who repaired it, with the finance
manager who facilitated its sale, and with the sales executive who sold it. An asset can have multiple
contact participants. Available in: Lightning
Experience
The admin can add picklist values for the Stakeholder Role field on the Asset Contact Participant
Available in: Enterprise,
object in Object Manager.
Unlimited, and Developer
1. From the App Launcher, find and select Asset Contact Participants. Editions
2. Click New.
3. Enter a name for the participant. USER PERMISSIONS
4. Search for and select the contact to be linked with the asset.
To create Asset Contact
5. For Stakeholder Role, select the role of the contact linked with the asset, such as technician, Participant records
owner, or finance manager. • Claims Management
6. Search for and select an asset. Foundation permission
set
7. Select Active.
OR Service Console for
8. Select a start date and effective end date for the association between the asset and the account. Manufacturing
permission set
9. For Usage Type, select Manufacturing.
10. Save your changes.
Use an Actionable Relationship Center graph to visualize the related stakeholders.

Manage Fleets of Assets in Manufacturing Cloud

Monitor your fleet operations and track the key activities of your fleets of assets. Create a fleet and
EDITIONS
add assets to it, such as mobile equipment, fixed systems, and power tools. You can also capture
key information about the participants involved in all stages of a fleet’s lifecycle. Use Action Plans
and Record Alerts to get greater visibility into and control of the operations of your fleets. Available in: Lightning
Experience
To manage asset fleet activities, enable Fleet Management in Setup.
Available in: Enterprise,
To give users access to the fleet management features, assign them the Fleet Management Unlimited, and Developer
permission set. Editions

Create Fleets in Manufacturing Cloud

Create a fleet to track the activities of a group of assets and to capture key details such as the type of the fleet, the duration when
the fleet is operational, and the owner of the fleet.
Add Assets to Fleets in Manufacturing Cloud
Add assets to a fleet and monitor important information such as the status of an asset in relation to the fleet, the usage of an asset,
and the period when they’re a part of the fleet.
Create Fleet Participants in Manufacturing Cloud
Track the key accounts, contacts, and users associated with a fleet by creating Fleet Participant records. Capture the key details of a
fleet participant such as their role and their status in relation to a fleet.
Considerations for Fleet Management in Manufacturing Cloud
Review the considerations for using fleet management features in Manufacturing Cloud.

512
Manufacturing Cloud Manage Fleets of Assets in Manufacturing Cloud

Create Fleets in Manufacturing Cloud

Create a fleet to track the activities of a group of assets and to capture key details such as the type
EDITIONS
of the fleet, the duration when the fleet is operational, and the owner of the fleet.
1. From the App Launcher, find and select Fleets. Available in: Lightning
2. Click New. Experience
3. Enter a name for the fleet. Available in: Enterprise,
Unlimited, and Developer
4. Search for and select a parent fleet, if applicable.
Editions
5. Select the date from when the fleet is operational.
6. Select the date until when the fleet is operational.
USER PERMISSIONS
7. In Current Owner, select an account.
To create fleets:
8. Select the type.
• Use Fleet Management
• Employee Features
• Material
• Executive
• Commercial

9. Select the status.

• Active
• Inactive

10. Save your changes.

Add Assets to Fleets in Manufacturing Cloud

Add assets to a fleet and monitor important information such as the status of an asset in relation
EDITIONS
to the fleet, the usage of an asset, and the period when they’re a part of the fleet.
1. From the App Launcher, find and select Fleet Assets. Available in: Lightning
2. Click New. Experience
3. Search for and select an asset. Available in: Enterprise,
Unlimited, and Developer
4. Search for and select a fleet.
Editions
5. Select the date from when the asset is a part of a fleet.
6. Select the date until when the asset is a part of a fleet.
USER PERMISSIONS
7. Select the status.
To create fleets:
• Registered
• Use Fleet Management
• Active Features
• Assigned
• Under Maintenance
• Out of Service
• Inactive
The Active Asset Count field on a Fleet record considers only the Fleet Asset records that are in the Active status.

513
Manufacturing Cloud Manage Fleets of Assets in Manufacturing Cloud

8. Save your changes.

Create Fleet Participants in Manufacturing Cloud

Track the key accounts, contacts, and users associated with a fleet by creating Fleet Participant
EDITIONS
records. Capture the key details of a fleet participant such as their role and their status in relation
to a fleet.
Available in: Lightning
1. From the App Launcher, find and select Fleet Participants. Experience
2. Click New. Available in: Enterprise,
3. Search for and select an asset. Unlimited, and Developer
Editions
4. Search for and select a fleet.
5. Select the date from when the participant is related to the fleet.
USER PERMISSIONS
6. Select the date until when the participant is related to the fleet.
7. For Participant, select Account, Contact, or User and select a record. To create fleet participants:
• Use Fleet Management
8. Select the participant role.
Features
• Driver
• Maintenance Associate
• Manager
• Operations Manager

9. Select the status.

• Active
• Inactive
• Resigned

10. Save your changes.

Considerations for Fleet Management in Manufacturing Cloud

Review the considerations for using fleet management features in Manufacturing Cloud.
EDITIONS
• You can create record alerts for Fleet but not for Fleet Asset or Fleet Participant.
• You can create action plan templates with Fleet as the target object. Available in: Lightning
• Fleet, Fleet Asset, and Fleet Participant are available for Experience Cloud users. Experience
Available in: Enterprise,
SEE ALSO: Unlimited, and Developer
Editions
Considerations for Manufacturing Cloud

514
Manufacturing Cloud Manage the Warranty Lifecycle in Manufacturing Cloud

Manage the Warranty Lifecycle in Manufacturing Cloud

Orchestrate the complete warranty lifecycle—from warranty administration to claims collection and adjudication—by using Warranty
Lifecycle Management. Create and manage warranties at multiple product levels. Define a robust framework of warranty eligibility rules
and entitlements based on labor, parts, and expenses covered. Develop thorough service standards for product defects, expenses, and
labor services to ensure accuracy and consistency in warranty management and service operations. Capture the right information about
claims from partners, dealers, and distributors to minimize subjectivity in claims adjudication, and reduce followups for clarification. Build
an automated warranty claims adjudication process to supercharge the efficiency of claims adjudicators, to prevent manual errors, and
to reduce processing time. Manually scrutinize and adjudicate warranty claims from a single page.

Learn About Warranty Lifecycle Management

Establish warranty eligibility rules, define service standards, capture claims, and adjudicate claims using Warranty Lifecycle Management
in Manufacturing Cloud. Use the robust, extensible data model in Warranty Lifecycle Management.
Set Up Warranty Lifecycle Management
To let users administer warranty rules and entitlements and capture, track, and adjudicate warranty claims, enable Warranty Lifecycle
Management in Setup and assign them appropriate permission sets.
Manage Warranties and Service Standards for Your Products and Assets
Establish robust warranty eligibility terms and entitlements for products and assets and standardize your service operations. Manage
product and asset warranties by recording warranty term details and assigning them to products, product families, or assets. Extend
or restrict coverage for warranty terms based on product fault, labor effort required, or product part. Define a comprehensive set of
service standards that can be accurately and consistently used in the warranty lifecycle and other operations performed by your
company.
Capture Warranty Claims from Partners and Distributors
With detailed warranty claim information, warranty adjudicators can accurately investigate product defects, swiftly verify claim
coverages and expenses, and reduce follow-ups for additional information. Capture information about defective assets, existing
warranties, causal parts, expenses incurred, and claim stakeholders by creating Claim, Claim Item, Claim Coverages, Claim Coverage
Payment Details, and Claim Participant records. Partners can easily submit warranty claims and closely track their status from the
Manufacturing Experience Cloud site. Manufacturers can also create claims on behalf of partners.
Adjudicate Warranty Claims
Adjudicate warranty claims by examining defective assets and their causal parts, by checking existing warranty coverages, and by
verifying labor services, part replacements, and expenses incurred to rectify the asset. Warranty claim adjudicators can get a holistic
view of every aspect of the warranty claim and manually adjudicate the claim on the preconfigured Claims record page. Admins can
set up a warranty claim adjudication process by using process automation tools such as Flow Builder and Business Rules Engine.
Supplier Recovery Management
Use the supplier recovery claim process to raise a reimbursement request for parts that are covered under contract terms with
suppliers. Ensure that you clearly define the supplier recovery terms when you enter into contracts with suppliers. So, when you
adjudicate a warranty claim, if the defective part is under a contract with a supplier, you can be reimbursed for those costs based
on the contract terms. If you incur a cost due to quality issues in the products or services provided by a supplier, create supplier
recovery claims to recover the cost from the supplier. Create supplier recovery claims from an existing warranty claim. Suppliers can
adjudicate claims from the Experience Cloud site.

SEE ALSO:
Warranty Administration and Claims Management in Manufacturing Cloud

515
Manufacturing Cloud Learn About Warranty Lifecycle Management

Learn About Warranty Lifecycle Management

Establish warranty eligibility rules, define service standards, capture claims, and adjudicate claims using Warranty Lifecycle Management
in Manufacturing Cloud. Use the robust, extensible data model in Warranty Lifecycle Management.

Capabilities of Warranty Lifecycle Management

Use the capabilities of Warranty Lifecycle Management in Manufacturing Cloud to achieve various business outcomes.

Capabilities of Warranty Lifecycle Management

Use the capabilities of Warranty Lifecycle Management in Manufacturing Cloud to achieve various
EDITIONS
business outcomes.
Available in: Enterprise,
Key Business Outcome Capability Unlimited, and Developer
Manage warranties for products and assets Editions
• Define comprehensive warranty
entitlements including labor, parts, and
expenses covered and exchange types
• Establish thorough terms on warranty
eligibility based on product usage, warranty
duration, and more
• Assign warranties to products, product
families, and assets
• Extend or restrict warranty term coverage
based on product defect, labor service
required, or causal part of the product
• Define exclusions, void terms, and
extensions for the coverage of warranties
assigned to specific assets

Establish robust service operation standards • Create standard codes to describe product
defects, labor services, expenses, and other
operations
• Map the combinations of product defects
with the different labor services that can
rectify them
• Apply consistent standards while defining
warranty terms and adjudicating warranty
claims

Capture warranty claims from partners and • Accurately investigate product defects with
distributors detailed information on defective assets,
causal parts, and product fault codes
• Get visibility into existing warranty
coverages to verify claim eligibility

516
Manufacturing Cloud Set Up Warranty Lifecycle Management

Key Business Outcome Capability

• Track expenses incurred, labor services performed, and parts

replaced to rectify the asset
• Associate stakeholders involved with a warranty claim to solicit
additional information
• Let partners effortlessly create warranty claims on the
Manufacturing Experience Cloud site

Manage the return process for service parts • Review a warranty claim and request for one or more of the
replaced parts to be returned to you.
• Specify the pick up and destination locations for the damaged
part.

Set up process automation to adjudicate warranty claims • Build a flexible adjudication process that meets your company’s
needs by using process automation tools
• Reduce subjectivity and processing time for claim adjudication
• Quickly perform administrative tasks

Adjudicate warranty claims manually • Review warranty claim details and adjudicate the claim from
a single page
• Determine approved payouts for every expense incurred, labor
service performed, and part replaced to repair the asset
• Audit warranty claims processed by automation workflow or
other claim adjudicators
• Verify approved claimed amounts for warranty claims with
significant financial implications

Set Up Warranty Lifecycle Management

To let users administer warranty rules and entitlements and capture, track, and adjudicate warranty
EDITIONS
claims, enable Warranty Lifecycle Management in Setup and assign them appropriate permission
sets. Available in: Enterprise,
Unlimited, and Developer
Assign Permission Sets for Warranty Lifecycle Management Editions
Assign the appropriate permission sets to users to give them access to objects, fields, and
features for Warranty Lifecycle Management.

SEE ALSO:
Enable Features for Manufacturing Cloud

517
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Assign Permission Sets for Warranty Lifecycle Management

Assign the appropriate permission sets to users to give them access to objects, fields, and features
EDITIONS
for Warranty Lifecycle Management.
1. From Setup, in the Quick Find box, enter Users, and then select Users. Available in: Enterprise,
Unlimited, and Developer
2. Select a user and in the Permission Set Assignments section, click Edit Assignments.
Editions
3. Select the required permission sets from the Available Permission Sets list, and move them to
the Enabled Permission Sets list.
USER PERMISSIONS
4. Click Save.
Ensure you specify the appropriate tab settings to give users access to tabs for the Warranty Lifecycle To assign permission sets
Management objects. You can specify tab settings in users’ profiles. Or, you can clone the standard • Manage Users
permission sets, specify the appropriate tab settings, and assign the cloned permission sets to users.

SEE ALSO:
Permission Set Licenses for Internal Users in Manufacturing Cloud
Permission Sets
Tab Settings

Manage Warranties and Service Standards for Your Products and Assets
Establish robust warranty eligibility terms and entitlements for products and assets and standardize your service operations. Manage
product and asset warranties by recording warranty term details and assigning them to products, product families, or assets. Extend or
restrict coverage for warranty terms based on product fault, labor effort required, or product part. Define a comprehensive set of service
standards that can be accurately and consistently used in the warranty lifecycle and other operations performed by your company.

How Warranty Terms and Service Standards Information Is Represented in Manufacturing Cloud
Learn how you can capture information about products, warranty terms and entitlements, and service standards.
Create a Warranty Term
Define warranty terms to specify the eligibility requirements and the entitlements you provide to rectify issues with products. Specify
the labor, parts, expenses, and exchange options covered under the warranty term.
Create a Warranty Term Coverage
Define warranty term coverages to introduce greater granularity and flexibility to your rules on warranty eligibility and entitlement.
You can extend or restrict the coverage of a warranty term based on labor effort required or expenses incurred. Specify the part of
a product or the product labor code or expense code to be included or excluded in the coverage of a warranty term.
Create a Product Warranty Term
To assign a warranty term to a product or product family, create a product warranty term. The standard warranty terms assigned to
a product or product family apply to all assets for that product or product family.
Create an Asset Warranty
To assign a warranty term to an asset, create an asset warranty. Specify any extensions or exclusions for the assigned warranty term.
Create a Code Set
Establish a robust set of service standards that can be accurately and consistently used in various operations performed by your
company. Define a code set to standardize the definition of a situation or an activity, for example for code sets for labor activities,
product defects, and expenses.

518
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Create a Product Fault Code

Create product fault codes to establish standardized descriptions of the typical faults in a product. Use product fault codes to easily
identity the defects in a product and sort products repairs and replacements based their faults.
Create a Product Labor Code
Define product labor code to standardize the type of labor services your company offers with their estimated effort. You can specify
product labor codes in warranty term coverages to extend or restrict the labor services that are covered under a warranty term.
Create a Codeset Relationship
Define codeset relationships to associate a code set with another code set. For example, create codeset relationships between
product fault codes and product labor codes to map the combinations of product defects with the different labor services that can
rectify them.

SEE ALSO:
Register Products and Assign Warranties Quickly

How Warranty Terms and Service Standards Information Is Represented in

Manufacturing Cloud
Learn how you can capture information about products, warranty terms and entitlements, and
EDITIONS
service standards.
Available in: Enterprise,
Requirement Action Example Unlimited, and Developer
A manufacturer wants to model Create Product records. Marine Exploration Corporation, Editions
each stock-keeping unit (SKUs) a manufacturer, creates
sold. Each product has a price products for Marine Generator
that’s related to it and can be Gold-Y priced at $82,000,
sold to a customer. Marine Generator Silver-Z,
Generator Rotor priced at
$30,000, and Generator
Regulator priced at $8,000.

A manufacturer wants to model Create picklist values for the Marine Exploration Corporation
multiple products under a Product Family field on the creates the Marine Generators
product family. A product Product object. product family to group the
family is collection of related Marine Generator Gold-Y and
products. Marine Generator Silver-Z
products.

A manufacturer wants to model Create an Asset record. Marine Exploration Corporation

physical items of commercial sells a Marine Generator Gold-Y
value that are manufactured, JS0609 asset to a partner.
delivered, sold to a customer,
or installed as a part of another
asset. An asset is an instance of
a product.

A manufacturer wants to define Create a Product Related Marine Explorations

a relationship between two Material record. Corporation creates a product

519
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Requirement Action Example

related products, such as a product and its relater material to define a relationship
part. between Marine Generator Gold-Y and its
component, Generator Rotor.

A manufacturer wants to define the Create a Warranty Term record. Marine Exploration Corporation creates a
eligibility requirements and entitlements standard warranty term called Marine
for warranties for products, product families, Generator Standard Warranty with a
and assets. warranty duration of 24 months, 60% labor
covered, and 85% expenses covered.

A manufacturer wants to extend or restrict Create a Warranty Term Coverage record. Marine Exploration Corporation extends the
the coverage of warranty terms based on coverage of the Marine Generator Standard
product fault, labor effort required, or Warranty to cover the Generator Rotor
product part. product component and the Rotor Control
Repair product labor code.

A manufacturer wants to associate a Create a Product Warranty Term record. Marine Exploration Corporation associates
warranty term to a product or product the Marine Generator Standard Warranty
family. with the Marine Generator Gold-Y product.

A manufacturer wants to associate a Create an Asset Warranty record. Marine Exploration creates an asset warranty
warranty term to an asset and define to extend coverage of the warranty of the
extended or restricted eligibility Marine Generator Gold-Y JS0609 asset. They
requirements or entitlements. extend the labor covered to 75% and
expenses covered to 90%.

A manufacturer wants to define unique Create a Code Set record. Marine Exploration Corporation creates
codes to standardize the definitions of labor these code sets:
activities, product faults, and expenses. • Generator Rotor Control Repair
• Generator Regulator Repair
• Overheating Rotor Control
• Malfunctioning Generator Regulator

A manufacturer wants group logically Create picklist values for the Code Set Type Marine Exploration Corporation creates a
related codes. field in the Code Set object. Labor Expense code set type to group all
code sets on labor expenses.

A manufacturer wants to associate a code Create a Product Fault Code record. Marine Exploration Corporation creates
set on a product fault with a product or a product fault codes to associate these code
product family. sets with each other:
• Overheating Rotor Control code set with
the Generator Rotor product
• Malfunctioning Generator Regulator
code set with the Generator Regulator
product

520
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Requirement Action Example

A manufacturer wants to associate a code Create a Product Labor Code record. Marine Exploration Corporation creates
set on a labor service with a product or a product labor codes to associate the
product family and specify estimated effort. following with each other:
• Generator Rotor Control Repair code set
with the Generator Rotor product
• Generator Regulator Repair code set
with the Generator Regulator product

A manufacturer wants to create a Create a Codeset Relationship record. Marine Exploration Corporation creates code
relationship between two code sets, such set relationships to associate these code-sets
as a product labor code and a product fault with each other:
code. • Overheating Rotor Control code set with
the Generator Rotor Control Repair code
set
• Malfunctioning Generator Regulator
code set with the Generator Regulator
Repair code set

Create a Warranty Term

Define warranty terms to specify the eligibility requirements and the entitlements you provide to
EDITIONS
rectify issues with products. Specify the labor, parts, expenses, and exchange options covered under
the warranty term. Available in: Enterprise,
1. From the App Launcher, find and select Warranty Terms. Unlimited, and Developer
Editions
2. Click New.
3. Provide values for these fields.
USER PERMISSIONS
Field Description
To create and update
Warranty Term Name The name of the warranty term. Warranty Terms:
Active Indicates whether the warranty term is active. • Warranty Lifecycle
Management
Warranty Duration The duration of the warranty offered by this permission set
term.

Effective Start Date Date on which the warranty term became

available for use.
• Install Date
• Manufacture Date
• Purchase Date

Warranty Unit Of Time The unit in which the warranty duration is

measured.
• Days

521
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Field Description

• Months
• Weeks
• Years

Price Book The ID of the price book item associated with this warranty term.

Usage Covered The product usage that's covered in the warranty term.

Usage Covered Unit of Measure The unit in which usage is measured.

Description Description of the warranty term.

Code A code or other identifier associated with this warranty term.

Warranty Type The type of warranty.

• Repair
• Standard
• Supplier

Exclusions Description of any exclusions.

Exchange Type The type of exchange offered.

• Advance Exchange
• Loaner
• Return Exchange

Transferable Indicates whether the warranty term can be transferred to a new

owner.

Labor Covered The percentage of labor covered.

Labor Covered Duration The duration for which the labor is covered.

Parts Covered The percentage of parts covered.

Parts Covered Duration The duration for which parts are covered.

Expenses Covered The percentage of expenses covered.

Expenses Covered Duration The duration for which expenses are covered.

Labor Covered Unit of Time The unit in which labor covered duration is measured.
• Days
• Months
• Weeks
• Years

Parts Covered Unit of Time The unit in which parts covered duration is measured.
• Days
• Months

522
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Field Description

• Weeks
• Years

Expenses Covered Unit of Time The unit in which expenses covered duration is measured.
• Days
• Months
• Weeks
• Years

4. Save your work.

Example: The warranty manager at Thomas Railways Equipment, Inc., a manufacturer, defines a warranty term to cover their
Pneumatic Drill product. She specifies the following details:
• Warranty Term Name: Pneumatic Drill Standard Warranty
• Active: True
• Warranty Duration: 12
• Effective Start Date: Install Date
• Warranty Unit of Time: Months
• Price Book: Generators Price Book
• Usage Covered: 2000
• Usage Covered Unit of Measure: Hours
• Warranty Type: Standard
• Exchange Type: Return Exchange

523
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

• Transferable: True
• Labor Covered: 70%
• Labor Covered Duration: 24
• Labor Covered Unit of Time: Months
• Expenses Covered: 50%

Create a Warranty Term Coverage

Define warranty term coverages to introduce greater granularity and flexibility to your rules on
EDITIONS
warranty eligibility and entitlement. You can extend or restrict the coverage of a warranty term
based on labor effort required or expenses incurred. Specify the part of a product or the product Available in: Enterprise,
labor code or expense code to be included or excluded in the coverage of a warranty term. Unlimited, and Developer
1. From a Warranty Term record, on the Warranty Term Coverages related list of the Related tab, Editions
click New.
2. To change the warranty term, specify a warranty term. USER PERMISSIONS
3. To specify the part of the product to be included or excluded from the coverage of the warranty To create Warranty Term
term, enter a product part. Coverages:
4. To specify the product labor code or expense code to be included or excluded from the coverage • Warranty Lifecycle
of the warranty term, enter a covered code. Management
permission set
5. To indicate whether the product part or covered code is excluded from the coverage of the
warranty term, select Excluded.
6. Save your changes.

Example: The warranty manager at Thomas Railways Equipment, Inc., a manufacturer, defines a warranty term called Pneumatic
Drill Standard Warranty to cover their Pneumatic Drill product. She creates a product warranty term to assign the warranty term
to the Pneumatic Drill product.
To exclude the motor unit part of the Pneumatic Drill product from the coverage of the warranty term, she creates a warranty term
coverage with the following details:
• Warranty Term: Pneumatic Drill Standard Warranty
• Product Part: Pneumatic Drill Motor Head
• Excluded: True
To include assembly unit repairs to the coverage of the warranty term, she creates a warranty term coverage with the following
details:

524
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

• Warranty Term: Pneumatic Drill Standard Warranty

• Covered Code: Drill Assembly Unit Repair
• Excluded: True

Create a Product Warranty Term

To assign a warranty term to a product or product family, create a product warranty term. The
EDITIONS
standard warranty terms assigned to a product or product family apply to all assets for that product
or product family. Available in: Enterprise,
1. From a Warranty Term record, on the Product Warranty Terms related list of the Related tab, Unlimited, and Developer
click New. Editions

2. To change the warranty term, specify a Warranty Term.

3. To associate the warranty term with a product or product family, specify the Covered Product USER PERMISSIONS
or Covered Product Family. To create and update
For each Product Warranty Term record, you can associate a warranty term to either a product Product Warranty Terms:
or a product family. • Warranty Lifecycle
Management
4. Save your changes. permission set

Example: The warranty manager at Thomas Railways Equipment, Inc., a manufacturer, defines a warranty term called Pneumatic
Drill Standard Warranty. To assign the Pneumatic Drill product and the Underwater Drills family to warranty term, she creates two
product warranty terms with the following details:
• Product Warranty Term 1
– Warranty Term: Pneumatic Drill Standard Warranty
– Covered Product: Pneumatic Drill

• Product Warranty Term 2

– Warranty Term: Pneumatic Drill Standard Warranty
– Covered Product Family: Underwater Drills

The warranty term is assigned to all assets for the Pneumatic Drill product and for the products under the Underwater Drills product
family.

525
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Create an Asset Warranty

To assign a warranty term to an asset, create an asset warranty. Specify any extensions or exclusions
EDITIONS
for the assigned warranty term.
1. From an Asset record, on the Asset Warranties related list of the Related tab, click New. Available in: Enterprise,
Unlimited, and Developer
2. Provide these details.
Editions
Field Description

Warranty Term The warranty term that this asset warranty term USER PERMISSIONS
extends.
To create and update Asset
Start Date The date on which cover under this asset Warranties:
warranty term starts. • Warranty Lifecycle
Management
End Date The date on which this asset warranty term permission set
expires.

Asset The asset this asset warranty term applies to.

Price Book The price book associated with this asset

warranty term.

Warranty Type The type of the warranty.

Exclusions Description of any exclusions.

Exchange Type The type of exchange offered by this asset

warranty term.

Transferable Indicates whether the warranty term can be

transferred to a new owner.

Labor Covered The percentage of labor covered.

Labor Covered End Date The date on which cover for labor ends.

Parts Covered The percentage of parts covered.

Parts Covered End Date The date on which cover for parts ends.

Expenses Covered The percentage of expenses covered.

Expenses Covered End Date The date on which cover for expenses ends.

3. Save your changes.

526
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Example: The warranty manager at Thomas Railways Equipment, Inc., a manufacturer, defines a warranty term to cover all assets
for their Pneumatic Drill product with the following details.
• Warranty Term Name: Pneumatic Drill Standard Warranty
• Active: True
• Warranty Type: Standard
• Labor Covered: 60%
• Expenses Covered: 50%
She creates a product warranty term to assign the warranty term to the Pneumatic Drill product. After a partner requests the
warranty manager to extend the labor coverage for their Pneumatic Drill B62 asset to 85%, the warranty manager creates an asset
warranty term. She specifies the following details for the asset warranty:
• Warranty Term: Pneumatic Drill Standard Warranty
• Asset: Pneumatic Drill B62
• Labor Covered: 85%
The asset warranty extends the labor covered for the Pneumatic Drill B62 asset to 85% but the expenses covered for the asset
remain 50% as specified in the standard warranty term.

527
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Create a Code Set

Establish a robust set of service standards that can be accurately and consistently used in various
EDITIONS
operations performed by your company. Define a code set to standardize the definition of a situation
or an activity, for example for code sets for labor activities, product defects, and expenses. Available in: Enterprise,
1. From the App Launcher, find and select Code Set. Unlimited, and Developer
Editions
2. Click New.
3. Provide these details.
USER PERMISSIONS
Field Description
To create and update Code
Name The name of the code. Sets:
Source System The system that defines the context and the • Warranty Lifecycle
meaning for the code. Management
permission set
System Version The version of the source system the code
belongs to.

Code The code that represents this code set.

Code Set Type The type of the code set.

Effective Date The start date of the code set’s effective period.

End Date The end date of the code set’s effective period.

Active Indicates whether the code set is active.

Primary Indicates whether the code set is the primary

code set for the concept. That is, it was selected
manually by a user instead of being selected
by an automated process.

Custom Code Indicates whether the code set is defined by a

specific organization, as opposed to being
recognized across the industry.

Code Description Description of the code set.

4. Save your changes.

528
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Create a Product Fault Code

Create product fault codes to establish standardized descriptions of the typical faults in a product.
EDITIONS
Use product fault codes to easily identity the defects in a product and sort products repairs and
replacements based their faults. Available in: Enterprise,
1. From the App Launcher, find and select Product Fault Codes. Unlimited, and Developer
Editions
2. Click New.
3. For Fault Code, specify a code set.
USER PERMISSIONS
4. Specify the product or product family to be associated with the product fault code.
5. Save your changes. To create and update
Product Fault Codes:
• Warranty Lifecycle
Management
permission set

Example: The warranty manager at Thomas Railways Equipment, Inc., a manufacturer, defines a two product fault codes.
• Product Fault Code 1
– Fault Code: Overheating Drill Head

529
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

– Product: Pneumatic Drill

• Product Fault Code 2

– Fault Code: Malfunctioning Torque Control
– Product Family: Hydraulic Drill

Create a Product Labor Code

Define product labor code to standardize the type of labor services your company offers with their
EDITIONS
estimated effort. You can specify product labor codes in warranty term coverages to extend or
restrict the labor services that are covered under a warranty term. Available in: Enterprise,
1. From the App Launcher, find and select Product Labor Codes. Unlimited, and Developer
Editions
2. Click New.
3. For Labor Code, specify a code set.
USER PERMISSIONS
4. Specify the product or product family to be associated with the product labor code.
5. To specify the estimated hours of labor effort, enter an estimated effort. To create and update
Product Fault Codes:
6. Save your changes. • Warranty Lifecycle
Management
permission set

Example: The warranty manager at Thomas Railways Equipment, Inc., a manufacturer, defines two product labor codes.
• Product Labor Code 1
– Labor Code: Drill Head Replacement
– Product: Pneumatic Drill
– Estimated Effort: 12

• Product Labor Code 2

– Fault Code: Torque Control Repair
– Product Family: Hydraulic Drill
– Estimated Effort: 8

530
Manufacturing Cloud Manage Warranties and Service Standards for Your Products
and Assets

Create a Codeset Relationship

Define codeset relationships to associate a code set with another code set. For example, create
EDITIONS
codeset relationships between product fault codes and product labor codes to map the combinations
of product defects with the different labor services that can rectify them. Available in: Enterprise,
Note: To select a Codeset Type and a Related Codeset Type for a Codeset Relationship, Unlimited, and Developer
Editions
ensure that your admin has added picklist values for the Code Set Type field on the Code Set
object.
1. From the App Launcher, find and select Codeset Relationships. USER PERMISSIONS
2. Click New. To create and update
3. For Codeset, specify a code set. Product Fault Codes:
• Warranty Lifecycle
For example, specify a product fault code. Management
permission set
4. For Codeset Type, select the type of the code set.
5. For Related Codeset, specify the code set that’s to be associated with the other code set.
For example, specify a product labor code.

6. For Related Codeset Type, specify the type of the code set that’s to be associated with the other code set.
7. Save your changes.

Example: The warranty manager at Thomas Railways Equipment, Inc., a manufacturer, defines two codeset relationships.
• Codeset Relationship 1
– Codeset: Overheating Drill Head
– Codeset Type: Product Fault Code
– Related Codeset: Drill Head Replacement
– Related Codeset Type: Product Labor Code

• Codeset Relationship 2
– Codeset: Malfunctioning Torque Control
– Codeset Type: Product Fault Code
– Related Codeset: Torque Control Repair
– Related Codeset Type: Product Labor Code

531
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Capture Warranty Claims from Partners and Distributors

With detailed warranty claim information, warranty adjudicators can accurately investigate product defects, swiftly verify claim coverages
and expenses, and reduce follow-ups for additional information. Capture information about defective assets, existing warranties, causal
parts, expenses incurred, and claim stakeholders by creating Claim, Claim Item, Claim Coverages, Claim Coverage Payment Details, and
Claim Participant records. Partners can easily submit warranty claims and closely track their status from the Manufacturing Experience
Cloud site. Manufacturers can also create claims on behalf of partners.

How Warranty Claim Information Is Represented in Manufacturing Cloud

Learn how you can capture information about warranty claims, defective assets, existing warranty coverage, and expenses incurred
to repair defective assets.
Submit Warranty Claims from Your Manufacturing Portal
Partners and distributors can effortlessly submit warranty claims to the manufacturer and track claim status and approved amounts
using the Manufacturing Experience Cloud site. Partners can capture details about the warranty claim by creating Claim, Claim Item,
Claim Coverages, Claim Coverage Payment Details, and Claim Participant records. Manufactures can also create records on behalf
of their partners when partners give warranty claim information through channels like chat, mobile, and email.
Claim Fields in Manufacturing Cloud
A warranty claim is a request made by a partner, dealer, or distributor to the manufacturer to repair, replace, or provide a refund for
a defective asset. Capture high-level information about a warranty claim such as its type, reason, and account in Claim records.
Review the fields available on the Claim record.
Claim Item Fields in Manufacturing Cloud
Create Claim Item records to capture information about the work to be performed on a defective asset related to a claim. Record
granular information about a defective asset such as its usage, fault date, and repair date. Review the fields available on the Claim
Item record.
Claim Coverage Fields in Manufacturing Cloud
There can be multiple parts in a defective asset that cause the issues related to a claim. Create a claim coverage for each causal part
in a defective asset that requires repair or replacement. Capture detailed information about the defective asset such as its associated
warranty, fault code, and coverage type. Review the fields available on the Claim Coverage record.
Claim Coverage Payment Detail Fields in Manufacturing Cloud
To rectify a causal part in a defective asset for a warranty claim, your company can incur multiple expenses, perform different labor
services, and replace various parts. Create a Claim Coverage Payment Detail record to capture detailed information about each
expense, repair, and labor service for a causal part. Warranty claim adjudicators can adjudicate warranty claims by determining the
adjusted amount on a claim coverage payment detail. Review the fields available on the Claim Coverage record.
Claim Participant Fields in Manufacturing Cloud
Associate multiple stakeholders with a warranty claim using Claim Participant records, for example, a dealer representative, an end
customer, and a service technician. By capturing information about the stakeholders related to a warranty claim, warranty claim
adjudicators can easily contact them to solicit additional information or request clarification. Review the fields available on the Claim
Participant record.

How Warranty Claim Information Is Represented in Manufacturing Cloud

Learn how you can capture information about warranty claims, defective assets, existing warranty
EDITIONS
coverage, and expenses incurred to repair defective assets.
Available in: Enterprise,
Unlimited, and Developer
Editions

532
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Requirement Action Example

A partner wants to request a manufacturer Create Claim records of the Pre Warranty Oyster World Drillers, a partner, submits a
to authorize the labor services to be Authorization type. warranty claim to Marine Exploration
performed and the parts to be replaced to Corporation, a manufacturer.
rectify defective products before performing
the labor.

A partner wants to submit a warranty claim Create Claim records of the Warranty Claim Oyster World Drillers, a partner, submits a
to be reimbursed for the labor services type. warranty claim for their malfunctioning
performed and parts replaced to rectify generators to Marine Exploration
multiple defective assets. Corporation, a manufacturer.

A partner wants to specify the asset on Create Claim Item records. Oyster World Drillers creates the following
which the claim is made with details like claim items:
usage and fault date. • A claim item for their Marine Generator
Gold Y JS0609 asset.
• A claim item for their Marine Generator
Silver Z MS2605 asset.

A partner wants record information about Create Claim Coverage records. Oyster World Drillers creates the following
multiple causal parts in each defective asset claim coverages:
and the asset’s associated warranties. • A claim coverage for the overheating
rotor control in the Generator Gold Y
JS0609 asset.
• A claim coverage for the malfunctioning
generator regulator in the Generator
Gold Y JS0609 asset.
• A claim coverage for the jammed air
filter in the Marine Generator Silver Z
MS2605 asset.

A partner wants to describe the labor Create Claim Coverage Payment Detail Oyster World Drillers creates the following
services and part replacements that are records. claim coverage payment details:
made to rectify the issues caused by a causal • A claim coverage payment detail for the
part in a defective asset. replacement of the rotor in the
Generator Gold Y JS0609 asset, with a
claimed amount of $1,080.
• A claim coverage payment detail for the
labor charge for the repair of the
generator regulator in the Generator
Gold Y JS0609 asset, with a claimed
amount of $1,930.
• A claim coverage payment detail for the
expense for a technician visit to repair
the air filter in the Marine Generator
Silver Z MS2605 asset, with a claimed
amount of $3,800.

533
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Requirement Action Example

• A claim coverage payment detail for the

cleaning of the piston set in the Marine
Generator Silver Z MS2605 asset, with a
claimed amount of $600.

A partner wants to associate stakeholders Create Claim Participant records. Oyster World Drillers, a partner creates claim
that are involved with the warranty claim. participants to associate a service technician
and a claim expert to the warranty claim.

Submit Warranty Claims from Your Manufacturing Portal

Partners and distributors can effortlessly submit warranty claims to the manufacturer and track
EDITIONS
claim status and approved amounts using the Manufacturing Experience Cloud site. Partners can
capture details about the warranty claim by creating Claim, Claim Item, Claim Coverages, Claim Available in: Enterprise,
Coverage Payment Details, and Claim Participant records. Manufactures can also create records on Unlimited, and Developer
behalf of their partners when partners give warranty claim information through channels like chat, Editions
mobile, and email.
1. Log in to your Manufacturing Experience Cloud site. USER PERMISSIONS
2. To record high-level information about a warranty claim, create a claim.
To create and update
a. On the Claims tab, click New. Claims, Claim Items, Claim
b. Provide the required details. Coverages, Claim Coverage
Payment Details, and Claim
See Claim Fields in Manufacturing Cloud. Participants
c. Save your changes. • Warranty Management
for Experience Cloud
3. To record information about the work to be performed on a defective asset, create a claim item. permission set

a. From a Claim record, on the Claim Items related list of the Related tab, click New.
b. Provide the required details.
See Claim Item Fields in Manufacturing Cloud.

c. Save your changes.

4. To record information about a causal part in a defective asset, create a claim coverage.
a. On the Claim Coverage tab, click New.
b. Provide the required details.
See Claim Coverage Fields in Manufacturing Cloud.

c. Save your changes.

5. To record information about an expense, labor service, or part replacement for a causal part in a defective asset, create a claim
coverage payment detail.
a. From a Claim Coverage record, on the Claim Coverage Payment Details related list of the Related tab, click New.
b. Provide the required details.
See Claim Coverage Payment Detail Fields in Manufacturing Cloud.

534
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

c. Save your changes.

6. To associate a stakeholder with a warranty claim, create a claim participant.

a. From a Claim record, on the Claim Participant related list of the Related tab, click New.
b. Provide the required details.
See Claim Participant Fields in Manufacturing Cloud.

c. Save your changes.

Claim Fields in Manufacturing Cloud

A warranty claim is a request made by a partner, dealer, or distributor to the manufacturer to repair,
EDITIONS
replace, or provide a refund for a defective asset. Capture high-level information about a warranty
claim such as its type, reason, and account in Claim records. Review the fields available on the Claim Available in: Enterprise,
record. Unlimited, and Developer
Warranty claims adjudicators and partners can use Claim records to capture information for different Editions
purposes. To determine the level of access of each persona to different fields, customize the Claim
record page layout and field-level security settings.

Field Description Usage

Claim Number The claim number in the claims management Specified by claim adjudicators or
system. auto-populated based on any predefined
rules.

Account The account related to the claim. Specified by partners while submitting a
claim.

Status The status of the claim. Specified by partners or claim adjudicators,

• Draft or auto-populated based on any predefined
rules.
• Submitted
• Manual Review Needed
• Under Review
• Requested Information
• Approved
• Rejected

Claim Type The type of the claim. Specified by partners while submitting a
• Pre Warranty Authorization claim.

• Warranty Claim To request manufacturers to authorize a

repair or replacement for a product before
submitting a warranty claim, select Pre
Warranty Authorization.
To submit a warranty claim, select Warranty
Claim.

535
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Field Description Usage

Claim Reason The reason for initiating the claim. Specified by partners while submitting a
claim.

Claim Reason Type The category that the claim reason belongs Specified by partners while submitting a
to. For example, natural disaster and accident. claim.

Severity The severity of the claim. Specified by partners or claim adjudicators,

• High or auto-populated based on any predefined
rules.
• Medium
• Low

FNOL Channel The channel through which the loss was Specified by partners or claim adjudicators,
reported. or auto-populated based on any predefined
• Chatbot rules.

• Mobile
• Phone
• Web

Closed Indicates whether the claim has been closed. Specified by claim adjudicators or
auto-populated based on any predefined
rules.

Related Claim The claim that’s related to this claim. Specified by partners or claim adjudicators.

Currency ISO Code The ISO code of the currency related to the Specified by partners while submitting a
claim. claim.

Summary The description of the claim. Specified by claim adjudicators or

auto-populated based on any predefined
rules.

Total Adjusted Amount The claim amount that was approved. Auto-populated based on claim coverages.

Total Claimed Amount The total amount that’s being claimed. Auto-populated based on claim coverages.

Finalized Date The date on which the claim was marked Specified by claim adjudicators or
resolved, with claim status as approved or auto-populated based on any predefined
rejected. rules.

Usage Type The usage type of the claim record. Auto-populated or specified by the partners
while submitting a claim. Make sure that
the usage type is Manufacturing.

536
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Claim Item Fields in Manufacturing Cloud

Create Claim Item records to capture information about the work to be performed on a defective
EDITIONS
asset related to a claim. Record granular information about a defective asset such as its usage, fault
date, and repair date. Review the fields available on the Claim Item record. Available in: Enterprise,
Warranty claims adjudicators and partners can use Claim Item records to capture information for Unlimited, and Developer
different purposes. To determine the level of access of each persona to different fields, customize Editions
the Claim Item record page layout and field-level security settings.

Field Description Usage

Name Name of the item that’s included in the claim. Specified by partners while submitting a
claim item.

Description The description of the claim item. Specified by partners while submitting a
claim item.

Asset The asset that’s associated with the claim. Specified by partners while submitting a
claim item.

Claim The parent claim that includes this claim item. Specified by partners while submitting a
claim item.

Claim Participant The claim participant that’s associated with Specified by partners while submitting a
the claim item. claim item.

Category Specifies the category of the claim item. Specified by partners while submitting a
• Parent Asset claim item.

• Claim Asset
• Damaged Property
• Involved Injury

Current Address The location of the claim item. Specified by partners while submitting a
claim item.

Fault Date The date of occurrence of the fault in the asset. Specified by partners while submitting a
claim item.

537
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Field Description Usage

Repair Date The date of repair of the asset. Specified by partners or claim adjudicators,
or auto-populated based on any predefined
rules.

Asset Usage Value The usage value for the asset at the time of Specified by partners while submitting a
occurrence of the fault. claim item.

Asset Usage Unit of Measure The unit of measure for the usage value of the Specified by partners while submitting a
asset. claim item.

Claim Coverage Fields in Manufacturing Cloud

There can be multiple parts in a defective asset that cause the issues related to a claim. Create a
EDITIONS
claim coverage for each causal part in a defective asset that requires repair or replacement. Capture
detailed information about the defective asset such as its associated warranty, fault code, and Available in: Enterprise,
coverage type. Review the fields available on the Claim Coverage record. Unlimited, and Developer
Warranty claims adjudicators and partners can use Claim Coverage records to capture information Editions
for different purposes. To determine the level of access of each persona to different fields, customize
the Claim Coverage record page layout and field-level security settings.

Field Description Usage

Name The name of the claim coverage. Specified by partners while submitting a
claim.

Claim The claim that’s associated with this claim Specified by partners while submitting a
coverage. claim.

Claim Item The claim item that’s associated with the claim Specified by partners while submitting a
coverage. claim.

Claim Participant The claim participant that’s associated with Specified by partners while submitting a
this claim coverage. claim.

538
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Field Description Usage

Asset Warranty The asset warranty that's associated with the Specified by partners or claim adjudicators,
asset selected in the claim item. or auto-populated based on any predefined
rules.

Causal Part The product part that causes the issues related Specified by partners while submitting a
to the claim. claim.

Product Related Material The Product Related Material record that Specified by partners or claim adjudicators,
defines the association between the causal or auto-populated based on any predefined
part and the product associated with the claim rules.
item.

Status The status of the claim coverage. Specified by partners or claim adjudicators,
• Approved or auto-populated based on any predefined
rules.
• Denied

Description The description of the coverage for the claim. Specified by partners while submitting a
claim.

Coverage Type The type of the warranty coverage for the Specified by partners or claim adjudicators,
causal part. or auto-populated based on any predefined
• None rules.

• Standard Warranty
• Extended Warranty

Fault Code The code set that uniquely identifies the fault Specified by partners or claim adjudicators,
caused by the part. or auto-populated based on any predefined
rules.

External Work Order Reference The external identifier of the work order that’s Specified by or claim adjudicators or
related to this claim coverage. auto-populated based on any predefined
rules.

Total Claimed Amount The total amount for the claim coverage that’s Auto-populated based on claim coverage
being claimed. payment details.

Total Adjusted Amount The total amount for the claim coverage that’s Auto-populated based on claim coverage
approved. payment details.

539
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Claim Coverage Payment Detail Fields in Manufacturing Cloud

To rectify a causal part in a defective asset for a warranty claim, your company can incur multiple
EDITIONS
expenses, perform different labor services, and replace various parts. Create a Claim Coverage
Payment Detail record to capture detailed information about each expense, repair, and labor service Available in: Enterprise,
for a causal part. Warranty claim adjudicators can adjudicate warranty claims by determining the Unlimited, and Developer
adjusted amount on a claim coverage payment detail. Review the fields available on the Claim Editions
Coverage record.
Warranty claims adjudicators and partners can use Claim Coverage Payment Detail records to
capture information for different purposes. To determine the level of access of each persona to different fields, customize the Claim
Coverage Payment Detail record page layout and field-level security settings.

Field Description Usage

Name The name of the claim coverage payment Specified by claim adjudicators or
detail. auto-populated based on any predefined
rules.

Claim Coverage The claim coverage that’s associated with the Specified by claim adjudicators or
claim coverage payment detail. auto-populated based on any predefined
rules.

Status The status of the Claim Coverage Payment Specified by partners while submitting a
Details record. For example, None, Approved, claim.
and Rejected.

Quantity The quantity of parts replaced or the number Specified by partners or claim adjudicators,
of labor hours. or auto-populated based on any predefined
rules.

Description The description for the claim coverage Specified by partners while submitting a
payment detail. claim.

540
Manufacturing Cloud Capture Warranty Claims from Partners and Distributors

Field Description Usage

Replacement Part The product part that's a replacement for the Specified by partners or claim adjudicators,
defective part. or auto-populated based on any predefined
rules.

Charge Type The type of charge. Specified by claim adjudicators or

• Expense auto-populated based on any predefined
rules.
• Labor
• Replaced Part

Charge Type Code The code set that identifies the labor charge Specified by partners while submitting a
or expense. claim.

Price Book Entry The entry of the product that’s related to the Specified by partners or claim adjudicators.
replacement part in the price book.

Claimed Amount The amount claimed by the claimant for the Specified by partners while submitting a
repair or replacement. claim.

Actual Expense The actual expense of the repair or Specified by claim adjudicators or
replacement. auto-populated based on any predefined
rules.

Adjusted Amount The amount for the repair or replacement Specified by claim adjudicators or
that’s approved. auto-populated based on any predefined
rules.

Comment Comments provided by the adjudicator while Specified by claim adjudicators or

adjudicating the claim coverage payment auto-populated based on any predefined
detail. rules.

541
Manufacturing Cloud Adjudicate Warranty Claims

Claim Participant Fields in Manufacturing Cloud

Associate multiple stakeholders with a warranty claim using Claim Participant records, for example,
EDITIONS
a dealer representative, an end customer, and a service technician. By capturing information about
the stakeholders related to a warranty claim, warranty claim adjudicators can easily contact them Available in: Enterprise,
to solicit additional information or request clarification. Review the fields available on the Claim Unlimited, and Developer
Participant record. Editions
To determine the level of access of each persona to different fields, customize the Claim Participant
record page layout and field-level security settings.

Field Description Usage

Claim The claim in which this participant has one or Specified by partners or claim adjudicators.
more roles.

Name An auto-generated number that’s assigned Auto-populated by Salesforce.

to this record.

Participating Account The account of the claim participant. Specified by partners or claim adjudicators.

Participating Contact The contact of the claim participant. Specified by partners or claim adjudicators.

Role The roles that the claim participant can have Specified by partners or claim adjudicators.
in the claim. For example, dealer
representative, end customer, and service
technician.

Adjudicate Warranty Claims

Adjudicate warranty claims by examining defective assets and their causal parts, by checking existing warranty coverages, and by verifying
labor services, part replacements, and expenses incurred to rectify the asset. Warranty claim adjudicators can get a holistic view of every
aspect of the warranty claim and manually adjudicate the claim on the preconfigured Claims record page. Admins can set up a warranty
claim adjudication process by using process automation tools such as Flow Builder and Business Rules Engine.

542
Manufacturing Cloud Adjudicate Warranty Claims

Manual Adjudication of Warranty Claims

Warranty claim adjudicators can adjudicate warranty claims by examining information on the defective assets, by checking asset
warranties and warranty terms, and by tracking their causal parts on the preconfigured Claims record page. The Claims record page
pulls relevant information from various sources to give warranty claim adjudicators a view of every aspect of the warranty claim.
Warranty claim adjudicators can drill down to the required information by opening records as subtabs and can determine the
approved amount for each claim coverage payment detail.
Automated Adjudication of Warranty Claims
Build an end-to-end warranty claim adjudication process to make warranty claim adjudicators more productive, to reduce claim
processing time, and to prevent errors. Set up an automated claim adjudication process by using Flow Builder, Business Rule Engine,
and Context Service.
Product Warranty Claim Approval Predictions by Using Scoring Framework
Use Scoring Framework to get predictions about the likelihood of product warranty claims getting approved, based on previously
approved claims. Adjudicate warranty claims by reviewing these scores to determine whether you can approve the claims as they
are, or must verify the claims further.
Warranty Claim Insights by Using CRM Analytics for Warranty Lifecycle Management
The CRM Analytics for Warranty Lifecycle Management app features Claims Analytics dashboards that provide in-depth analysis of
warranty claims. Use trend analysis, location insights, past claims trends, and SLA management to address warranty claims quickly
and ensure efficient claim resolutions.

Manual Adjudication of Warranty Claims

Warranty claim adjudicators can adjudicate warranty claims by examining information on the
EDITIONS
defective assets, by checking asset warranties and warranty terms, and by tracking their causal parts
on the preconfigured Claims record page. The Claims record page pulls relevant information from Available in: Enterprise,
various sources to give warranty claim adjudicators a view of every aspect of the warranty claim. Unlimited, and Developer
Warranty claim adjudicators can drill down to the required information by opening records as Editions
subtabs and can determine the approved amount for each claim coverage payment detail.
Warranty claim adjudicators can use these tabs on the Claims record page.

543
Manufacturing Cloud Adjudicate Warranty Claims

Details

The Details tab on the Claim record page shows information about the warranty claim, including its reason, type, status, total claimed
amount, and total adjusted amount.

544
Manufacturing Cloud Adjudicate Warranty Claims

Claim Items

The Claim Items tab on the Claim record page shows information about the related claim item, asset warranties, claim coverages, and
claim coverage payment details as different cards. Claim adjudicators can expand and collapse these cards and open a record as a subtab.
They can determine the approved amount for the claim by editing the Adjusted Amount value. Claim adjudicators can view these cards
on the Claim Items tab.

Card Usage Information Shown Information Source

Claim Item (1) View details of the defective assets Asset Name Asset field on the Claim Item record
related to the warranty claim.
Fault Date Fault Date field on the Claim Item record

Repair Date Repair Date field on the Claim Item record

Asset Usage Asset Usage Value and Asset Usage Unit

of Measure fields on the Claim Item record

Asset Warranty (2) Examine the warranty terms Asset Warranty Asset Warranty Number field on the Asset
associated with the defective asset. Warranty record

Warranty Type Warranty Type field on the Asset Warranty

record

Warranty Term Warranty Term field on the Asset Warranty

record

Start Date Start Date field on the Asset Warranty

record

End Date End Date field on the Asset Warranty

record

Active Active field on the Warranty Term record

associated with this Asset Warranty record

545
Manufacturing Cloud Adjudicate Warranty Claims

Card Usage Information Shown Information Source

Claim Coverage (3) Track each causal part in the Causal Part Causal Part field on the Claim Coverage
defective asset, along with the total record
claimed and approved amount to
Fault Code Fault Code field on the Claim Coverage
rectify it.
record

Asset Warranty Asset Warranty field on the Claim

Coverage record

Coverage Type Coverage Type field on the Claim

Coverage record

Total Claim Amount Total Claimed Amount field on the Claim

Coverage record

Total Adjusted Amount Total Adjusted Amount field on the Claim

Coverage record

Claim Coverage Review each expense incurred, labor Name Name field on the Claim Coverage
Payment Detail (4) service performed, and part replaced Payment Detail record
to rectify a causal part. Determine the
Charge Type Charge Type field on the Claim Coverage
approved amount by editing the
Payment Detail record
Adjusted Amount value.
Charge Type Code Charge Type Code field on the Claim
Coverage Payment Detail record

Replaced Part Replacement Part field on the Claim

Coverage Payment Detail record

Quantity Quantity field on the Claim Coverage

Payment Detail record

Claimed Amount Claimed Amount field on the Claim

Coverage Payment Detail record

Adjusted Amount Adjusted field on the Claim Coverage

Payment Detail record

Documents

The Documents tab on the Claim record page helps claim adjudicators view and manage the supporting documents submitted by
partners.

546
Manufacturing Cloud Adjudicate Warranty Claims

Note: Admins can design company-specific pages to adjudicate warranty claims by using the preconfigured Omnistudio FlexCards,
Integration Procedures, and Omnistudio Data Mappers available with Warranty Lifecycle Management.

SEE ALSO:
How Warranty Claim Information Is Represented in Manufacturing Cloud

Automated Adjudication of Warranty Claims

Build an end-to-end warranty claim adjudication process to make warranty claim adjudicators more
EDITIONS
productive, to reduce claim processing time, and to prevent errors. Set up an automated claim
adjudication process by using Flow Builder, Business Rule Engine, and Context Service. Available in: Enterprise,
Unlimited, and Developer
Workflow of Warranty Claim Adjudication Process Editions
To set up a warranty claim adjudication process with scalable and comprehensive rules, use
Flow Builder, Business Rules Engine, and Context Service. Learn how these capabilities work
together, the key steps in a typical adjudication process, and the decisions to be made before building the process.
Create an Expression Set for Your Warranty Claim Adjudication Process
Define the rules to process the warranty claims in an expression set. Use expression sets in combination with lookup tables to perform
complex lookups and calculations.
Create a Flow for Your Warranty Claim Adjudication Process
Create a record-triggered flow to retrieve warranty claim details by using Context Service, invoke an expression set to adjudicate
warranty claims, and perform actions based on the adjudication of the claim.
Context Definition for Warranty Claim Adjudication Processes
Warranty Lifecycle Management has a predefined context definition called Claim Details that enables the efficient retrieval and
consumption of warranty claims data in various applications. The Claim Details context definition consists of a data structure for
claims data, mappings to data sources, and context tags to enable consuming applications to use claims data.
Claim Validation Element in Expression Sets
Add the Claim Validation business element to an expression set to validate a warranty claim against the business rules in the expression
set. The business element uses the ID of a claim record to process the claim and specifies if the claim is approved. If the claim isn’t
approved, the business element specifies the products that aren’t covered under a warranty. Use the element with other meaningful
elements in the expression set to build a comprehensive warranty claim adjudication process.

SEE ALSO:
Flow Builder
Business Rules Engine

Workflow of Warranty Claim Adjudication Process

To set up a warranty claim adjudication process with scalable and comprehensive rules, use Flow
EDITIONS
Builder, Business Rules Engine, and Context Service. Learn how these capabilities work together,
the key steps in a typical adjudication process, and the decisions to be made before building the Available in: Enterprise,
process. Unlimited, and Developer
Editions

547
Manufacturing Cloud Adjudicate Warranty Claims

Learn About the Capabilities of an Adjudication Process

Understand the capabilities that you can use to build an automated adjudication process.
• Context Service: Context Service enables easy retrieval and consumption of information in tools such as Business Rules Engine. It
comprises context definitions, which is a structured set of data required to execute a process. Warranty Lifecycle Management has
a predefined context definition called Claim Detail that can be used in adjudication processes. See Context Service.
• Business Rules Engine: Business Rules Engine is a suite of components, services, and objects that are used to automate complex
decision-making processes. Expression sets are the key components in the Business Rules Engine and consist of a sequential set of
steps to run a process. In an expression set, you can add step elements to decide the operations to be performed, and can add
variables and constants as placeholders for values. See Business Rules Engine .
• Flow Builder: Flow Builder is a declarative tool for building complex workflows. Elements in a flow can run various actions, such as
aggregate data, create or update records, and assign values to resources. See Flow Builder.
How do the different pieces fit together? You can use Context Service to consolidate all information related to a warranty claim, and
pass the information into process automation tools. Use Business Rules Engine components to validate claims against eligibility rules,
to determine approved claim expenses, and to decide their approval status. Use flows to invoke the Business Rules Engine components,
to update the relevant claim records, and to perform other actions.

Explore the Key Steps in a Warranty Claim Adjudication Process

Review the key steps in a warranty claim adjudication process built by using the predefined Claim Details context definition, an expression
set, and a record-triggered flow.
1. Experience Cloud users, warranty adjudicators, or an automated process create warranty claim records.
2. When a Claim record meets the predefined conditions, a flow is triggered. For example, a flow can be triggered when the status of
a Claim record is Submitted and the claim type is Warranty Claim.
3. To retrieve all information related to a Claim record, the flow invokes the Build Context invocable action. The invocable action
consolidates and caches the claims data associated with a context definition. The cached claims data is used in succeeding steps.
4. The flow invokes an expression set and passes the required input values to the expression set.
5. The expression set validates the warranty claim by using business rules. It passes its output values—such as the adjusted amount
in a claim coverage payment detail record or the status of a claim record—back to the flow.
6. The flow performs operations based on the values from the expression set. For example, if a claim is rejected, the flow updates the
status of the claim record and emails the claim participants.

Determine How Claims Data is Passed into Expression Sets

Warranty Lifecycle Management has an extensible data model to store warranty claims information. Before you build an expression set
to specify adjudication rules, decide how data is passed from the claims objects to expression sets. You can choose one of these options,
or do a mix of both.
• Use Context Definitions: Add context tags from the predefined Claim Details context definition to expression sets. A context tag acts
like a local variable in an expression set. To populate a context definition with the information about a specific warranty claim, add
the Build Context invocable action to a flow. Clone and modify the predefined context definition if you’ve extended the claims data
model or have other custom requirements. See Context Definition for Warranty Claims on page 550.
• Use Object and Field Aliases: Add fields from objects as variables in expression sets. To use field aliases, first create object and field
aliases of the Warranty Claim usage type. See Create Source Field Aliases.

548
Manufacturing Cloud Adjudicate Warranty Claims

Create an Expression Set for Your Warranty Claim Adjudication Process

Define the rules to process the warranty claims in an expression set. Use expression sets in
EDITIONS
combination with lookup tables to perform complex lookups and calculations.
Based on how you want to pass claims data into the expression set, ensure that you create the Available in: Enterprise,
required object and field aliases or activate the required context definition. Unlimited, and Developer
Editions
You can add step elements to define the rules to validate warranty claims. For example, you validate
a claim against these details from warranty claim records.
• Products or their components, such as products, product families, assets, or product-related USER PERMISSIONS
materials To create, update, and
• Existing warranty coverages, such as the asset warranties related to an asset delete expression sets:
• Entitlements offered by existing warranties, such as labor covered, parts covered, and expenses • Rules Engine Designer
covered in warranty terms or warranty term coverages To use expression sets in
• Duration of existing warranties, such as the duration of the asset warranties, warranty terms, Business Rules Engine:
and warranty term coverages • Rules Engine Runtime

• Significant dates, such as the repair date and fault date of the claim item
• Condition of the asset, such as its usage, causal part, and fault code
• Claimed amount for expenses, labor services, or part replacements
1. Create an expression set.
a. From the App Launcher, find and select Business Rules Engine.
b. Click the app navigation menu, and select Expression Sets.
c. Click New.
d. Enter a name for the expression set.
e. For Usage Type, select Warranty Claim.
f. For Context Definition, select Claim Details.
See Context Definition for Warranty Claims Adjudication Processes

g. Save your work.

2. Add rules to your expression set version.

a. On the record page of your new expression set, on the Related tab, click the action menu for the expression set version, and
select Open in Expression Set Builder.
b. Define the resources for the inputs, outputs, and values used by and passed between the steps of the expression set.
c. To process a warranty claim in the expression set, add the Claim Validation elements.
See Claim Validation Element in Expression Sets on page 553.

d. To conditionally filter and iterate over different Claim Coverage Payment Detail records associated with a Claim record, add the
List Group element. Add other elements to the list group to perform further operations on the filtered records.
See List Group and List Filter .

e. Add other step elements as appropriate.

See Step Elements in Expression Sets.

f. To supply data to your expression set, specify the source field aliases, context tags, or a mix of both in the step elements.
g. To ensure that your expression set is working as expected, simulate the expression set with test values.

549
Manufacturing Cloud Adjudicate Warranty Claims

h. Save your work and activate the expression set version.

Build a process by using Flow Builder, OmniStudio components, or custom tools to invoke the expression set.

Create a Flow for Your Warranty Claim Adjudication Process

Create a record-triggered flow to retrieve warranty claim details by using Context Service, invoke
EDITIONS
an expression set to adjudicate warranty claims, and perform actions based on the adjudication of
the claim. Available in: Enterprise,
1. Create a record-triggered flow that triggers when a Claim record with the Submitted status is Unlimited, and Developer
created or updated. Editions

2. Add an Action element that invokes the Build Context action to populate the context with the
warranty claim information. USER PERMISSIONS
3. Add an Action element that invokes the expression set version, and specify appropriate resources To create a flow:
as input and output values in the action element. • Manage Flows
4. Add an Action element that invokes the Persist Context Data action to store the cached context To run a flow:
data about the warranty claim. • Run Flows
Storing the cached context data lets you use the warranty claims information in downstream
processes.

5. Add other elements in the flow to determine how the output from the expression set version is returned or processed.
6. Save and activate the flow.

Context Definition for Warranty Claim Adjudication Processes

Warranty Lifecycle Management has a predefined context definition called Claim Details that enables
EDITIONS
the efficient retrieval and consumption of warranty claims data in various applications. The Claim
Details context definition consists of a data structure for claims data, mappings to data sources, and Available in: Enterprise,
context tags to enable consuming applications to use claims data. Unlimited, and Developer
Editions
Claim Details Context Definition
The Claim Details context definition includes these elements.
• A canonical, hierarchical structure of warranty claim information. The structure is defined with nodes and attributes.
• A mapping of the context structure to the Salesforce objects that the claims data must be fetched from. The nodes and attributes
in the structure are mapped to the Claim, Claim Item, Claim Coverage, and Claim Coverage Payment Detail objects.
• Context tags that help applications consume and update the required claims data in the context definition. Context tags in the Claim
Details context definition represent specific pieces of information about a warranty claim. For example, the ClaimItemFaultDate
context tag represents the date of occurrence of the fault in a defective asset.

Context Tags in the Claim Details Context Definition

Use the context tags from the context definition in applications such as Expression Set Builder to supply appropriate claims data in the
application. Context tags can also be used to update the context definition. To add context tags from the Claim Details Context Definition
in an expression set, create an expression set and specify Warranty Claim as its usage type and Claim Details as its context definition.
Use context tags as list variables in step elements.
Review the context tags in the Claim Details context definition.

550
Manufacturing Cloud Adjudicate Warranty Claims

Node Context Tag Tag Type Description

Claim Claim Node Tag Information about a claim.

Account Attribute Tag Name of the account that

initiates the claim.

ClaimType Attribute Tag The type of the claim.

ClaimApproved Attribute Tag Indicates if the claim is approved

or not.

ClaimTotalClaimedAmount Attribute Tag Total amount being claimed in

the claim record.

ClaimReasonType Attribute Tag Reason for initiating the claim.

ClaimStatus Attribute Tag Status of the claim.

Claim Item ClaimItem Node Tag Information about the claim

item.

ClaimItemParentClaimId Attribute Tag ID of the claim related to the

claim item.

Asset Attribute Tag Name of the defective asset.

RepairDate Attribute Tag Date of repair of the defective

asset.

ProductFamily Attribute Tag Product family of the defective

asset.

AssetUsage Attribute Tag Usage value of the asset at the

time of occurrence of the fault.

AssetUsageUnitOfMeasure Attribute Tag Unit of measure for the usage

value of the asset.

FaultDate Attribute Tag Date of occurrence of the fault

in the defective asset.

ProductCode Attribute Tag Product code of the defective

asset.

Product Attribute Tag Product of the defective asset.

Claim Coverage ClaimCoverage Node Tag Information about a claim

coverage.

FaultCode Attribute Tag Code set that uniquely identifies

the fault caused by the part.

CausalPart Attribute Tag ID of the product part that

causes the issues related to the
claim.

551
Manufacturing Cloud Adjudicate Warranty Claims

Node Context Tag Tag Type Description

CausalPartCode Attribute Tag Code of the product part that
causes the issues related to the
claim.

ClaimCvrTotalClaimedAmount Attribute Tag Total amount being claimed in

the claim coverage record.

Claim Coverage Payment Detail ClaimCoveragePaymentDetail Node Tag Information about the claim
coverage payment detail.

ChargeType Attribute Tag Type of labor charge or expense.

ChargeTypeCode Attribute Tag Unique code that identifies the

labor charge or expense.

ReplacementPart Attribute Tag Product part that's a

replacement for the defective
part.

ReplacementPartCode Attribute Tag ID of the product part that's a

replacement for the defective
part.

PaymentDetailQuantity Attribute Tag Quantity of parts replaced or the

number of labor hours.

PaymentDetailClaimedAmount Attribute Tag Amount claimed by the claimant

as a part of the claim coverage
payment detail.

PaymentDetailApproved Attribute Tag Indicates if the claim coverage

payment detail is approved or
not.

PaymentDetailAdjustedAmount Attribute Tag Amount the manufacturer

intends to pay to the claimant
for the repair, replacement, or
labor service to rectify a causal
part in the claim coverage
payment detail.

PaymentDetailStatus Attribute Tag Status of the claim coverage

payment detail.

PaymentDetailActualExpense Attribute Tag Actual expense of the part

replacement or labor service in
the claim coverage payment
detail.

552
Manufacturing Cloud Adjudicate Warranty Claims

Claim Validation Element in Expression Sets

Add the Claim Validation business element to an expression set to validate a warranty claim against
EDITIONS
the business rules in the expression set. The business element uses the ID of a claim record to
process the claim and specifies if the claim is approved. If the claim isn’t approved, the business Available in: Enterprise,
element specifies the products that aren’t covered under a warranty. Use the element with other Unlimited, and Developer
meaningful elements in the expression set to build a comprehensive warranty claim adjudication Editions
process.
Review the parameters in the element and the data type of the variables to be used for each
parameter.

Parameter Name Type Description Data Type of Variable

ClaimId Input Uses the ID of the Claim record Text
to be validated.

IsClaimApproved Output Returns a boolean value Boolean

specifying if the claim was
approved (true) or not (false).

ProductsWithoutWarranty Output Returns a string with Text

comma-separated names of the
products that aren’t covered by
an associated warranty term.

553
Manufacturing Cloud Adjudicate Warranty Claims

Product Warranty Claim Approval Predictions by Using Scoring Framework

Use Scoring Framework to get predictions about the likelihood of product warranty claims getting
EDITIONS
approved, based on previously approved claims. Adjudicate warranty claims by reviewing these
scores to determine whether you can approve the claims as they are, or must verify the claims Available in: Lightning
further. Experience

Available in: Enterprise,

Create a CRM Analytics Template Configuration to Predict Product Warranty Claim Approvals Performance, and
Create and set up a template configuration in Scoring Framework to install a customizable CRM Unlimited Editions
Analytics app that generates predictions about the likelihood of product warranty claims getting
approved.
Input Features to Get Product Warranty Claim Approval Predictions
Select input features from a set of calculated values.
CRM Analytics App Assets to Predict Product Warranty Claim Approvals
The CRM Analytics app by the template configuration that you created to predict product warranty claim approvals contains
preconfigured recipes that generate datasets, and a model.

Create a CRM Analytics Template Configuration to Predict Product Warranty Claim Approvals
Create and set up a template configuration in Scoring Framework to install a customizable CRM
EDITIONS
Analytics app that generates predictions about the likelihood of product warranty claims getting
approved. Available in: Lightning
Note: To get these predictions, you don’t need to select the prediction duration and historical Experience
datasets. As a result, the Select Prediction Duration & CRM Analytics Datasets step doesn’t Available in: Enterprise,
appear when you select Warranty Claim Approval Score (Manufacturing or Automotive Cloud) Performance, and
as the template configuration type. Unlimited Editions
1. In Scoring Framework, create a CRM Analytics template configuration that uses Warranty Claim
Approval Score (Manufacturing or Automotive Cloud) as the template configuration type. USER PERMISSIONS
2. Select Claim as the object to train your model and get predictions for.
To create a CRM Analytics
3. To better analyze your data, include input features that are in a CRM Analytics dataset. template configuration:
4. Define the target variable for your model. • Scoring Framework
Admin
• To define a predefined target variable, select Warranty Claim with 50 Percent Claimed
To install a CRM Analytics
Amount Approved or Warranty Claim with 70 Percent Claimed Amount Approved.
app:
• To define a custom target variable, add conditions. • Manage CRM Analytics
Templated Apps
5. Select input features from a CRM Analytics dataset, a predefined set of fields, or from the object
that you selected for training and scoring.
6. To focus your predictions on a specific subset of the claims data, define filter conditions.
7. To display your generated predictions in records, select a preconfigured output connector, and then select one of these objects and
its field to store the prediction.
• Claim
• Claim Coverage
• Claim Coverage Payment Detail
• Claim Item

554
Manufacturing Cloud Adjudicate Warranty Claims

• Claim Participant

8. To show prediction scores, suggestions and insights about prediction scores, and Next Best Action recommendations, create an AI
Accelerator use case.
9. Show predictions on Claim record pages.

SEE ALSO:
Create and Set Up a CRM Analytics Template Configuration for Predictions
Input Features to Get Product Warranty Claim Approval Predictions

Input Features to Get Product Warranty Claim Approval Predictions

Select input features from a set of calculated values.
EDITIONS
Input Feature Label Description Available in: Lightning
Account Billing City The billing city of the account for which Experience
predictions are generated. Available in: Enterprise,
Performance, and
Approval Rate For Approved 50 Percent Claimed The claim approval rate for each account. The
Unlimited Editions
Amount Claims rate is calculated based on the claim’s created
date when the predefined target variable is
Warranty Claim with 50 Percent Claimed
Amount Approved.

Approval Rate For Approved 70 Percent Claimed The claim approval rate for each account. The
Amount Claims rate is calculated based on the claim’s created
date when the predefined target variable is
Warranty Claim with 70 Percent Claimed
Amount Approved.

Asset Name The asset for which predictions are generated.

Claim Item Category The category of the claim item related to the
warranty claim for which predictions are
generated.

First Claim Coverage Type The first coverage type in the Get Example
Dataset recipe that has the maximum total
claimed amount from claim coverage for each
claim.

First Causal Part In the Get Example Dataset recipe, the first
causal part is the first causal part that has the
maximum total adjusted amount from claim
coverage for each claim. In the Get Prediction
Dataset recipe, it’s the first causal part that has
the maximum total claimed amount from claim
coverage for each claim.

First Product Fault Code In the Get Example Dataset recipe, the first
product fault code is the first fault code that has

555
Manufacturing Cloud Adjudicate Warranty Claims

Input Feature Label Description

the maximum total adjusted amount from claim coverage for each
claim. In the Get Prediction Dataset recipe, it’s the first fault code
that has the maximum total claimed amount from claim coverage
for each claim.

First Warranty Term Name The first warranty term name in the Get Example Dataset recipe
that has the maximum total claimed amount from claim coverage
for each claim.

First Warranty Term Type The first warranty term type in the Get Example Dataset recipe that
has the maximum total claimed amount from claim coverage for
each claim.

Product Category Code The category code of the product for which predictions are
generated.

Product Family The product family for which the predictions are generated.

Product Name The product for which predictions are generated.

SEE ALSO:
Select Input Features to Get Accurate Predictions

CRM Analytics App Assets to Predict Product Warranty Claim Approvals

The CRM Analytics app by the template configuration that you created to predict product warranty
EDITIONS
claim approvals contains preconfigured recipes that generate datasets, and a model.
Available in: Lightning
Recipes and Datasets Experience

The CRM Analytics app installed based on the template configuration that you created contains Available in: Enterprise,
these preconfigured recipes. Performance, and
Unlimited Editions
Recipe Description Output
Get Example Dataset The recipe creates a dataset Example Dataset
that Einstein learns from by
evaluating existing accounts,
claims, claim coverages, claim
items, code sets, assets, asset
warranties, warrant terms, and
products.

Get Prediction Dataset The recipe creates a dataset Prediction Dataset

that Einstein uses to generate
predictions. The recipe
evaluates existing accounts,
claims, claim coverages, claim
items, code sets, assets, asset

556
Manufacturing Cloud Adjudicate Warranty Claims

Recipe Description Output

warranties, warrant terms, and products.

Get Predicted Claim Approval Scores The recipe evaluates the prediction dataset Predicted Warranty Claim Approval Score
and then generates predictions about the Dataset
likelihood of warranty claims getting
approved and the top three factors that
possibly affect the predictions. The recipe
then writes details of the predicted warranty
claim approval score and the top three
predictors to the relevant records of the
writeback object that’s selected for the
template configuration in Scoring
Framework.

Modify the recipes for any of these circumstances.

• Your schema deviates from the Manufacturing Cloud schema.
• A custom field of an existing entity changes.
• The storage of feature data changes from an existing entity to a custom entity.
• The data doesn’t load properly.
• The app stops working because of incorrect data values.

Model
The CRM Analytics app installed based on the template configuration that you created contains the Warranty Claim Approval Predictions
model. The Predict Likelihood of Warranty Claim Approval node of the Get Predicted Claim Approval Scores recipe uses this model to
generate predictions.

SEE ALSO:
Manage Recipes
Build Models in Einstein Discovery

Warranty Claim Insights by Using CRM Analytics for Warranty Lifecycle Management
The CRM Analytics for Warranty Lifecycle Management app features Claims Analytics dashboards
EDITIONS
that provide in-depth analysis of warranty claims. Use trend analysis, location insights, past claims
trends, and SLA management to address warranty claims quickly and ensure efficient claim Available in: Enterprise,
resolutions. Unlimited, and Developer
Editions
SEE ALSO:
Set Up CRM Analytics for Warranty Lifecycle Management
Use CRM Analytics for Warranty Lifecycle Management Dashboards

557
Manufacturing Cloud Supplier Recovery Management

Supplier Recovery Management

Use the supplier recovery claim process to raise a reimbursement request for parts that are covered
EDITIONS
under contract terms with suppliers. Ensure that you clearly define the supplier recovery terms
when you enter into contracts with suppliers. So, when you adjudicate a warranty claim, if the Available in: Enterprise,
defective part is under a contract with a supplier, you can be reimbursed for those costs based on Unlimited, and Developer
the contract terms. If you incur a cost due to quality issues in the products or services provided by Editions
a supplier, create supplier recovery claims to recover the cost from the supplier. Create supplier
recovery claims from an existing warranty claim. Suppliers can adjudicate claims from the Experience
Cloud site.

Suppliers and Contracts

Define the supplier recovery terms that you want to enter into the contracts with suppliers. These contracts include information
about the parts that are supplied by the supplier. Specify the price that the supplier agrees to pay for the causal part and whether
you must return the defective part to them. Recovery can be for labor, parts, or any other expenses covered in the contract. The
creation of a detailed supplier contract simplifies the supplier recovery claim process.
Create Supplier Recovery Claims
Create supplier recovery claims from warranty claims. A supplier recovery claim is a request made to a supplier for reimbursement
of costs incurred due to defects or quality issues in the supplier's products or services.
Track Supplier Recovery Claims from Your Manufacturing Portal
Suppliers review the supplier recovery claims raised by the manufacturer by using the Manufacturing Experience Cloud site. The
claim adjudicator at the supplier approves or rejects the payout after thorough deliberation.
Example: Supplier Recovery Claims in Manufacturing Cloud
Capture information about claims, claim items, claim details, claim coverage, and claim coverage payment details.

Suppliers and Contracts

Define the supplier recovery terms that you want to enter into the contracts with suppliers. These
EDITIONS
contracts include information about the parts that are supplied by the supplier. Specify the price
that the supplier agrees to pay for the causal part and whether you must return the defective part Available in: Enterprise,
to them. Recovery can be for labor, parts, or any other expenses covered in the contract. The creation Unlimited, and Developer
of a detailed supplier contract simplifies the supplier recovery claim process. Editions

Create Suppliers and Supplier Products

Create supplier records to capture important details about the suppliers that you procure product parts and components from.
Create supplier products to relate the suppliers with the parts that they’re supplying.
Create Contracts with Suppliers
To define the arrangements with suppliers who reimburse you, create contract records. Establish contracts with suppliers to define
the arrangements for suppliers to reimburse you for the expenses incurred for replacing or repairing faulty product parts. Create
Sales Contract Line records to define product parts that are covered under supplier recovery contracts, and specify details such as
total price, unit price, product code, and status.

558
Manufacturing Cloud Supplier Recovery Management

Create Suppliers and Supplier Products

Create supplier records to capture important details about the suppliers that you procure product
EDITIONS
parts and components from. Create supplier products to relate the suppliers with the parts that
they’re supplying. Available in: Enterprise,
1. Create a supplier record. Unlimited, and Developer
Editions
a. From the App Launcher, find and select Supplier.
b. Click New.
USER PERMISSIONS
c. Enter a name for the supplier.
d. Search for and select the account of the supplier. To create supplier records:
• Create and Edit access
e. Enter a description. on Supplier
f. Save your changes. To create supplier product
records:
2. Create a supplier product. • Create and Edit access
a. From the App Launcher, find and select Supplier Products. on Supplier Product

b. Click New.
c. Enter a name for the supplier product.
d. Search for and select the supplier that you procure the product from.
e. Search for and select the product that you procure from the supplier.
f. Save your changes.

Note: You can also add a supplier product to the supplier using the Related List tab on the Supplier record.

Create Contracts with Suppliers

To define the arrangements with suppliers who reimburse you, create contract records. Establish
EDITIONS
contracts with suppliers to define the arrangements for suppliers to reimburse you for the expenses
incurred for replacing or repairing faulty product parts. Create Sales Contract Line records to define Available in: Enterprise,
product parts that are covered under supplier recovery contracts, and specify details such as total Unlimited, and Developer
price, unit price, product code, and status. Editions
The admin can add picklist values for the Stakeholder Role field on the Asset Account Participant
object in Object Manager. USER PERMISSIONS
1. Create a contract.
To create Contract records:
a. From the App Launcher, find and select Contracts. • Claims Management
b. Click New. Foundation permission
set
c. Select the start date of the contract.
To create Sales Contract Line
d. Select the account name for the contract. records:
e. Enter the number of months that the contract is valid for. • Claims Management
Foundation permission
f. Select the status of the contract. set
g. Enter a description.
h. Save your changes.

559
Manufacturing Cloud Supplier Recovery Management

2. Create a sales contract line.

a. From the App Launcher, find and select Sales Contract Lines.
b. Click New.
c. Enter a name for the sales contract line.
d. Enter a line item number.
e. Enter a description.
f. Search for and select the contract associated with the sales contract line.
g. Select the effective start and end dates and time of the contract.
h. Enter a product code.
i. Enter the quantity of products.
j. Enter the unit price of the sales contract line.

Note: This value is used for computing the claimed amount for the part in the supplier recovery claim. If there’s no value
in the Unit Price field, the Claimed Amount value isn’t populated.

k. Select the status for the sales contract line.

l. Specify the expense recovery type. If only the part price is covered, select Part Expense. If part, labor, and other expenses are
covered, select Total Expense.
m. Select Part Return Required to specify if the defective part must be returned to the supplier.
n. Save your changes.

Note: You can also add a sales contract line to the contract using the Related List tab on the Contract record.

Create Supplier Recovery Claims

Create supplier recovery claims from warranty claims. A supplier recovery claim is a request made
EDITIONS
to a supplier for reimbursement of costs incurred due to defects or quality issues in the supplier's
products or services. Available in: Enterprise,
A supplier recovery claim is created for each causal part in a warranty claim. Unlimited, and Developer
Editions
1. From the App Launcher, find and select Claims.
2. From the list view, open the claim record for the warranty claim that you wish to raise a supplier
claim for. USER PERMISSIONS
The warranty claim record can be in any state. To create supplier recovery
claims:
3. In the quick action menu, click Create Supplier Recovery Claims.
• Warranty Lifecycle
Note: If you don’t want the warranty claim adjudicators to edit the Total Adjusted Management and
Claims Management
Amount, set the field-level security accordingly.
Foundation
Note: If a warranty claim doesn’t specify the price of a causal part or other expenses, the
supplier recovery claim is created without a value in the Total Claimed Amount field.
Similarly, if there are multiple suppliers for a part, the claim is created without a value in
the Account field in the claim, and Claimed Amount field in the claim coverage payment
details. For example, if the same part is supplied by two suppliers, the Account and Claimed

560
Manufacturing Cloud Supplier Recovery Management

Amount fields aren’t populated. In this scenario, you must manually update the information.
The information on the Details tab of the warranty claim is replicated and a separate supplier recovery claim is created for each causal
part covered under the contract. These records are created in the Draft status.
4. Review this draft and edit the fields on the Details tab, if necessary.
5. To submit the claim to the supplier, select Submitted in the Status field and save your changes.

How Supplier Recovery Claims Information Is Represented in Manufacturing Cloud

Supplier recovery claim information is captured in the Claim, Claim Item, Claim Coverage, and Claim Coverage Payment Detail
records.

How Supplier Recovery Claims Information Is Represented in Manufacturing Cloud

Supplier recovery claim information is captured in the Claim, Claim Item, Claim Coverage, and Claim
EDITIONS
Coverage Payment Detail records.
Claim, claim item, claim coverage, and claim coverage payment detail records are created when Available in: Enterprise,
you create supplier recover claims from warranty claims. Review the supplier recovery claim Unlimited, and Developer
information that’s stored in the records and the key values in the records. Editions

Record Description Key Values

Claim This claim record contains high-level • Claim Number: “SC-” is
information about the supplier recovery claim. added to the name of the
Suppliers use claim records primarily to review corresponding claim
the claim details and update the status of the coverage in the warranty
claim. claim.
• Claim Type Code: The
value is ‘Supplier Recovery
Claim’.
• Status Code: The value is
‘Draft’.
• Severity: The severity of
the claim. It is derived
from the severity of the
warranty claim.
• Account: The account of
the supplier to whom the
claim is being submitted.
It is the account
associated with the
supplier who supplied the
causal part.
• Total Adjusted Amount:
The claim amount that
was approved. It is the
sum of the approved
amount in all the claim

561
Manufacturing Cloud Supplier Recovery Management

Record Description Key Values

coverage payment details related to
this claim.
• Total Claimed Amount: Total amount
claimed by the manufacturer. It is the
sum of the adjusted amount of all
claim coverage payment details
related to this claim.

Claim Item The claim item represents the defective asset that contains the • Name: “SCI-” is added to the name of
causal part. The information in the claim item in a supplier the corresponding claim coverage in
recovery claim is derived from the corresponding claim item in the warranty claim.
the warranty claim. • Asset: The asset that’s associated with
the claim. This value is derived from
the corresponding claim item in the
warranty claim.
• Claim: The parent supplier recovery
claim that includes this claim item.
• Fault Date: The date when the fault
occurred on the asset. This date is
used to identify the contract and sales
contract line that is effective when the
fault occurred. This value is derived
from the corresponding claim item in
the warranty claim.

Claim Coverage The claim coverage represents the causal part for which the • Name: “SCC-” is added to the name of
supplier recovery claim is created. the corresponding claim coverage in
the warranty claim.
• Claim: The supplier recovery claim
that’s associated with this claim
coverage.
• Claim Item: The claim item that’s
related to the supplier recovery claim.
• Causal Part: The part of the defective
asset that is being repaired or
replaced. This value is derived from
the corresponding claim coverage in
the warranty claim.
• Total Claimed Amount: The total
amount for the claim coverage that’s
being claimed.
• Total Adjusted Amount: The total
amount for the claim coverage that’s
approved.

562
Manufacturing Cloud Supplier Recovery Management

Record Description Key Values

Claim Coverage Payment The claim coverage payment details represents the details of • Name: “SCCPD-” is added to the name
Detail the expenses being claimed from the supplier. It captures of the corresponding claim coverage
information about each expense, repair, and labor service for a payment detail in the warranty claim.
causal part. • Claim Coverage: The claim coverage
Here are the key values that determine if a supplier recovery that’s associated with the claim
claim coverage payment detail is created and how its claimed coverage payment detail.
amount is derived. • Charge Type: The type of the expense.
• Number of suppliers for the causal part This value is derived from the
corresponding claim coverage
• Account in the supplier recovery contract
payment detail in the warranty claim.
• Unit price in the sales contract line for the supplier recovery
• Charge Type Code: The code set that
contract
identifies the labor code or expense
• Expense recovery type in the sales contract line code. This value is derived from the
• Replacement part in the corresponding warranty claim corresponding claim coverage
coverage payment detail payment detail in the warranty claim.
• Quantity in the corresponding warranty claim coverage • Replacement Part: The product part
payment detail that's a replacement for the defective
Here’s how expense recovery type and replacement part part.
determine the supplier recovery claim coverage payment detail. • Comment: The comment entered by
the manufacturer or the supplier. The
• For expense recovery type as Part Expense:
supplier recovery claim coverage
– If the replacement part isn’t the same as the causal part, payment detail is created without this
then the supplier recovery claim coverage payment value.
detail isn’t created.
• Quantity: The quantity of units of
– If the replacement part is the same as the causal part, expenses in the claim coverage
then the supplier recovery claim coverage payment payment detail. This value is derived
detail is created. The claimed amount in the supplier from the corresponding claim
recovery claim coverage payment detail is calculated coverage payment detail in the
as follows: Claimed Amount = Quantity in Claim warranty claim.
Coverage Payment Detail x Unit Price in Sales Contract
• Claimed Amount: The amount that
Line
the manufacturer claims from the
• For expense recovery type as Total Expense: supplier. This amount can be derived
automatically or specified by the
– If the replacement part isn’t the same as the causal part,
manufacturer.
then the supplier recovery claim coverage payment
detail is created without a claimed amount. You must • Adjusted Amount: The amount that
specify the claimed amount. the supplier approves to reimburse
the manufacturer.
– If the replacement part is the same as the causal part,
then the supplier recovery claim coverage payment
detail is created. The claimed amount in the supplier
recovery claim coverage payment detail is calculated
as follows: Claimed Amount = Quantity in Claim
Coverage Payment Detail x Unit Price in Sales Contract
Line

563
Manufacturing Cloud Supplier Recovery Management

Record Description Key Values

For a warranty recovery claim coverage payment detail for labor
and other expense, a supplier recovery claim coverage payment
detail is created without a claimed amount. You must specify
the claimed amount.
If there are multiple suppliers for a part, the claim is created
without an account in the supplier claim and without a claimed
amount in the claim coverage payment details. You must specify
this information.

Track Supplier Recovery Claims from Your Manufacturing Portal

Suppliers review the supplier recovery claims raised by the manufacturer by using the Manufacturing
EDITIONS
Experience Cloud site. The claim adjudicator at the supplier approves or rejects the payout after
thorough deliberation. Available in: Enterprise,
Manufacturers create an Experience Cloud site for suppliers to review these claims. To determine Unlimited, and Developer
the list of supplier recovery claims that suppliers can view using the Experience Cloud site, create Editions
a list view of claims based on the status when claims are visible to the suppliers. To filter out the
claims that suppliers can’t view, select the Supplier Recovery Claim value for the Claim Type Code USER PERMISSIONS
and list the permitted statuses for the Status field.
To review and update
Note: Use field-level settings to choose the fields that suppliers can view or edit. For example, Claims, Claim Items, Claim
the Claim Item contains information on the asset that was repaired. If you do not wish to Coverages, Claim Coverage
share this information with the supplier, the access to this entity can be removed for the Payment Details, and Claim
supplier. For the claim coverage payment details, make the Claimed Amount read-only. The Participants:
Total Adjusted Amount and Comment fields are editable. • Warranty Supplier
Recovery for Experience
Manufacturers create an Experience Cloud site for suppliers using the Manufacturing template. See Cloud permission set
Set Up Experience Cloud Sites for Manufacturing on page 47.
The claims adjudicator at the supplier reviews the recovery claim from the manufacturer and
collaborates with the Supplier Recovery Specialist at the manufacturer to process the claim. They can then fully or partially approve or
reject a claim.
1. Log in to your Manufacturing Experience Cloud site.
2. To review a supplier recovery claim raised by a manufacturer, go to the menu item for the Claim object, and open a record.
3. Review the related claim item, claim coverage, and claim coverage payment detail records in the Related tab of the claim record.
4. To adjudicate the claim, specify the adjusted amount for each of the claim coverage payment details in the claim.
The total adjusted amount on the claim shows the aggregated adjusted amount for the individual claim coverage payment details.

5. Save the supplier claim with the necessary status.

564
Manufacturing Cloud Supplier Recovery Management

Example: Supplier Recovery Claims in Manufacturing Cloud

Capture information about claims, claim items, claim details, claim coverage, and claim coverage
EDITIONS
payment details.
Oyster World Drillers, a distributor, submits the warranty claim for defective generator parts to Available in: Enterprise,
Marine Exploration Corporation, the manufacturer. Marine Exploration Corporation reimburses the Unlimited, and Developer
amount as stipulated in the warranty. Editions

After paying Oyster World Drillers, the Supplier Recovery Specialist for Marine Exploration Corporation
raises supplier recovery claims for the causal parts to seek reimbursement for the defective parts
from the suppliers.

Table 4: Supplier and Contract Information

Suppliers Supplier Contract Sales Contract Line
Product
Contract Account Contract Product Unit Price in Expense Part Return
Number US Dollars Recovery Required?
Type

Jellyfish Parts Rotor C001 Jellyfish Parts C001 Rotor 4000 Part Expense Yes
Co. Co.

Crab Battery C002 Crab C002 Battery 6000 Total No

Energies Inc. Energies Inc. Expense

Example: Record A: Supplier Recovery Claim

Here’s the supplier recovery claim information for the first causal part of the defective generator, submitted by Marine Exploration
Corporation to their supplier, Jellyfish Parts Co.

Record Example
Claim Marine Exploration Corporation raises a claim to reimburse the
expenses incurred because of defective parts provided by
Jellyfish Parts Co. The supplier recovery claim record is
automatically created from the existing warranty claim.

Claim Item The supplier recovery claim record contains information

regarding the defective asset, that is the Marine Generator Gold
Y JS0609.

Claim Coverage Marine Exploration Corporation creates a claim coverage:

• Name: Rotor replacement
• Causal Part: Rotor XE 509

Claim Coverage Payment Detail Calculating the claimed amount details for the claim coverage:
• Jellyfish Parts Co.
Claim Coverage: One rotor replacement

565
Manufacturing Cloud Supplier Recovery Management

Record Example

– CCPD1: Rotor replacement claimed amount = 1 X $4000

= $4000
The unit price for Rotor XE 509 is derived from the
contract C001.

– CCPD2: Labor for replacing the rotor claimed amount

= 1 X $500 = $500
This amount is manually derived from the
corresponding warranty claim coverage payment detail.
However, Marine Exploration Corporation must remove
the labor expenses before raising the supplier recovery
claim, because according to the contract, only part
expenses are covered.

Comment: Returning the rotor based on the contract terms.

• Total Claimed Amount = $4000

Marine Exploration Corporation submits the claim to the supplier
for reimbursement.

Example: Record B: Supplier Recovery Claim

Here’s the supplier recovery claim information for the second causal part in the defective generator, submitted by Marine Exploration
Corporation to their supplier, Crab Energies Inc.

Record Example
Claim Marine Exploration Corporation raises a claim to reimburse the
expenses incurred because of defective parts provided by Crab
Energies Inc. The supplier recovery claim is automatically created
from the existing warranty claim.

Claim Item The supplier recovery claim record contains information

regarding the defective asset, that is the Marine Generator Gold
Y JS0609.

Claim Coverage Marine Exploration Corporation creates one claim coverage:

• Name: Defective battery
• Causal Part: Battery MK 444

Claim Coverage Payment Detail Calculating the claimed amount details:

• Crab Energies Inc.
Claim Coverage: Overheating battery
– CCPD1: Replacing rotor claimed amount = 1 X $6000
= $6000

566
Manufacturing Cloud Manage Product and Part Inventory in Manufacturing Cloud

Record Example
The unit price for Rotor XE 509 is derived from the
contract C001.

– CCPD2: Labor for replacing defective rotor claimed

amount = 1 X $500 = $500
This amount is manually derived from the
corresponding warranty claim coverage payment detail.

• Total Claimed Amount = $6000 +$500 = $6500

Marine Exploration Corporation submits the claim to the supplier
for a payout.

Manage Product and Part Inventory in Manufacturing Cloud

Empower inventory mangers, service technicians, and service reps to plan inventory transfers and returns better with near real-time
visibility into inventory at different inventory locations such as warehouses and distribution lots. Track information about your inventory
with the inventory management data model. Design your inventory search experience to track and transfer your inventory across various
locations by using Inventory Search and Transfer. Set up the search experience for users to search and track inventory by using fields
from multiple objects. Decide the way the results are shown and what users can do with the results.

How Inventory Information is Represented in Manufacturing Cloud

Track the entire lifecycle of your inventory and increase the traceability of inventory stock and movement by using objects in
Manufacturing Cloud.
Inventory Search and Transfer in Manufacturing Cloud
Build a search experience to give inventory managers and service managers visibility into their inventory stock by using Criteria-Based
Search and Filter. Transfer serialized and non-serialized products across locations to fulfill demand and maintain optimal inventory
levels.
Inventory Search Experience Setup for Manufacturers (Example)
Build a search experience to help inventory managers and service managers at manufacturing companies get visibility into their
inventory stock. You can control how users can search inventory units, how results appear, and how users can act upon search
results. Set up the search by configuring Product Inventory Searchable Field as the searchable object that consolidates searchable
inventory data. Configure the search query criteria and define actions that can be taken on the search results.

567
Manufacturing Cloud How Inventory Information is Represented in Manufacturing
Cloud

How Inventory Information is Represented in Manufacturing Cloud

Track the entire lifecycle of your inventory and increase the traceability of inventory stock and
EDITIONS
movement by using objects in Manufacturing Cloud.
Review the objects that can be used to store the required inventory information. Available in: Lightning
Experience
Requirement Action Available in: Enterprise,
Create Product records. Unlimited, and Developer
A manufacturer wants to model the
Editions
stock-keeping units it sells.
A product has a commercial value and can be
sold to a customer.

A manufacturer wants to track the quantity of Create Product Item records.

a product at a particular inventory location.
Product item records represent your inventory.
A product item is associated with an inventory
location, such as a warehouse or a distribution
lot, and a product.

A manufacturer wants to track when a product Create Product Item Transaction records.
is consumed, replenished, adjusted, or
transferred.
Product item transactions represent actions
taken on a product item. Product item
transactions are auto-generated records that
specify the quantity of products impacted by
the action.

A manufacturer wants to track product Create Product Request and Product Request
shipments that have been ordered or requested. Line Item records.
A product request represents a product
shipment that’s requested, and can include one
or more products. A product request line item
is each product that’s requested as a part of a
product request.

A manufacturer wants to track the transfer or Create Product Transfer and Product Transfer
the movement of a product item between two State records.
inventory locations.
A product transfer record represents a transfer
of one or more product items from a particular
location to another. Product transfers track the
destination and source locations, the quantity
of products sent, and the details of the
shipment. A product transfer state represents

568
Manufacturing Cloud How Inventory Information is Represented in Manufacturing
Cloud

Requirement Action
an action taken to associate a serialized product with a product
transfer. The new state is a result of the action. A product transfer
state record is created when serialized products are attached to
the product transfer.

A manufacturer wants to track a product item while it’s in transit Create Shipment and Shipment Line Item records.
between two inventory locations.
A shipment represents the transport of one or more inventory
units. A shipment record stores the source and destination locations
of a product shipment, its tracking details, and more. A shipment
item record represents a product that’s included in a shipment.

A manufacturer wants to track the product items required to Create Product Required records.
complete a work order.
A product required record represents the quantity of a specific
product that’s required to complete a work order or work order
line item.

A manufacturer wants to track products consumed to complete a Create Product Consumed and Product Consumed State records.
work order. It also wants to track the products’ state after being
consumed.
A product consumed record represents the product used to
complete a work order or work order line item. A product
consumed state record represents the new state of the product
after it’s consumed.

A manufacturer wants to track the repair, return, or recall of product Create Return Order, Return Order Line Item, and Return Order
items. It wants to track the price adjusted in lieu of the returned Item Adjustment records.
product items.
A return order represents one or more products being returned.
A return order line item represents the quantity of each product
in the return order. Return order line item records specify the
processing plan for the returned items, the source and destination
of the returned items, the reason for return, and more. A return
order item adjustment represents a price adjustment for a returned
product.

A manufacturer wants to track the serial number of each product Create Serialized Product and Serialized Product Transactions
in an inventory at a particular location. They also want to track the records.
status of a serialized product.
A serialized product represents a product with a serial number in
an inventory. If the associated product record was marked as
serialized, you can associate the serial numbers with the product
item to identify how many units of each serialized product are

569
Manufacturing Cloud Inventory Search and Transfer in Manufacturing Cloud

Requirement Action
available at a specific location. A serialized product transaction
represents a change in the state of a serialized product.

Inventory Search and Transfer in Manufacturing Cloud

Build a search experience to give inventory managers and service managers visibility into their
EDITIONS
inventory stock by using Criteria-Based Search and Filter. Transfer serialized and non-serialized
products across locations to fulfill demand and maintain optimal inventory levels. Available in: Lightning
Consolidate inventory data that's stored across multiple objects in a single object, Product Inventory Experience
Searchable Field, and use the object as the basis for the search experience. Use the Update Product
Available in: Enterprise,
Inventory Searchable Field Values data processing engine (DPE) definition to keep the data in the
Unlimited, and Developer
Product Inventory Searchable Field object fresh, relevant, and accurate. Editions
Design a search experience by using Criteria-Based Search and Filter. First, create a searchable object
configuration to define the Product Inventory Searchable Field as the searchable object and an
activated copy of the Update Product Inventory Searchable Field Values DPE definition template as the data synchronization job. Then,
configure an action configuration for the Product Transfer action to help users transfer the products shown in search results. Finally,
create a search criteria configuration to determine how users can search inventory, how results appear, and how users can act upon
search results. After you create your search experience, add the Criteria-Based Search and Filter component to the required page.
See Inventory Search and Transfer.

Inventory Search Experience Setup for Manufacturers (Example)

Build a search experience to help inventory managers and service managers at manufacturing
EDITIONS
companies get visibility into their inventory stock. You can control how users can search inventory
units, how results appear, and how users can act upon search results. Set up the search by configuring Available in: Lightning
Product Inventory Searchable Field as the searchable object that consolidates searchable inventory Experience
data. Configure the search query criteria and define actions that can be taken on the search results.
Available in: Enterprise,
Unlimited, and Developer
Prepare Your Org Editions
Turn on the required features in Setup, assign users the required permission sets, and customize
page layouts for inventory objects. See Workflow for Inventory Search and Transfer.

Create a Searchable Object Configuration

Create a searchable object configuration called Product and Part Inventory Search that defines Product Inventory Searchable Field as
the searchable object for the inventory search. A searchable object consolidates inventory data that’s spread across multiple objects and
is the basis of the search experience. Select an activated copy of the Update Product Inventory Searchable Field Values data processing
engine (DPE) template as the data synchronization job that populates and updates data in the searchable object.
Criteria Field Mappings: Define criteria field mappings in the searchable object configuration to let users select a search criteria value
from a picklist rather than typing it out. For example, to use inventory location type as a search criteria that appear as a picklist in the
search pane, create a criteria field mapping between the Inventory Location Type field in the Product Inventory Searchable Field object
and its source object field, which is the Inventory Location Type in the Location object.
You can create these criteria field mappings.

570
Manufacturing Cloud Inventory Search Experience Setup for Manufacturers
(Example)

Criteria Field Mapping

Searchable Object Field Source Object Source Object Field
InventoryLocationType Location ProductFamily

ParentInventoryLocationType Location LocationType

TotalQuantityUnitOfMeasure ProductItem QuantityUnitOfMeasure

Result Field Mapping: Define result field mappings to let users click the hyperlink of a search result to navigate to its record. For example,
to show account names as a hyperlinks in the search results, create a result field mapping between the Account Name field in the Product
Inventory Searchable Field object and its source field, the Account ID field in the Product Inventory Searchable Field object.
You can create these result field mappings.

Result Field Mapping

Searchable Object Field Source Object Source Object Field
AccountName ProductInvSearchableField AccountId

BusinessBrandName ProductInvSearchableField BusinessBrandId

InventoryLocationName ProductInvSearchableField InventoryLocationId

Name ProductInvSearchableField ProductItemId

ParentInventoryLocationName ProductInvSearchableField ParentInventoryLocationId

ProductName ProductInvSearchableField ProductId

Create a Search Action Configuration

To help users can use a product transfer action to transfer the products that appear in search results, create a search action configuration.
Create a search action configuration with these values.
• Name: Product Transfer
• API Name: Product_Trasnfer
• Action Type: LightningWebComponent
• Action Reference: Product Transfer

Create a Search Criteria Configuration

Create a search criteria configuration called Product and Parts Inventory Search and Transfer to build the inventory search experience
for users. A search criteria configuration determines how users can use the search criteria, how results are shown, and what actions can
be taken on the search results.
Select Product Inventory Searchable Field as the searchable object. Select Product and Part Inventory Search as the searchable object
configuration for the search criteria configuration.
Review the ways in which you can configure the search criteria and what you can configure for inventory search.
Criteria Field: Select these fields in the searchable object to use the as the search criteria.

571
Manufacturing Cloud Inventory Search Experience Setup for Manufacturers
(Example)

• Product Family
• Product ID
• Location ID
• Inventory Location Type
• Model Name
• Make Name
• Model Year
• Product Manufacturer Name
• Product Version Name
• Product Item ID
Result Display Fields: Select List as the display type. Select these fields from the searchable object that will be displayed as columns for
search results.
• Product Name
• Inventory Location Name
• Total Quantity At Location
• Total Quantity Unit Of Measure
Result Aggregation Fields: Select these fields from the searchable object as search result grouping and aggregating criteria.
• Inventory Location Name
• Inventory Location Type
• Model Name
• Make Name
• Business Brand
If a user selects Inventory Location Type as the Grouping and Aggregation Criteria when performing a search, they can see results grouped
by the inventory location type of the inventory units, such as Distributor Standard Inventory and Vendor Standard Inventory. They can
also see the number of records for each inventory location type. They can click an inventory location type to focus on records with that
inventory location type.
Result Sorting Fields: Select these fields from the searchable object as search result sorting criteria.
• Product Name
• Product Manufacturer Name
• Inventory Location Name
• Inventory Location Type
• Total Quantity At Location
Search Result Actions: Select the Product Transfer action configuration to use the product transfer action with this search criteria
configuration.

572
Manufacturing Cloud Analyze Your Manufacturing Business Trends

Add the Search Component to a Page

To help inventory managers and service managers search inventory data easily, in the Home page in the Manufacturing app, add the
Criteria-Based Search and Filter component. Select Product and Parts Inventory Search and Transfer as the search configuration.

SEE ALSO:
Criteria-Based Search and Filter

Analyze Your Manufacturing Business Trends

Learn how to set up and work with analytics for Manufacturing Cloud.
EDITIONS

Available in: Lightning

Learn and Explore Experience
Trailhead: CRM Analytics Administration for Manufacturing Cloud Available for an additional
cost in: Enterprise and
Trailhead: CRM Analytics for Sales Agreements and Forecasting
Unlimited Editions with
Trailhead: CRM Analytics Dashboards for Account Manager Targets Manufacturing Cloud

Get Started

Enable the Default Analytics Dashboard for Manufacturing (Beta)

Key account managers can compare planned and actual revenue values, understand account performance, and track planned
revenue from sales agreements with the Default Analytics Dashboard. Enable the dashboard so that key account managers can view
it on the Manufacturing home page.
View Your Business Performance in a Single Dashboard (Beta)
Stay on top of your Manufacturing business with an at-a-glance view of your organization’s performance. Use the Business Overview
dashboard to compare planned and actual revenue values, understand account performance, and track upcoming renewals from
sales agreements.
Deploy CRM Analytics for Manufacturing
CRM Analytics for Manufacturing lets account managers visualize all aspects of their business to keep them on top of sales agreements,
orders, and contracts.
Deploy Statistical Order Forecasting Predictions for Manufacturing
Use statistical order forecasting predictions for advanced account forecast sets. These predictions are generated using the Multiplicative
model of time series forecasting. The statistically predicted forecast data includes order quantity values and order revenue values
with a confidence level of 95%. With the out-of-the-box (OOTB) template, you can define dimensions and period groups that require
forecast data.
Deploy and Use CRM Analytics for Warranty Lifecycle Management
The CRM Analytics for Warranty Lifecycle Management app provides insights to analyze your claims and warranty lifecycle data.

SEE ALSO:
Deploy Advanced Account Forecasting Analytics for Manufacturing

573
Manufacturing Cloud Enable the Default Analytics Dashboard for Manufacturing
(Beta)

Enable the Default Analytics Dashboard for Manufacturing (Beta)

Key account managers can compare planned and actual revenue values, understand account
EDITIONS
performance, and track planned revenue from sales agreements with the Default Analytics
Dashboard. Enable the dashboard so that key account managers can view it on the Manufacturing Available in: Enterprise,
home page. Unlimited, and Developer
Editions.
Note: As a beta feature, the Manufacturing Default Analytics Dashboard is a preview and
isn’t part of the “Services” under your Main Services Agreement with Salesforce. Use this
feature at your sole discretion, and make your purchase decisions only on the basis of generally USER PERMISSIONS
available products and features. Salesforce doesn’t guarantee general availability of this feature
within any particular time frame or at all, and we can discontinue it at any time. This feature To enable Default Analytics
is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, Dashboard:
and Salesforce has no liability for any harm or damage arising out of or in connection with it. • Customize Application
All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms
for related Non-Salesforce Applications and Content apply equally to your use of this feature.
1. Assign the Analytics View Only Embedded App permission set to your users.
a. In Setup, enter Users in the Quick Find box, and then select Permission Sets.
b. Click Analytics View Only Embedded App.
c. Click Manage Assignments and then Add Assignments. Select the checkboxes next to the names of the users you want
assigned to this permission set, and click Assign.

2. Enable CRM Analytics.

a. In Setup, enter Analytics in the Quick Find box, and then select Getting Started.
b. Enable CRM Analytics.

3. Set field-level security for the Analytics Cloud Integration User profile.
a. In Object Manager, select Account.
b. In Fields & Relationships, select Account Number, and then click Set Field-Level Security.
c. Provide Visible and Read-Only for the Analytics Cloud Integration User profile.
d. Repeat these steps for the Ownership and Rating fields.

4. Enable the Default Analytics Dashboard.

Note: The Manufacturing Default Analytics Dashboard does not work if there are no records in the Sales Agreement, Sales
Agreement Product, and Sales Agreement Product Schedule objects. Create a sales agreement, add a product to the sales
agreement, and activate it before enabling the dashboard.
a. In Setup, enter Manufacturing in the Quick Find box, and then select Sales Agreements.
b. Enable Default Analytics Dashboards.

SEE ALSO:
View Your Business Performance in a Single Dashboard (Beta)
Field-Level Security

574
Manufacturing Cloud View Your Business Performance in a Single Dashboard (Beta)

View Your Business Performance in a Single Dashboard (Beta)

Stay on top of your Manufacturing business with an at-a-glance view of your organization’s
EDITIONS
performance. Use the Business Overview dashboard to compare planned and actual revenue values,
understand account performance, and track upcoming renewals from sales agreements. Available in: Enterprise,
Note: As a beta feature, the Manufacturing Default Analytics Dashboard is a preview and Unlimited, and Developer
Editions.
isn’t part of the “Services” under your Main Services Agreement with Salesforce. Use this
feature at your sole discretion, and make your purchase decisions only on the basis of generally
available products and features. Salesforce doesn’t guarantee general availability of this feature USER PERMISSIONS
within any particular time frame or at all, and we can discontinue it at any time. This feature
is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, To enable Default Analytics
and Salesforce has no liability for any harm or damage arising out of or in connection with it. Dashboard:
All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms • Customize Application
for related Non-Salesforce Applications and Content apply equally to your use of this feature.
The dashboard appears on the Manufacturing home page with three sections.
• Revenue Realization: View revenue realization trends for the current year.
• Account Performance: Identify accounts with less than 100% revenue realization.
• Upcoming renewals: Track planned revenue from sales agreements that are up for renewal, pending approval, and under revision.
1. On the Manufacturing home page, select the wheel icon at upper right, and then click Edit Page.
2. On the Lightning App Builder page, drop the CRM Analytics Dashboard component on to the Manufacturing home page.
3. From the Dashboard dropdown list, select Manufacturing Home Page.
4. Save your page and activate it.
You can activate the page from the Save dialog when you save it for the first time or later using the Activation button.

SEE ALSO:
Enable the Default Analytics Dashboard for Manufacturing (Beta)

575
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Deploy CRM Analytics for Manufacturing

CRM Analytics for Manufacturing lets account managers visualize all aspects of their business to
EDITIONS
keep them on top of sales agreements, orders, and contracts.

Note: CRM Analytics for Manufacturing is only for Salesforce Manufacturing Cloud and Health Available for an extra
Cloud users. It requires that you have either the Manufacturing Analytics Apps add-on license charge in Lightning
Experience in Enterprise and
or Healthcare Analytics Apps add-on license. It also requires that you have deployed the
Unlimited editions that have
Manufacturing and Health data models. CRM Analytics for Manufacturing is available as part
Manufacturing Cloud
of the Manufacturing Cloud Intelligence.
enabled.
Tip: Follow the steps in the order shown to deploy CRM Analytics for Manufacturing. If you
haven’t used CRM Analytics before, learn about it from Salesforce Help.

1. Set Up Analytics for Manufacturing

You can easily complete all the actions required to set up the Analytics for Manufacturing app using the one-page setup flow.
2. Enable CRM Analytics
Before you create an app from the CRM Analytics for Manufacturing template, enable CRM Analytics in your Salesforce org.
3. Assign Analytics for Manufacturing Admin Permissions
Enable admins to create and manage the Analytics for Manufacturing app by assigning the relevant permissions.
4. Assign Analytics for Manufacturing User Permissions
Enable users to view the Analytics for Manufacturing app by assigning the relevant permissions.
5. Data Required to Create the Analytics for Manufacturing App
Before you create Analytics for Manufacturing app, ensure that your data meets these specific requirements. Otherwise, the data
fails the CRM Analytics check and you see an error message.
6. Set Field-Level Security to Enable Creation of the Analytics for Manufacturing App
Before you create the Analytics for Manufacturing app, make sure that the Analytics Integration User profile has access to all fields
used in the app.
7. Create and Share an App from the Analytics for Manufacturing Template
Create an app from the Analytics for Manufacturing template and share it with your users.
8. Schedule the Dataflow for the App
The app creation process includes a dataflow that imports the latest data to CRM Analytics. Schedule the app to refresh daily to
ensure that it uses up-to-date data.
9. Embed Analytics for Manufacturing Dashboards in Lightning Pages
The Analytics for Manufacturing app includes dashboards you can embed and access in Lightning Experience pages.
10. Get Actionable Insights from Your Data with Analytics for Manufacturing
Analytics for Manufacturing dashboards visualize all aspects of your business to help you stay on top of sales agreements, orders,
and contracts.
11. Understand Analytics for Manufacturing Limitations
Analytics for Manufacturing gives you access to most CRM Analytics capabilities and features, but with limitations.

576
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Set Up Analytics for Manufacturing

You can easily complete all the actions required to set up the Analytics for Manufacturing app using
EDITIONS
the one-page setup flow.
To enable CRM Analytics and set up Analytics for Manufacturing: Available in: Enterprise,
Unlimited, and Developer
1. From Setup, in the Quick Find box, enter Set Up CRM Analytics for
Editions where
Manufacturing, and select Set Up CRM Analytics for Manufacturing.
Manufacturing Cloud and
2. To get CRMA analytics admin and Analytics for Manufacturing admin permissions to set up CRM Analytics are enabled
Analytics, click Assign Permission Set in the Get Started with CRM Analytics for Manufacturing
section. Assign CRMA Analytics Plus Admin and Analytics for Manufacturing Plus Admin
USER PERMISSIONS
permission sets.
You can assign the Manufacturing Analytics Admin permission set to users who manage analytics To set up Analytics for
and assign the Manufacturing Analytics User permission set to users who view analytics, from Manufacturing and assign
the Get Started with CRM Analytics for Manufacturing section. permission sets to users:
• CRM Analytics Plus
3. To enable CRM Analytics in Salesforce, click Enable CRM Analytics. Admin AND Analytics for
After assigning permission sets and enabling CRM Analytics, you can check the Analytics for Manufacturing Admin
Manufacturing app's installation status in the Requests tab. From Setup, select Auto-Installed
Apps, and open the Requests tab. When the installation is complete, open the Applications tab
to view the Analytics for Manufacturing app. You can also access the dashboards from the App Launcher. From Analytics Studio,
select Analytics for Manufacturing, and then select Dashboards.

4. To add Analytics for Sales Agreements to your app, follow the instructions in the Get Analytics on Sales Agreements section.
5. To add Analytics for Account Manager Targets to your app, follow the instructions in the Get Analytics on Account Manager Targets
section.
6. To add Analytics for Account Forecasts to your app, follow the instructions in the Get Analytics for Account Forecasts section.
7. To select the required Manufacturing Einstein Discovery stories to your app, follow the instructions in the Add an Einstein Discovery
Story to Your App section.
Select Einstein Discovery stories only if you have sufficient data to install them successfully. If not, the app creation fails. Install with
Einstein Discovery stories when you have minimum 300 rows of data.

8. To add Rebate Analytics to your app, follow the instructions in the Get Analytics for Rebate section.
9. To select a security predicate to determine users’ access to sales agreements and account forecasts data, follow the instructions in
the Configure Data Access for Sales Agreements and Account Forecasts Analytics section.
10. To select a currency for your app, follow the instructions in the Select a Currency section.
11. After you complete all the required steps, turn on Install to install the CRM Analytics for Manufacturing App. If the app doesn’t have
sufficient prerequisites, the installation is skipped with a message explaining the steps to meet the prerequisites.
To see your data in the dashboards after you install the Analytics for Manufacturing app, you must schedule your app to refresh.

577
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Enable CRM Analytics

Before you create an app from the CRM Analytics for Manufacturing template, enable CRM Analytics
EDITIONS
in your Salesforce org.

Note: If you see the Launch CRM Analytics button, CRM Analytics is already enabled. You Available for an extra
can skip to Assign CRM Analytics for Manufacturing Administrator Permissions. charge in Developer,
Enterprise, and Unlimited
1. From Setup, in the Quick Find box, enter Getting Started, and then select Getting editions that have
Started under Analytics. Manufacturing Cloud
2. Click Enable CRM Analytics. enabled.

Assign Analytics for Manufacturing Admin Permissions

Enable admins to create and manage the Analytics for Manufacturing app by assigning the relevant
EDITIONS
permissions.
1. From Setup, enter Users in the Quick Find box, and then select Users. Available for an extra
charge in Developer,
2. Click the name of a user with the System Administrator profile.
Enterprise, and Unlimited
3. Click Permission Set Assignments, and then click Edit Assignments. editions that have
4. Select both the CRM Analytics Plus Admin and Manufacturing Analytics Admin permission Manufacturing Cloud
sets. enabled.

5. Click Add, and then click Save.

6. Repeat Steps 2–5 for all users who create and manage the Analytics for Manufacturing app.

Assign Analytics for Manufacturing User Permissions

Enable users to view the Analytics for Manufacturing app by assigning the relevant permissions.
EDITIONS
1. From Setup, enter Users in the Quick Find box, and then select Users.
Available for an extra
2. Click the name of a user who requires access to Manufacturing Analytics.
charge in Developer,
3. Click Permission Set Assignments, and then click Edit Assignments. Enterprise, and Unlimited
4. Select both the CRM Analytics Plus User and Manufacturing Analytics User permission editions that have
sets. Manufacturing Cloud
enabled.
5. Click Add, and then click Save.
6. Repeat Steps 2–5 for all users who view the Analytics for Manufacturing app.
Users with the CRM Analytics Plus User permission set and Editor or Manager access to CRM Analytics apps can create, edit, and
delete app assets.

Data Required to Create the Analytics for Manufacturing App

Before you create Analytics for Manufacturing app, ensure that your data meets these specific requirements. Otherwise, the data fails
the CRM Analytics check and you see an error message.
• Ensure to use record types in Salesforce.
• Ensure that the user has access to these objects:
– Order Item

578
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

– Product
– Pricebook
– Account
– Opportunity Line Item

• To create and view data for sales agreements and account forecasts, ensure that the user has access to these objects:
– Sales Agreement
– Sales Agreement Product
– Sales Agreement Product Schedule
– Account Forecast
– Account Forecast Period Metric
– Account Product Forecast
– Account Product Period Forecast

• To create and view data for account manager targets, ensure that the user has access to these objects:
– Account Manager Target
– Account
– Account Manager Target Measure
– Account Manager Target Distribution
– Account Manager Periodic Target Distribution
– User
– Order

• To create and view data for rebates, ensure that the user has access to these objects:
– Rebate Program Member
– Account
– Rebate Member Product Aggregate
– Rebate Program Payout Period
– Rebate Program
– Order
– Order Product
– Opportunity
– User
– Transaction Journal
– ProgramRebateTypPayoutSrc
– ProgramRebateTypeBenefit

579
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Set Field-Level Security to Enable Creation of the Analytics for Manufacturing App
Before you create the Analytics for Manufacturing app, make sure that the Analytics Integration
EDITIONS
User profile has access to all fields used in the app.
1. In Setup, go to Object Manager. Available for an extra
charge in Developer,
2. In the Quick Find search box, enter the name of the object whose field-level security you want
Enterprise, and Unlimited
to edit.
editions that have
3. Select the object, then select Fields & Relationships. Manufacturing Cloud
4. Select the field you want to edit, then select Set Field-Level Security. enabled.

5. For the Analytics Cloud Integration User profile, select Visible, and click Save.
6. Repeat Steps 5 and 6 for all the fields you want to use.
7. Refresh your browser cache.
You can now create the Analytics for Manufacturing app.

Create and Share an App from the Analytics for Manufacturing Template
Create an app from the Analytics for Manufacturing template and share it with your users.
EDITIONS
1. Navigate to CRM Analytics Studio.
Available for an extra
2. Click Create, then select App.
charge in Developer,
3. Select Analytics for Manufacturing, then click Continue. Enterprise, and Unlimited
4. Take a quick look at the preview page, then click Continue to open the configuration wizard. editions that have
Manufacturing Cloud
5. CRM Analytics performs a compatibility check of your Salesforce org’s data. If it uncovers any enabled.
issues, you see error messages with instructions for how to address them. Fix the issues, and
try app creation again. If it’s completed successfully, click Looks good, next.
6. Select the objects that you want to add to your app. To add sales agreement data to your app, select Sales Agreement. To add
account-based forecasting to your dashboards, select Account Forecast. To add sales targets data to your dashboards, select Sales
Target. To add rebate data to your dashboards, select Rebates.
7. The next page of the wizard asks you to make three selections.
a. The first wizard question asks you to select a security predicate to apply to your sales agreements and forecasts. To make data
visible to a user based on their hierarchical role, select User Role Hierarchy. To let a user view data that belongs to users below
them in the hierarchy, select User Manager Hierarchy. To make all data visible to anyone viewing the app, select None.

Note: User Manager Hierarchy determines users’ access to data based on their Manager Id. User Role Hierarchy determines
users’ access to data based on their hierarchical role.

b. Next, select the preconfigured Einstein Discovery stories that you want to add to the app. To get predictions on the likelihood
of sales agreement product renewals, select Maximize Sales Agreement Product Renewals. To get price recommendations
for sales agreement products and schedules, select Get Price Recommendations for Products and Schedules.

Note: You can create an app without adding preconfigured Einstein Discovery stories.

c. Next, select a currency for your app. By default, your Salesforce org’s currency is applied to the app.

8. Click Looks good, next.

9. The next page of the wizard asks you to make three selections.

580
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

a. The first wizard question asks you to select a hierarchy to apply to your sales targets. Select the hierarchy that you selected in
the setup of Team Manager Hierarchy in Account Manager Targets.
b. The next question asks if you want to apply security predicates to your sales targets. To make the sales target data visible to a
user based on the setup of Team Member Hierarchy in Account Manager Targets, select Yes. To make all data visible to anyone
viewing the app, select No.
c. Next, the wizard asks who gets credit for the orders. To credit all orders to the account owner’s actual revenue, select Account
Owner. To credit all orders to the order owner’s actual revenue, select Order Owner. To credit all orders to a custom user’s
actual revenue, select Other User

Note: You see these questions only if sales target data is added to your app.

10. Click Looks good, next.

11. The next page of the wizard asks you to make two selections.
a. Select the custom fields for analyzing rebate programs. Select custom fields from the Rebate Member Product Aggregate object
to analyze rebates based on criteria such as region, product, or product category.
b. Select the preconfigured Rebates Einstein Discovery story that you want to include in your app.

Note: To create an app with the Rebate Analytics module, you must have Rebate Management, Rebate Management User,
and Manufacturing Analytics Plus add-on licenses.

12. Name your app, and click Create.

View the status of app creation on the next screen. The process takes a minute or two. After it’s complete, refresh your browser to
see your app.

Note: If you see an error that the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level
security.

Share the app with your users. You can share it only with users assigned the CRM Analytics Platform and Manufacturing Analytics admin
or user permission sets.
1. Open your app if it’s not already open. If you’ve navigated away from Analytics Studio, go back to it, select All Items, find your app,
and click it.
2.
Click the Share icon at upper right.
3. In the next screen, use the search field under Invite others: to find other users in your org.
4. Select whether you want to make the selected user a Viewer, Editor, or Manager of the app.

Important: Users with the “Use Analytics Templated Apps” permission and Editor or Manager access to the app can create,
edit, and delete assets in the app.

5. Click Add, then click Save.

581
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Schedule the Dataflow for the App

The app creation process includes a dataflow that imports the latest data to CRM Analytics. Schedule
EDITIONS
the app to refresh daily to ensure that it uses up-to-date data.
To schedule your app, see Schedule Data Refresh for a CRM Analytics App. Select a time outside Available for an extra
normal work hours so the data refresh doesn’t interrupt business activities. charge in Developer,
Enterprise, and Unlimited
editions that have
Embed Analytics for Manufacturing Dashboards in Lightning Manufacturing Cloud
Pages enabled.

The Analytics for Manufacturing app includes dashboards you can embed and access in Lightning
Experience pages.
For general instructions, see Embed Dashboards in Lightning Pages. You can embed the Manufacturing Home, Manufacturing Agreement
Performance, and Manufacturing Product Performance dashboards on any manufacturing page without setting up filters. We recommend
that you set the dashboards’ height to 450 pixels.
These examples use dashboards from the Analytics for Manufacturing app.

Note: When setting up filters, make sure that the dataset name in the filter string is the same as the dataset name in your app.

Example: Embed the Sales Agreement Revenue Realization dashboard on a Sales Agreement page. Set the dashboard height
to 120 pixels and use the following string in the Filter String box:
{"datasets":{"MFG_SalesAgreementProductSchedule":[{"fields":["SalesAgreementProduct.SalesAgreementId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

Example: Embed the Sales Agreement Product and Pricing dashboard on a Sales Agreement page. Set the dashboard height to
400 pixels and use the following string in the Filter String box:
{"datasets":{"MFG_SalesAgreementProductSchedule":[{"fields":["SalesAgreementProduct.SalesAgreementId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

Example: Embed the Embedded Operational Insights on Account dashboard on an Account page. Set the dashboard height to
800 pixels and use the following string in the Filter String box:
{"datasets":{"RebateProgramMemberMaster":[{"fields":["Account.Name"],"filter":{"operator":"in","values":["$Name"]},"locked":null,"hidden":null}]}}

Example: Embed the Order Rebates Embedded dashboard on an Orders page. Set the dashboard height to 520 pixels and use
the following string in the Filter String box:
{"datasets":{"OrderMaster":[{"fields":["OrderId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}],"RebateProgramMemberMaster":[{"fields":["Account.Id"],"filter":{"operator":"in","values":["$AccountId"]},"locked":null,"hidden":null}]}}

Example: Embed the Sales Agreement Rebates Embedded dashboard on a Sales Agreement page. Set the dashboard height to
980 pixels and use the following string in the Filter String box:
{"datasets":{"MFG_SalesAgreement":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}],"MFG_SalesAgreementProductSchedule":[{"fields":["SalesAgreementProduct.SalesAgreementId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

Example: Embed the Rebate Program Embedded dashboard on a Rebate Program page. Set the dashboard height to 800 pixels
and use the following string in the Filter String box:
{
"
d
at
a
se
t
s
":
{
"R
e
b
at
e
Pa
y
o
ut
P
er
i
o
dM
a
st
e
r
":
[
{"
f
i
el
d
s"
:
[
"R
e
ba
t
e
Pr
o
gr
a
m
Id
"
],
"
f
il
t
er
"
:
{"
o
pe
r
a
to
r
":
"
i
n"
,
"v
a
l
ue
s
":
[
"
$I
d
"]
}
,
"l
o
ck
e
d
":
n
ul,
"
h
ide
n
"
:n
u
l}
]
,"
P
r
og
r
am
R
e
ba
t
eT
y
p
eP
a
yo
u
t
So
u
rc
e
M
as
t
er
"
:
[{
"
fi
e
l
ds
"
:[
"
R
eb
a
te
T
y
pe
.
Re
b
a
te
P
ro
g
r
am
I
d"
]
,
"f
i
lt
e
r
":
{
"o
p
e
ra
t
or
"
:
"i
n
",
"
v
al
u
es
"
:
["
$
Id
"
]
},
"
lo
c
k
ed
"
:n
u
l,
"
hi
de
n
"
:n
u
l}
]
,"
P
r
og
r
am
R
e
ba
t
eT
y
p
eM
a
st
e
r
":
[
{"
f
i
el
d
s"
:
[
"R
e
ba
t
e
Pr
o
gr
a
m
Id
"
],
"
f
il
t
er
"
:
{"
o
pe
r
a
to
r
":
"
i
n"
,
"v
a
l
ue
s
":
[
"
$I
d
"]
}
,
"l
o
ck
e
d
":
n
ul,
"
h
ide
n
"
:n
u
l}
]
,"
R
e
ba
t
eP
r
o
gr
a
mM
e
m
be
r
Ma
s
t
er
"
:[
{
"
fi
e
ld
s
"
:[
"
Re
b
a
te
P
ro
g
r
am
.
Id
"
]
,"
f
il
t
e
r"
:
{"
o
p
er
a
to
r
"
:"
i
n"
,
"
va
l
ue
s
"
:[
"
$I
d
"
]}
,
"l
o
c
ke
d
":
n
u
l,
"h
i
de
n
":
n
u
l}
]}

582
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Example: Embed the Target Attainment dashboard on an Account Manager Targets page. Set the dashboard height to 280
pixels and use the following string in the Filter String box:
{"datasets":{"MFG_AccountManagerPeriodicTargetDistribution":[{"fields":["AcctMgrTargetId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

Example: Embed the Team Performance dashboard on an Account Manager Targets page. Set the dashboard height to 420
pixels and use the following string in the Filter String box:
{"datasets":{"MFG_AccountManagerPeriodicTargetDistribution":[{"fields":["AcctMgrTargetId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

Get Actionable Insights from Your Data with Analytics for Manufacturing
Analytics for Manufacturing dashboards visualize all aspects of your business to help you stay on top of sales agreements, orders, and
contracts.

Note: If the CRM Analytics for Manufacturing app isn’t available in your org, direct your administrator to Deploy CRM Analytics
for Manufacturing.
The CRM Analytics for Manufacturing app includes two types of dashboards:
• Dashboards accessed through the app in Analytics Studio.
• Embedded dashboards that deliver insights from within the context of Salesforce objects you work with.
They’re designed to answer key questions about your business.

In-App Dashboards
Open CRM Analytics for Manufacturing to see dashboards accessed through Analytics Studio.
1. From App Launcher, select Analytics Studio to open the Analytics home page.
2. Under Browse in the left column, select All Items.
3. Select the Apps tab, then click your app. If you can’t immediately find it, consult your Salesforce administrator to find out the name
they gave it when creating the app.

583
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Now that your app is open, click the Dashboards tab to see a list of all the app’s dashboards. Find the Key Account Manager Home
dashboard, and open it. The home dashboard gives account managers at-a-glance insight into top-level metrics. Begin your analysis of
manufacturing cloud data in the context of broader business goals. Learn the health of your accounts, products’ performance, product
pricing, forecast accuracy, agreement compliance rates, and other key performance indicators (KPIs) that impact your business.
Accounts Health
Helps you improve the health of your accounts. The charts on the Overview page show how revenue is doing against plan and forecasts
for all your accounts, and how revenue is trending over time. Other pages answer key questions about your accounts.
• Overview
– How’s my business doing against the plan?
– How’s my business doing against the forecast?

• Accounts in Focus
– Which accounts can increase incoming orders?
– Which accounts are performing well and which accounts are at risk of churn?

• Relationship With my Accounts

– What’s the current and planned length of relationship of my accounts?
– What’s the customer lifetime value of my accounts?

Account Insights
View KPIs about each of your accounts. Open the Account Name menu, and select an account. Then get answers to the following
questions about that account from the dashboard’s three pages.
• Agreements Performance
– How has the account’s revenue grown over time and will it achieve its goal?
– How is planned revenue trending for the account?
– How is the account performing against its commitments?
– What is the missed revenue over time for the account?

• Product Sales & Pricing

– Which products have sold the most to this account and at what price?
– How is the account performing against product demand goals?

• Order Status
– What is the status of orders for the account?
– Which orders need attention?

• Sales Forecast
– How's my account performing against the forecast?
– What’s in the forecast?

Statistical Order Forecasting

Work on an effective manufacturing plan by analyzing statistical order forecasts for an advanced account forecast set. The statistical
forecast data includes order quantity and order revenue values. Plan better at a granular level by selecting an account, the order’s status,
and a product.
• What’s the trend of forecasted order quantity and revenue over the course of the specified time period?

584
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

• What’s the distribution of forecasted order quantity and revenue for a specific product based on the order’s status?
• What’s the accuracy of the forecasted order quantity and revenue values?
Product Performance
Track your top-selling products and get insights into supply and demand across your product line through the dashboard’s two pages.
• Sales Trend
– What are my top-selling products and product families?
– Which products are trending up or down for my accounts?
– Which accounts contribute most to a product’s sales?
– How has the product mix changed over time for my accounts?

• Actual vs. Planned

– What are the demand realization levels of the products?
– Which account is contributing most to the demand shortfall of a product?

• Actual vs. Forecast

– How are products performing against forecasted demand?

Product Demand
Helps you optimize your inventory based on the planned and forecasted demand of products.
• Planned Demand
– What's the planned demand for my products?
– Which are my top performing accounts and agreements based on planned revenue?
– Which accounts and agreements contribute most to the planned demand of a product?

• Forecasted Demand
– What’s the forecasted demand for my products?
– Which are my top performing accounts and agreements based on forecasted revenue?
– Which accounts contribute most to the forecasted demand of a product?

Forecast Analysis
Analyze changes in forecasts, and improve accuracy and demand planning.
• How accurate are my forecasts?
• What’s the trend of the forecast accuracy?
• What’s the change in the forecast?
Pricing Insights
The dashboard’s two main charts answer key questions to help you determine optimal product pricing.
• Price Trend
– What is the price trend for a product across all accounts?
– What is the product priced for my account vs all accounts?

• Price Elasticity
– What is the price elasticity for a product across all accounts?

585
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Sales Agreements
Get instant insight into the state of all your sales agreements, and identify agreements that need immediate action through the dashboard’s
two pages.
• Performance
– What are the realization and compliance levels of all my agreements?
– What are my best and worst performing agreements?
– When have I experienced the highest demand shortfall this year?

• Pipeline
– What does my sales agreement pipeline look like?
– Which agreements need my attention?
– How have cancellations impacted revenue loss?

My Targets
Track your performance against revenue targets, and identify accounts and products that need attention.
• How am I performing against revenue targets?
• Which accounts need my attention?
Team Targets
Monitor your team’s performance against revenue targets, and assign targets to team members based on historical trends and forecasts.
• How’s my team performing against revenue targets?
• Who are the top performers in my team?
• Who needs attention?
Whitespace Analysis
The dashboard’s two pages help you uncover opportunities to grow your business by selling new agreements and cross-selling to
existing accounts.
• Accounts Whitespace
– Which accounts do not have active agreements?
– What are the cross-sell opportunities for those accounts?

• Product Recommendations
– What product combinations work best?
– How can I expect the number of products sold to increase through cross-sell opportunities?

Distributor Performance
Identify your top-performing distributors and get insights into supply and demand across your product line through the Distributor
Performance dashboard.
• Sales Trend
– What are my top-selling products and product families?
– Which products are trending up or down for my distributors?
– Which distributors contribute most to a product’s sales?
– How has the product mix changed over time for my distributors?

• Actual vs. Planned

586
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

– What are the demand realization levels of the products?

– Which distributors contribute most to the demand shortfall of a product?

• Actual vs. Forecast

– How are products performing against forecasted demand?

Embedded Dashboards
CRM Analytics for Manufacturing includes dashboards that can be embedded in Lightning Experience pages. They provide detailed
insights into product performance, sales agreements, and other aspects of your business. Your Salesforce admin embeds these dashboards
in specific Salesforce pages, as described here. After that, go to the specific pages to view the dashboards.
Dashboards Embedded in a Sales Agreement Page
These dashboards can be viewed from Sales Agreement pages in the Manufacturing Cloud.
• Sales Agreement Product Performance
– How is the agreement performing?
– How are the products offered in the agreement performing against their planned numbers?
– What are the best prices for the products offered in the agreement?

• Sales Agreement Revenue Realization

– What’s the probability that the agreement is renewed?
– What are the most important factors contributing to renewal?

Dashboards Embedded in other Manufacturing Cloud Pages

These dashboards can be viewed from the Manufacturing Cloud Home page, or any other page your admin embeds them in.
• Manufacturing Product Performance
– What are my best and worst performing products?

• Manufacturing Home Page

– What is my current revenue and revenue projection?
– Which of my accounts need attention?
– What accounts can help me get more business?

• Manufacturing Agreement Performance

– What are my best and worst performing agreements?
– What agreements are pending approval or need renewal?

• Target Attainment
– What’s my target attainment?
– What’s the projected attainment?

• Team Performance
– How are my team members performing against revenue targets?
– How did my team perform last year?

587
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Analytics for Manufacturing Auto-Embedded Dashboards

The Analytics for Manufacturing app includes dashboards that are auto-embedded in the Lightning Experience pages.
Pre-Configured Einstein Discovery Stories
The pre-configured Einstein Discovery stories give you intelligent insights that help you maximize the sales agreement product
renewals and offer better pricing for products and schedules.
Calculate Key Performance Indicators Using CRM Analytics
Learn the definitions of key metrics shown in Manufacturing Analytics dashboards.

Analytics for Manufacturing Auto-Embedded Dashboards

The Analytics for Manufacturing app includes dashboards that are auto-embedded in the Lightning
EDITIONS
Experience pages.
Available in: Enterprise,
Dashboard Dashboard-Embedded Filter String for Manual Unlimited, and Developer
Page Addition Editions where
Revenue Realization Sales Agreement page Manufacturing Cloud and
{
"
d
a
ta
s
e
t
s"
:
{
"
MF
G
_
S
al
e
s
A
gr
em
e
n
t
Pr
o
d
u
ct
S
c
h
ed
u
l
e
":
[
{
"
fi
e
l
d
s"
:
[
"
Sa
l
e
s
Ag
r
em
e
n
t
Pr
o
d
u
ct
.
S
a
le
s
A
g
rem
e
n
t
Id
"
]
,
"f
i
l
t
er
"
:
{
"o
p
e
r
at
o
r
"
:"
i
n
"
,"
v
a
l
ue
s
"
:
["
$
I
d
"]
}
,
"
lo
c
k
e
d"
:
n
u
l,
"
h
ide
n
"
:
nu
l}
]
} CRM Analytics are enabled

Pricing Analysis Sales Agreement page

{
"
d
a
ta
s
e
t
s"
:
{
"
MF
G
_
S
al
e
s
A
gr
em
e
n
t
Pr
o
d
u
ct
S
c
h
ed
u
l
e
":
[
{
"
fi
e
l
d
s"
:
[
"
Sa
l
e
s
Ag
r
em
e
n
t
Pr
o
d
u
ct
.
S
a
le
s
A
g
rem
e
n
t
Id
"
]
,
"f
i
l
t
er
"
:
{
"o
p
e
r
at
o
r
"
:"
i
n
"
,"
v
a
l
ue
s
"
:
["
$
I
d
"]
}
,
"
lo
c
k
e
d"
:
n
u
l,
"
h
ide
n
"
:
nu
l}
]
}

Product Performance Sales Agreement page

{
"
d
a
ta
s
e
t
s"
:
{
"
MF
G
_
S
al
e
s
A
gr
em
e
n
t
Pr
o
d
u
ct
S
c
h
ed
u
l
e
":
[
{
"
fi
e
l
d
s"
:
[
"
Sa
l
e
s
Ag
r
em
e
n
t
Pr
o
d
u
ct
.
S
a
le
s
A
g
rem
e
n
t
Id
"
]
,
"f
i
l
t
er
"
:
{
"o
p
e
r
at
o
r
"
:"
i
n
"
,"
v
a
l
ue
s
"
:
["
$
I
d
"]
}
,
"
lo
c
k
e
d"
:
n
u
l,
"
h
ide
n
"
:
nu
l}
]
}

Account Performance Account page

{
"
d
at
a
se
t
s
":
{
"M
F
G
_A
co
u
n
t"
:
[{
"
f
ie
l
ds
"
:
["
I
d"
]
,
"f
i
lt
e
r
":
{
"o
p
e
ra
t
or
"
:
"i
n
",
"
v
al
u
es
"
:
["
$
Id
"
]
},
"
lo
c
k
ed
"
:n
u
l,
"
hi
de
n
"
:n
u
l}
]
}

Whitespace Analysis Account page Not Applicable

Sales Target Attainment Account Manager Targets page

{
"
d
a
ta
s
e
ts
"
:
{
"M
F
G
_A
co
u
n
t
Ma
n
a
ge
r
P
e
ri
o
d
ic
T
a
r
ge
t
D
is
t
r
i
bu
t
i
on
"
:
[
{"
f
i
el
d
s
"
:[
"
A
ct
M
g
rT
a
r
g
et
I
d
"]
,
"
f
il
t
e
r"
:
{
"
op
e
r
at
o
r
"
:"
i
n
",
"
v
a
lu
e
s
":
[
"
$
Id
"
]
},
"
l
o
ck
e
d
":
n
u
l,
"
h
ide
n
"
:
nu
l}
]
}

Targets Analysis Account Manager Targets page

{
"
d
a
ta
s
e
ts
"
:
{
"M
F
G
_A
co
u
n
t
Ma
n
a
ge
r
P
e
ri
o
d
ic
T
a
r
ge
t
D
is
t
r
i
bu
t
i
on
"
:
[
{"
f
i
el
d
s
"
:[
"
A
ct
M
g
rT
a
r
g
et
I
d
"]
,
"
f
il
t
e
r"
:
{
"
op
e
r
at
o
r
"
:"
i
n
",
"
v
a
lu
e
s
":
[
"
$
Id
"
]
},
"
l
o
ck
e
d
":
n
u
l,
"
h
ide
n
"
:
nu
l}
]
}

Home Page Home page Not Applicable

Revenue Realization
Use the dashboard on the Sales Agreement page to track the performance of sales agreements based on the actual revenue. Here are
examples of questions that the dashboard can answer:
• Which are the high-performing and low-performing sales agreements based on revenue realization?
• What’s the actual sales quantity and revenue associated with a specific sales agreement and the difference compared to the planned
values?

Pricing Analysis
Use the dashboard on the Sales Agreement page to analyze the price of a specific product. Here are examples of questions that the
dashboard can answer:

588
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

• What is the price trend for a product?

• What is the maximum, average, and minimum price for the selected product?

Product Performance
Use the dashboard on the Sales Agreement page to analyze the performance of products based on the revenue realization. Here are
examples of questions that the dashboard can answer:
• Which are my high and low-performing products?
• What’s the actual sales quantity and revenue of a product and the difference compared to the planned values?

Account Performance
Use the dashboard on the Account page to get a quick understanding of how your accounts perform based on the actual revenue. You
can filter the analytics data based on product, product family, and duration. Here are examples of questions that the dashboard can
answer:
• What’s the actual revenue for the selected time period?
• What’s the revenue projection for the selected time period?
• What’s the difference in actual revenue when compared to the planned or forecasted value?

Whitespace Analysis
Use the dashboard on the Account page to identify the revenue growth opportunities for your products. You can filter the analytics data
based on a specific duration. Here are examples of questions that the dashboard can answer:
• What’s the available whitespace for selling more products in each account?
• Which account generates the highest revenue?
• Which accounts have the whitespace to sell a specific product?

Sales Target Attainment

Use the dashboard on the Account Manager Target page to analyze the sales based on target revenue. Here are examples of questions
that the dashboard can answer:
• What’s my target revenue and the difference in revenue compared to the previous year?
• What’s my current attainment and projected attainment?
• What’s my actual revenue and the difference in revenue compared to the previous year?
• What’s my projected revenue and the difference in revenue compared to the previous year?

Target Analysis
Use the dashboard on the Account Manager Target page to track the account and team members’ performance based on the target
attainment. Here are examples of questions that the dashboard can answer:
• How are my team members performing against revenue targets?
• How did my team perform last year?
• Which are the high and low-performing accounts based on target attainment?
• Which are the high and low-performing products based on target attainment?

589
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Home Page
Use the dashboard on the home page to get quick insights into the overall performance of accounts, forecasts, agreements, and products.
The dashboard consists of the Agreement Performance page and Forecasts Analysis page:
• Agreement Performance
– What’s the actual and planned revenue for the current year and the difference in revenue compared to the previous year?
– What’s the revenue realization for the current year and the difference in revenue compared to the previous year?
– What’s the outstanding revenue for the schedules that end in the current month for each account?
– What’s the compliance rate based on the revenue?
– Which are the high-performing and low-performing accounts and agreements based on the revenue realization?
– Which are the high-performing products based on revenue realization?
– Which are the upcoming renewals that need attention based on the revenue?
– Which are the upcoming renewals within a selected number of days?Which are the top expired or canceled agreements based
on the revenue
– Which are the top expired or canceled agreements based on the revenue?

• Forecasts Analysis
– What’s the trend in account revenue growth over time, based on actual revenue and forecast revenue, and how does it compare
to previous periods?
– Which products have the highest actual revenue and forecast revenue, and how does this compare to other products?
– Which products have experienced the most significant revenue growth based on actual revenue and forecast revenue, and what
factors contributed to this growth?
– Are there any products that have experienced a decline in revenue, and how does this compare to previous periods?
– How accurate are the revenue forecasts, and what is the variance between actual revenue and forecast revenue?

Pre-Configured Einstein Discovery Stories

The pre-configured Einstein Discovery stories give you intelligent insights that help you maximize
EDITIONS
the sales agreement product renewals and offer better pricing for products and schedules.
You can add the Einstein Discovery stories while creating the app from the Analytics for Available for an extra
Manufacturing template. For instructions, see Create and Share an App. To learn more about using charge in: Enterprise,
Einstein Discovery stories, see Explore Story Insights Developer, and Unlimited
editions that have
Manufacturing Cloud
Maximize Sales Agreement Product Renewals enabled.
Use this Einstein Discovery story to predict the likelihood of sales agreement product renewals.
Intelligent insights from the story help you focus on accounts with high renewal probability
agreements and identify the top contributing factors. You can also follow up with accounts that have agreements with low renewal
probability.

Get Price Recommendations for Products and Schedules

Use this Einstein Discovery story to get price recommendations for products and schedules based on their historical data. With guidance
on pricing, you can offer better pricing for new products and schedules and reprice agreements as they’re revised.

590
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Calculate Key Performance Indicators Using CRM Analytics

Learn the definitions of key metrics shown in Manufacturing Analytics dashboards.
EDITIONS
This table lists the key metrics and dashboards where they appear.
Available in: Enterprise and
Metric Description Available in Dashboards Unlimited Editions

Planned Revenue Revenue planned for an • Embedded Home Page

account, agreement, product,
• Embedded Agreement
or product family in the
Performance
selected time frame.
• Account Insights
Revenue Realization Actual revenue as a percentage
• Accounts Health
of planned revenue.
• Product Performance
Compliance Actual revenue as a percentage • Sales Agreement Insights
of planned revenue to date.

Actual vs Planned Difference Difference in revenue

(Revenue) generated and planned
revenue in the selected time
frame.

Actual Revenue Revenue generated from an • Embedded Home Page

account, agreement, product,
• Embedded Agreement
or product family in the
Performance
selected time frame.
• Account Insights
• Accounts Health
• Product Performance
• Sales Agreement Insights
• Product Demand
• Forecast Analysis

Planned Quantity Planned number of units of a • Embedded Product

product or product family to be Performance
sold to an account in the
• Accounts Insights - Product
selected time frame.
Sales and Pricing
Actual Quantity Actual number of units of a • Product Performance
product or product family sold
• Sales Agreement Insights
to an account in the selected
time frame.

Demand Realization (Revenue Actual demand (quantity or

or Quantity) revenue) as a percentage of the
planned demand for a product
or product family.

Actual vs Planned Difference Difference in units of a product

(Quantity) or product family sold and units
planned to be sold.

591
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Metric Description Available in Dashboards

Pending Approvals Planned revenue from agreements that are • Embedded Home Page - Grow My
pending approval in the selected time Business
frame.
• Sales Agreement Insights - Pipeline
Upcoming Renewals Planned revenue from agreement renewals
in the next 60 days.

Approved Planned revenue from approved

agreements in the selected time frame.

Under Revision Planned revenue from agreements that are

being revised.

Outstanding Revenue Difference between planned revenue and • Accounts Health

actual revenue for an agreement or
• Sales Agreements Insights
agreement schedule.

Max Price Maximum price at which the product was • Account Insights - Product Sales and
sold to an account in the selected time Pricing
frame.
• Pricing Insights
Min Price Minimum price at which the product was
sold to an account in the selected time
frame.

Avg Price Average price at which the product was sold

to an account in the selected time frame.

Discount ($ or %) Discount offered on the list price of the

selected product.

Orders (Revenue) Revenue generated from orders placed in Account Insights - Orders Status
the selected time frame.

Orders (#) Number of orders placed in the selected

time frame.

Length of Relationship (To Date) Duration between today and the start date Accounts Health - Relationship With my
of the first sales agreement with an account. Accounts

Future Length of Relationship (Agreed Duration between today and the expiry date
Upon) of the planned agreement that ends last.

Total Length of Relationship Total duration of current and planned

relationship based on sales agreements.

Customer Lifetime Value Total of revenue generated to date and

revenue anticipated from the account. To
calculate anticipated revenue, multiply
planned revenue with historical
performance of the account (past
realization).

592
Manufacturing Cloud Deploy CRM Analytics for Manufacturing

Metric Description Available in Dashboards

Avg. Customer Lifetime Value Average of customer lifetime values of all
the accounts.

Active Days Number of days the agreement is active. Sales Agreement Insights

Days Remaining Number of days remaining before the

agreement ends.

Forecasted Revenue Revenue forecasted for an account, • Embedded Home Page

agreement, product, or product family in
• Account Insights
the selected time frame.
• Accounts Health
Attainment Actual revenue as a percentage of
• Product Performance
forecasted revenue.
• Product Demand
Actual vs Forecast Difference (Revenue) Difference in revenue generated and • Forecast Analysis
forecasted revenue in the selected time
frame.

Gross Forecasted Revenue Total forecasted revenue for a product or Product Demand
product family for the selected time frame.

Net Forecasted Revenue Net forecasted revenue for a product or

product family for the selected time frame.

Forecasted Revenue (Adjusted) Adjusted forecasted revenue for an account, Forecast Analysis
product, or product family in the selected
time frame.

MAPE (Adjusted) Adjusted mean absolute percentage error

in the forecast.

MAPE Mean absolute percentage error in the

forecast.

Actual vs Forecasted Revenue (Adjusted) Difference in revenue generated and

adjusted forecasted revenue in the selected
time frame.

Actual vs Forecasted Revenue Difference in revenue generated and

forecasted revenue in the selected time
frame.

Understand Analytics for Manufacturing Limitations

Analytics for Manufacturing gives you access to most CRM Analytics capabilities and features, but with limitations.

Table 5: CRM Analytics for Manufacturing Limitations

Capability Supports
Data sources Salesforce and external data

593
Manufacturing Cloud Deploy Statistical Order Forecasting Predictions for
Manufacturing

Capability Supports
Object support Standard and custom objects

Data volume CRM Analytics Plus: 10 billion rows

Customize existing dashboards? Yes

Create dashboards? Yes

Customize existing datasets? Yes

Create datasets? Yes

Create custom CRM Analytics apps? Yes

Supports Einstein Discovery and Community Cloud integration? Yes

Supports bulk actions and APEX steps? Yes

Supports Sales Cloud Einstein artificial intelligence? No

Supports Salesforce Inbox? No

Deploy Statistical Order Forecasting Predictions for Manufacturing

Use statistical order forecasting predictions for advanced account forecast sets. These predictions are generated using the Multiplicative
model of time series forecasting. The statistically predicted forecast data includes order quantity values and order revenue values with
a confidence level of 95%. With the out-of-the-box (OOTB) template, you can define dimensions and period groups that require forecast
data.

Enable CRM Analytics and Assign Permission Sets

Enable CRM Analytics, assign permission sets to admins and users, and set field-level security for all the required fields.
Create the Order Forecasting for Manufacturing App
Generate statistical order forecasting for advanced account forecast sets using a custom app. With the Order Forecasting for
Manufacturing template, you can create a custom app to deploy a preconfigured recipe that generates statistical order forecasts.
The preconfigured recipe uses a Time Series Forecasting Transformation node with the Multiplicative model to generate these
forecasts.
Out-of-the-Box Recipe
Salesforce provides a customizable, out-of-the-box Order Forecasting for Manufacturing recipe that generates statistical order
forecasts for advanced account forecast sets. The forecasting is based on accounts, orders, products, product categories, periods,
and advanced account forecast set partners.
Add the Order Forecasting Dashboard to the Home Page
Show interactive visualizations of statistical order forecasting data for advanced account forecast sets by adding the Statistical Order
Forecasting dashboard to the Manufacturing Home page.

594
Manufacturing Cloud Deploy Statistical Order Forecasting Predictions for
Manufacturing

Enable CRM Analytics and Assign Permission Sets

Enable CRM Analytics, assign permission sets to admins and users, and set field-level security for
EDITIONS
all the required fields.
1. Assign admins the permissions required to create and manage the Advanced Account Available in: Lightning
Forecasting Analytics for Manufacturing apps. Experience
2. Assign users the permissions required to view the Advanced Account Forecasting Analytics for Available in: Enterprise,
Manufacturing apps. Unlimited, and Developer
3. Enable CRM Analytics. Editions

4. To give the Analytics Cloud Integration User profile access to all the fields that the app uses,
perform these steps for all the fields on all the objects that the template uses: USER PERMISSIONS
a. From Setup, in Object Manager, click an object that's used in the Order Forecasting for To assign permission sets:
Manufacturing template. • Assign Permission Sets
b. Click Fields & Relationships. AND View Setup and
Configuration
c. Click the field name, and then click Set Field-Level Security.
To set field-level security:
d. For the Analytics Cloud Integration User profile, select Visible, and then save your changes. • Manage Profiles and
Permission Sets
You can create the app using the out-of-the-box template to generate statistical order forecasts.
AND
Customize Application
SEE ALSO:
Assign Admin Permissions for Advanced Account Forecasting Analytics for Manufacturing
Assign User Permissions for Advanced Account Forecasting Analytics for Manufacturing
Enable CRM Analytics

Create the Order Forecasting for Manufacturing App

Generate statistical order forecasting for advanced account forecast sets using a custom app. With
EDITIONS
the Order Forecasting for Manufacturing template, you can create a custom app to deploy a
preconfigured recipe that generates statistical order forecasts. The preconfigured recipe uses a Time Available in: Lightning
Series Forecasting Transformation node with the Multiplicative model to generate these forecasts. Experience
Note: To generate statistical order forecasting, your Salesforce org must have more than 24 Available in: Enterprise,
months of data at the account and product granularity level. Unlimited, and Developer
1. In Analytics Studio, click Create, and then select App. Editions

2. Select the Order Forecasting for Manufacturing template, and then click Continue.
3. Review the preview page, and then click Continue.
4. Choose to create an app or to use settings from an existing app, and then click Continue.
Analytics runs a compatibility check of the data in Salesforce.
5. If the compatibility check reports any issues, follow the instructions in the error messages to resolve them, and then try to create the
app again.
6. If the compatibility check completes successfully, click Looks good, next.
7. In the next setup flow window, make these selections:
a. Advanced Account Forecast Set: Select an advanced account forecast set for which you want to forecast orders.

595
Manufacturing Cloud Deploy Statistical Order Forecasting Predictions for
Manufacturing

b. Advanced Account Forecast Dimensions: Specify the forecast dimensions for the selected advanced account forecast set. You
can specify up to two forecast dimensions.
c. Order Fields: Select order fields that map to the specified forecast dimensions when the specified dimensions don’t include
product or product category.

8. Click Looks good, next.

9. In the next setup flow window, make these selections:
a. Forecast Frequency: Select the forecast frequency for the selected advanced account forecast set.
b. Example Set Period Count: Specify the period for which you want to train the model using the example dataset.
c. Forecast Period Count: Specify the period for which you want to generate forecasts for the selected advanced account forecast
set. Ensure that this value is less than the Example Set Period Count value.

10. Click Looks good, next.

11. Name your app, and then click Create.
The process takes a few minutes. When the process is completed, refresh the page.

SEE ALSO:
Time Series Forecasting Transformation: Forecast Measures

Out-of-the-Box Recipe
Salesforce provides a customizable, out-of-the-box Order Forecasting for Manufacturing recipe that
EDITIONS
generates statistical order forecasts for advanced account forecast sets. The forecasting is based on
accounts, orders, products, product categories, periods, and advanced account forecast set partners. Available in: Lightning
You can modify the default recipe in these scenarios: Experience
• Your schema deviates from the Manufacturing schema. Available in: Enterprise,
• There’s a change in a custom field of an existing entity. Unlimited, and Developer
Editions
• There’s a change of use from an existing entity to a custom entity.
• The data doesn’t load properly.
USER PERMISSIONS
• An app stopped working because of incorrect data values.
To edit a recipe:
SEE ALSO: • Edit CRM Analytics
Dataflows OR Edit
Manage Recipes Dataset Recipes
Run Data Sync and Recipes to Create and Refresh Datasets

Add the Order Forecasting Dashboard to the Home Page

Show interactive visualizations of statistical order forecasting data for advanced account forecast
EDITIONS
sets by adding the Statistical Order Forecasting dashboard to the Manufacturing Home page.
Available in: Lightning
Experience

Available in: Enterprise,

Unlimited, and Developer
Editions

596
Manufacturing Cloud Deploy and Use CRM Analytics for Warranty Lifecycle
Management

Deploy and Use CRM Analytics for Warranty Lifecycle Management

The CRM Analytics for Warranty Lifecycle Management app provides insights to analyze your claims and warranty lifecycle data.

Set Up CRM Analytics for Warranty Lifecycle Management

You can easily complete all the actions required to set up the CRM Analytics for Warranty Lifecycle Management using the one-page
setup flow.
Use CRM Analytics for Warranty Lifecycle Management Dashboards
The CRM Analytics for Warranty Lifecycle Management app includes dashboards to help you analyze your claims and warranty
lifecycle data. The app provides claim analysis dashboards that you can embed in the Warranty Lifecycle Management Home and
Claims pages.

Set Up CRM Analytics for Warranty Lifecycle Management

You can easily complete all the actions required to set up the CRM Analytics for Warranty Lifecycle
EDITIONS
Management using the one-page setup flow.
To enable CRM Analytics and CRM Analytics for Warranty Lifecycle Management: Available in: Enterprise,
Unlimited, and Developer
1. From Setup, in the Quick Find box, enter Set Up CRM Analytics for Warranty
Editions where
Lifecycle Management, and select Set Up CRM Analytics for Warranty Lifecycle
Manufacturing Cloud and
Management.
CRM Analytics are enabled
2. To get CRMA analytics admin and Analytics for Manufacturing admin permissions to set up
Analytics, click Assign Permission Set in the Get Started with CRM Analytics for Manufacturing
USER PERMISSIONS
section. Assign CRMA Analytics Plus Admin and Analytics for Manufacturing Plus Admin or RI
for Manufacturing Admin permission sets. To set up CRM Analytics for
You can assign the Manufacturing Analytics Admin or RI for Manufacturing Admin permission Warranty Lifecycle
set to users who manage analytics and assign the Manufacturing Analytics User or RI for Management and assign
Manufacturing User permission set to users who view analytics, from the Get Started with CRM permission sets to users:
• CRM Analytics Plus
Analytics for Warranty Lifecycle Management Setup section.
Admin AND Analytics for
3. To enable CRM Analytics in Salesforce, click Enable CRM Analytics. Manufacturing Admin or
RI for Manufacturing
4. To select a security predicate to determine users’ access to warranty lifecycle data, follow the Admin
instructions in the Configure Data Access for Warranty Lifecycle Management Analytics section.
5. After you complete all the required steps, turn on Install to install the CRM Analytics for Warranty
Lifecycle Management app. If the app doesn’t have sufficient prerequisites, the installation is skipped with a message explaining the
steps to meet the prerequisites.
After assigning permission sets and enabling CRM Analytics, you can check the CRM Analytics for Warranty Lifecycle Management
app's installation status in the Requests tab. From Setup, select Auto-Installed Apps, and open the Requests tab. When the installation
is complete, open the Applications tab to view the CRM Analytics for Warranty Lifecycle Management app. You can also access the
dashboards from the App Launcher. From Analytics Studio, select CRM Analytics for Warranty Lifecycle Management, and then select
Dashboards.

To see your data in the dashboards after you install the CRM Analytics for Warranty Lifecycle Management app, you must schedule your
app to refresh.

597
Manufacturing Cloud Deploy and Use CRM Analytics for Warranty Lifecycle
Management

Use CRM Analytics for Warranty Lifecycle Management Dashboards

The CRM Analytics for Warranty Lifecycle Management app includes dashboards to help you analyze your claims and warranty lifecycle
data. The app provides claim analysis dashboards that you can embed in the Warranty Lifecycle Management Home and Claims pages.

Claims Analysis for Warranty Lifecycle Management Home Page

Use the Claims Analysis dashboard embedded in the Warranty Lifecycle Management Home page for a comprehensive view and
insights into your warranty claims.
Claims Analysis for Claims Page
Use the Claims Analysis dashboard embedded in the Claims page to get a quick view on the trends of claims filed in the past. Use
the insights to understand the patterns and trends and take decisions on approving or rejecting a claim.

Claims Analysis for Warranty Lifecycle Management Home Page

Use the Claims Analysis dashboard embedded in the Warranty Lifecycle Management Home page
EDITIONS
for a comprehensive view and insights into your warranty claims.
The Claims Analysis dashboard includes three pages - Claims Deepdive, Claim Distribution, and SLA Available in: Enterprise,
Management. Filter the charts in the dashboard based on region, dealer, product, part, claim status, Unlimited, and Developer
and a specific period. Also select a period to compare the data and analyze the progress of your Editions where
claims. Manufacturing Cloud and
CRM Analytics for Warranty
• Claims Deepdive: Use the page to gain insights into your warranty claims based on dealers, Lifecycle Management are
parts, and costs. You can analyze the dealers based on the value of the claims, identify the parts enabled
that cause higher claim counts, and focus on high-value claims that need attention.
• Claim Distribution: Use the page to analyze your claims distribution based on specific
geographical locations and various stages of claim processing. Gain insights to identify dealer
USER PERMISSIONS
locations that generate the highest claim volumes, assess the efficiency of the claim processing To access CRM Analytics for
workflow, and understand claims trends to identify areas that need immediate attention. Warranty Lifecycle
• SLA Management: Use the page to analyze the claim transition time within your warranty Management dashboards:
lifecycle process. Select claim stages to view the average time for a claim to move from the first • CRM Analytics Plus User
selected stage to the next and the average time the claims stays in these stages. These insights AND Analytics for
Manufacturing User or
help to develop strategies to minimize transition time and improve SLA adherence.
RI for Manufacturing
Use the Claim Detail section to view the details of all your claims. Filter the claim details based on User
claim status and select a specific period to compare and analyze the progress.
You can embed the Claims Analysis dashboard in the Warranty Lifecycle Management Home page
for easy access or open the dashboard directly from the CRM Analytics for Warranty Management app.
For general instructions on embedding the dashboards, see Embed Dashboards in Lightning Pages.

598
Manufacturing Cloud Considerations for Manufacturing Cloud

Claims Analysis for Claims Page

Use the Claims Analysis dashboard embedded in the Claims page to get a quick view on the trends
EDITIONS
of claims filed in the past. Use the insights to understand the patterns and trends and take decisions
on approving or rejecting a claim. Available in: Enterprise,
Filter the charts on the Claims Analysis - Embedded dashboard based on causal part and a specific Unlimited, and Developer
period. You can view the values for various KPIs and see the trend chart for each KPI to analyze the Editions where
progress over time. The dashboard also shows the current claim processing time and the average Manufacturing Cloud and
days to process claims. CRM Analytics for Warranty
Lifecycle Management are
Embed the Claims Analysis dashboard in the Claims page using the following filter string information: enabled

USER PERMISSIONS

To access CRM Analytics for

Warranty Lifecycle
Management dashboards:
• CRM Analytics Plus User
AND Analytics for
Manufacturing User or
RI for Manufacturing
User

{"datasets":{"Warranty_ClaimCoverage":[{"fields":["ClaimItem.ClaimId"],
"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
For general instructions on embedding the dashboards, see Embed Dashboards in Lightning Pages.

Considerations for Manufacturing Cloud

Review these considerations before you start working with Manufacturing Cloud.
EDITIONS

Available in: Enterprise,

General Considerations Unlimited, and Developer
• Manufacturing Cloud is supported only on desktop devices. Editions
• Manufacturing Cloud for Service includes usage entitlement of 300 survey responses per org
for Salesforce Feedback Management and 7500 OmniStudio calls per user per month for Flow
for Manufacturing Cloud. The usage entitlement of survey responses doesn’t increase with the number of users as the entitlement
is per org.

599
Manufacturing Cloud Considerations for Manufacturing Cloud

• When your org gets upgraded during a release, make sure you check the page layouts for all existing objects. The new fields added
for a release don’t get added to the existing page layouts automatically. You can customize the required page layout in Object
Manager to add the new fields.

SEE ALSO:
Considerations for Sales Agreements
Considerations for Advanced Account Forecasting
Considerations for Account Forecasting
Considerations for Fleet Management in Manufacturing Cloud

600