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Question 136 - Certified Advanced Administrator (CRT-211) discussion

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How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?

A.
Run a report at the end of each quarter to update the finance team on pipeline status.
Answers
A.
Run a report at the end of each quarter to update the finance team on pipeline status.
B.
Set up collaborative forecasting to view quota against the open pipeline.
Answers
B.
Set up collaborative forecasting to view quota against the open pipeline.
C.
Create a custom Forecasting object to inform the finance team on the status of deals.
Answers
C.
Create a custom Forecasting object to inform the finance team on the status of deals.
D.
Show the finance team how to use the Opportunity Kanban List View.
Answers
D.
Show the finance team how to use the Opportunity Kanban List View.
Suggested answer: B

Explanation:

To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline and make adjustments based on changing business conditions.

Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm&type=5

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asked 23/09/2024
R. M.
33 questions
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