Salesforce Certified Advanced Administrator — Question 88

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?

Answer options

• A. Set up collaborative forecasting to view quota against the open pipeline.
• B. Show the finance team how to use the Opportunity Kanban List View.
• C. Create a custom Forecasting object to inform the finance team on the status of deals.
• D. Run a report at the end of each quarter to update the finance team on pipeline status.

Correct answer: A

Explanation

The correct answer is A, as collaborative forecasting allows the finance team to see a dynamic view of their quotas in relation to the open pipeline, enabling them to make informed decisions. Options B and C do not provide the comprehensive overview needed for pipeline monitoring, and option D is reactive rather than proactive, as it only updates the team after the fact.