Calculate Actuals for Sales Agreements Using the Data Processing Engine

You can easily access all components of this sample app in the Manufacturing Cloud Learning Trial Org. Or, you can depoy the prebuilt app in your own org to seamlessly integrate with your existing business processes.

• Workflow of the Actuals Calculation Prebuilt App
  Review the high-level workflow of the Actuals Calculation Using Data Processing Engine prebuilt app.
• Prerequisites for Using the Actuals Calculation Prebuilt App
  Review these prerequisites before you deploy and use the Calculate Actuals Using Data Processing Engine prebuilt app.
• Install the Actuals Calculation Field and Permission Set Prebuilt App Package
  To get access to a custom field and a permission set for the Calculate Actuals Using Data Processing Engine prebuilt app, first install an unmanaged package in Salesforce. The custom field Calculate actual values using DPE can be added to the Sales Agreement record page layout. The permission set Data Processing Engine Based Actuals Calculation for Sales Agreements can be assigned to admins, account managers, and sales managers who manage sales agreements.
• Assign Permission Sets to Users for Using the Actuals Calculation Prebuilt App
  After you deploy the Actuals Calculation Field and Permission Set package in your org, assign the Data Processing Engine Based Actuals Calculation for Sales Agreements permission set to your users as required. Make sure you assign the permission to the admin users and integration users at a minimum.
• Install the Actuals Calculation Flow and DPE Prebuilt App Package
  To get access to a Data Processing Engine template and a scheduled flow template for the Calculate Actuals Using Data Processing Engine prebuilt app, install an unmanaged package in Salesforce. The Data Processing Engine template Calculate Actual Products Quantity Revenue can be cloned and activated for use. The Calculate Actual Products Quantity Revenue Scheduled Flow can be saved and activated for use.