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Salesforce ADX-211 Exam - Topic 7 Question 84 Discussion

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
B) Enable Territory Forecast. and D) Modify the Territory Forecast to match the Hierarchy Forecast model. and E) Enable Role Hierarchy Forecast.
A) Have the user select the forecast type listed under the Forecast Type in the Display Settings.
C) Make a custom field to track the amounts for Territory and Hierarchy Forecast.

Salesforce ADX-211 Exam - Topic 7 Question 84 Discussion

Actual exam question for Salesforce's ADX-211 exam
Question #: 84
Topic #: 7
[All ADX-211 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

Show Suggested Answer Hide Answer
Suggested Answer: B, D, E

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


by Cassi at May 11, 2026, 02:31 PM

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Dean
4 days ago
Totally agree, but what about the Role Hierarchy Forecast?
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Arlette
9 days ago
I think enabling Territory Forecast is a must!
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Helga
14 days 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.
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Lajuana
19 days 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.
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Vallie
24 days 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.
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Lezlie
2 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.
upvoted 0 times
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