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Question 245 - Certified Advanced Administrator (CRT-211) discussion

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A sales rep at Ursa Major Solar was assigned to a role under their manager and is the record owner of several opportunities; however, the sales rep is missing from the manager's forecast.

What should the administrator review to solve this issue?

A.
Enable owner adjustment
Answers
A.
Enable owner adjustment
B.
Enable manager adjustments
Answers
B.
Enable manager adjustments
C.
Allow Forecasting
Answers
C.
Allow Forecasting
D.
Allow Override Forecasts
Answers
D.
Allow Override Forecasts
Suggested answer: C

Explanation:

Allow Forecasting is what the administrator should review to solve this issue. Allow Forecasting is a user permission that enables users to access and edit forecasts. If a user does not have this permission, they will not be able to see their own forecast or any forecasts below them in the role hierarchy. Therefore, the administrator should make sure that the sales rep has this permission enabled on their profile or permission set.

asked 23/09/2024
Ignacio Negrete
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