Salesforce Accredited Agentforce Manufacturing Professional Study Guide
- Platform Administrator
- Platform App Builder
- Platform Foundations
- Platform Developer
- Platform Administrator II
- Agentforce Sales Consultant
- Agentforce Service Consultant
- Platform Data Architect
- Platform Development Lifecycle and Deployment Architect
- Platform Identity and Access Management Architect
- Platform Integration Architect
- Platform Sharing and Visibility Architect
- Heroku Architect
- B2C Solution Architect
- Experience Cloud Consultant
- Agentforce Field Service and Operations Consultant
- Agentforce Nonprofit Consultant
- Data 360 Consultant
- Omnistudio Consultant
- CRM Analytics and Einstein Discovery Consultant
- Platform User Experience Designer
- Platform Strategy Designer
- B2C Commerce Developer
- JavaScript Developer
- Omnistudio Developer
- Platform Developer II
- Marketing Cloud Engagement Administrator
- Marketing Cloud Engagement Specialist
- Marketing Cloud Engagement Consultant
- Marketing Cloud Account Engagement Specialist
- Marketing Cloud Next Consultant
- Agentforce Sales Foundations
- Business Analyst
- Marketing Cloud Engagement Developer
- Marketing Cloud Engagement Foundations
- Agentforce Specialist
- Agentforce Life Sciences Consultant
- B2B Commerce Administrator AP
- B2B Commerce Developer AP
- Agentforce Communications AP
- Agentforce Consumer Goods AP
- Agentforce Financial Services AP
- Agentforce Health AP
- Agentforce Manufacturing AP
- Public Sector Solutions AP
- Revenue Cloud Consultant
- MuleSoft Integration Foundations
- MuleSoft Developer
- MuleSoft Developer II
- MuleSoft Platform Integration Architect
- MuleSoft Platform Architect
- Tableau Desktop Foundations
- Tableau Data Analyst
- Tableau Consultant
- Tableau Server Administrator
- Tableau Next Consultant
- Tableau Architect
- Slack Administrator
- Slack Consultant
- Slack Developer
Checklist progressProgress
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Checklist progressProgress
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1.1 Conduct a comprehensive analysis of existing business processes and workflows to identify and prioritize potential blockers and areas of improvement
0/6
1.2 Given a set of business requirements, analyze key performance metrics related to the current business processes, identifying pain points, integration of third-party systems, inefficiencies, and areas of potential improvement and develop actionable recommendations to address them
0/5
- Planned, actual and forecast performance metrics in manufacturing analytics
- Establishing current-state KPI baselines before recommending change
- Assessing third-party system integration pain points in manufacturing
- Matching discovered pain points to Agentforce Manufacturing capabilities
- Turning discovery findings into actionable improvement recommendations
1.3 Analyze existing technical architecture to utilize proper data governance, system limitations, and dependencies
0/7
- Current-state system landscape and systems of record
- Assessing the existing Salesforce org for constraints and opportunities
- Data flow and source-system dependencies for agreement actuals and forecasts
- Data governance versus data management and stewardship roles
- Data governance controls for access, compliance and consistent definitions
- Data quality audit and profiling of existing systems
- Platform limits, large data volumes and data skew as architecture constraints
1.4 Given a set of business requirements, define a comprehensive rollout strategy for multi-country deployments, ensuring efficient and successful implementation of business initiatives
0/5
- Core elements of a comprehensive rollout strategy
- Big bang versus phased rollout and wave sequencing for multi-country go-lives
- Single org versus multi-org strategy for multi-country operations
- Global core template versus local country requirements
- Multi-currency and multi-language planning for a global Agentforce Manufacturing rollout
1.5 Given a set of business requirements, determine feature priority, project scope, and timeline
0/7
- Discovery activities within the implementation lifecycle
- Defining in-scope and out-of-scope boundaries for an implementation
- Needs, wants, and expectations in requirement prioritization
- Business impact versus implementation effort in feature prioritization
- MVP scope and dependency-based feature sequencing
- Drivers that lengthen or shorten an implementation timeline
- Late requirement changes and the scope, schedule, cost trade-off
- Platform foundation and editions behind Agentforce Manufacturing
- Sales, Service, and Sales and Service offerings and their capability scope
- Current-state process maps for requirements and solution fit
- Turning discovery outputs into the business design document capability map
- Sales Agreements versus opportunities for run-rate business requirements
- Mapping target-setting requirements to Account Manager Targets
- Advanced Account Forecasting versus account-based forecasting for demand planning
- Program-Based Business for OEM program and component forecasting
- Partner Visit Management for distributor and supplier visit requirements
- Manufacturing Experience Cloud sites for partner and customer collaboration
- Rebate management versus ship and debit and price protection
- Asset, coverage, and customer visibility capabilities for service teams
- Warranty Lifecycle Management versus Warranty Supplier Recovery
- Product Service Campaigns for recalls and proactive service
- Work Order Estimation and Service Part Return use cases
- CRM Analytics for Manufacturing dashboards for insight requirements
- Functional versus technical design specifications
- Technical design document sections and traceability to requirements
- Reference versus solution architecture diagrams for different audiences
- Data flow diagrams and system-of-record mapping for manufacturing data
- Data mapping plan from source systems to the Agentforce Manufacturing data model
- Sales agreement data model components in the technical design
- Third-party interface documentation and integration layers
- Business Rules Engine versus Data Processing Engine versus Flow Builder
- Design document review, versioning, and sign-off before build
- Fit-gap analysis against standard Agentforce Manufacturing capabilities
- Standard configuration versus customization for an identified gap
- Prebuilt apps that extend Agentforce Manufacturing before custom building
- Mapping forecast requirements to Data Processing Engine node types
- Access prerequisites before customizing a forecast DPE definition
- Custom forecast dimensions and measures in Advanced Account Forecasting
- CRM Analytics for Manufacturing customization boundaries
- Documenting standard versus custom scope and its cost with stakeholders
- Scope gaps and change orders during design
- Profiles versus permission sets for manufacturing user access
- Agentforce Manufacturing permission set licenses and feature permission sets
- Administrator access needed before enabling Agentforce Manufacturing features
- Permission set groups for manufacturing job functions
- Methods for assigning permission sets to one user versus many users
- Rebate Management permission sets by user role
- Data Processing Engine permissions for forecasting and Program Based Business
- Field permissions in permission sets versus page layouts
- Organization-wide defaults and sharing for manufacturing records
- Enabling Agentforce Manufacturing features in Setup
- Feature dependencies on Data Pipelines and Advanced Account Forecasting
- Sales agreement product schedules and schedule frequency
- Sales agreement status lifecycle, approvals, and renewals
- Sales agreement actual quantity and revenue from orders
- Custom metrics on sales agreement schedules
- Account Forecasting settings and adjustment periods
- Account Forecasting formulas and forecast metrics
- Advanced Account Forecasting forecast sets, measures and calculation logic
- Data Processing Engine templates in Advanced Account Forecasting
- Forecast adjustments and collaboration in Advanced Account Forecasting
- Service revenue and spare parts demand forecasting
- Account Manager Targets fit, enablement and target allocation
- Program Based Business fit and program forecast generation
- Rebate Management enablement and setup prerequisites
- Rebate program types, tiers, and benefit mappings
- Rebate transaction data, aggregation and payout approval
- Flow for Manufacturing tools and Omnistudio for guided processes
- Actionable Relationship Center and other additional manufacturing features
- Partner portals versus customer portals for manufacturers
- Partner and customer Experience Cloud licenses for manufacturing
- Manufacturing template versus other templates for site creation
- Prerequisites and setup sequence for a manufacturing Experience Cloud site
- Partner user profiles and partner user creation
- External sharing of manufacturing records with portal users
- Lightning App Builder versus Experience Builder for Manufacturing components
- Partner access to rebate programs through Experience Cloud
- Channel partner recruitment, onboarding and portal content strategy
- Partner Visit Management roles and visit workflow
- Partner Visit Management enablement and user setup
- Action plan templates, visit tasks and KPIs for partner visits
- Data 360 versus CRM Analytics for Manufacturing intelligence needs
- Manufacturing data kit for Data 360
- Ingesting asset operations and back-office data into Data 360
- CRM Analytics for Manufacturing licensing, prerequisites and limitations
- Analytics for Manufacturing admin versus user permission sets
- Data and field access prerequisites for creating the Analytics for Manufacturing app
- One-page setup flow for CRM Analytics for Manufacturing
- Choosing analytics modules for the Analytics for Manufacturing app
- Prebuilt manufacturing dashboards and the account manager questions they answer
- Embedding Analytics for Manufacturing dashboards in Lightning pages
- Scheduling the Analytics for Manufacturing dataflow refresh
- Security predicate for sales agreement and account forecast analytics
- Pre-configured Einstein Discovery stories for manufacturing analytics
- Statistical order forecasting predictions for Advanced Account Forecasting
- Enabling the Service Console for Manufacturing in Setup
- Permission sets and licenses for Service Console for Manufacturing users
- Service console components and the Asset Service Console for Manufacturing
- Timeline component setup and anchoring in the service console
- Record Alerts for proactive manufacturing service
- Knowledge articles in the Service Console for Manufacturing
- Identity verification for inbound manufacturing service calls
- CTI integration and the engagement data model for service calls
- Warranty service standards and warranty terms administration
- Warranty claim capture and adjudication
- Scoping historical versus active data for a manufacturing migration
- Org readiness before loading Agentforce Manufacturing data
- Object load sequence and relationship preservation for manufacturing data
- Data Import Wizard versus Data Loader for manufacturing data loads
- Bypassing automation and sharing recalculation during bulk loads
- Sandbox trial loads before the production migration
- Migrating from Account Forecasting to Advanced Account Forecasting
- Integration approaches for connecting ERP and order management systems
- MuleSoft Direct and prebuilt integration apps for back-office sync
- Agentforce Manufacturing APIs and Industry APIs for inbound integration
- Feeding ERP orders into sales agreement and account forecast actuals
- Salesforce Connect external objects versus replicating ERP data
- Evaluating the live system against business process flows and baseline KPIs
- Process red flags and the process improvement cycle after go-live
- Monitoring Data Processing Engine runs behind forecasts and rebates
- Purpose and timing of UAT in the delivery lifecycle
- Prioritizing business processes for UAT coverage
- UAT test plan and scripts traced to business requirements
- Selecting UAT testers and coordinating UAT roles
- UAT environment and test data readiness
- UAT results, go/no-go decision and stakeholder sign-off
- Data load preparation: object templates, cleansing and a trial load
- CSV Data Management for loading Agentforce Manufacturing data
- Managing validation rules and automation during large data loads
- Post-load data validation techniques
- When system integration testing applies versus other test types
- SIT test plan, integration test cases and sign-off
- Choosing the test environment for system integration testing
- Phased, pilot and big bang rollout approaches at go-live
- Metadata deployment versus data loading tools in a rollout
- Change sets versus Salesforce CLI versus DevOps Center for a release
- Change set deployment connections and inbound and outbound flow
- Deployment validation, monitoring and post-deployment verification
- Rollout plan elements and go-live user enablement
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