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  3. Salesforce Accredited Agentforce Manufacturing Professional

Salesforce Accredited Agentforce Manufacturing Professional

Checklist progress

0/176Learned

Salesforce Accredited Agentforce Manufacturing Professional

Study Checklist

  • Platform Administrator
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  • Agentforce Sales Consultant
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  • B2B Commerce Administrator AP
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  • MuleSoft Integration Foundations
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  • MuleSoft Platform Integration Architect
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  • Tableau Desktop Foundations
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Checklist progress

0/176Learned

  • Adjusting project timeline estimates when data migration complexity (cleaning legacy ERP account hierarchies) is identified as a critical path dependency
  • Determining project scope boundaries when a customer requests ERP integration, partner portal, and account-based forecasting simultaneously but has a fixed 6-month timeline
  • Identifying conflicts between custom opportunity stages and forecast categories and Manufacturing Cloud account-based forecasting
  • Prioritizing Sales Agreements vs. Rebate Management vs. Manufacturing Intelligence for an initial MVP when the customer's primary pain point is forecast accuracy rather than rebate administration
  • Scoping remediation when Manufacturing Cloud account-based forecasting conflicts with existing Sales Cloud forecasting setup
  • Using a feature priority matrix to align stakeholders on which Manufacturing Cloud capabilities to defer to a Phase 2 implementation
  • Assessing data governance implications when order actuals from a legacy ERP must populate Sales Agreement actuals fields without corrupting historical agreement records
  • Determining system dependencies when an existing Salesforce org is shared between Manufacturing Cloud and a pre-existing Sales Cloud implementation with custom opportunity stages
  • Evaluating the impact of an existing ERP integration architecture (batch vs. event-driven) on the frequency and accuracy of actuals data in Sales Agreements
  • Licensing coverage for Sales Agreements relative to the Manufacturing Cloud base license
  • Licensing requirements for Manufacturing Intelligence relative to the Manufacturing Cloud base license
  • Identifying Salesforce platform limitations (governor limits, large data volume considerations) relevant to a manufacturer with millions of order line items feeding account-based forecasts
  • Licensing requirements for Rebate Management relative to the Manufacturing Cloud base license
  • Selecting required Manufacturing Cloud add-on SKUs when multiple capabilities must be enabled together
  • Change management considerations for multi-country Manufacturing Cloud rollouts
  • Designing a phased rollout strategy for Manufacturing Cloud across EMEA, APAC, and North America when data residency regulations differ by region
  • Determining whether a single global Salesforce org or multiple regional orgs is the right deployment architecture for a manufacturer operating in countries with strict data sovereignty laws
  • Multi-currency operational considerations when deploying Manufacturing Cloud across countries
  • Training and localization considerations for multi-language Manufacturing Cloud deployments
  • Conducting stakeholder discovery workshops to map approval workflows for long-term volume-based customer agreements
  • Determining which accounts fit Sales Agreements versus standard opportunity management based on business model and selling motion
  • Distinguishing run-rate versus non-run-rate business models in manufacturing sales and contracting contexts
  • How conditional pricing and discount complexity steers the choice among Sales Agreements, CPQ, and custom contracting for volume deals
  • Identifying blockers to Sales Agreement adoption when a customer uses both direct sales and indirect distribution channels through dealers
  • Identifying process gaps when a manufacturer's field reps track account targets in Excel while corporate tracks actuals in ERP, leading to reconciliation delays
  • Mapping existing forecast-to-actuals reconciliation workflows to determine gaps that Manufacturing Cloud's account-based forecasting can address
  • Prioritizing implementation blockers when a manufacturing company's existing rebate programs are managed outside Salesforce in spreadsheets
  • Qualifying multi-year volume-based contracts as a fit for Sales Agreements versus CPQ or custom contracting solutions
  • Configuring Sales Agreement metrics when tiered rebate volume thresholds drive conditional payouts
  • Developing improvement recommendations for a manufacturer whose account managers lack visibility into dealer sell-through data, preventing accurate demand forecasting
  • Evaluating which Manufacturing Cloud analytics features address a business requirement to monitor actual-vs-target revenue attainment per product family per quarter
  • Analyzing KPIs for a manufacturer whose sales teams cannot see actuals against agreed-upon volumes in real time due to ERP data latency
  • How rebate program complexity influences Sales Agreement metric design
  • Identifying integration pain points when an existing Salesforce org receives order actuals from SAP via nightly batch files rather than real-time API calls
  • Reconciling Sales Agreement actuals source selection when the customer's ERP recognizes revenue at invoice time rather than at order or shipment
  • Selecting orders versus invoices versus shipments as the Sales Agreement actuals calculation source
  • When existing opportunity-stage-based forecasting is sufficient for manufacturing planning and demand visibility needs
  • When Manufacturing Cloud account-based forecasting is required instead of opportunity-stage forecasting for manufacturing scenarios
  • AccountForecast object: period granularity and primary forecasting fields in the technical design
  • AccountForecastAdjFact records: how manual forecast adjustments are stored for auditability in Manufacturing Cloud account-based forecasting
  • Choosing between MuleSoft and a direct REST API integration to bring ERP actuals into Manufacturing Cloud when the customer already has a MuleSoft license
  • Defining the system interaction design for a manufacturer that requires real-time warranty claim submission from a dealer portal to a back-office warranty management system
  • Designing the data flow architecture for synchronizing ERP order data into Salesforce to calculate Sales Agreement actuals in near real time vs. nightly batch
  • Designing the permission model and data sharing architecture to ensure regional account managers can only see Sales Agreements for their assigned accounts in a global org
  • Designing the technical architecture for an Experience Cloud partner portal that exposes Sales Agreement visibility and order tracking to distributors
  • Documenting the data model design for extending Sales Agreement metrics with custom fields to capture product-level revenue targets not supported by standard configuration
  • RebateMemberBenefit and RebatePayment objects and how they relate to rebate programs and members in the technical design
  • SalesAgreementProduct object: key standard fields and relationship to SalesAgreement in the technical design
  • SalesAgreement object: purpose, key standard fields, and core relationships in the technical design
  • RebateProgram and ProgramRebateType objects and how they relate to Account and Product in the technical design
  • Selecting CRM Analytics datasets required for Manufacturing Intelligence executive KPI visibility
  • SalesAgreementProductSchedule object: schedule fields and parent-child relationship under SalesAgreementProduct in the technical design
  • Selecting Manufacturing Intelligence dashboards and embedded analytics placements for executive consumption
  • Designing page layouts and Lightning App Builder pages for the Manufacturing Cloud console app to surface Sales Agreement, forecast, and rebate progress data in a unified account manager view
  • Assessing whether standard Manufacturing Cloud Service Experience components meet the customer's warranty claim handling requirements or require custom Lightning Web Components
  • Determining whether a custom Apex trigger or Process Automation tool is the correct approach to auto-populate Sales Agreement schedules when ERP data is received via integration
  • Identifying the customization scope required when a manufacturer's account hierarchy does not align with the standard account-based forecasting hierarchy model in Manufacturing Cloud
  • Identifying the gap between standard Sales Agreement approval workflows and a customer requirement for sequential multi-level approvals with delegated approval authority
  • Performing a gap analysis to determine when a customer's multi-product rebate tier structure cannot be accommodated by standard Rebate Management and requires Apex customization
  • Defining standard Sales Agreement statuses (Draft, Active, Expired, Cancelled) for the business design document
  • Deciding whether to use Sales Agreements or custom objects to represent a multi-tier distributor contract structure when standard Sales Agreement metrics cannot accommodate the required conditional pricing logic
  • Documenting how account-based forecasting hierarchies should map to a customer's organizational account hierarchy in the business design document
  • Mapping rebate accrual rules captured during discovery to Rebate Management accrual configuration options
  • Mapping contract schedules from annual volume-based agreements into Sales Agreement schedule structure in the business design document
  • Mapping rebate payout methods and calculation frequency from discovery findings into Rebate Management program design
  • Mapping agreement terms from annual volume-based contracts into Sales Agreement records in the business design document
  • Mapping Sales Agreement status transitions to the customer's contract management workflow and governance rules in the business design document
  • Mapping volume and revenue metrics from annual contracts into Sales Agreement metrics in the business design document
  • Mapping a manufacturer's partner visit and inspection workflows to the appropriate Manufacturing Cloud Service Experience components
  • Choosing between account hierarchy-based and territory-based approaches to forecasting rollup when designing a Manufacturing Cloud account-based forecasting solution for a manufacturer with complex sales territories
  • Designing the business document section that defines which actuals source (orders, invoices, or a custom object) will populate Sales Agreement actuals for a given customer model

Given a customer's business and technical requirements, configure Manufacturing Cloud aligned with industry best practices.

0/33

  • Adding accounts as Rebate Program Members and configuring member benefit levels and thresholds for a tiered distributor incentive program with multiple qualifying tiers
  • Configuring Account Manager Targets to align forecast attainment visibility with regional sales quotas in a Manufacturing Cloud implementation
  • Choosing percentage-of-revenue versus fixed-per-unit accrual methods in Rebate Management
  • Available Sales Agreement statuses (Draft, Active, Expired, Cancelled) and typical transition paths during agreement lifecycle management
  • Configuring account-based forecasting dimensions (product family, product, time period) to match a manufacturer's planning and demand review process
  • Configuring manual forecast adjustments so account managers can override system-calculated account forecasts
  • Configuring multi-currency support in Sales Agreements for a global manufacturer where agreements are negotiated in local currency but reported in USD
  • Configuring planned volume and revenue values on Sales Agreement product schedules by period
  • Configuring rebate payout periods and accrual rule foundations within Rebate Management programs
  • Configuring rebate program qualification rules: start and end dates, minimum purchase thresholds, and eligible product or category qualifiers
  • Configuring Sales Agreement metrics to reflect contracted KPIs and attainment definitions
  • Configuring Sales Agreement schedules for recurring periods such as monthly volume and revenue tracking
  • Configuring Sales Agreement renewal and amendment workflows as agreements approach expiration, including extending terms and renegotiating volumes
  • Configuring Sales Agreement terms to align with annual volume-based contract commitments
  • Data model differences between Manufacturing Cloud account-based forecasting and Sales Cloud collaborative forecasting
  • Deciding between volume-based and revenue-based rebate benefit types when an incentive program pays on shipped units for some product lines and on invoiced revenue for others
  • Enabling account-based forecasting in Manufacturing Cloud and selecting monthly versus quarterly forecast period type
  • Enabling and configuring the Manufacturing Cloud home page and console app layout for account managers to maximize visibility into agreement and forecast data
  • Enabling Rebate Management and defining rebate programs with applicable rebate benefit types for distributor incentives
  • How Sales Agreement status affects record editability and which updates remain permitted
  • Input sources and primary use cases for account-based forecasting versus collaborative forecasting
  • Navigating Manufacturing Settings to enable Manufacturing Cloud capabilities
  • Recommended activation sequence for Sales Agreements, Account-based Forecasting, and related Manufacturing Cloud features before creating transactional agreement records
  • Preserving historical Sales Agreement actuals through renewal and amendment processes
  • Reviewing account forecast adjustment history to understand how forecasts changed over a period
  • Selecting account-based versus collaborative forecasting for a given manufacturing sales planning scenario
  • Setting the account-based forecasting horizon to align with the manufacturer's planning and S&OP cadence
  • Setting the correct actuals calculation method on a Sales Agreement when a customer wants actuals sourced from Order records created by their ERP integration rather than Opportunity data
  • Setting rebate accrual frequency and understanding when Rebate Management recalculates accruals
  • Setting up the Sales Agreement approval process using Flow or standard approval workflows to enforce a two-tier sign-off before agreement activation
  • Setting up Rebate Payments and generating payout summaries when a rebate program payout cycle completes
  • User actions and system conditions that trigger Sales Agreement status transitions
  • How edits to planned values for one Sales Agreement schedule period affect remaining periods on the schedule

Given a set of technical requirements, set up users and permission sets.

0/4

  • Assigning the correct Manufacturing Cloud permission sets to users who need to create and edit Sales Agreements but should not have access to rebate program configuration
  • Configuring permission set licenses for Manufacturing Cloud when a subset of Sales Cloud users require access to account-based forecasting but not all Manufacturing Cloud features
  • Determining the correct sharing model and OWD settings to ensure Sales Agreement records are visible to account managers but not to other teams in the same org
  • Setting up role hierarchy and territory management for a manufacturing org where multiple account managers share the same key account across regions

Given the business and technical requirements, configure Manufacturing Cloud Service Experience.

0/17

Associating Warranty Terms with Product records so entitlements can generate consistently at registration time

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Automatic creation of warranty entitlements when an Asset is registered post-sale under configured Warranty Terms

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Configuring Action Plan template task assignment rules for dealer inspection and audit visits

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Configuring Visit types and scheduling recurring account visits for field reps in Manufacturing Cloud Service Experience

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Configuring the Manufacturing Cloud Service Console for a scenario where field service technicians need access to warranty history, asset records, and case management in a single interface

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Creating Asset records from Order Products or Opportunity Products for installed base tracking

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Configuring Visits and Action Plans for field service scenarios where account managers conduct periodic dealer visits with structured inspection checklists

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Configuring warranty management entitlements and milestones so that warranty claim SLAs are automatically applied based on product type and purchase date

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Configuring Entitlement Process milestones for warranty claim SLA targets

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Creating Action Plan templates with ordered task sequences and completion dependencies for structured dealer audit visits

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Deciding between standard entitlement processes and custom Flow Orchestration to manage a complex multi-step warranty claim approval workflow in Manufacturing Cloud

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Escalation rules and milestone actions when warranty claim resolution milestones are missed

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Managing Asset hierarchies for serialized equipment with component-level tracking

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Linking Action Plans to Visit records so structured checklist tasks roll up to each visit execution

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Managing parts lines, labor lines, and closure steps on warranty Work Orders

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Setting up asset management and installed base tracking in Manufacturing Cloud when a customer requires visibility into every serialized product sold to each account

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Setting up Work Orders and Work Type templates for warranty repair dispatching in Manufacturing Cloud Service Experience

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Given the business and technical requirements, implement the necessary steps to execute data migration.

0/5

  • Choosing between Salesforce Data Loader and Data Import Wizard for bulk-loading historical Sales Agreement schedule data from a legacy system
  • Deduplicating account records during migration when the legacy CRM contains multiple entries for the same distributor under slightly different names or addresses
  • Determining the correct approach for migrating historical rebate accrual data into Rebate Management when only summary-level data is available from the legacy system
  • Handling external ID mapping when migrating account records from a legacy CRM so that ERP integration can still match records by external ID post-migration
  • Sequencing data migration for Manufacturing Cloud when Sales Agreement records depend on Account and Product records that must be loaded first

Given the business and technical requirements, set up a framework for partner engagement.

0/6

  • Configuring an Experience Cloud site with Manufacturing Cloud components to give distributors read access to their own Sales Agreements and current actuals
  • Configuring Manufacturing Cloud-specific Experience Cloud components (Sales Agreement viewer, forecast grid, rebate progress tracker) for a partner portal to maximize distributor self-service
  • Configuring the partner onboarding process in Manufacturing Cloud when new distributors must complete registration, credential verification, and territory assignment before gaining portal access
  • Deciding whether to expose rebate program status to distributors via a partner portal or through automated email notifications when agreement actuals thresholds are reached
  • Selecting the correct Experience Cloud template (Partner Central vs. Customer Account Portal) for a dealer portal that requires both collaboration and transactional self-service features
  • Setting up Partner Community licenses and sharing rules so that a distributor can only see its own account's Sales Agreements and not those of competing distributors

Given a customer's business model and requirements, build or configure integration to third-party systems.

0/5

  • Configuring Connected App settings and OAuth flows for a third-party ERP system that must push order data into Salesforce Manufacturing Cloud via REST API
  • Designing the integration pattern (real-time REST API vs. batch file import) to bring ERP order actuals into Manufacturing Cloud Sales Agreements when the customer's SAP system exposes an OData API
  • Deciding whether to use Platform Events or a scheduled Apex batch job to trigger Sales Agreement actuals recalculation after new order records are received from ERP
  • Handling error recovery in the ERP-to-Salesforce actuals integration when an order record fails to upsert due to a missing product reference in Salesforce
  • Evaluating the trade-off between event-driven integration (Platform Events) and scheduled batch integration for actuals updates when data volume and latency requirements must both be satisfied

Given the business's technical requirements, configure Manufacturing Intelligence to effectively translate data into actionable insights and strategic recommendations.

0/4

  • Configuring data sync schedules in Manufacturing Intelligence to balance data freshness requirements with Salesforce platform data sync limits
  • Determining when to use Manufacturing Intelligence embedded dashboards vs. standalone CRM Analytics dashboards to surface KPIs to account managers within the Sales Agreement record
  • Enabling and configuring Manufacturing Intelligence (CRM Analytics for Manufacturing) to provide account managers with forecast-vs-actual dashboards segmented by product family
  • Selecting and applying Manufacturing Intelligence CRM Analytics templates aligned to Manufacturing Cloud KPIs
  • Choosing the correct data validation approach (sample-based spot checks vs. full reconciliation queries) when loading millions of historical order actuals records
  • Resolving data load errors where Sales Agreement records fail validation due to missing required custom fields not included in the migration mapping
  • Validating migrated Sales Agreement schedule records post-load by comparing aggregate actuals totals in Salesforce against source ERP export figures
  • Verifying that Account Manager Targets loaded via Data Loader correctly reflect the fiscal year quota allocations distributed from the customer's HR and planning system
  • Choosing between Change Sets, Salesforce CLI (SF DX), and a third-party deployment tool (Copado, Gearset) for deploying Manufacturing Cloud configuration across sandbox and production org
  • Determining the correct sequence of metadata deployment components (custom objects, flows, permission sets, profiles) to avoid dependency errors during a Manufacturing Cloud deployment
  • Planning a cutover deployment strategy that minimizes downtime for account managers when activating Sales Agreements in production for the first time during a go-live weekend
  • Executing a phased rollout strategy where a pilot group of account managers goes live on Manufacturing Cloud before full org-wide enablement, including rollback procedures
  • Post-go-live smoke test: Manufacturing Intelligence dashboard data freshness versus integration schedules
  • Post-go-live smoke test: account-based forecast display accuracy for pilot accounts
  • Post-go-live smoke test: Sales Agreement actuals recalculation for representative agreements
  • Identifying the risks of deploying Manufacturing Cloud configuration changes to a shared production org that is actively used by a Sales Cloud team running concurrent opportunities
  • Designing end-to-end system integration test cases that validate the full order-to-actuals flow from ERP order creation to Sales Agreement actuals update in Salesforce
  • Testing the error handling behavior of the ERP integration when Salesforce API limits are hit during a large batch of order records, and verifying the retry and alerting mechanism works correctly
  • Validating that the partner portal integration correctly reflects real-time agreement actuals data and does not serve stale cached data to external distributor users
  • Deciding how to handle UAT defects found in rebate accrual calculations when the root cause is ambiguous business rule interpretation vs. configuration error
  • Facilitating UAT sessions with account managers when they report that the Sales Agreement actuals total does not match what they see in the ERP, and determining root cause triage steps
  • Setting up UAT environments and sandbox refresh strategy for Manufacturing Cloud so testers work with production-representative data without exposing PII
  • Structuring UAT for the partner portal to validate that distributors can view their own Sales Agreements but cannot access other accounts' agreement data
  • UAT coverage for Sales Agreement actuals accumulation versus planned schedules
  • UAT coverage for Sales Agreement schedule period roll-up and attribution correctness
  • UAT validation that renewed or amended Sales Agreements apply negotiated terms and schedules correctly
  • UAT coverage for Sales Agreement status transitions across draft through expired or cancelled lifecycles
  • UAT validation that Sales Agreement actuals are not incorrectly reset during renewal or amendment
  • UAT validation that Sales Agreement version history remains intact through amendments and renewals
  • Validating rebate accrual calculation accuracy in UAT by comparing Salesforce Rebate Management accrual records against manually computed rebate amounts for a representative sample of program members
  • Evaluating system performance metrics (API call volumes, data processing times) against business process SLAs post-go-live and recommending configuration adjustments
  • Identifying deviations in the account-based forecast-to-actuals comparison report when ERP actuals are being attributed to the wrong agreement schedule period due to a date mapping error
  • Monitoring Sales Agreement actuals recalculation performance after go-live and identifying when a high-volume order spike causes batch calculation delays exceeding the customer's SLA
  • Regression testing Sales Cloud reports and dashboards relied on by legacy forecasting after Manufacturing Cloud go-live
  • Regression testing that Manufacturing Cloud enablement does not break existing Sales Cloud opportunity management in a shared org

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Configuring Action Plan template task assignment rules for dealer inspection and audit visits

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Next conceptConfiguring Visit types and scheduling recurring account visits for field reps in Manufacturing Cloud Service Experience

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Explainer

Action Plan Templates standardize the tasks and metrics for dealer visits, ensuring consistency across inspections and audits. Field managers configure these templates to define mandatory tasks and sequences, which are then attached to Visit records where a specific visitor is assigned.

Core information
  • Action Plan Templates act as reusable frameworks that link multiple Visit records to a standard set of tasks and assessment indicators.
More details and nuances
  • Only Generic Assessment Tasks are supported for partner visit management in Automotive Cloud; Important Assessment Task Definitions and Task Flows are not supported.