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Question 79 - Certified Advanced Administrator (CRT-211) discussion

Report
Export

Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy.

Which three options should an administrator recommend?

Choose 3 answers

A.
Have the user select the forecast type listed under the Forecast Type in the Display Settings.
Answers
A.
Have the user select the forecast type listed under the Forecast Type in the Display Settings.
B.
Enable Territory Forecast.
Answers
B.
Enable Territory Forecast.
C.
Make a custom field to track the amounts for Territory and Hierarchy Forecast.
Answers
C.
Make a custom field to track the amounts for Territory and Hierarchy Forecast.
D.
Modify the Territory Forecast to match the Hierarchy Forecast model.
Answers
D.
Modify the Territory Forecast to match the Hierarchy Forecast model.
E.
Enable Role Hierarchy Forecast.
Answers
E.
Enable Role Hierarchy Forecast.
Suggested answer: B, D, E

Explanation:

To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly.

Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable.htm&type=5

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asked 23/09/2024
Vipulkumar Shukal
37 questions
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