Salesforce Service Cloud Consultant (legacy) — Question 1

Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

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 daily and store the results in a custom object.
• C. Create a reporting snapshot to run weekly 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: A

Explanation

The correct answer is A, as scheduling a custom forecast report to run weekly allows the sales management team to analyze the sales funnel changes regularly while storing the results in a designated folder. Option B is incorrect because daily snapshots do not align with the need for weekly tracking. Option C is not suitable as a weekly reporting snapshot may not provide the timely insights needed for active decision-making. Option D is incorrect because running a daily forecast report does not match the requirement for weekly opportunity tracking.