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Get Started with Manufacturing Cloud

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe how Manufacturing Cloud solves your planning problems.
  • Enable Manufacturing Cloud features.
  • Assign permissions for Manufacturing Cloud to users.

Why Go for Manufacturing Cloud?

The manufacturing industry is undergoing massive digital transformation. Companies are forced to innovate so their businesses can succeed. Critical customer insights are often siloed across spreadsheets and multiple ERP systems, which can negatively affect service-level agreements, account performance, and accuracy to predict demand. The resulting inventory stockouts, buildups, and warehousing costs reduce operating margins and negatively impact revenue.

To provide a seamless customer experience, manufacturers need a solution that helps them better understand customer needs while improving visibility across the entire value chain.

The manufacturing ecosystem includes many disconnected suppliers, manufacturers, distribution channels, and customers.

Salesforce provides a single CRM platform, where manufacturers can access data, collaborate, and engage with their customers better. It offers a unified view of the market and customer demands to more accurately forecast, plan, and drive predictable business performance.

Let’s find out how Badger Parts can use Manufacturing Cloud.

Meet Cindy and Vance

Badger Parts designs, manufactures, sells, and services construction equipment, diesel, and alternative-fueled generators. Badger serves customers through a network of distributors worldwide.

Cindy Jones is the admin at Badger Parts. Badger Parts currently uses Sales Cloud, and Cindy is well versed with the Salesforce ecosystem. But as Badger Parts grows rapidly, account executives are looking for a more robust planning framework. More than one account manager has expressed their unhappiness with the disconnected solutions that they currently use to negotiate sales.

Before seeking a solution, Cindy wants to find out the specific issues account managers face. She appoints Vance, a young and enterprising account manager, to draw up a report on the challenges his department faces.

Vance’s Key Findings

Vance surveys his team to understand the challenges they face and come up with possible solutions.

What’s Missing? What’s the Solution?
At-a-glance comparison of planned and actual product prices and quantities A single view of how product quantities and revenues change over time
Flexibility to change sales plans based on factors such as production issues, customer requests, and recession The ability to edit planned quantities, sales prices, and discounts with ease
Visibility into product inventory levels Metrics for inventory similar to the existing pricing and quantity metrics
Automatic updates to the actual product quantities based on fulfilled orders An invisible force that pulls information from orders and updates sales plans regularly
Information on product performance across accounts so that the team can make market-driven decisions Quantity and revenue projections for products at an account level that take market growth into consideration
Ability to track changes to sales figures made by colleagues during the company’s quarterly planning period The ability to collaborate on account numbers and track manual edits
Ability for manufacturers and partners to collaborate in real time An online portal that channel partners can use to collaborate with manufacturers, allowing them to easily collaborate on agreements, leads, and opportunities

Cindy looks at the report and knows that she has a significant job to do. She reaches out to Badger Parts’s Salesforce account executive to check if Salesforce has a product that can help Vance and his team.

Meet Manufacturing Cloud

Cindy is in luck—her account executive tells her about Manufacturing Cloud. Manufacturing Cloud includes features such as sales agreements and account-based forecasts that Badger Parts can benefit from. Manufacturing Cloud is available in Developer, Enterprise, and Unlimited editions.

Cindy starts researching how she can implement Manufacturing Cloud to meet her company’s requirements.

Set Account Managers Up for Success

Cindy purchases a Manufacturing Cloud license for Vance. The next step is to enable the product in her org and assign the required permissions to Vance.

Note

Note

In this module, we assume you are a Manufacturing Cloud administrator with the proper permissions to assign permission sets and configure Manufacturing Cloud. If you’re not an administrator for Manufacturing Cloud, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don’t try to follow these steps in your Trailhead Playground. Manufacturing Cloud isn’t available in Trailhead Playgrounds.

  1. Click Setup and select Setup.
  2. In the Quick Find box, enter Manufacturing.
  3. Click Sales Agreements and turn on the feature.
  4. Click Account Forecasting and turn on the feature.

Next, Cindy assigns the Manufacturing Cloud permission sets to Vance so that he can get started creating sales agreements and account forecasts.

  1. In Setup, enter Permission Sets in the Quick Find box and select Permission Sets.
  2. On the Permission Sets page, click Manufacturing Sales Agreements.
  3. Click Manage Assignments.
  4. To add a user, click Add Assignments.

    Cindy assigns Vance to this permission set.

Repeat these steps for the Manufacturing Account Forecast permission set. Here’s what the permission sets look like.

The permission sets for Manufacturing: Manufacturing Account Forecast and Manufacturing Sales Agreements.

Vance requires at least read access on a few objects to use Manufacturing Cloud. Cindy gives Vance the create, read, update, and delete permissions on the following objects:
  • Accounts
  • Contacts
  • Orders
  • Opportunities
  • Contracts
  • Products
  • Price books

She grants Vance the level of access he requires to manage his own accounts and sales agreements but nobody else’s. Cindy then asks Vance if he is able to access the shiny new objects that come as part of Manufacturing Cloud so that he can help her test some of the functionality.