A sales rep at Ursa Major Solar was assigned to a role under their manager and is the record owner of several opportunities; however, the sales rep is missing from the manager's forecast. What…

The correct answer is C. Allow Forecasting. Allow Forecasting is what the administrator should review to solve this issue. Allow Forecasting is a user permission that enables users to access and edit forecasts. If a user does not have this permission, they will not be able to see their own forecast or any forecasts below…

Sales Cloud and Service Cloud Applications

Question

A sales rep at Ursa Major Solar was assigned to a role under their manager and is the record owner of several opportunities; however, the sales rep is missing from the manager's forecast. What should the administrator review to solve this issue?

Options

AEnable owner adjustment
BEnable manager adjustments
CAllow Forecasting
DAllow Override Forecasts

How the community answered

(25 responses)

A
8% (2)
B
16% (4)
C
72% (18)
D
4% (1)

Explanation

Allow Forecasting is what the administrator should review to solve this issue. Allow Forecasting is a user permission that enables users to access and edit forecasts. If a user does not have this permission, they will not be able to see their own forecast or any forecasts below them in the role hierarchy. Therefore, the administrator should make sure that the sales rep has this permission enabled on their profile or permission set.

Topics

#forecasting#Allow Forecasting#forecast hierarchy#roles

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