Assessing the existing Salesforce org for constraints and opportunities
Key Takeaway
Before you design, confirm that the org's edition supports each product, find the add-on licenses you need, and check data readiness and volumes against governor limits.
Before you design an Agentforce Manufacturing solution, you assess the customer's current Salesforce org. You want to learn what the org already has, what users are missing, and what will limit the design. The assessment covers editions and licenses, the clouds already in use, data readiness, and expected data volumes. The results tell you which features fit, which add-ons to buy, and which risks to plan for.
Build on the existing org
Agentforce Manufacturing (formerly Manufacturing Cloud) adds objects, features, tools, and apps made for the manufacturing industry. Because the product is built on the Salesforce platform, a customer can keep using Sales Cloud and Service Cloud functionality alongside the manufacturing features. So part of the assessment is noting which clouds the org already uses.
Brightline Pumps already runs Sales Cloud for its account managers. The company buys Agentforce Manufacturing licenses and enables the product in that same org. The account managers keep working in the org they know. They also get manufacturing features such as sales agreements and account-level forecasting.