Manufacturing Cloud Sales Agreements
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Sales Cloud › Accounts › NVIDIA Corp
☁
NVIDIA Corp · NVDA-001
Account · Owner A. Squeri · 12 opportunities · 38 contacts · 3 record types (Customer · Prospect · Distributor)
Account Number
NVDA-001
Industry
Semiconductors
Billing Country
US
Annual Revenue
$60.9B
Tier
Tier 1
Hierarchy
Related
Details
News
Activity
Chatter
☁
Sales Cloud is the foundation — Account, Contact, Opportunity, Lead, Activity, Task, Event, Campaign. Required for any other Salesforce product to function. The OEM hierarchy and ship-to relationships live here as native Account records with parent/child relationships.
Account hierarchy OOB · standard
AccountTypeParentOpen OppsPipeline $
NVIDIA Corp · NVDA-001Corporate—12$148.2M
↳ NVIDIA US · NVDA-001-USLegal entityNVDA-0018$96.4M
↳↳ NVIDIA San JoseShip-toNVDA-001-US3$24.7M
↳↳ NVIDIA Santa ClaraShip-toNVDA-001-US2$18.4M
↳ NVIDIA Taiwan · NVDA-TW-003Legal entityNVDA-0014$51.8M
Open Opportunities · NVIDIA Corp
OOB · standard Pipeline
OpportunityStageProduct FamilyAmountProbabilityClose Date
Closed WonGaN$8.4M100%2025-12-15
ProposalGaN$14.2M75%2026-Q3
DiscoveryGaN + SiC$22.8M25%2026-Q4
DiscoveryGaN$4.1M15%2027-Q1
NegotiationSiC$11.6M60%2026-Q2
📋 Design Registration · custom object on Sales Cloud
Configured
Design_Registration__c is configured on the Sales Cloud Platform with 30+ fields including caps, tier locking, FX rate source, EOL window, and multi-distributor allocation. Lookup relationships to Account / Product2 / Distributor__c, validation rules for cap dimensions, an approval process for BU sign-off, and a record-triggered Flow that auto-creates linked Forecast Schedule and Sales Agreement records. Combined with Apex for multi-dimensional cap math.
Activity Timeline · NVIDIA
OOB
2026-04-22 · Call logged · A. SqueriQ2 forecast review · committed 167K units / mo MP from Mar '27
2026-04-15 · Email · DC salesRe: GB300 timeline · expects ramp Q3
2026-04-08 · Meeting · A. Squeri + B. ChenQBR · attainment 37% YTD · forecast amend approved
2026-03-22 · Email · Channel opsSA-512 amend pending · −150K chassis re-spec
2026-03-15 · Call logged · A. SqueriGB200 BU price negotiation · MPP confirmed $1.49
Related Lists
Opportunities12
Contacts38
Cases7
Tasks & Events142
Files24
Notes11
Custom · Design Regs14
Custom · Sales Agreements3
Custom · Forecast Schedules14
Custom · Account Aliases8
📋 Sales Cloud editions
Professional · Enterprise · Unlimited tiers available · multi-currency, advanced reporting, and API access included from Enterprise onward. SaaS subscription pricing — see your Salesforce account team for current rates.
🏭
SA-512 · NVIDIA · FY26
Sales Agreement · Owner A. Squeri · Linked to DR-1209 (custom)
Customer
Agreement Term
FY26 · 12 months
Status
Active
Planned Revenue
$8,400,000
Actual Revenue YTD
$3,120,000
Attainment
37%
Related
Details
Forecast Schedule CUSTOM
Account Forecast
Attainment
News
📅 Sales Agreement Products OOB · Mfg Cloud
2 products · monthly buckets only · no per-month price field
ProductFY26 Planned QtyFY26 Planned RevenueImplicit priceActual YTD
GPE0H024W75,600,000$8,400,000$1.50 avg · derived$3.12M
GP6128————
ℹ️
Sales Agreement Product provides the standard quarterly & monthly bucket framework. For time-phased forecasts requiring distinct month-by-month pricing (e.g. prototype at $3 in Dec '26, ramp at $2 in Jan–Feb '27, MP at $1.50 from Mar '27 onward), the implementation extends this with a dedicated Forecast_Schedule_Line__c object — surfaced through the Lightning Web Component below.
⚡ Lightning Web Component
⚡ Forecast Schedule Grid Forecast_Schedule_Line__c
c-forecast-schedule-grid · inline editing
Month
Phase
Qty
Unit Price
Revenue
Price Basis
Shipped
Status
Dec 2026
Prototype
2,000
$3.00
$6,000
⚠ Off-tier
—
Future
Jan 2027
Ramp
10,000
$2.00
$20,000
⚠ Off-tier
—
Future
Feb 2027
Ramp
30,000
$2.00
$60,000
⚠ Off-tier
—
Future
Mar 2027
MP
100,000
$1.50
$150,000
✓ DBC linked
—
Future
Apr 2027
MP
120,000
$1.50
$180,000
✓ DBC linked
—
Future
FY27 Total
1,062,000
$1.55 avg
$1,646,000
× 75% conf
—
$1.24M weighted
⚡
This grid is delivered as a custom Lightning Web Component on the Salesforce Platform — inline editing, per-cell off-tier flagging, and partner portal variant for distributor self-service. Backed by the canonical Forecast_Schedule__c data model with Base / Upside / Downside scenario support.
📊 Account Forecast · NVIDIA · FY26 quarterly view OOB
Manufacturing Cloud native · rolls up from Sales Agreement actuals
PeriodPlan QtyPlan RevenueActual QtyActual RevenueAttainmentStatus
FY26 Q11,400,000$2.10M1,470,000$2.21M105%Closed
FY26 Q21,400,000$2.10M650,000$0.91M43%In progress
FY26 Q31,400,000$2.10M———Future
FY26 Q41,400,000$2.10M———Future
FY26 Total5,600,000$8.40M2,120,000$3.12M37%—
🎯 Account Manager Targets · A. Squeri · 2026 OOB
Mfg Cloud quota tracking per AM per product family
Product FamilyOwnerTargetAttained YTD% AttainedForecast Gap
GaN Power IC · AI Data CenterA. Squeri$28M$11.4M41%On track
GaN Power IC · ConsumerA. Squeri$14M$6.2M44%On track
SiC · EV / BESSA. Squeri$18M$4.1M23%−$2.4M risk
SiC · IndustrialA. Squeri$8M$1.8M23%−$1.1M risk
Total 2026$68M$23.5M35%—
📑 Sales Agreements · all active OOB Mfg Cloud
38 active agreements · sorted by attainment risk
AgreementOEMLinked DRPlan FY26ShippedAttainmentStatus
SA-512NVIDIADR-1209$8.40M$3.12M37%Ramp pending
SA-419Lenovo (Shenzhen)DR-1142$2.40M$1.87M78%Active
SA-401Anker InnovationsDR-0987$1.20M$1.04M87%Active
SA-388Dell ISGDR-1098$2.80M$1.97M70%Under
SA-604Tesla MegapackDR-1188$1.18M$0.41M35%Ramp pending
SA-272ABB RoboticsDR-1119$1.46M$0.34M23%At risk
SA-555Schneider ElectricDR-1175$2.18M$0.71M33%Under
SA-298BelkinDR-1077$0.84M$0.81M96%On track
🔗 Solution architecture · components delivered
Salesforce Platform
ComponentSalesforce productType
Sales Agreement objectManufacturing CloudStandard
Monthly bucket framework (planned_qty)Manufacturing CloudStandard
Forecast_Schedule__c objectPlatform · Object ManagerConfigured
Forecast_Schedule_Line__c (year_month, qty, unit_price, phase)Platform · Object ManagerConfigured
Forecast_Scenario__c (Base/Upside/Downside)Platform · Object ManagerConfigured
3-tier price book (List/DBC/MPP)Revenue Cloud AdvancedStandard
Off-tier detectionFlow BuilderDeclarative Flow
Inline editable grid + per-cell off-tier flagLightning Web ComponentLWC
Demand publish to ERP / MESMuleSoft AnypointDataWeave flow
Forecast version snapshotFlow BuilderDeclarative Flow
Approval routing for amendsApproval ProcessDeclarative
Cross-cloud publishMuleSoft AnypointIntegration
Scenario rollup analyticsCRM AnalyticsDashboard
Partner portal grid variantExperience Cloud + LWCLWC
EOL auto-zeroSchedule-Triggered Flow / Apex batchDeclarative + Apex
☁ Salesforce Platform
Hosting · Multi-tenant SaaS · hosted by Salesforce
SLA · 99.9% uptime guarantee
Releases · 3× / year (Spring · Summer · Winter)
Data residency · Configurable per region (US · EU · APAC · Japan)
Compliance · SOC 1/2/3 · ISO 27001 · HIPAA · GDPR · CCPA
📦 Products in use
Sales CloudActive
Manufacturing CloudActive
Revenue Cloud AdvancedActive
Channel Revenue ManagementActive
Experience CloudActive
CRM AnalyticsActive
MuleSoft AnypointActive
🔗 Integrations live
• MuleSoft flows for ERP ↔ Salesforce data sync
• EDI 850/855/867/852 for both distributors
• SAML SSO with Avnet (Okta) + WT Micro (Azure AD)
• SIEM event forwarding for security monitoring
Revenue Cloud Advanced › Pricebooks › Standard 2026
💰
Standard Pricebook · 2026 GaN/SiC
PricebookEntry · Contract Item Prices · 3-tier waterfall config
ℹ️
RCA supports tiered pricing OOB via Pricebook2 + PricebookEntry + Contract Item Price. List / DBC / MPP modeled as separate price entries with effective dates. But — the per-month price override on the forecast grid lives on the custom Forecast_Schedule_Line__c object, not here. RCA tells you what the tier should be; the forecast tells you what sales actually expects.
PricebookEntry · per part per distributor OOB · RCA
7 entries shown · effective_from 2025-01-15
ProductDistributorListDBCMPP FloorCurrencyEffective
GPE0H024W7Avnet Americas$1.84$1.67$1.49USD2025-01-15
GP6128Avnet Americas$2.18$1.94$1.71USD2024-09-01
GP6169Avnet Americas$3.42$3.05$2.68USD2024-09-01
SC25MPS06AAvnet Americas$48.20$42.40$36.80USD2025-04-01
📦 Product2 catalog · 328 active SKUs OOB · RCA
Synced from ERP via MuleSoft I-7 · Product Family + Product Code
Product CodeNameFamilyBU__cStd CostEOL StatusSuccessor
GPE0H024W7GaNSense Half-Bridge ICGaNGaN$0.92Active—
GP6128GaNFast 650V 80mΩGaNGaN$0.74Active—
GP6128BGaNFast 650V 80mΩ Gen2GaNGaN$0.74Planned—
GP6169GaNFast 650V TOLLGaNGaN$1.42Active—
GP6172GaNFast 650V PQFN 4×6GaNGaN$1.18Last-time-buyGP6172A
SC25MPS06ASiC MOSFET 1200V 25mΩSiCSiC$24.40Active—
SC45MPS12SiC MOSFET 1200V 45mΩSiCSiC$36.10Active—
SC60MPS17SiC MOSFET 1700V 60mΩSiCSiC$48.20EOL announcedSC60MPS17B
⚠️
BU__c, std_cost, EOL Status, EOL claim window, Successor are all custom fields on the standard Product2 object — declarative additions, but require validation rules and Flow to keep ERP-synced. Application focus, BOM bundles, RoHS/REACH compliance flags all custom fields too.
📝 Quote · Q-NV-1011 · NVIDIA · Avnet OOB · RCA
Quote object with QuoteLineItem (8 fields) · linked Opportunity
LineProductQtyList PriceTier PriceDiscountNet UnitSubtotal
1GPE0H024W7167,000$1.84$1.67 (DBC)0.0%$1.67$278,890
Total$278,890
Approval routed automatically — deviation 0.0% < 5% auto-threshold · Status: Sent to disti
📦 Order · ORD-NV-1011 · ERP fulfillment status OOB · RCA + OMS
Order Management for Salesforce · status writeback from ERP via MuleSoft I-9
OrderOEMDistributorBU / Legal EntityQtyStatusShip DateSales Doc
ORD-NV-1011NVIDIAAvnetGaN · Acme GaN Inc.167,000Shipped & Invoiced2026-04-26SD-44099
ORD-2294AnkerAvnetGaN · Acme GaN Inc.38,400In Production2026-05-08 (est)—
ORD-2301aVertivAvnetGaN · Acme GaN Inc.360,000Confirmed2026-05-22 (est)—
ORD-2301bVertivAvnetSiC · Acme SiC Inc.10,500Confirmed2026-06-01 (est)—
⚠️
Mixed-BU auto-split (ORD-2301a + ORD-2301b) — the single Avnet PO with GaN + SiC lines is split into two ERP orders, routed to the correct legal entity. Implemented via Apex on Order with the canonical BU tag on each Product2.
📥 EDI 850 inbound · validation queue Custom Apex + MuleSoft
Custom Apex to validate PO against quote · ack via EDI 855 outbound
PO RefDistributorQuoteΔ qtyΔ priceStatus
AV-PO-89001AvnetQ-NV-10110%0%855 sent · Order released
WT-778219WT MicroQ-2278+2%−6.2%Sales Ops review
AV-PO-89441AvnetQ-22890%−3.1%BU Mgr review
WT-778294WT MicroQ-22940%0%855 sent
AV-PO-89544Avnet— (no match)——No quote match
📋 Quote Discount Approval Process Declarative
Standard Salesforce Approval Process · multi-step routing by $ threshold
StepConditionApprover RoleSLAAction on Reject
1Deviation 0–5%Auto-approveInstant—
2Deviation 5–10% & <$250KSales Ops4 hrsReturn to rep
3Deviation 5–10% & ≥$250KBU Manager1 dayEscalate to CCO
4Deviation 10–20% (any value)CCO1 dayReject + reason
5Deviation >20%CCO + CFO2 daysHard reject
📋 Price Change Request · downstream impact preview
Custom object + LWC

A custom Price_Change_Request__c object orchestrates effective-dated tier changes with a downstream impact preview shown before publish — affected DRs, open quotes, EDI in flight, PUI accrual estimate, customer notifications. Approval Process routes by dollar threshold.

  • Price_Change_Request__c custom object with effective_date, direction (forward/retroactive), proposer/approver fields
  • Apex aggregator queries DRs, Quotes, Orders, Forecast Schedule Lines, and PUI buckets to compute impact
  • Lightning Web Component modal renders the impact preview before approval
  • Approval Process for sign-off routing (declarative)
  • Schedule-Triggered Flow fires the price-protection JE on effective date
  • Record-Triggered Flow notifies affected forecast lines
🔄
Ship & Debit Programs · Q2 2026
Native ChRM · Programs, PUI, Claims, Aggregates
ℹ️
ChRM ships the core claim adjudication primitives OOB — Programs, PUI buckets, POS records, Claims, Claim Aggregates, Data Processing Engine (DPE). Solid foundation for the Ship & Debit half. The custom work happens at the edges: GL-level accounting depth (14 JE templates beyond ChRM's claim aggregate writeback), 5-dim cap engine, three debit methods, margin pollution analytics.
PUI Open Balance
$28.6M
2.1M units · 38 SKUs · ChRM ledger
Open Claims
17
5 short-pay flagged · 4 FX hold
Aggregates Ready for ERP
3
$487K · next I-2 batch 06:00
📋 Ship & Debit Programs · all active OOB ChRM · Rebate_Program__c
142 active · sorted by expiration · 38 expiring <90d
ProgramEnd CustomerDistributorBUCapUsedAccrualWindowStatus
PRG-2026-G-441LenovoWT MicroGaN200,000141,500 (71%)$487K→ 2026-05-03Expiring
PRG-2026-G-389Anker InnovationsAvnetGaN60,00042,100 (70%)$184K→ 2026-09-12Active
PRG-2026-G-512NVIDIAAvnetGaN1,800,000365,000 (20%)$612K→ 2026-12-31Active
PRG-2026-S-091Tesla MegapackWT MicroSiC24,0008,400 (35%)$294K→ 2027-03-15Active
PRG-2026-S-104ABB RoboticsAvnetSiC18,0004,100 (23%)$198K→ 2027-01-08Active
PRG-2026-G-301BelkinWT MicroGaN45,00038,900 (86%)$108K→ 2026-05-29Expiring
📊 PUI Ledger · by part · top exposures OOB · PUI_Bucket__c
FIFO depletion · ChRM standard sub-ledger
PartBUPUI QtyPUI ValueAvg AgeTop End-CustomerTier Mix
GP6128GaN412,300$721K42dLenovo, Xiaomi, SamsungMPP 64% DBC 36%
GP6169GaN218,700$601K38dAnker, BelkinMPP 81%
GPE0H024W7GaN94,200$157K28dNVIDIA, VertivDBC 100%
GP6172GaN142,800$298K61dDell ISGMPP 100%
SC25MPS06ASiC38,900$1.84M94dTesla, SchneiderDBC 100%
SC45MPS12SiC22,400$1.47M112dSchneider, EatonMPP 78%
SC60MPS17SiC14,600$1.21M128dABB RoboticsDBC 100%
⚖️ Claims Adjudication Queue · 17 in review OOB Claim__c
DPE three-way match · 10 validators · approve / short-pay / reject
Claim#DistributorEnd CustomerPartQtyAmountFlagStatus
NV-CL-4519AvnetNVIDIAGPE0H024W7167,000$30,060Auto-validatedApproved
NV-CL-4471AvnetAnkerGP61691,200$48,212Below MPP floorAuto short-pay
NV-CL-4502WT MicroLenovoGP61284,800¥312,400FX 4.1% > tolHold for Finance
NV-CL-4528WT MicroTeslaSC25MPS06A2,400$8,402DR expiring <30dIn review
NV-CL-4533AvnetSchneiderSC45MPS121,600$11,920Auto-validatedApproved
NV-CL-4540WT MicroXiaomiGP612828,400$31,108Qty exceeds DR capIn review
NV-CL-4544AvnetBelkinGP61691,800$4,712Duplicate POSRejected
📤 Claim Aggregates · ready for ERP (I-2) OOB ChRM Claim_Aggregate__c
DPE batch · 06:00 UTC · auto-post to ERP credit memo via MuleSoft
Aggregate#PeriodDistributorBU / Legal EntityClaimsNet PayableModeERP Doc Ref
AGG-2026Q2-AV-0132026-04 W17AvnetGaN · Acme GaN Inc.38$211,608Auto-postCM-9908 (ERP) ✓
AGG-2026Q2-AV-0142026-04 W17AvnetGaN · Acme GaN Inc.42$248,712Auto-postpending I-2
AGG-2026Q2-AV-0152026-04 W17AvnetSiC · Acme SiC Inc.11$87,420Auto-postpending I-2
AGG-2026Q2-WT-0092026-04 W17WT MicroGaN · Acme GaN Inc.28$151,082DraftFinance review
⚡ Data Processing Engine (DPE) · Rule Sets v4.2 OOB · ChRM DPE
6 core rules shown · last published 2026-04-12
RuleObjectConditionActionHits 30dBlock Rate
CLM-001Claimresale_price < mpp_floorShort-pay to floor · FLOOR_VIOL48712.4%
CLM-002Claimfx_variance > toleranceHold for Finance · FX_OUT42100%
CLM-003Claimqty > quarterly_capHold · QCAP14100%
CLM-004Claimpos_fingerprint duplicateReject · DUP21100%
CLM-005Claimresale_date OUTSIDE DR windowReject · WINDOW8100%
POS-001POS Lineend_customer NOT in aliasRoute to unmatched queue1425.4%
🔍 Claim NV-CL-4519 · Three-way Match Detail Custom UI for 5-dim caps
Claim ✓
Part · GPE0H024W7
Qty · 167,000
Method · Resale-based
Amount · $30,060
DR-1209 ✓
OEM · NVIDIA
MPP floor · $1.49
Cap remaining · 100,700 ea
Window · → 2026-12-31
PUI Bucket ✓
FIFO order · 1 (oldest)
Acq price · $1.67
Available · 167,000
Status · Depleting →
⚡ ChRM platform extensions · delivered as part of this implementation
Apex + LWC + Flow
CapabilityImplementation approach
5-dimensional cap engine (quarterly / annual / customer / part / application)Apex service layered on ChRM Programs · cross-dimensional validation
3 debit methods (resale-based · DRP · NLP)Pluggable Apex strategy pattern · selectable per program
GL JE templates (14 JEs covering sell-in / sell-through / PP / SR / VR / MDF / FX)Apex services + Flow Builder · posts to ERP via MuleSoft I-2
Margin pollution analyticsCRM Analytics datasets & recipes · realized ASP by channel
Sub-ledger ↔ GL daily reconciliationApex schedulable batch · variance reporting in CRM Analytics
SOX Segregation of Duties enforcementPermission sets + sharing rules + Apex guard · creator ≠ approver
🔑
Permission Sets · Roles · Sharing Rules
Foundation for SOX segregation of duties · 12 core permission sets for the ChRM functionality
🔑
Permission sets enforce SoD across Sales Cloud + Manufacturing Cloud + Revenue Cloud Advanced + Channel Revenue Management. Permission set groups, sharing rules, role hierarchy, OWD defaults, and external user sharing rules for partners are all configured as part of the implementation and managed by your Salesforce admin team.
Permission Sets · ChRM functionality
12 core sets
Permission SetObject AccessSystem PermissionsAssigned Users
PS_Claims_AnalystClaim__c (R/W), Aggregate (R)Approve ≤$10K · No edit own approvals8
PS_Channel_AdminAll ChRM (R/W), Distributor__c (R/W)Approve ≤$50K (not own) · Bulk ops3
PS_Director_OpsAll ChRM (R/W), Programs (R/W)Approve ≤$250K (not own)1
PS_Finance_AnalystJournal_Entry__c (R/W), Accrual__c (R)Post JE batch · No claim approval4
PS_ControllerAll financial objects (R/W)Period close + lockdown · Cannot create claims1
PS_CFOAll (R) + approval auth (R/W)Approve all · CFO sign-off · Retroactive correction1
PS_Sales_RepAccount, Opp, DR, Forecast (R/W own)Edit own forecasts · No approval auth24
PS_BU_ApproverDR (R/W), Forecast (R) within BUApprove DR · BU-scoped4
PS_Product_ManagerProduct2 (R/W), Price_Change (R/W draft)Propose price change · Cannot approve3
PS_Distributor_Portal_UserOwn DR, PUI, Claims (R/W limited)External user · License: Partner Community42
PS_Demand_PlannerForecast, Sales Agreement (R/W)Publish demand signal2
PS_Auditor_Read_OnlyAll (R) · audit pack exportBig-4 access · time-bound5
Sharing Rules · Account-based
RuleObjectAccess
Sales rep sees own Account hierarchyAccountR/W
Channel Admin sees all GaN BUDR, Program, ClaimR/W
Distributor sees own DRsDR (criteria: Distributor__c)R
Distributor sees own ClaimsClaim__c (criteria: Distributor__c)R/W on Submitted only
Distributor sees own PUIPUI_Bucket__c (criteria)R
Distributor does NOT see std_costProduct2 (Field-level security)Hidden
Distributor does NOT see other distisImplicit · OWD PrivateHidden
Finance sees all JEsJournal_Entry__cR/W
Role Hierarchy
CEO
├── CFO
│   └── Controller
│       └── Finance Analyst (4)
├── CCO
│   ├── BU Manager (GaN)
│   │   ├── Channel Sales Manager
│   │   │   └── Sales Rep (12)
│   │   └── BU Approver (GaN)
│   └── BU Manager (SiC)
│       ├── Channel Sales Manager
│       │   └── Sales Rep (12)
│       └── BU Approver (SiC)
├── COO
│   └── Director of Ops
│       ├── Channel Admin (3)
│       └── Claims Analyst (8)
└── External · Distributor Portal Users
    ├── Avnet · 18 users
    └── WT Micro · 24 users
🔄 Onboarding playbook
Adding a new distributor follows a documented playbook: provision portal users, assign Partner Community license, create permission set group, configure sharing rules, and train. Adding a new BU: clone permission sets, update role hierarchy, audit sharing rules. Managed by your Salesforce admin team with optional managed services support.
Experience Cloud › Sites › Avnet Partner Portal
🌐
Avnet Partner Portal · Experience Builder
LWR site · partner community licensing · role-restricted
⚠️
Partner portal forecast grid — a dedicated Experience Cloud variant of the Forecast Schedule grid is provided to distributors, with role-aware fields (internal std_cost hidden), partner-license-friendly Apex services, and consistent inline editing UX.
Configured pages
PageComponentsStatus
Distributor homeOOB cards · my DRs, my PUI, my claims, my forecastsDeclarative
Forecast inputc-forecast-schedule-grid-portalLWC
POS uploadc-pos-upload + LWC for file validationLWC
Claim statusOOB · related records on Claim objectDeclarative
PUI lookupOOB Lightning Datatable on PUI_Bucket__cDeclarative
Stock rotation requestScreen Flow + custom approvalFlow Builder
👥 Portal Users · Avnet (sample) OOB · Partner Community License
42 active partner users across Avnet + WT Micro · Partner Community licensing
UserRoleRegionLast LoginPermission Set
J. MartinezChannel Sales RepAmericas2026-04-26 14:22PS_Distributor_Portal_User
S. PatelChannel Sales MgrAmericas2026-04-26 09:14PS_Distributor_Portal_Mgr
K. TanakaField App EngineerAsia2026-04-25 22:48PS_Distributor_Portal_FAE
M. SchultzOps AnalystEMEA2026-04-26 08:01PS_Distributor_Portal_Ops
L. ChenFinance AnalystAsia2026-04-24 19:30PS_Distributor_Portal_Finance
+ 13 more Avnet users————
🎨 Experience Builder · Page Composition Declarative · drag-drop
🌐
avnet-partner.acme.com / forecast-input LWR Template
Components Palette
📋 Datatable
📅 Calendar
📤 File Upload
📝 Record Form
⚡ c-forecast-grid-portal
⚡ c-pos-upload
Header banner · "Avnet Channel Portal"
KPI tiles row · my DRs, my PUI, my claims
⚡ c-forecast-schedule-grid-portal · custom LWC
⚠️
Experience Builder composes the portal page through drag-and-drop. Lightning Web Components (highlighted in the canvas) deliver the inline-editable grid, with Apex services behind them. Permission sets, sharing rules, branding, and login flow are configured as part of the implementation.
🔐 SSO & Login Configuration Declarative
SAML 2.0 federation with distributor IdP
DistributorIdPProtocolJust-In-Time ProvisioningStatus
AvnetOkta · avnet.okta.comSAML 2.0Auto-create + role mappingActive
WT MicroelectronicsAzure AD · wtmec.onmicrosoft.comSAML 2.0Auto-create + role mappingActive
⚙
Object Manager · Custom Objects
Custom objects required to support forecast functionality on Salesforce
Custom objects built for this feature
Low-code · Object Manager
Object Label
API Name
Parent / Lookup
Records
Forecast Schedule
Forecast_Schedule__c
Design_Registration__c
142
Forecast Schedule Line
Forecast_Schedule_Line__c
Forecast_Schedule__c
3,408
Forecast Scenario
Forecast_Scenario__c
Forecast_Schedule__c
426 (3×142)
Forecast Version
Forecast_Version__c
Forecast_Schedule__c
1,184
Forecast Schedule Alert
Forecast_Schedule_Alert__c
Forecast_Schedule_Line__c
23
Price Change Request
Price_Change_Request__c
Product2 · PricebookEntry
14
Design Registration
Design_Registration__c
Account · Opportunity
142
PUI Bucket
PUI_Bucket__c
Sales_Document__c
8,412
POS Line
POS_Line__c
Account · Product2
4,302
Channel Inventory Adjustment
Channel_Inv_Adj__c
Distributor__c · Product2
18
Distributor (Account record type)
Account (RT: Distributor)
Standard Account
7
Account Alias
Account_Alias__c
Account
312
📐
12 custom objects model the Channel Revenue Management data layer on the Salesforce Platform. Each object includes page layouts, list views, validation rules, sharing rules, permission sets, field history tracking, and (for grid-displayed records) Lightning Web Component editors — all configured as part of the implementation.
Setup › Flows › Forecast Line · Off-Tier Detection
⚡
Flow · Forecast Line · Off-Tier Detection
Record-Triggered Flow · runs after save on Forecast_Schedule_Line__c
⚡
This flow is fully declarative — built in Flow Builder, no code. Sets is_off_tier__c when the manual unit price doesn't match any active Price Tier for the part / distributor / effective-month. Triggers on record save. A companion Apex service handles cross-object alerts when a Price Tier change publishes, optimized for scale.
Flow canvas
Declarative
▶ Start
Record-Triggered · Forecast_Schedule_Line__c
↓
Get Records
Find active Price Tier for {part, disti, month}
↓
Decision
Does unit_price match List, DBC, or MPP?
YES — matches a tier
↓
Update Record
is_off_tier__c = false
matched_tier__c = (List|DBC|MPP)
NO — manual override
↓
Update Record
is_off_tier__c = true
price_basis__c = 'manual'
↓
End
UI shows warning ⚠ — rep override allowed
Related Flows in this org
Flow NameTypeStatusNotes
Forecast Line · Off-Tier DetectionRecord-TriggeredActiveAbove
Forecast Schedule · Version Snapshot on SaveRecord-TriggeredActiveClones lines to Forecast_Version__c
Price Tier · Affected Forecast AlertRecord-Triggered + Apex helperActiveBulkified for scale
EOL · Zero Future Forecast LinesSchedule-Triggered (nightly)ActiveApex batch alternative built
Forecast Schedule · Approval RoutingApproval ProcessActiveManager → CCO based on $ threshold
Scenario Rollup AggregatorApex TriggerApexBulkified for scale
Anypoint Platform › Design Center › Forecast Demand Publish
🔌
Mule Application · forecast-demand-publish-flow
Publishes hand-typed monthly forecasts to ERP / MES at month-level granularity
🔌
MuleSoft Anypoint orchestrates the demand-publish integration. The DataWeave mapping below preserves the per-month qty + price + phase from Forecast_Schedule_Line__c through to your ERP / MES / demand-planning tool — month-level granularity is honored end-to-end so the forecast your sales rep typed is the forecast supply planning consumes.
forecast-demand-publish.xml
transform-message.dwl
api-spec.raml
deployment.yaml
Mule Flow XML
<flow name="forecast-demand-publish">
  <scheduler>
    <scheduling-strategy>
      <fixed-frequency frequency="86400000"/>
    </scheduling-strategy>
  </scheduler>

  <!-- Pull approved forecast lines from SF -->
  <salesforce:query
    config-ref="SF_Mfg_Cloud">
    <salesforce:salesforce-query>
      SELECT Id, Year_Month__c, Qty__c,
             Unit_Price__c, Phase__c,
             Forecast_Scenario__r.Confidence__c,
             Part__r.SKU__c
      FROM Forecast_Schedule_Line__c
      WHERE Status__c = 'Approved'
    </salesforce:salesforce-query>
  </salesforce:query>

  <ee:transform>
    <!-- DataWeave below -->
  </ee:transform>

  <http:request
    config-ref="ERP_Demand_API"
    method="POST"
    path="/demand/import"/>
</flow>
DataWeave 2.0 · transform-message.dwl
%dw 2.0
output application/json
// Preserve month-level granularity
// Do NOT smooth · do NOT average
---
{
  source: "salesforce-forecast",
  publishedAt: now(),
  lines: payload map ((line, i) -> {
    sku: line.Part__r.SKU__c,
    yearMonth: line.Year_Month__c,
    qty: line.Qty__c as Number,
    unitPrice: line.Unit_Price__c as Number,
    revenue: (line.Qty__c as Number)
            * (line.Unit_Price__c as Number),
    phase: line.Phase__c,
    confidence: (line.Forecast_Scenario__r
                .Confidence__c as Number) / 100,
    weightedRevenue: (line.Qty__c as Number)
                   * (line.Unit_Price__c as Number)
                   * ((line.Forecast_Scenario__r
                      .Confidence__c as Number) / 100),
    canonicalKey: line.Id
  })
}
Why custom?
This Mule flow queries the canonical Forecast_Schedule_Line__c records directly and ships (part, year_month, qty, unit_price, phase, confidence) tuples to the downstream planning system — preserving the per-month detail the sales rep typed without any averaging or smoothing in transit.
Components
  • Anypoint Designer flow with DataWeave 2.0 transformer
  • Canonical schema for SKU × Year-Month × Qty × Unit Price tuples
  • Direct connector to ERP / MES demand API
  • Anypoint Monitor for flow health, DLQ for retries
Operational
Anypoint Monitor for flow health · DLQ for failed deliveries · CloudHub 2.0 or Runtime Fabric for execution · standard MuleSoft operations practice with alerting and on-call playbook.
🔌 All MuleSoft flows for ChRM functionality 13 flows
Anypoint Platform · separate runtime per environment (dev/staging/prod)
CodeDirectionTriggerPayloadStatus
I-1ERP → SalesforceNew acquisition invoice postedInvoice header + lines (qty, acq_price, currency, BU)Polled hourly
I-2Salesforce → ERPClaim Aggregate · Ready_For_ERPAggregate $ + claim refs + currency + auto/draftEvent-driven
I-3Distributor EDI → SFEDI 867 POS filePOS lines (cust, sku, qty, resale, date)Per distri
I-4Distributor SFTP → SFCSV drop (fallback)Same as I-3Active
I-5SF → Demand PlanningDaily scheduledForecast Schedule Lines · SA actuals · month-level granularity preservedDataWeave flow
I-7ERP → SFSKU master changeProduct2 (sku, family, voltage, package, BU, EOL)Active
I-8SF → ERPSF Order confirmedSales order (qty, contracted price, BU, ship-to)Active
I-9ERP → SFOrder status changeStatus (Confirmed → In Production → Shipped → Invoiced)Real-time
EDI 850Distributor → SFInbound POPO header + linesActive
EDI 855SF → DistributorPO ackSF Order# + qty + prices + ship dateActive
EDI 867Distributor → SFPOS sell-throughPOS line recordsActive
EDI 852Distributor → SFPOI inventory snapshotSKU + on-hand qty per locationActive
SIEMSalesforce → SIEMReal-time event streamingLogin, API, Apex, Report Export eventsEvent stream
🖥️ Anypoint Runtime Manager · Production Cluster
CloudHub 2.0
Health
96%
13/13 flows healthy · 1 DLQ msg
Throughput · last 24h
14.2K msg
~9.8 msg/sec avg · 142 ms p99
DLQ · last 7d
3
All replayed · 0 unresolved
Analytics Studio › Dashboards › Channel Revenue Mgmt
📊
Channel Revenue Cockpit · CRM Analytics
CRM Analytics dashboard · 6 datasets joined · scheduled refresh
📊
CRM Analytics powers the executive cockpit — KPIs, leakage taxonomy, sampling strata, BU split, and attention feed are surfaced as CRMA dashboards built on top of joined datasets from Sales Cloud, Manufacturing Cloud, Channel Revenue Management, Revenue Cloud Advanced, and the custom objects. Refresh schedules, security predicates, and Einstein Discovery models are configured as part of the implementation.
Cockpit KPIs
S&D Claim Leakage YTD
$1.84M
▲ 4.2% vs Q1 · 6.1% of $30.2M claimed
Deferred Channel Revenue
$28.6M
Sell-in awaiting POS · ASC 606
Active Design Regs
142
21 expiring <30d

Datasets joined

DatasetSourceRefresh
Opportunity_PipelineSales CloudHourly
Sales_Agreement_ActualsManufacturing CloudDaily
Forecast_Schedule_LinesCustom · Forecast_Schedule_Line__cHourly
Claim_AggregatesChRMDaily
PUI_SnapshotChRMDaily
External_GLMuleSoft → ERP feedDaily
📉 Claim Leakage Decomposition · YTD CRMA · Custom dashboard
5-category breakdown · sourced from custom Apex aggregator
TypeWhat it is$ Leak% of TotalOwner
ValidationBad claim passed weak rule$612K33%Product · DPE
MathWrong tier or method applied$487K26%Catalog · Pricing
WindowAccepted outside protection period$311K17%Process
DuplicatePOS dedup miss$248K13%Integration
ProcessEligible never filed by disti$184K10%Disti relationship
Total YTD$1.84M100%—
📊 CRMA Dashboards · ChRM cockpit 12 dashboards
Each dashboard pulls from 2–6 datasets · refresh schedules per dataset
DashboardAudienceDatasetsRefreshStatus
Channel Revenue CockpitCRO · Director Ops6HourlyActive
Claim Adjudication AgingClaims Analyst3HourlyActive
PUI & Channel InventorySupply Chain4DailyActive
Margin Pollution by ChannelCRO · BU Mgr5DailyCustom recipe required
Accrual RollforwardFinance · Controller4NightlyActive
Sub-ledger ↔ GL ReconciliationController3NightlyActive
Forecast Attainment by RepSales Mgmt2DailyActive
Distributor ScorecardChannel Sales Mgr5DailyActive
Price Change Impact TrackerPricing · Product Mgmt4On-demandCustom recipe required
FX Variance & Currency ExposureFinance · Treasury3DailyActive
EOL Transition PipelineProduct Mgmt3WeeklyActive
Audit Pack Generation StatusController · Big-42QuarterlyApex required
🗂️ Datasets & Recipes
14 datasets · 6 recipes
DatasetRecipe / SourceSize
Opportunity_PipelineSales Cloud direct12K rows
Sales_Agreement_ActualsMfg Cloud join38 agreements × 24 mo
Forecast_Schedule_LinesCustom recipe · joins 3 objects3.4K rows
Forecast_ScenariosCustom recipe426 rows
Claim_AggregatesChRM direct196 aggregates
PUI_SnapshotChRM direct · daily8.4K buckets
External_GLMuleSoft → ERP feed4.2K JE lines
DPE_Rule_HitsCustom recipe · ChRM events3.1K events
Pricebook_HistoryField history snapshot284 tier changes
FX_RatesExternal · Bloomberg APIDaily snapshots
🤖 Einstein Discovery Models
Einstein 1 Studio
ModelPredictsAccuracy
Claim Risk ScoreP(claim will short-pay)84%
Distributor POS QualityP(POS file needs alias mapping)79%
Forecast Attainment RiskP(SA will under-deliver by >10%)71%
EOL Stranded Inventory$ stranded if EOL announced today$1.4M est
Each model requires training data, feature engineering, retraining cadence, and Einstein Predictions license · separate ML engineer skill set.
📊 CRM Analytics · platform capabilities
CRM Analytics provides native dashboards, recipes for dataset transformation, visual joins, scheduled refreshes, row-level security predicates, and Einstein Discovery for predictive modeling. Connects natively to Sales Cloud, Manufacturing Cloud, Revenue Cloud Advanced, and Channel Revenue Management data — and extends to external sources via MuleSoft.
☁
Channel Revenue Management on Salesforce
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