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Universal Containers (UC) currently uses Sales Agreements to track its annual plans with customers but...

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Universal Containers (UC) currently uses Sales Agreements to track its annual plans with customers but is working with a consultant to set up Advanced Account Forecasting.

UC stores shipped/invoiced order data in a child-custom object related to the standard Order object. UC has two primary requirements:

1) To see its forecast by Product Code and Product Category

2) To see actual order data broken out into three metrics: Quantity Ordered but still Open, Quantity Ordered but Shipped, and Quantity Invoiced

How should a consultant set up Advanced Account Forecasting to fulfill these requirements successfully?

A.

On the Forecast Fact - Configure two new custom dimension fields (product code and product category) and three new custom metric fields (ordered quantity, shipped quantity, and invoiced quantity). Modify the OOTB

DPE templates to incorporate the new dimensions and aggregate the data according to the new metrics.

B.

On the Forecast Fact - Configure three new custom metric fields (ordered quantity, shipped quantity, and invoiced quantity). Modify the OOTB DPE templates to aggregate just the new metrics; the new dimension will be

automatically incorporated from the product.

C.

On the Forecast Fact - Configure two custom dimension fields (product code and product category) and two new custom metric fields (shipped quantity and invoiced quantity). Modify the Out of the Box (OOTB) Data

Processing Engine (DPE) templates to incorporate the new dimensions; the new metric aggregation will be automatic.

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Salesforce Manufacturing-Cloud-Professional Summary

  • Vendor: Salesforce
  • Product: Manufacturing-Cloud-Professional
  • Update on: Aug 1, 2025
  • Questions: 151
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TESTED 01 Aug 2025