You are here:
Manufacturing Cloud
Manufacturing Cloud lets you bring your entire book of business and customer service journey into Salesforce. All your teams—from sales, operations, finance, channel partners, and customer service—can collaborate on developing accurate volume and revenue forecasts, drive business growth, and ensure customer satisfaction. Manufacturing Cloud provides objects, features, tools, and apps built specifically for the manufacturing industry. It’s built on the Salesforce platform, which means you can use Sales Cloud and Service Cloud functionality depending on your business needs.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Mapping Your Business Requirements to Manufacturing Cloud Capabilities
Learn About Manufacturing
Cloud for Sales
Learn About Manufacturing Cloud for Service
- Learn About Manufacturing Cloud and Explore
Learn how Manufacturing Cloud can help your business and customers. Understand its core functionality, create a trial org, and learn how to get started. - Configure General Settings for Manufacturing Cloud
Enable Manufacturing Cloud features and configure the security settings and permissions for internal and external users who use Manufacturing Cloud. Build responsive, branded Experience Cloud sites to connect and collaborate with partners, distributors, suppliers, and customers. Scale up your process by configuring additional features such as Timeline, Actionable Relationship Center, and Actionable Segmentation. Automate workflows and complex processes by using Flow for Manufacturing tools. Use prebuilt apps to implement process-specific workflows and meet nuanced business needs. - Discover and Set Up Manufacturing Cloud Features With Salesforce Go
Explore, set up and configure, and monitor usage of Manufacturing Cloud features in one streamlined setup location. Access content resources, such as videos, online tours, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration - all without leaving the setup page. Discover more Manufacturing Cloud features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go. - Einstein Generative AI for Manufacturing Cloud
Bring generative AI capabilities to your manufacturing business to supercharge productivity, simplify daily tasks, and get deep insights into your customers, assets, sales, and services. Einstein generative AI capabilities, built on the Salesforce platform, safely connect you to large language models to bring generative AI technology to your business at scale. Einstein Trust Layer safeguards business data and enhances AI accuracy to help you safely explore and use generative AI in Salesforce. The Einstein Summary component infuses generative AI in your business workflows. - Agentforce for Manufacturing Cloud
Agentforce for Manufacturing Cloud offers a suite of AI-powered agent templates that help you manage sales planning activities, inventory tasks, and asset service estimation through natural language interactions. With out-of-the-box agent topics and actions, quickly get started to manage sales agreements, generate performance summaries, convert forecasts into opportunities, estimate service requirements for assets, and search for products or assets based on user-defined criteria. - Manage Your Product Portfolio in Manufacturing Cloud
Build a comprehensive product portfolio that efficiently showcases your product offerings to partners and customers. Win more business by helping sales teams easily find products in product catalogs, configure the attributes of products, and curate product bundles that meet customers’ needs. Elevate productivity by infusing your product catalog management processes with your sales processes. - Manage Leads and Opportunities in Manufacturing Cloud
Manufacturing Cloud offers enhanced lead and opportunity management capabilities to help original equipment manufacturers (OEMs) capture comprehensive lead information. You can track the specific products or parts a customer is interested in, including transaction type, condition, classification, and pricing details. When a lead is converted into an opportunity, the granular information is retained and available for dealers throughout the opportunity’s lifecycle. The Leads tab on the Dealer Performance dashboard in the CRM Analytics app provides insights into lead conversion rates and lead pipelines by region and period. - Manage Long-Term Business with Sales Agreements in Manufacturing Cloud
Track and manage run-rate purchasing negotiations with customers, distributors, and suppliers by using Sales Agreements. Sales agreements give manufacturers a comprehensive view of long-term planned and actual business. Manufacturers get complete visibility into their business opportunities and projects, and can track the performance and compliance of customers and partners. Manufacturers can drive more run-rate business, optimally price deals, and curate the most suitable products for customers by using the revenue management features for sales agreements. - Forecast Your Business in Manufacturing Cloud
Plan for demand more efficiently and align your production and sales teams around your evolving customer trends. Forecasts can show you planned and actuals for your business in one place, forecasted out for a specific period of time, grouped by product, location, or other dimensions. - Forecast Based on a Customer’s Forecast with Program Based Business in Manufacturing Cloud
Manufacturing suppliers across industries work closely with their customers to supply the products and components needed to manufacture equipment. In order to do this successfully, suppliers need to consider their customers' forecasts in order to determine their own. Program based business gives manufacturing suppliers complete visibility into their book of business, by using a program-based model to gain deep insights into their customers’ forecasts. - Manage Samples
Sample Management provides a centralized framework to automate the end-to-end lifecycle of product sampling, from the initial customer request to final evaluation. For manufacturers, providing samples is often the decisive step in winning B2B business, however, traditional reliance on Excel sheets and emails often leads to lost inventory, disconnected teams, and zero visibility into ROI. Sample Management helps you solve these challenges by integrating the physical sample directly into the digital sales process. - Manage Your Organizational Targets with Account Manager Targets in Manufacturing Cloud
Convert your organization’s growth plans into measurable targets with Account Manager Targets. Motivate your account managers to close deals and drive more business. Create targets for revenue, quantity, and other currency or non-currency measure types and allocate specific target percentages to your team members. Strategically distribute targets by products and accounts to meet market demands and organizational requirements. Distribute targets by month, quarter, or year for better visibility and periodic reviews. Update target values at any time and redistribute targets as needed. - Appraisal Management for Manufacturing Cloud
Sales reps and service users can determine the value of assets for trade-in, sale, or valuation scenarios by using Appraisal Management. Use this feature to manage asset trade-ins, sale, or valuation scenarios directly through standard record management in Manufacturing Cloud. - Build Distributor Relationships with Partner Visit Management in Manufacturing Cloud
Partner Visit Management helps sales managers in your company schedule visits to partner and distributor locations. Sales managers can use those visits to monitor performance, arrange for periodic check-ins, conduct trainings, upsell and cross-sell products, and follow up on sales agreement renewals and warranty expiration. With action plan templates, sales managers can create lists of tasks and associated assessment indicators that are commonly repeated across multiple visits. Then field reps can use action plans to perform the tasks associated with a visit and capture metrics on their mobile devices. - Deliver Delightful Service with Service Console for Manufacturing
Orchestrate every part of the service experience and provide meaningful, personalized interactions to your customers using the Service Console for Manufacturing and the service console components. Customer service representatives (CSRs) can use the Service Console for Manufacturing to get a unified view of customers at their fingertips, quickly resolve their problems, and proactively address potential issues or opportunities. CSRs can work with service console components to meet the needs of your customers and business. Service technicians in the field can generate service estimates quickly using the Pre-Work Estimation app. - Manage the Asset Service Lifecycle in Manufacturing Cloud
Manage every stage in an asset’s service lifecycle and get visibility into all the activities related to an asset. Use the powerful Asset Service Console for Manufacturing to stay on top of the changes related to an asset, to view the major milestones of the asset, and to capture the key details of the asset. Manage asset service operations, orchestrate onsite services, provision service entitlements, and boost service team productivity. Link assets with related accounts and contacts. Get visibility into the operations of your asset fleets. - Manage the Warranty Lifecycle in Manufacturing Cloud
Orchestrate the complete warranty lifecycle—from warranty administration to claims collection and adjudication—by using Warranty Lifecycle Management. Create and manage warranties at multiple product levels. Define a robust framework of warranty eligibility rules and entitlements based on labor, parts, and expenses covered. Develop thorough service standards for product defects, expenses, and labor services to ensure accuracy and consistency in warranty management and service operations. Capture the right information about claims from partners, dealers, and distributors to minimize subjectivity in claims adjudication, and reduce followups for clarification. Build an automated warranty claims adjudication process to supercharge the efficiency of claims adjudicators, to prevent manual errors, and to reduce processing time. Manually scrutinize and adjudicate warranty claims from a single page. - Product and Part Inventory Management in Manufacturing Cloud
Inventory mangers, service technicians, and service reps can track inventory at different locations and plan inventory transfers, requests, and returns. Use the Inventory Management data model to efficiently track your stock details. Design an inventory search experience to track and transfer products across locations with Inventory Search and Transfer. Streamline the inventory counting process and identify discrepancies by using Inventory Count. Automate the restocking of product items when they reach predefined thresholds by using Inventory Replenishment. - Analyze Your Manufacturing Business Trends
Learn how to set up and work with analytics for Manufacturing Cloud. - Considerations for Manufacturing Cloud
Review these considerations before you start working with Manufacturing Cloud.
Did this article solve your issue?
Let us know so we can improve!
