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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
Suggested Answer: B, D, E
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To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly. Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable.htm&type=5
24 comments · newest first
GR
Gregg
2 days ago
E makes sense for role hierarchy.
TH
Theron
8 days ago
A could be useful too, but not sure.
SA
Salley
13 days ago
I think B is a must. Territory Forecast is key.
RI
Ria
18 days ago
This question is tricky!
KA
Kayleigh
23 days ago
Selecting the forecast type is a good option too!
MA
Mable
28 days ago
Modifying the Territory Forecast could confuse users.
EL
Elenore
1 month ago
A custom field might complicate things.
LO
Louis
1 month ago
I would also recommend enabling Role Hierarchy Forecast.
CO
Cortney
1 month ago
Definitely! It aligns with CK's needs.
ME
Melina
2 months ago
I think enabling Territory Forecast is crucial.
KR
Krystina
2 months ago
Role Hierarchy Forecast is definitely needed for accurate numbers!
HE
Henriette
2 months ago
Custom fields could work, but is that really necessary?
GE
Genevieve
2 months ago
Wait, can we really modify the Territory Forecast to match Hierarchy? Sounds tricky.
ER
Erick
2 months ago
Totally agree, it makes sense for tracking by territory!
NA
Natalie
2 months ago
I think enabling Territory Forecast is a must.
RU
Rueben
3 months ago
Definitely need to enable Role Hierarchy Forecast too!
RE
Reena
3 months ago
Surprised that modifying the Territory Forecast is an option!
GA
Garry
3 months ago
Custom field sounds like extra work, not sure it's needed.
DE
Dean
3 months ago
Totally agree, but what about the Role Hierarchy Forecast?
AR
Arlette
3 months ago
I think enabling Territory Forecast is a must!
HE
Helga
4 months ago
I vaguely recall something about needing to align the Territory and Hierarchy Forecast models, but I can't remember if that's necessary for this scenario.
LA
Lajuana
4 months ago
I feel like making a custom field might not be the best approach since it adds complexity. I wonder if we really need that option.
VA
Vallie
4 months ago
I remember a practice question where we had to choose between enabling Role Hierarchy Forecast or modifying something else. I think enabling Role Hierarchy Forecast could be a good choice here too.
LE
Lezlie
5 months ago
I think enabling Territory Forecast is definitely one of the options we should consider, but I'm not sure about the specifics of how it works.