Discuss Salesforce Salesforce Certified Agentforce Sales Consultant (Sales-Con-201) Exam Topic 3 Question 23

The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly. What should be recommended?

ASchedule a custom forecast report to run weekly and store the results in a custom report folder.

BCreate a reporting snapshot to run daily and store the results in a custom object.

CCreate a reporting snapshot to run weekly and store the results in a custom object.

DSchedule a custom forecast report to run daily and store the results in a custom report folder.

Suggested Answer: C

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12 comments · newest first

Taryn 12 months ago

Surprised no one mentioned the importance of custom objects!

Elly 12 months ago

Wait, why daily reports? That seems excessive for this.

Kyoko 12 months ago

Totally agree with C, weekly tracking is key for analysis!

Harley 1 year ago

I think A is better, forecasts should be monthly, right?

Sheridan 1 year ago

Option C sounds right, weekly snapshots make sense.

Avery 1 year ago

I feel like daily reports could overwhelm the team. I’m not confident, but I think option C makes sense for weekly tracking. It aligns with what we practiced about analyzing trends over time.

Alecia 1 year ago

I’m a bit confused about the difference between a reporting snapshot and a custom report. I thought snapshots were for daily updates, but maybe option C is the right choice since it mentions weekly?

Giuseppe 1 year ago

I remember discussing the importance of weekly data for sales funnels. Option A sounds familiar, but I feel like it might not capture the details as effectively as a snapshot would.

Felton 1 year ago

I think we practiced something similar where we had to decide on the frequency of reports. I’m leaning towards option C, but I’m not entirely sure about the custom object part.

Jesus 1 year ago

No problem, I've done this before. I'll just run through the commands and check that everything is set up correctly.

Shalon 1 year ago

I'm pretty confident I know the answer to this. JMS and Rendezvous activities definitely have transactional capabilities in ActiveMatrix BusinessWorks.

Izetta 1 year ago

Ah, I see what they're getting at. Removing the PSTN-PT from the Voicemail_CSS would work, but that might have unintended consequences. I like the idea of reordering the partitions in Option B to prioritize the internal dialing.

Salesforce Certified Agentforce Sales Consultant (Sales-Con-201) Exam - Topic 3 Question 23 Discussion