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Question 3 - Certified Sales Cloud Consultant discussion

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The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best-Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category.

How should the consultant ensure opportunities appear in the correct forecast categories?

A.
Create a field update with Flow to update the forecast category based on the opportunity stage
Answers
A.
Create a field update with Flow to update the forecast category based on the opportunity stage
B.
Edit the probability percentage on opportunity stage picklist values.
Answers
B.
Edit the probability percentage on opportunity stage picklist values.
C.
Map opportunity stages to the appropriate forecast categories.
Answers
C.
Map opportunity stages to the appropriate forecast categories.
D.
Update the opportunity stage picklist value labels to match the category to which they should be assigned
Answers
D.
Update the opportunity stage picklist value labels to match the category to which they should be assigned
Suggested answer: C
asked 23/09/2024
Mukesh Kumar
33 questions
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