Manufacturing Cloud provides default actions to use in Process Builder and Flow Builder.
These actions can help you automate sales agreements, account forecasting, advanced account
forecasting, and account manager targets.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions |
| Action in Process Builder and Flow Builder |
Description |
| Calculate Advanced Account Forecasts |
Calculate forecasts for an account based on the formulas associated with the forecast
set. |
| Refresh Actuals Calculation |
Recalculate actual values of an active sales agreement. |
| Recalculate Forecasts Actions |
Recalculate forecasts for a single account or for all accounts in your Salesforce
org. |
| Update Account Manager Target Values |
Update the assignment values of an account manager target to reflect the changes in
the target value. |
| Update Advanced Account Forecast Set Partner |
Update the status of the Advanced Account Forecast Set Partner record after the
forecast data for a given combination of account and forecast set has been
generated. |
