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Create and Upload Packages for Advanced Account Forecast Product Category

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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.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create the package: Create AppExchange Packages
To upload the package: Upload AppExchange Packages
  1. Log in to your Learning trial org.
  2. From Setup, in the Quick Find box, enterPackage Manager, and then select Package Manager.
  3. Click New.
  4. Enter these details.
    • Package Name: ProdCatgField_pkg1
    • Description: Custom fields for Advanced Account Forecasting Product Categories.
  5. Click Save.
  6. Click Add to define components.
  7. Select Custom Field in Component Type and select these fields on the Advanced Account Forecast Fact object.
    • Adjusted Forecasted Quantity
    • Adjusted Forecasted Revenue
    • Parent Category
    • Product Category
    • Sales Agreement Quantity from Products
    • Sales Agreement Quantity from Categories
    • Sales Agreement Revenue from Products
    • Sales Agreement Revenue from Categories
  8. Click Add to Package.
    Package 1 for Product Category Hierarchy
  9. Click Upload.
  10. Enter these details and click Upload.
    • Version Name: ProdCategory
    • Version Number: 1.0
    An installation package URL is generated.
    Upload package for AAF Product Category
  11. Make a note of the installation package URL. This URL is used to install the custom fields into your org.
  12. In Package Manager, click New to create another package with these details.
    • Package Name: ProdCatgField_pkg2
    • Description: Custom Data Processing Engine templates and flows for Advanced Account Forecasting Product Categories.
  13. Add these components in the ProdCatgField_pkg2 package.
    Component Type Component API Name Description
    Aura Component Bundle CH_InstallationPage Component used on a Lightning page to create a forecast set record for Product Category Hierarchy.
    Batch Calculation Job Definition Generate_Category_Forecast_Sample DPE definition to generate a forecast with product categories.
    Batch Calculation Job Definition Recalculate_Category_Forecast_Sample DPE definition to recalculate a forecast with product categories.
    Batch Calculation Job Definition Regenerate_Account_Forecast_Sample DPE definition to regenerate a forecast with product categories.
    Batch Calculation Job Definition Rollover_Category_Forecast_Sample DPE definition to rollover a forecast with product categories.
    Lightning Page CreateCategoryHierarchyMetadata Lightning page to set up the Product Category Hierarchy metadata and components.
    Tab Create_Category_Hierarchy_Metadata Custom tab available on the App Launcher to create the forecast set data.
    Flow Definition Install_AAF_Product_Category_Hierarchy _Forecast_Set A flow to create the forecast set record.
    Flow Definition industries_mfg_GenerateForecastDPESampleScheduleFlow Scheduled flow for the Generate Category Forecast Sample DPE.
    Flow Definition industries_mfg_RecalculateForecastDPESampleScheduleFlow Scheduled flow for the Recalculate Category Forecast Sample DPE.
    Flow Definition industries_mfg_RegenerateForecastDPESampleScheduleFlow Scheduled flow for the Regenerate Category Forecast Sample DPE.
    Flow Definition industries_mfg_RolloverForecastDPESampleScheduleFlow Scheduled flow for the Rollover Category Forecast Sample DPE.
    Flow Definition industries_mfg_GenerateForecastDPESampleScreenFlow Screen flow for the Generate Category Forecast Sample DPE.
    Flow Definition industries_mfg_RecalculateForecastDPESampleScreenFlow Screen flow for the Recalculate Category Forecast Sample DPE.
    Flow Definition industries_mfg_RegenerateForecastDPESampleScreenFlow Screen flow for the Regenerate Category Forecast Sample DPE.
    Flow Definition industries_mfg_RolloverForecastDPESampleScreenFlow Screen flow for the Rollover Category Forecast Sample DPE.
    Permission Set Manufacturing_AAF_Product_Category_Hierarchy Permission set with the required permissions for Product Category Hierarchy.
  14. Enter these details and upload the package.
    • Version Name: ProdCategory 2
    • Version Number: 1.0
  15. Make a note of the installation package URL. This URL is used to install the additional assets for Advanced Account Forecast Product Category into your org.
 
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