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Question 122 - Certified Sales Cloud Consultant discussion

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Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users.

Which two statements should a consultant consider when enabling forecasting? Choose 2 answers

A.
Opportunity Splits must be enabled at the same time.
Answers
A.
Opportunity Splits must be enabled at the same time.
B.
Multiple Forecast Types must be created and activated.
Answers
B.
Multiple Forecast Types must be created and activated.
C.
A Single Category or Cumulative Forecast Rollup should be defined.
Answers
C.
A Single Category or Cumulative Forecast Rollup should be defined.
D.
The Forecast tab should be visible to easily view the forecasts.
Answers
D.
The Forecast tab should be visible to easily view the forecasts.
Suggested answer: B, D

Explanation:

Multiple Forecast Types must be created and activated to enable forecasting for different product lines that have different sales stages. A Forecast Type is a set of settings that define how forecasts are calculated and displayed for a specific business scenario, such as product line, territory, or revenue type. A Forecast Type can use either standard or custom opportunity fields to group and filter forecast data, such as Type, Product Family, or Territory. The Forecast tab should be visible to easily view the forecasts, as it allows users to see their forecast amounts, quotas, adjustments, and categories in a single page. Users can also drill down into forecast details, compare forecasts with other users or periods, and submit or approve forecasts from the Forecast tab.

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asked 23/09/2024
Aaron Whitlow
32 questions
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