Salesforce Exam CRT-211 Topic 8 Question 84 Discussion

Actual exam question for Salesforce's CRT-211 exam

Question #: 84
Topic #: 8

How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?

ARun a report at the end of each quarter to update the finance team on pipeline status.

BSet up collaborative forecasting to view quota against the open pipeline.

CCreate a custom Forecasting object to inform the finance team on the status of deals.

DShow the finance team how to use the Opportunity Kanban List View.

Show Suggested Answer

Suggested Answer: D

Multiple automation tools have been used and the automation is executed in a different order. This could cause some cases to route in unexpected ways, because the before save flow might override or conflict with the assignment rules or other automation tools that run after the record is saved. The administrator should review the order of execution and ensure that the flow logic is consistent with the other automation tools. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_order.htm&type=5 https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm

by Amber at Mar 10, 2024, 04:49 AM

Limited Time Offer

25%

Off

Get Premium CRT-211 Questions as Interactive Web-Based Practice Test or PDF

Contribute your Thoughts:

Submit Cancel

Glenn

1 months ago

I'm voting for Option B. Collaborative forecasting sounds like a great way to keep the finance team in the loop without them having to become Salesforce experts. Plus, it has a nice ring to it - 'collaborative forecasting'! Sounds fancy!

upvoted 0 times

...

Deeanna

1 months ago

Option A is a bit too passive. The finance team needs more proactive support than just a quarterly report. They need a solution that gives them ongoing visibility into the pipeline.

upvoted 0 times

Sharen

6 days ago

C) Create a custom Forecasting object to inform the finance team on the status of deals.

upvoted 0 times

...

Linn

21 days ago

B) Set up collaborative forecasting to view quota against the open pipeline.

upvoted 0 times

...

Brittney

1 months ago

Hmm, Option D could be a good choice. The Opportunity Kanban List View might be an easy way for the finance team to visualize the pipeline without having to do complex calculations.

upvoted 0 times

Dawne

User 2: That sounds like a simple and effective way to keep an eye on our anticipated income.

upvoted 0 times

...

Jacki

15 days ago

User 1: Let's try using the Opportunity Kanban List View to track our pipeline.

upvoted 0 times

...

Kenda

2 months ago

I'd go with Option C. Creating a custom Forecasting object will provide the finance team with a centralized view of deal status and anticipated revenue, which is exactly what they need.

upvoted 0 times

Olene

28 days ago

User 2: I agree, having a custom Forecasting object would definitely streamline the process for the finance team.

upvoted 0 times

...

Nobuko

1 months ago

User 1: Option C sounds like the best choice. It would give the finance team a clear overview of their deals and revenue.

upvoted 0 times

...

Tracey

2 months ago

Option B seems like the best choice here. Collaborative forecasting will give the finance team a real-time view of the pipeline and how it aligns with their targets.

upvoted 0 times