Salesforce Exam Sales Cloud Consultant Topic 2 Question 103 Discussion

Actual exam question for Salesforce's Sales Cloud Consultant exam

Question #: 103
Topic #: 2

Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas.

Which solution should a consultant recommend?

ACreate a Joined report with dosed Opportunities, Forecasting Items, and Quotas.

BConfigure Quotas with a Product family report and add necessary fields.

CCreate a custom report type with Forecasting Quotas and Forecasting Items.

Show Suggested Answer

Suggested Answer: C

To show reports and dashboards with Opportunity Forecast by Product family with team Quotas, creating a custom report type that includes Forecasting Quotas and Forecasting Items is the recommended solution. This custom report type allows sales managers to generate detailed reports that combine information about forecasted opportunities and the quotas set for the team, providing a comprehensive view of performance by product family.

Custom Report Types

Forecasting in Salesforce

by Tawna at Sep 16, 2024, 03:00 AM

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Dorthy

2 months ago

Option C sounds like the way to go, but I can't help but wonder if the consultants at Cloud Kicks are secretly trying to upsell the company on some fancy new reporting tools. Just a thought.

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Leonie

2 months ago

Haha, I feel like the sales managers at Cloud Kicks need a crystal ball to keep track of all these Opportunities and Quotas. Maybe they should just start a fortune-telling business on the side.

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Charlena

2 months ago

I'm with Dawne on this one. A Joined report seems like the simplest and most straightforward solution. Why make it more complicated than it needs to be?

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Lashawna

24 days ago

I agree, a joined report would be the best option here.

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Elinore

25 days ago

C) Create a custom report type with Forecasting Quotas and Forecasting Items.

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Juliana

26 days ago

B) Create a joined report with closed Opportunities, Forecasting Items, and Quotas.

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Lashonda

2 months ago

A) Configure Quotas with a Product family report and add necessary fields.

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Dawne

2 months ago

Hmm, I'm not sure. All the options sound reasonable, but I'm leaning towards option A. A Joined report with Opportunities, Forecasting Items, and Quotas could work well.

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Jettie

1 months ago

I agree, a joined report with closed Opportunities, Forecasting Items, and Quotas could provide a comprehensive view.

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Craig

2 months ago

I think creating a custom report type with Forecasting Quotas and Forecasting Items could be the way to go.

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Kimbery

2 months ago

Option A sounds good. Configuring Quotas with a Product family report seems like a solid choice.

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Nakita

3 months ago

But option A includes all the necessary fields we need for the report.

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Renea

3 months ago

Option B sounds good to me. Configuring Quotas with a Product family report and adding the necessary fields should do the trick.

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Corinne

2 months ago

Yeah, adding the necessary fields will definitely help with the Opportunity Forecast.

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Rochell

3 months ago

I agree, configuring Quotas with a Product family report seems like the right solution.

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Danica

3 months ago

Option B sounds good to me.

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Lenny

3 months ago

I think option C is the way to go. Creating a custom report type with Forecasting Quotas and Forecasting Items seems like the most comprehensive solution.

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