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Certified Sales Cloud Consultant Exam - Question 192


Universal Containers wants to implement Collaborative Forecasts in Salesforce. There are multiple levels above the sales reps, including team managers, regional managers, and country VPs. This structure has been built in the role hierarchy. Some of the regional manager roles Include multiple users.

How should the consultant configure the wav opportunities roll up through the management structure?

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Correct Answer: D

To properly configure Collaborative Forecasts in Salesforce, one should create a forecast hierarchy separate from the role hierarchy. This approach allows for more flexible management and alignment with the specific needs of the forecast structure, accommodating scenarios where there are multiple users in regional manager roles.

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c5b95bfOption: A
Jun 12, 2024

A is it