mfg-forecasting

Configures Salesforce Manufacturing Cloud Advanced Account Forecasting with DPE jobs, dimensions, and account manager targets.

Updated Aug 6, 2026
One-click install
npx skills add https://github.com/salesforce-misc/ManuAssist --skill mfg-forecasting-salesforce-misc
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: mfg-forecasting
Source: https://github.com/salesforce-misc/ManuAssist/tree/main/skills/mfg-forecasting
Command: npx skills add https://github.com/salesforce-misc/ManuAssist --skill mfg-forecasting-salesforce-misc

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Setting up Advanced Account Forecasting in Salesforce Manufacturing Cloud involves many moving parts — DPE template installation, forecast period and dimension configuration, scheduled jobs, and account manager target distribution — and misconfiguration leads to missing or stale forecast data. ## Core Features & Use Cases - Guided AAF Configuration: Step-by-step instructions for enabling Advanced Account Forecasting, installing DPE templates, and configuring forecast periods and dimensions. - Account Manager Targets: Guidance on creating AcctMgrTarget records and distributing targets across products, accounts, and periods via AcctMgrTargetDstr. - Troubleshooting & Validation: Diagnostic tables for common issues (forecasts not generating, zero actuals, stale metrics) plus ready-to-use SOQL queries for AccountForecast, AccountForecastPeriodMetric, and AcctMgrTarget. - Use Case: A consultant notices forecasts show zero actuals after go-live; the Skill identifies that SalesAgreementProductSchedule.ActualQuantity is not populated and points to the ERP sync as the root cause. ## Quick Start Ask the assistant to check my Manufacturing Cloud forecasting configuration and explain why my account forecasts are not generating.

Frequently Asked Questions about mfg-forecasting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I set up Advanced Account Forecasting in Manufacturing Cloud?

Enable Advanced Account Forecasting in Manufacturing Settings, install the prebuilt DPE template package under Data Processing Engine, configure forecast periods and dimensions, then schedule the AAF DPE job to run daily or weekly.

How do I create account manager targets in Salesforce Manufacturing Cloud?

Create AcctMgrTarget records per account manager and period, set the TotalTarget revenue or quantity goal, then use AcctMgrTargetDstr to distribute targets across products, accounts, or periods before activating.

Why are my Manufacturing Cloud forecasts not generating?

The most common cause is that the AAF DPE definitions are not installed or not scheduled. Verify the DPE template package is installed under Data Processing Engine and that the job is active in Scheduled Jobs.

Why do Manufacturing Cloud forecasts show zero actuals?

Zero actuals typically mean SalesAgreementProductSchedule.ActualQuantity is not populated, which points to an ERP synchronization problem. Check the ERP integration feeding actual quantities and revenue into sales agreement schedules.

What SOQL queries check AccountForecast and period metrics?

Query AccountForecast for forecast headers by account and period, and AccountForecastPeriodMetric for planned versus actual values per period. The Skill provides ready-to-run SOQL examples for forecasts, metrics, targets, and distributions.