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…

The correct answer is B. Enable Territory Forecast. D. Modify the Territory Forecast to match the Hierarchy Forecast model. E. Enable Role Hierarchy Forecast. 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…

Sales Cloud and Service Cloud Applications

Question

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)

Options

AHave the user select the forecast type listed under the Forecast Type in the Display Settings.
BEnable Territory Forecast.
CMake a custom field to track the amounts for Territory and Hierarchy Forecast.
DModify the Territory Forecast to match the Hierarchy Forecast model.
EEnable Role Hierarchy Forecast.

How the community answered

(25 responses)

A
20% (5)
B
72% (18)
C
8% (2)

Explanation

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.

Topics

#territory forecasting#role hierarchy forecast#forecast types#sales forecasting

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