Mapping Your Business Requirements to Manufacturing Cloud Capabilities

Sales Agreement Foundations

Key account managers can use sales agreements to track long-term business negotiations with partners and track the sale of products.

Revenue Management Features for Sales Agreements

Key account managers can use revenue management features for sales agreements to quickly add suitable products to sales agreements by browsing through product catalogs and customize attributes to accurately reflect customer choices. They can get the latest, rules-based prices before, during, and after product configuration.

Account Manager Targets

Account managers can use Account Manager Targets to create measurable targets, allocate targets to team members, and distribute targets by products, accounts, and time period.

Advanced Account Forecasting

Use Advanced Account Forecasting to generate comprehensive, multi-horizon forecasts on various aspects of your business. These forecasts can inform your plans as they show planned and actual measures alongside historical measures. You can also view forecasts by regions, product categories, inventory location, or other dimensions.

Program-Based Business

Account managers can use Program-Based Business to derive component production forecasts from the forecasts of customers, and transform forecasts into business opportunities.

Partner Visit Management

Sales and service can use Partner Visit Management to schedule visits and define tasks and metrics to assess partner performance. Field reps can perform productive visits by getting quick access to visit details on the go.

Inventory Information Management

Inventory managers can use the inventory management objects to monitor inventory stock and movement, track transfer of products, and describe the replenishment, adjustment, and transfer of products.

Inventory Search and Transfer

Inventory managers can search for products and parts across inventory locations by using an inventory search experience. They can transfer serialized and non-serialized products across inventory locations.

Inventory Count

Inventory managers can plan cycle and ad hoc counts for products and parts. Inventory auditors can perform inventory counts at designated locations by using the Salesforce Field Service mobile app.

Inventory Replenishment

Inventory managers can establish replenishment policies that define how products are automatically restocked after their stocks fall below specified thresholds.

Warranty Lifecycle Management

Warranty admins can use Warranty Lifecycle Management to define robust warranty terms and assign them to products and assets. They can also define robust standards to describe product defects and service operations.

Warranty Lifecycle Management

Use Warranty Lifecycle Management to capture warranty claims. Build a claims adjudication process that determines approved amounts against predefined business rules. Claim adjudicators can review and adjudicate claims from a single page.

Warranty Supplier Recovery

Use Warranty Supplier Recovery to raise claims to be reimbursed for defective parts procured from suppliers. Enter into supplier recovery contracts and specify the terms for recovering expenses for defective parts. Help suppliers adjudicate supplier recovery claims from a partner portal.

Product Service Campaign

Service managers can design timely product service campaigns and effortlessly segment and curate lists of impacted assets. Service agents engage with customers and track services to be performed, such as product recall or maintenance.

Work Order Estimation

Service agents and field service technicians can generate quotes for services using an intuitive guided flow. They can easily create work orders if customers approve the quotes.

Service Part Return

Service teams can use Service Part Return to easily request the return of parts associated with a work order or a warranty claim.

Asset Coverage View

Service reps can use Asset Coverage View to assess an asset's entitlements, such as maintenance plans, warranties, and service contracts, when they open a case or a work order.

Asset Interactive Hierarchy

Service managers and field technicians can use Asset Interactive Hierarchy to visualize the structure of an asset and replace and relocate assets quickly.

Service Console for Manufacturing

Service reps can use the Service Console for Manufacturing to get a holistic view of customers, take actions during an interaction, and get timely alerts on critical issues.

Asset Service Console for Manufacturing

Service reps can use the Asset Service Console for Manufacturing to get a comprehensive view into assets, including their key milestones, warranties, cases, work orders, and claims.

Asset, Asset Milestone, Asset Account Participant, and Asset Contact Participant Records

Service reps can use Asset records to capture granular information about assets, such as their owners, prices, and installation dates.

Service reps can use Asset Milestones to track the key moments in an asset’s lifecycle and initiate downstream actions based on the moments.

Service reps can use the Asset Account Participant and Asset Contact Participant records to track all accounts and contacts associated with an asset.

Fleet Management

Use Fleet Management to track fleets, assets in fleets, and stakeholders associated with fleets.

Work Order Estimation

Field service technicians and service agent use Work Order Estimation can quickly generate cost estimates for onsite services and create work orders if customers approve the quotes.

Prework Estimation

Use Prework Estimation to generate order estimates on a mobile app and send a PDF to the dealer.

Action Launcher

Use Action Launcher to make it easier for sales and service teams to find and launch actions such as creating work orders, extending warranty terms, and renewing contracts.

Actionable Relationship Center

Use Actionable Relationship Center to visually depict relationships between assets, contacts, and other records on an interactive, visual map. You can also use it to visualize complex organization hierarchies and business relationships, such as relationships between parent and child accounts.

Actionable Segmentation

Use Actionable Segmentation to segment assets, contacts, accounts, and other records and curate lists. Sales and service teams can use these lists for outreach initiatives and targeted engagement.

Audit Trail

Use Audit Trail to review customer verification logs to meet regulatory standards and detect potential identity fraud.

Context Service

Use Context Service to simplify the sharing and usage of data between business applications and procedures. For example, enable easy retrieval and utilization of warranty claims data in claim adjudication processes.

CSV Data Management

Use the CSV Data Management feature to upload large datasets into Salesforce as records in a few clicks.

Criteria-Based Search and Filter

Use Criteria-Based Search and Filter to build search experiences that users use to search for data that's stored across multiple objects, such as inventory. They can review and perform actions on the search results.

Data Processing Engine

Use Data Processing Engine to aggregate, join, and transform the data spread in multiple objects and fields, and write the data back into desired objects. Use the Data Processing Engine templates that come with Manufacturing Cloud to generate advanced account forecasts based on sales data, and derive forecasts for a manufacturing program based on customer forecasts.

Events and Milestones

Use Events and Milestones to capture key moments in the lifecycle of assets, accounts, and contacts, and initiate downstream actions based on these moments.

Surveys

Use Surveys to create engaging, personalized surveys to gather required data from customers.

Identity Verification

Use Identity Verification to verify the identity of a caller by using preset questions and locating their record in the customer database.

Intelligent Document Reader

Use Intelligent Document Reader to automatically extract data from documents to create, update, or verify records such as rebate claims and transaction journals.

Record Alerts

Use Record Alerts to get actionable notifications for critical updates on information stored in internal and external systems, such as upcoming sales agreement expiration and overdue asset maintenance.

Service Process Studio

Use Service Process Studio to design end-to-end service processes.

Timeline

Use Timeline to see an interactive, chronological view of key records, such as orders, work orders, warranties, stakeholders, and engagements.

Flow for Manufacturing

Automate customer-focused digital experiences for your entire business with the suite of tools included in Flow for Manufacturing. This suite includes Flow Builder, Omnistudio, Data Processing Engine, Business Rules Engine, Decision Tables, Intelligent Form Reader, and Document Generation.

Omnistudio

Use Omnistudio to create guided experiences for your users based on your business processes. You can use predefined Omnistudio components that come with Manufacturing Cloud. For example, you can use predefined Omnistudio components to review warranty claims.

Experience Cloud for Manufacturing

Build an Experience Cloud site by using the Manufacturing template to create feature-rich, branded portals. Use these portals to coordinate on commercial operations, service interactions, inventory processes, and other parts of your business.

Data Cloud

Use Data Cloud with Manufacturing Cloud to ingest, harmonize, and analyze data on manufacturing operations, assets, and customers. Use manufacturing telematics data model objects to model and store data on asset operations and usage.

Manufacturing Data Kit

Use the Manufacturing data kit to get predefined calculated insights and data streams that help you unify, model, and analyze your customer, asset, sales, and service data in Data Cloud.

CRM Analytics for Manufacturing

Use CRM Analytics dashboards for manufacturing to surface actionable insights on sales agreements, warranty claims, account manager targets, and other parts of your business.

MuleSoft

Use MuleSoft Accelerators for Manufacturing to sync and transfer data on sales agreements, rebates, and other records from external systems to Manufacturing Cloud.

Rebate Management

Use Rebate Management to create rebate programs, design incentives and sales targets, and manage rebate claims and transactions.

Ship and Debit Process Management

Use Ship and Debit Process Management to create ship and debit programs, compensate partners based on products sold, and process ship and debit claims.

Asset Service Lifecycle Management

Use Asset Service Lifecycle Management to streamline your asset service operations, manage product services at scale, and improve service delivery.

Connected Assets

Use Connected Assets to develop touchless orchestrations for processing events generated from assets and take actions in Salesforce. Get data-driven insights into asset health.

Revenue Cloud

Use Revenue Cloud with Manufacturing Cloud to drive seamless buying and selling experiences across different revenue models.

Field Service

Use Field Service with Manufacturing Cloud to manage your field service workforce, asset service operations, and work orders.