Manufacturing Cloud Admin Guide - Salesforce

Manufacturing CloudCreate a Manufacturing Cloud Trial OrgCreate a Manufacturing Cloud Trial OrgGet hands-on experience with Manufacturing Cloud and Rebate Management in a full-featured trial experience.Note: Trial orgs are intended for proof of concept and guided self-exploration. Trial orgs expire in 30 days.To sign up for a trial org:1. Go to one of the trial org sign-up pages.Learning OrgThis fully configured org includes rich sample data and lets you see all the Manufacturing features in action. Use these orgs tosee what a comprehensive enablement looks like.Pre-Release OrgThis org provides a sneak peek at upcoming release features. You can create these orgs only during sandbox preview windows.If the page doesn’t include a sign-up form, the preview window is closed.Base OrgThis unconfigured org is a blank slate with only the necessary licenses and permissions. Use these orgs for quick proof of conceptprojects or general testing.2. Enter your contact details.3. Read and agree to the service agreement.4. Click Submit.After your org is created, look for an email with login details. Your trial org includes pre-enabled Manufacturing Cloud and RebateManagement features. It also includes Experience Cloud, Digital Process Automation, and CRM Analytics for Manufacturing Cloud.Plan and Prepare for Your Manufacturing Cloud ImplementationBefore setting up Manufacturing Cloud, create or import your data and complete prerequisites.Note: Manufacturing Cloud works with Sales Cloud and Service Cloud. The ContractualRestrictions for Sales Cloud and Service Cloud apply to Manufacturing Cloud.Set Up Objects for ManufacturingFor sales agreements, set up accounts, contacts, products, and price books. All sales agreementsare associated to these objects. For account forecasting, set up accounts, contacts, products,price books, opportunities, and orders. Forecasts for accounts are generated based on associatedorders, sales agreements, and opportunities for new and existing products.EDITIONSAvailable in: LightningExperienceAvailable in: Enterprise,Unlimited, and DeveloperEditionsEnable Feed Tracking For ChatterEnable Feed Tracking for your users so that they can get the most out of Chatter to collaborate with their stakeholders on salesagreements.Get Help Setting Up Manufacturing Cloud with Guidance CenterMeet the Guidance Center—a place to get guided help setting up Manufacturing Cloud right inside of the app.5

Manufacturing CloudSet Up Objects for ManufacturingSet Up Objects for ManufacturingFor sales agreements, set up accounts, contacts, products, and price books. All sales agreementsare associated to these objects. For account forecasting, set up accounts, contacts, products, pricebooks, opportunities, and orders. Forecasts for accounts are generated based on associated orders,sales agreements, and opportunities for new and existing products.You can set up objects in any order. Use Data Loader to bulk import information into your org.EDITIONSAvailable in: Enterprise,Unlimited, and DeveloperEditions.1. From the App Launcher, enter Accounts, and select it.2. Click New on the Accounts home page. Enter the information of your customer’s businessaccount or a person account if it’s enabled for your org. Save the changes.3. On the account’s record, go to the Related tab. Click New on the Contacts related list. Enter thecontact information for the account, and save it.At least one primary contact is required for every account.USER PERMISSIONSTo modify products: Create and Editpermissions on Productsand Price Books4. From the App Launcher, enter Products, and select it.5. Click New on the Products home page. Enter a name for the product, and provide a product code. Save the changes.6. On the product’s record, go to the Related tab. Select Use Standard Price and Active in the Price Books related list.Note: Products can be used in sales agreements only when they are marked as active and added to the standard price book.7. From the App Launcher, enter Price Books, and select it.8. Click New on the Price Books home page. Enter a name for the price book, and save it.9. On the price book’s record, go to the Related tab. Click Add Products in the Price Book Entries related list. Add the products youcreated, and save the changes.Note: Creating multiple price books allows you to have different standard prices for the same products.10. From the App Launcher, enter Opportunities, and select it.11. Click New on the Opportunities home page. Associate it to an account, provide a close date, and save the changes.12. From the App Launcher, enter Orders, and select it.13. Click New on the Orders home page. Associate it to an account, and save the changes. If necessary, you can associate it to a contract.SEE ALSO:Object Permissions6

Manufacturing CloudEnable Feed Tracking For ChatterEnable Feed Tracking For ChatterEnable Feed Tracking for your users so that they can get the most out of Chatter to collaborate withtheir stakeholders on sales agreements.EDITIONS1. In Setup, enter Feed Tracking in the Quick Find box.Available in: Enterprise,Unlimited, and DeveloperEditions.2. Select Feed Tracking under Chatter in Feature Settings.3. Select Sales Agreement from the list of objects in the side panel.4. Select the check box Enable Feed Tracking and click Save.USER PERMISSIONS5. You can also select the fields for which users can see feed updates when those fields are changedon records they follow.6. Select the check box All Related Objects to enable field tracking for related objects of a salesagreement such as accounts, products, orders, and contracts.To enable feed-tracking: Customize ApplicationSEE ALSO:Feed TrackingGet Help Setting Up Manufacturing Cloud with Guidance CenterMeet the Guidance Center—a place to get guided help setting up Manufacturing Cloud right insideof the app.EDITIONSThe Guidance Center lets you follow simple, clear steps for all the tasks you must complete forsetting up sales agreements, forecasting, and more. Steps either take you directly to Setup pages,or link off to topics here in Salesforce Help or Trailhead. Manufacturing Cloud for Sales andManufacturing Cloud for Service each have their own guided setup path.Available in: LightningExperienceTo open the Guidance Center, clickin the global header, then click Guidance Center. Lookfor the Manufacturing Cloud path or click View More.Available in: Enterprise,Unlimited, and DeveloperEditionsSet Up Users and Permissions for Manufacturing CloudLearn how to set up profiles and assign permissions to your Manufacturing Cloud users.Assign the Manufacturing Permission Sets to UsersAssign permission sets to internal users and partners based on their required level of access toSales Agreements, Account Forecasting, and Account Manager Targets.Create a Key Account Manager User Profile and Provide Access to ObjectsAssign a user profile to your key account managers and provide the required object permissions.Depending on how restrictive you want access to be, you can change the object permissions.EDITIONSAvailable in: LightningExperienceAvailable in: Enterprise,Unlimited, and DeveloperEditionsSet Field Permissions in ProfilesAfter you’ve assigned object level permissions to a profile, you can assign field permissions that specify the access level for each fieldin an object.Set Field Permissions on Orders and ContractsIf the actuals calculation mode for sales agreements is automatic, give your users access to view and edit the Orders and Contractsobjects. Add the sales agreement lookup to the page layouts of Orders and Contracts.7

Manufacturing CloudAssign the Manufacturing Permission Sets to UsersSet Field Permissions on Manufacturing ObjectsField-level security settings determine which fields a user sees. The most restrictive field access settings always apply. For example,you can have a field that’s required in a page layout but is read-only in the field-level security settings. The field-level security overridesthe page layout, so the field remains read-only.SEE ALSO:Assign Users Permission Sets to Use the Service Console for ManufacturingAssign the Manufacturing Permission Sets to UsersAssign permission sets to internal users and partners based on their required level of access to SalesAgreements, Account Forecasting, and Account Manager Targets.EDITIONSManufacturing Cloud provides the following permission sets related to Sales Agreements, AccountForecasting, and Account Manager Targets.Available in: Enterprise,Unlimited, and DeveloperEditions.PERMISSION SETDESCRIPTIONManufacturing Sales AgreementsGives users access to sales agreements that workwith orders, contracts, and more.Manufacturing Sales Agreements ForCommunityLets partner users collaborate on salesagreements in a partner portal.Manufacturing Account ForecastLets users track account forecasts for quantityand revenue metrics of products.Manufacturing Account Manager TargetsLets users create, assign, and distribute targets.USER PERMISSIONSTo assign permission sets: Assign Permission SetsANDView Setup andConfigurationBefore assigning the Manufacturing permission sets to your users, ensure that Sales Agreements, Account Forecasting, and AccountManager Targets are enabled in your org.Note: The permission sets for Manufacturing Cloud include the relevant permission set licenses that are required to useManufacturing Cloud. Assigning the permission set to a user also assigns the necessary permission set license.1. In Setup, enter Users in the Quick Find box, and then select Permission Sets.2. Select the permission set that you want to assign to users.3. Click Manage Assignments and then Add Assignments.4. Select the checkboxes next to the appropriate users, and click Assign.SEE ALSO:Permission Set Licenses8

Manufacturing CloudCreate a Key Account Manager User Profile and ProvideAccess to ObjectsCreate a Key Account Manager User Profile and Provide Access to ObjectsAssign a user profile to your key account managers and provide the required object permissions.Depending on how restrictive you want access to be, you can change the object permissions.EDITIONSYou can provide object permissions using permission sets or user profiles. If you provide objectpermissions using permission sets, assign the following permission sets for sales agreements,account forecasting, and account manager targets:Available in: Enterprise,Unlimited, and DeveloperEditions. Manufacturing Sales Agreements Manufacturing Advanced Account ForecastingUSER PERMISSIONS Manufacturing Program Based BusinessTo create users: Customize Application Manufacturing Account Forecasting Manufacturing Account Manager TargetsAssign a user profile and provide object permissions to the user profile.1. In Setup, in the Quick Find box, enter Users and then select Profiles.2. Clone the Standard User profile, enter a name for the cloned profile, and save your changes.3. Click Edit, and go the Standard Object Permissions section.4. Select the create, read, update, delete, and view all permissions for the following objects: Sales Agreements Advanced Account Forecast Facts Advanced Account Forecast Fact Adjustments Advanced Account Forecast Set Partners Advanced Account Forecast Set Uses Manufacturing Programs Manufacturing Program Component Forecast Facts Manufacturing Program Forecast Facts Manufacturing Program Variant Forecast Facts Account Forecasts Account Manager Targets5. Select at least read access for the following objects: Accounts Advanced Account Forecast Facts Advanced Account Forecast Fact Adjustments Advanced Account Forecast Set Partners Advanced Account Forecast Set Uses Contacts Manufacturing Program Component Forecast Facts Manufacturing Program Forecast Facts Manufacturing Program Variant Forecast Facts Orders Opportunities9To edit object permissions: Manage Profiles andPermission Sets, andCustomize Application

Manufacturing CloudSet Field Permissions in Profiles Contracts Products Price Books6. To provide delete permissions for active, approved, canceled, or expired sales agreements, go to the General User Permissions section,and select Delete Sales Agreements.Note: A profile with the Delete Sales Agreement permission can be assigned to account managers and to partner users.7. To provide edit permissions for actual quantities of sales agreement products, go to the General User Permissions section, and selectEdit Actual Quantities of Sales Agreement Products.Note: If the quantities for sales agreements are derived automatically from orders and contracts, go to the General User Permissionssection, and select Activate Orders and Activate Contracts. If you want users to collaborate on account forecast adjustments and change growth metrics, provide read and edit permissionsfor the objects.Provide create, read, update, delete, and view all permissions in the required combinations for all other objects. The permissions controlaccess at the object level. The sharing model controls access to individual records within that object type. Set access levels based on thefunctional requirements for the profile. For example, create different groups of permissions for individual contributors, managers, andadministrators.SEE ALSO:Manage UsersSet Field Permissions in ProfilesAfter you’ve assigned object level permissions to a profile, you can assign field permissions thatspecify the access level for each field in an object.EDITIONS1. From Setup, enter Profiles in the Quick Find box, then select Profiles.Available in: Enterprise,Unlimited, and DeveloperEditions.2. Select a profile.3. In the Field-Level Security section, click View next to the object you want to modify, and thenclick Edit.4. Specify the field's access level and save your work.USER PERMISSIONSTo set field-level security: Manage Profiles andPermission SetsANDCustomize Application10

Manufacturing CloudSet Field Permissions on Orders and ContractsSet Field Permissions on Orders and ContractsIf the actuals calculation mode for sales agreements is automatic, give your users access to viewand edit the Orders and Contracts objects. Add the sales agreement lookup to the page layouts ofOrders and Contracts.To allow your key account managers to view and edit the Sales Agreement lookup on a new orderor contract record, you must make it visible.EDITIONSAvailable in: Enterprise,Unlimited, and DeveloperEditions.1. From Setup, go to Object Manager.USER PERMISSIONS2. Click the Order object.3. Select Fields and Relationships.4. Click Sales Agreement, and then click Set Field-Level Security.To modify field-level security: Customize Application5. For the user profiles that you want to grant edit permission, select Visible. For view-only access,select Read-Only.Follow these steps for the Contract object.SEE ALSO:Field PermissionsSet Field Permissions on Manufacturing ObjectsField-level security settings determine which fields a user sees. The most restrictive field accesssettings always apply. For example, you can have a field that’s required in a page layout but isread-only in the field-level security settings. The field-level security overrides the page layout, sothe field remains read-only.In Object Manager, set up field-level permissions on these objects to provide your key accountmanagers visibility into sales agreements, account forecasts, and account manager targets.EDITIONSAvailable in: Enterprise,Unlimited, and DeveloperEditions.USER PERMISSIONS Sales Agreement Sales Agreement ProductTo modify field-level security: Customize Application Sales Agreement Product Schedule Account Account Forecast Opportunity Account Forecast Adjustment Account Forecast Period Metric Account Product Forecast Order Account Product Period Forecast Account Manager Target Account Manager Target Distribution Account Manager Periodic Target Distribution1. From Setup, go to Object Manager.2. For the Sales Agreement object, you can choose to provide visible access on the following fields:11

Manufacturing CloudSet Field Permissions on Manufacturing Objects Contact: To use Communities for collaboration on sales agreements Total Agreement Amount: Mark as visible to users of all profilesNote: We recommend that you provide read-only access to the Actuals Calculation Mode field.3. For sales agreement product, if a user doesn’t have at least read-only, visible access on any of these fields, they won’t be able to seethe corresponding data in the Agreement Terms tab. If they have read-only access but not visible access, they can’t edit the valuesin the Agreement Terms tab. Initial Planned Quantity Total Planned Quantity Total Actual Quantity Total Forecasted Quantity Sales Price Total Planned Amount Discount Percentage Total Forecasted Amount Total Actual Amount4. For sales agreement product schedule, if a user doesn’t have at least read-only, visible access on any of these fields, they won’t beable to see the corresponding data in the Agreement Terms tab. If they have read-only access but not visible access, they can’t editthe values in the Agreement Terms tab. Planned Quantity Planned Quantity Actual Quantity Forecasted Quantity Sales Price Planned Amount Discount Percentage Forecasted Amount Actual Amount5. For account forecast adjustment, make sure to provide at least visible access to your users on Adjusted By and Adjusted Commentsfields so that they can collaborate on forecast adjustments during the planning period.6. For account forecast period metric, allow your account owners to edit the Account Growth Percentage and Market Growth Percentagefields.12

Manufacturing CloudSet Up a Partner Portal to Collaborate on Your Run-RateBusinessSet Up a Partner Portal to Collaborate on Your Run-Rate BusinessCreate a responsive portal where your partners can access knowledge articles, collaborate on salesagreements and advanced account forecasts, and manage leads to improve sales and revenue.Partners can get visibility into sales agreement negotiations, s

Task Resources Create a Key Account Manager User Profile and Provide Access to Objects Set Field Permissions in Profiles Set Up Objects for Manufacturing Set Up Objects for Manufacturing Configure Additional Settings for Manufacturing Additional Configurations for Manufacturing