Salesforce Exam CRT-251 Topic 24 Question 97 Discussion

Actual exam question for Salesforce's CRT-251 exam

Question #: 97
Topic #: 24

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 Tamesha at Sep 14, 2024, 02:37 AM

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Aleisha

2 months ago

Custom report type? Sounds like a job for a data wizard with a crystal ball!

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Alberta

26 days ago

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

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Barbra

29 days ago

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

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Margo

1 months ago

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

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Julene

2 months ago

A Joined report, huh? Sounds like a real party in the data warehouse!

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Raelene

1 months ago

User 4: C) Create a custom report type with Forecasting Quotas and Forecasting Items.

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Lorean

1 months ago

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

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Glory

1 months ago

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

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Charisse

2 months ago

A Joined report, huh? Sounds like a real party in the data warehouse!

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Leana

2 months ago

Why do you think option C is better?

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Kattie

3 months ago

I disagree, I believe option C is the best choice.

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Terina

3 months ago

Hmm, I'm leaning towards A. A Joined report with Opportunities, Forecasting Items, and Quotas could give us a really detailed view.

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Arleen

1 months ago

Yeah, A seems like the most comprehensive solution for this scenario.

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Herminia

2 months ago

I agree, having all that information in one report would be really helpful.

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Beata

2 months ago

I think A sounds like a good option. It covers all the necessary data.

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Leana

3 months ago

I think we should go with option A.

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Curt

3 months ago

B looks good to me. Configuring Quotas with a Product family report and adding the necessary fields seems like a straightforward approach.

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Matthew

2 months ago

Yeah, keeping it simple with B would probably be the most efficient solution for the team.

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Corrina

2 months ago

Creating a custom report type might be too complex for what they need. B sounds like the best choice.

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Felice

2 months ago

I agree, that option seems like it would provide the most relevant information for the sales managers.

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Chan

3 months ago

B looks good to me. Configuring Quotas with a Product family report and adding the necessary fields seems like a straightforward approach.

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Ashlyn

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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Cherry

3 months ago

Creating a custom report type with Forecasting Quotas and Forecasting Items would provide the most detailed information needed for the sales managers.

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Maryln

3 months ago

I agree, option C seems like the best choice for showing Opportunity Forecast by Product family with team Quotas.

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