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Salesforce Exam Advanced Administrator Topic 2 Question 102 Discussion

Actual exam question for Salesforce's Advanced Administrator exam
Question #: 102
Topic #: 2
[All Advanced Administrator Questions]

Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy.

Which three options should an administrator recommend?

Choose 3 answers

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Suggested Answer: B

A joined report is a type of report that allows you to create multiple report blocks that provide different views of your data. Each report block can have its own fields, columns, sorting, and filtering. A joined report can only be created from summary or matrix reports. You can use a joined report to show data from different report types or data sources on a single report. In this case, you can use a joined report to show Accounts with Open Cases by creating two report blocks: one for accounts and one for cases with a filter for open status. You can then join the two blocks by a common field such as Account ID or Account Name. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_joined_format.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_joined.htm&type=5


by Serita at Jan 12, 2025, 03:56 PM

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Jesusa
3 days ago
I think option C is important too. Making a custom field to track amounts for Territory and Hierarchy Forecast can provide more detailed information.
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Verona
5 days ago
I agree with Abel. Option E to enable Role Hierarchy Forecast would also be helpful to forecast based on role hierarchy.
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Abel
10 days ago
I think option B is a good choice because enabling Territory Forecast will show forecast numbers by territory.
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