Salesforce Certified Sales Cloud Consultant — Question 12

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?

Answer options

• A. Schedule a custom forecast report to run weekly and store the results in a custom report folder.
• B. Create a reporting snapshot to run weekly and store the results in a custom object.
• C. Create a reporting snapshot to run daily and store the results in a custom object.
• D. Schedule a custom forecast report to run daily and store the results in a custom report folder.

Correct answer: B

Explanation

The correct answer is B because a reporting snapshot allows for the collection of data over time, which is necessary for weekly analysis of open opportunities. The other options either run reports too frequently or do not provide the necessary structure to effectively store and analyze the data on a weekly basis.