Salesforce Certified Sales Cloud Consultant — Question 69
Sales directors at Northern Trail Outfitters (NTO) cannot see or update their teams' forecasts. Sales representatives are constantly asked to provide the directors with their updated forecast information.
Which two methods should NTO use to correct how forecasts are managed? (Choose two.)
Answer options
- A. Create forecast Chatter groups where sales representatives can post and share their forecasts.
- B. Configure weekly customized forecast reports and dashboards to be emailed to sales management.
- C. Enable override forecast permission in the Manager's profile.
- D. Create a forecast hierarchy and assign managers to the forecast manager role.
Correct answer: B, D
Explanation
Option B is correct because configuring weekly customized reports ensures that sales directors receive timely updates on forecasts without relying on representatives. Option D is also correct as creating a forecast hierarchy allows for better organization and visibility of forecasts by assigning appropriate managers. Options A and C do not provide a structured approach to managing forecasts effectively.