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Question 271 - Certified Sales Cloud Consultant discussion

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Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.

Which solution should a consultant recommend?

A.
Create a Joined report with dosed Opportunities, Forecasting Items, and Quotas.
Answers
A.
Create a Joined report with dosed Opportunities, Forecasting Items, and Quotas.
B.
Configure Quotas with a Product family report and add necessary fields.
Answers
B.
Configure Quotas with a Product family report and add necessary fields.
C.
Create a custom report type with Forecasting Quotas and Forecasting Items.
Answers
C.
Create a custom report type with Forecasting Quotas and Forecasting Items.
Suggested answer: C

Explanation:

To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.

Custom Report Types

Forecasting in Salesforce

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asked 23/09/2024
Habte Manna
27 questions
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