Prebuilt Apps for Manufacturing Cloud

Use the prebuilt apps tailored for Manufacturing Cloud to implement custom business use cases and to meet process-specific requirements.

Important The Manufacturing Cloud Prebuilt Apps is a Non-SFDC Application as defined under, and subject to the terms of, your Main Services Agreement (f/k/a the Master Subscription Agreement) with Salesforce. https://www.salesforce.com/company/legal/agreements.jsp

See Support for Manufacturing Sample Apps.

Note

To install some of these apps, you need a special Learning trial org. See Create a Manufacturing Cloud Trial Org.

• Generate Forecasts for Product Categories
  Extend the default Data Processing Engine templates that work with Advanced Account Forecasting to generate forecasts at any level in the product category hierarchy. Help your account managers, regional managers, and financial analysts get better demand visibility. View granular forecasts that help you identify high and low performers in each product category.
• Generate Forecasts for Key Revenue Measures
  Extend the default Data Processing Engine templates that work with Advanced Account Forecasting to allow your users to view forecasts for key revenue measures. Help your account managers, regional managers, and financial analysts understand the key revenue measures to improve sales and manage gross margin percentage at a product level. View forecasts for revenue measures along with net profit and sales visibility at a product level and take the steps required to improve profitability.
• Map Fields with the Object Hierarchy Mapping Package
  Create field mappings between objects for the ConvertToSalesAgreement and EligibleProgramRebateType usage types, to help you set up your data in Manufacturing Cloud. These mappings can help account managers define relationships between Opportunities and Sales Agreement objects used during the conversion of opportunities to sales agreements. Or define relationships between Transaction Journal and aggregate objects used in Rebate Management.
• Debug Your Data Processing Engine Definitions
  Optimize your Data Processing Engine (DPE) definitions by using the Data Processing Engine Debug prebuilt app. Get the count of records that pass through the nodes of a DPE definition to verify how interlinked nodes behave, to test new customizations, and to investigate errors. Get a visual representation of a DPE definition to explore its nodes and their connections, to plan customizations, and to troubleshoot issues.
• Register Products and Assign Warranties Quickly
  Sales and service representatives swiftly register assets, associate assets with accounts and contacts, and assign asset warranties using the Product Registration prebuilt app. The Product Registration prebuilt app is made up of OmniStudio components, Lightning Web Component bundles, a Lightning Page, and a tab. The prebuilt app can be used in the Salesforce desktop site and in the Salesforce mobile app.
• Calculate Actuals for Sales Agreements Using the Data Processing Engine
  The Calculate Actuals Using Data Processing Engine prebuilt app helps you automatically calculate actual quantity and actual revenue of sales agreements using a Data Processing Engine definition. You can calculate actual quantities and revenues for past, current, and future schedules of one or more sales agreements. You can also specify the status of orders that are considered for the calculation. You can also schedule the calculation via a predefined scheduled flow, and customize the actuals calculation logic by customizing the predefined Data Processing Engine template.
• Calculate Forecasts for Accounts in a Hierarchy
  Generate forecasts for all accounts in a hierarchy and see the rolled up forecast values at a parent account level. Use Data Processing Engine templates, custom fields, and a sample forecast set to calculate and roll over forecast for all child accounts and display the cumulative data at the parent account level. Empower your country managers, regional managers, and account managers to collaborate on forecasts and review the adjusted values.
• Track a Contact’s Orders, Order Products, and Cases Easily
  The Order Visibility prebuilt app gives sales and service representatives a holistic view into a contact’s orders and track orders’ key details, associated order products, and associated cases. They can also launch an intuitive flow to swiftly create cases associated with an order. With this prebuilt app, admins can add a preconfigured flexcard that shows these details to the Service Console for Manufacturing, an Experience Cloud site, or a contact record page. The prebuilt app is made up of OmniStudio components, permission sets, and a custom field.
• Generate Forecasts Based on Opportunity Product Schedules
  The Advanced Account Forecasts with Opportunity Line Item Schedules prebuilt app extends the default Data Processing Engine (DPE) templates to generate forecasts based on opportunity products schedules. With these forecasts, sales and finance teams can get better visibility into realized revenue on opportunities and potential opportunity quantity and revenue over time. They can create more informed sales timelines and plan their work better.
• Visualize Commercial and Service Relationships
  Get an intuitive, interactive view of the key relationships in your commercial and service operations by using Actionable Relationship Center (ARC) in Manufacturing Cloud. Easily design ARC relationship graphs tailored to your needs by using the templates available in the Actionable Relationship Center Templates for Manufacturing prebuilt app. Sales teams at a manufacturer can visualize account hierarchies and drill into relevant sales agreements, transactions, and rebate programs. Service teams can get a snapshot of an account’s assets, cases filed by the account, and work orders logged for the account. Service teams can also view an asset’s activities, including its related cases, work orders, and asset warranties.
• Create Warranty Claims by Using the Workflow
  Partners and agents create warranty claims by using the Warranty Claims prebuilt app. The Warranty Claims prebuilt app consists of Omnistudio components, Lightning Web Component bundles, a Lightning Page, and a tab. You can use the prebuilt app in the Salesforce desktop site and in the Salesforce mobile app. If you buy a product and wish to claim reimbursement for the cost of repairs done under warranty, use this guided workflow to quickly create a warranty claim.