Manufacturing Cloud Basics | Salesforce Trailhead

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Manufacturing Cloud Basics : https://www.youtube.com/playlist?list=PLqIjn-zAqU7LDChN9hH6ONJu8AbZN4JRm

Rayler Parts sales and service units are bogged down by manual, repetitive, and error-prone tasks. Here are some tasks they perform routinely.

Account executives create orders after finalizing every sales agreement.
Service reps follow scripts to troubleshoot customer issues.
Service reps determine if a warranty claim for an asset is eligible for a reimbursement.
Account executives and service reps share documents with their customers.
Cindy introduces Elliott and Najma to Flow for Manufacturing, a toolset for automating complex business workflows and decision-making to support holistic customer interactions.

Graphic showing how automation can help quickly perform different tasks.

She briefly outlines each tool.

Business Rules Engine: A collection of objects, services, and components for automating complex decision-making and business processes, like determining eligibility or qualification. Use decision tables to define decisions and actions based on predefined business logic.
Data Processing Engine: An Extract-Transform-Load tool that orchestrates end-to-end data transformation and aggregation. It can aggregate, group, join, filter, slice, apply formulas, and write back a large volume of data. Use it to aggregate transactions and calculate rebate payouts.
Document Generation: Unifies document management and creation. Use it to design DOCX and PPT document templates, create business-critical documents, and coordinate document intake.
OmniStudio: A suite of drag-and-drop components that help you create branded digital experiences across multiple channels and devices.
Flow Builder: A point-and-click tool that helps you automate repetitive tasks, create guided interactions, and define complex business workflows. Use Flow Builder to build workflows that can be triggered manually, driven by an event, or scheduled.
Elliott and Najma are awed by the wide array of tools. They agree: Flow with Manufacturing will boost productivity and create seamless experiences for team members and customers.

To learn more, see Flow for Manufacturing.

Make Manufacturing Data-Savvy
Cindy previously introduced CRM Analytics, a tool for surfacing intelligent insights. Let’s get to know it better.

CRM Analytics is an app that taps into the data in your Salesforce org, breaks it into data segments, and presents it visually through interactive dashboards. It has an intuitive, easy-to-use interface that lets anyone get credible, intelligent, and actionable insights from complex data.

Teams can use preconfigured dashboards that are tailor-made for the manufacturing industry. Here’s the Analytics for Manufacturing app template in the Analytics Studio.

00:00 Introductions
00:26 Meet Manufacturing Cloud
01:28 Manage Your Entire Book of Business
03:16 Orchestrate the End-to-End Service Lifecycle
04:30 Strengthen Relationships with Partners
5:50 Extend Manufacturing Cloud with Automation and Analytics

Видео Manufacturing Cloud Basics | Salesforce Trailhead канала Saurabh Infotech Solutions