Generate Forecasts for Product Categories

To set up product categories for Advanced Account Forecasting in your org, you must create and update various components, such as custom fields, Data Processing Engine definitions, flows, and more. To help you get started quickly, the Manufacturing Cloud Learning trial org includes all the components you need. Using this trial org, you can package all the components and then install the package into your Salesforce org.

To sign up for a Learning trial org, see Create a Manufacturing Cloud Trial Org.

• Create and Upload Packages for Advanced Account Forecast Product Category
  Create and upload packages in your Learning trial org with the required assets for Advanced Account Forecast Product Category.
• Install Packages for Advanced Account Forecast Product Category
  Install the packages that you created in your Learning trial org into your Salesforce org.
• Set Up Advanced Account Forecast Product Category
  To work with Advanced Account Forecast Product Category, set up and configure the provided components that you installed from the Learning trial org packages.
• Run DPE Definitions Using Flows to Generate Forecasts for Product Categories
  The Advanced Account Forecast Product Category package includes schedule-triggered flows and screen flows to run the provided Data Processing Engine (DPE) definitions. After configuring the package assets, use the flows to run the DPE definitions to generate forecasts at the product category level.
• Considerations for Advanced Account Forecast Product Category
  Note these considerations when using the Advanced Account Forecast Product Category app to generate forecasts for product categories.