Discover the essential factors to consider when enabling Collaborative Forecasting across different sales stages and product lines in Salesforce. Learn how to set up forecasts effectively for enhanced sales performance.
Table of Contents
Question
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 two.)
A. Multiple Forecast Types must be created and activated.
B. Opportunity Splits must be enabled at the same time.
C. The Forecast tab should be visible to easily view the forecasts.
D. A Single Category or Cumulative Forecast Rollup should be defined.
Answer
C. The Forecast tab should be visible to easily view the forecasts.
D. A Single Category or Cumulative Forecast Rollup should be defined.
Explanation
When enabling Collaborative Forecasting in Salesforce for Cloud Kicks (CK) across its varied product lines and sales stages, a consultant should consider the following:
- The Forecast tab should be visible to easily view the forecasts (Option C). Making the Forecast tab accessible allows sales users to quickly access and analyze forecasting data, facilitating informed decision-making and sales strategy adjustments.
- A Single Category or Cumulative Forecast Rollup should be defined (Option D). Determining the appropriate forecast rollup method is crucial. Single Category rollups consider only the selected forecast category, while Cumulative rollups include the selected category and all categories below it in the hierarchy. Defining the rollup method ensures accurate and comprehensive forecasting aligned with CK’s sales processes.
Options A and B are incorrect because:
- Multiple Forecast Types are not mandatory for enabling Collaborative Forecasting. A single Forecast Type can be sufficient, depending on the organization’s requirements.
- Opportunity Splits do not need to be enabled simultaneously with Collaborative Forecasting. While Opportunity Splits can provide additional insights into revenue distribution, they are not a prerequisite for enabling forecasting functionality.
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