Question # 1 An administrator has updated the team member hierarchy type from Forecasts hierarchy to Manager hierarchy on the account manager target.
What will happen to existing targets? A. All access to existing targets will be deleted.B. Status for all existing targets will become Read-only.C. Status for all existing targets will become Draft.
Click for Answer
B. Status for all existing targets will become Read-only.
Answer Description Explanation:
When an administrator changes the team member hierarchy type for account manager targets, the existing targets are affected by this change. The status of all existing targets becomes read-only, which means that they cannot be edited or deleted. This is to prevent any inconsistency or data loss due to the change in hierarchy. The new hierarchy type will apply only to the new targets that are created after the change. References: Choose Team Member Hierarchy for Account Manager Targets
Question # 2 In Tableau CRM for Manufacturing, which three user types can be selected to receive credit for an order in the Tableau CRM configuration wizard then calculating actuals against account manager targets? A. Other UserB. Opportunity OwnerC. Custom Lookup Field for a user on Account.
D. Order OwnerE. Account Owner
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A. Other UserD. Order OwnerE. Account Owner
Answer Description Explanation:
These three user types can be selected to receive credit for an order in the Tableau CRM configuration wizard when calculating actuals against account manager targets. The configuration wizard guides users through the creation of an app from the Analytics for Manufacturing template and allows them to customize the data and settings for the app. One of the settings is to choose who gets credit for the orders, which determines how the actual revenue is attributed to the account managers. The user can select one of the following options:
Account Owner: This option credits all orders to the account owner’s actual revenue, regardless of who owns the order. This is useful when the account owner is responsible for the overall relationship and revenue of the account.
Order Owner: This option credits all orders to the order owner’s actual revenue, regardless of who owns the account. This is useful when the order owner is responsible for the individual order and revenue of the order.
Other User: This option credits all orders to a custom user’s actual revenue, based on a custom lookup field for a user on the account. This is useful when there is a different user, such as a sales engineer or a partner, who is responsible for the order and revenue of the order.
References: = Create and Share an App from the Analytics for Manufacturing Template, Salesforce Authentication - Tableau, The Configuration Wizard - Salesforce Developers
Question # 3 What is the maximum number of sales Agreement that can be activated for the same period, containing the same Products and linked to the same Account? A. 1B. 50C. No defined limitD. 10000E. 128
Click for Answer
C. No defined limit
Answer Description Explanation:
According to Salesforce Manufacturing Cloud documentation, there is no defined limit on the number of sales agreements that can be activated for the same period, containing the same products, and linked to the same account. However, it is recommended to use sales agreements judiciously and avoid creating duplicate or overlapping agreements that could cause confusion or errors in forecasting and reporting. Sales agreements are meant to capture the negotiated terms and conditions of the run-rate business with customers and partners, and they should reflect the actual demand and order realization data. References: Sales Agreements, Frequently Asked Questions for product keys. | Microsoft Learn, Salesforce Manufacturing Cloud Certification Flashcards | Quizlet.
Question # 4 Universal Containers is using Account Based Forecasting and expects a 5% increase in the market but has a target growth of 10%.
Where should the Account owner add the additional 5%? A. Update the Account Forecast to 10%.B. Set 5% value in Account Growth.C. Update the Market Growth to 10%.
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B. Set 5% value in Account Growth.
Answer Description Explanation:
Account Based Forecasting allows the account owner to set the account growth and market growth values for each account. These values are used to calculate the forecast quantity and revenue based on the historical orders, sales agreements, and opportunities. The account growth represents the expected growth of the account relative to the market, while the market growth represents the expected growth of the market for the products sold by the account. If Universal Containers expects a 5% increase in the market but has a target growth of 10%, the account owner should set the account growth to 5%, which means the account is expected to grow 5% faster than the market. This will increase the forecast quantity and revenue by 5% compared to the baseline forecast. Updating the account forecast to 10% or the market growth to 10% will not achieve the same result, as they will affect the forecast calculations differently. References: Create Accurate Account Forecasts, Considerations for Working with Manufacturing
Question # 5 When is an appropriate time to generate the detailed technical design document when implementing Manufacturing Cloud? A. The detailed technical design document is completed after the business requirement document has been generated.B. The detailed technical design document should be ready before engaging the business users to gather requirements.C. The detailed technical design document should be completed after an organization goes live with Manufacturing Cloud.
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A. The detailed technical design document is completed after the business requirement document has been generated.
Answer Description Explanation:
The detailed technical design document is a document that describes the technical specifications and architecture of a solution. It is based on the functional and nonfunctional requirements that are captured in the business requirement document1. Therefore, the detailed technical design document should be completed after the business requirement document has been generated, and before the development and testing phases of the project. This ensures that the technical design aligns with the business needs and expectations, and provides a clear roadmap for the implementation team2. References: 1: Get Started with the Technical Project Documentation3, 2: Documentation and Implementation Diagrams1
Question # 6 Universal Containers is using sales agreements and does not want to bring actual orders data
into salesforce. However, they want to use the actual orders data to analyze the effectiveness if
their sales agreements. Which actual calculation option in the sales agreement setup must be
selected? A. Automatically from orders through contractsB. Manually Using actual orders APIC. Automatically from direct ordersD. Manually using APL upload
Click for Answer
B. Manually Using actual orders API
Answer Description Explanation:
Universal Containers does not want to bring actual orders data into Salesforce, but still wants to use the actual orders data to analyze the effectiveness of their sales agreements, they must select the Manually Using actual orders API option in the sales agreement setup. This option allows them to use an API to upload actual order data from an external system into Salesforce and associate it with the sales agreements. This way, they can compare the planned and actual quantities and revenues of each product or product category in the sales agreement. The other options require either creating orders in Salesforce or linking contracts to orders in Salesforce, which Universal Containers does not want to do. References: Choose How Sales Agreement Actuals Are Calculated, Create Orders to Calculate Sales Agreement Actuals
Question # 7 What is the maximum number of products a sales agreement can have? A. 1500B. 500C. 100D. 1000
Click for Answer
A. 1500
Answer Description Explanation:
A sales agreement is a record that captures the terms and conditions of a long-term or run-rate business relationship between a manufacturer and a customer. It can include products, product categories, prices, volumes, schedules, and other details. A sales agreement can have a maximum of 1500 products or product categories and 72 schedules. Contact Salesforce support if you want to increase the limits. Note that having a large number of product or product categories and schedules can affect system performance1. References: Considerations for Working with Manufacturing
Question # 8 An administrator of an organization is implementing Manufacturing Cloud Intelligence and various dashboards and is also setting up Advanced Account Forecasting.
Why would an administrator configure Field-Level Security for the Advanced Account Forecast Partner and Advanced Account Forecast Fact objects? A. To provide users access to partner and facts recordsB. To provide users with separate levels of visibility to forecast dataC. To provide users with separate levels of visibility to activity data
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B. To provide users with separate levels of visibility to forecast data
Answer Description Explanation:
The administrator would configure Field-Level Security for the Advanced Account Forecast Partner and Advanced Account Forecast Fact objects to provide users with separate levels of visibility to forecast data. The Advanced Account Forecast Partner object stores the partner information for each account forecast record, such as the partner name, partner type, and partner role. The Advanced Account Forecast Fact object stores the forecast values for each account forecast record, such as the forecast amount, forecast quantity, and forecast margin. By setting the Field-Level Security for these objects, the administrator can control which users can view, edit, or delete the partner and fact data for each account forecast record. This way, the administrator can ensure that the users only see the relevant forecast data for their role and business unit12. References: 1: Set Field-Level Security for Fact and Partner Object in Advanced Account Forecasting3, 2: Forecast Fact Object Included with Advanced Account Forecasting4
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