Cloud kicks has enabled quotas in collaborative forecasts. Multiple Forecast Types must be created and .

Cloud kicks has enabled quotas in collaborative forecasts Cloud Kicks also has existing roll-up summary fields. (Correct) - (Exam Topic 4) Cloud Kicks has a multi-phase selling process where every sales stage corresponds with a phase in the process. Ace your Sales Cloud certification Today! The Cloud Kicks sales team can create leads for both business and individual customers. Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. These CRT-251 exam questions are updated today. It even allows for manager judgement. Build a custom forecast report showing product groups AB NO. In which three ways can Quotas be managed for all users in the forecast hierarchy? Choose 3 answers Configure Forecast Settings. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them. Visibility and Tracking: The quota information integrates directly with the Forecasts feature, providing visibility for reps and managers to monitor progress and performance. Person accounts have been enabled in its Salesforce org. Salesforce will automatically present the next lead in the list 4 Jan 13, 2023 · Topic 1 Question #69 Cloud Kicks frequently has multiple sales representatives that collaborate on an Opportunity and needs Salesforce to allocate credit to each sales representative in order to track against a sales quota. S. Study with Quizlet and memorize flashcards containing terms like Q1 Cloud Kicks has 12 stages in its sales process. Call center agents call the leads on the list. Which organization-wide default should the consultant recommend? Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. 3 Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. Opportunity Splits must be enabled at the same time. Which solution should a Consultant recommend? Study with Quizlet and memorize flashcards containing terms like The consultant at Universal Containers recently enabled forecasts. Cloud Kicks (CK) operates in a multiple countries and wants to track historical exchange rates. Which two statements should a consultant consider when enabling forecasting? Choose 2 answers Opportunity Splits must be enabled at the same time. A column that contains quotas for a Upload quotas using API B. CK just added a new business unit to Salesforce. How is the converted currency amount calculation on opportunity determined ? Released CRT-251 Salesforce Salesforce Cloud Consultant new questions with verified answers by Salesforce guys. Instant Online Access. The Consultant at Cloud Kicks has implemented exchange rates by using advanced currency management. The sales manager uses sales stages and probability for forecasting. Quota data appears in these locations on the forecasts page. Cover key topics, practice real exam-style questions, and boost confidence! Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best Case category. The sales manager wants to split an opportunity with two sales representatives in different regions. Dec 16, 2022 · 110. in the hierarchy when viewing a parent Account. Which approach should a consultant recommend to streamline NEW QUESTION: 17 sales manager at Cloud Kicks is reviewing teams opportunities in the forecast tab. The default forecast categories cannot be customized. How can the consultant ensure that Leads are converted into either a business account or a person account where appropriate? Answer Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. CK's process is complex and requires multiple slides. Cloud Kicks (CK) has introduced its new Alpha Shoe line. Which stage of the project lifecycle does this fall under? Northern Trail Outfitters (NTO) has enabled Quotas in collaborative forecasts. The track the "Shoe of the Month" product shipments to each customer and the associated tracking information is stored in a back-end tracking system. A column that contains quotas for a Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. What should the consultant use to gather requirements using an Agile methodology? Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. What should a consultant consider when rolling out forecast? Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy? A. The Cloud Kicks (CK) IT team wants to enable person accounts in its Salesforce org. In which three ways can Quotas be managed for all users in the forecast hierarchy? The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them. In which three ways can Quotas be managed for all users in the forecast hierarchy? Choose 3 answers Try these free practice tests on Salesforce Certified Sales Cloud Consultant (CRT-251) Exam to prepare for your upcoming Salesforce certification exams. 45 of 65. Implementing Collaborative Forecasts in Salesforce Using Collaborative Forecasts, sales teams can project and plan their sales cycles from pipeline to closed sales so that they can manage expectations. Add/update quotas using the Data Import Tool D. Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. Setup -> Quotas -> Forecast Quotas C. In which three ways can the quotas be managed for all users in forecast hierarchy? Choose 3 answers. 2 The Sales Director at Cloud Kicks wants to prevent users from viewing each other's Opportunities but wants them to check to see that the account already exists prior to creating a new Account. Setting Up Forecast Quotas: Once enabled, quotas can be managed from the Forecasts tab, where managers can set monthly or quarterly targets for reps based on their sales expectations. Setup -> Forecast Settings -> Configure E. Customers create cases from CK's website. What should a consultant consider when rolling out forecast? A. , Cloud Kicks has been tracking how many participants wear the company's shoes in each marathon. Call center agent call the leads on the list 2. Configure Forecast Quotas. A sales manager is concerned that all open Opportunities appear in the Pipeline forecast category. 17 Cloud Kicks wants to integrate back-end systems with Salesforce. When an account has its first Closed Won opportunity, the ERP system should be updated immediately from the account and opportunity records. Get expert guidance and hundreds of Salesforce Sales Cloud Consultant exams. Forecast Accuracy D. The quota rollup is done manually by users and managers, and revenue or quantity data can be used. Aug 2, 2023 · Cloud Kicks (CK) has implemented different sales stages across its varied product lines. Single Category or Cumulative Forecast Rollup should be defined. the consultant at CK has implemented dated exchange rates by using advanced currency management. In which three ways can Quotas be managed for all users in the forecast hierarchy?Choose 3 answers. Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. Mar 24, 2023 · Answer: A NEW QUESTION 63 Cloud Kicks has enabled quotas in collaborative forecasts. 3 days ago · Question # 7 Cloud Kicks has recently rolled out Lightning Experience and uses an ERP system as its system of record for customers. Nov 10, 2025 · Question No 7 Cloud Kicks (CK) has implemented different sales stages across its varied product lines. Schedule an analytic snapshot of the Opportunity history object run monthly. The administrator creates two custom objects: Races and Runners. How is the converted currency amount calculation on opportunity determined ? Dec 16, 2022 · 110. Agents capture notes from the conversation. Sep 7, 2024 · Boost your skills as a Salesforce Sales Cloud Consultant with our free question-and-answer series. Must read these Salesforce Cloud Consultant CRT-251 exam questions before going to your Salesforce CRT-251 exam. Add/update Quotas using Data Loader. Forecast quarterly or monthly based on revenue or quantity, or both, and set additional quotas based on product families. If you have a more established or complex sales team, your best option is the Collaborative Forecasts tool included with your Sales Cloud license. Jan 13, 2023 · Question #67 Topic 1 Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. The admin Cloud Kicks (CK) has implemented different sales stages across its varied product lines. Aug 27, 2022 · 5. Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. Answer: A NEW QUESTION # 91 Cloud Kicks has enabled Quotas in collaborative forecasts. The exam question base is updated hourly. Setup -> Quotas -> Forecast May 9, 2022 · Question 1 Question Type: MultipleChoice Cloud Kicks has enabled Quotas in collaborative forecasts. Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its new product. Create a joined report with closed Opportunities, forecasting items, and quotas. Insert Quotas using API. A single org can have up to six different types of forecasts. C. Download our latest Salesforce Cloud Consultant exam sample questions now and pass your Exam today. Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. Multiple Forecast Types must be created and Cloud Kicks (CK) has a sneaker maintenance plan that it includes with all orders for its new line of Bluetooth-enabled custom sneakers. D. When a new Account has its first dosed/won opportunity, the ERP system should immediately update with information from the account, contact, and opportunity records related to the Account to record a new customer. Which Salesforce feature satisfies this requirement?, Universal Containers (UC) wants to make it easier for sales reps to log their customer interactions, such as emails and events, directly from their email and calender Added new questions for Salesforce CRT-251 Exam. Which three prerequisites must be met before the consultant can enable person accounts? (Exam Topic 4) Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. 39 "Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. Which two statements should a consultant consider when enabling forecasting? Choose 2 answers A. The first phase is preliminary qualification, where Opportunities should not contribute to Cloud Kicks' forecast. 11 Cloud Kicks needs to migrate data Into Salesforce and Is considering using Data Loader. CK wants to deploy Collaborative Forecasts to all sales users. Add/update quotas using DataLoader Answer: A,D,E (LEAVE A REPLY) NEW QUESTION: 57 Northern Trail Outfitters (NTO) has a private sharing model for accounts and opportunities. What should the consultant create to provide this high-level view? A. Get CRT-251 Salesforce Certified Sales Cloud Consultant by Salesforce free exam questions to prepare for your Salesforce certification. A forecast can be either revenue-based or quantity-based. Territory forecasts give your team a snapshot of how expected sales compare between territories. CK has enabled Quotas in collaborative forecasts. A. To begin your setup of Collaborative Forecasting, download this Collaborative Forecasting Implementation Guide and start your journey. Sep 12, 2025 · To set sales quotas for all sales reps, the consultant should consider the following solutions: Enable Forecast Quotas from Setup. CK uses an enterprise resource planning (ERP) system as its system of record for customer data. Dec 26, 2024 · Prepare for the Sales Cloud Consultant Practice Exam with our free question series. Nov 13, 2023 · The first step is to enable forecasting by toggling “Enable Forecast” to “Active”. PLEASE NOTE: Once you add quotas, you cannot deactivate a Forecast Type or change the Forecast Period without deleting all of the quota and forecast data. Which set of this integration? A manager’s quota equals the amount that the manager and team are expected to generate together. Study with Quizlet and memorize flashcards containing terms like Cloud Kicks sales reps to share key documents directly with customers without setting up a community. Multiple Forecast Types must be created and Dec 8, 2022 · Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. Cloud kicks wants to view those orders as a related list on the account record in real time. How can the consultant ensure that Leads are converted into either a business account or a person account where appropriate? Answer Dec 16, 2022 · Cloud cakes has enabled territory forecast to see how expected revenue compares between sales territories and the period during which territory has closed the most deals in a month. Managers in the new business unit report that their forecasts are accurate but they are unable to see the discount amount in the Opportunity List in Study with Quizlet and memorize flashcards containing terms like Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its new product. Question 2 Question Type: MultipleChoice Cloud Kicks has enabled Quotas in collaborative forecasts. Add/update quotas using the Data Import Tool E. 3 Apr 9, 2024 · Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to know which territory has the most closed deals in a month. B 5 days ago · Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. Universal Process Notation, C. Close Rate B. 54) Cloud Kicks operates in multiple countries and wants to track historical exchange rates. In which three ways can Quotas be managed for all users in the forecast hierarchy? A Consultant is implementing a new Sales Cloud instance for Cloud Kicks that has a public sharing model for Accounts. NEW QUESTION 4 - (Exam Topic 4) Cloud Kicks has started its operations in Europe in addition to the U. be managed for all user Choose 3 answers Sales managers at Cloud Kicks need to show reports and dashboards with Opportunity Forecast by Product family with team Quotas. . Cloud Kicks requires its sales associates to record all customer interactions within Salesforce. What solution should the consultant recommend? Jan 10, 2022 · E. 2. The probability of winning the sale must be indicated. Which two actions should a consultant recommend to meet these requirements? B. Aug 7, 2023 · Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories and to identify which territory has the most closed deals in a month. Capability Model Dec 16, 2022 · Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. How is the converted currency amount on Opportunities calculated? Apr 6, 2022 · NO. The sales manager wants a condensed summary of the forecasts without affecting the sales team. Remove Person Account Record Types from the franchise sales user profile. Accounts that create a multi-level Account Hierarchy. Northern Trail Outfitters (NTO) has enabled Quotas in collaborative forecasts. Managers receive a report of all cases created last week. Upload quotas using API D. CK wants a visual way to see how the new business processes will work. Study with Quizlet and memorize flashcards containing terms like Question1/89 - The Discovery phase with Cloud Kicks (CK) has just ended. Renewal Rate C. Which two actions can forecast managers perform?, At Cloud Kicks (CK), in addition to the sales team, support reps are sometimes eligible for commissions. be managed for all user Choose 3 answers Choose 2 answers A. Sep 13, 2021 · NEW QUESTION: 84 Cloud kick has an external ERP system which stores product order information. A new order's currency or price book will remain the same If the original order has products. B. In which three ways can Quotas be managed for all users in the forecast hierarchy? Choose 3 answers May 5, 2024 · D. Universal Containers has enabled Quotas in collaborative forecasts. Which two actions can forecast managers perform? Setting Up Forecast Quotas: Once enabled, quotas can be managed from the Forecasts tab, where managers can set monthly or quarterly targets for reps based on their sales expectations. Which set of this integration? Sep 13, 2021 · NEW QUESTION: 84 Cloud kick has an external ERP system which stores product order information. Study with Quizlet and memorize flashcards containing terms like The sales director of retail products at Cloud Kicks wants to allow cloning of orders to help sales reps process repetitive orders. Activity Tracking A. Build a forecast list view by product family groups D. Implement Collaborative Forecasting with quota attainment. Cloud Kicks (CK) uses Collaborative Forecasts andhas a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. What solution should the consultant recommend? Northern Trail Outfitters (NTO) has enabled Quotas in collaborative forecasts. In which three ways can Quotas be managed for all users in the forecast hierarchy? Choose 3 answers Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. Cloud Kicks (CK) has implemented different sales stages across its varied product lines. CK wants to deploy Collaborative Forecasting to all sales users. Added new questions for Salesforce CRT-251 Exam. Different sal. Want to know which territory has the most closed deals this month? Or which territory is lagging in software deals? Use territory forecasts to find out. Which solution should a Consultant recommend? Configure quotas with a product report and add necessary fields. A Single Category or Cumulative Forecast Rollup should be defined. Add a cross-filter and a with' sub-filter. Nov 14, 2025 · A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting. Which stage of the project lifecycle does this fall under? Study with Quizlet and memorize flashcards containing terms like Cloud Kicks (CK) has recently rolled out Sales Cloud. If you have multiple types of forecasts enabled, each type maintains separate quota information. Which recommendation will meet this viewing requirement? Sep 13, 2021 · NO. Cloud Kicks needs to see the total number of closed won Opportunities and the. agents capture notes from the conversation 3. Dec 16, 2022 · 34. Add/update quotas using DataLoader C. Which option should the consultant Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. Learn the steps to effectively set up and manage sales forecasts with our comprehensive guide on forecast types, adjustments, quotas, and rollups. In which three ways can Quotas be managed for all users in the forecast hierarchy? Study with Quizlet and memorize flashcards containing terms like Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its new product. Make sure your forecast types are setup May 19, 2025 · This allows sales managers to set goals and track sales performance against these quotas. What should a consultant consider when rolling out forecast? Jun 6, 2022 · Question 1 Question Type: MultipleChoice Cloud Kicks has enabled Quotas in collaborative forecasts. Setup -> Forecast Settings -> Configure B. Value Stream Map, B. 5 days ago · Cloud Kicks’ global sales operations team has to export reports from Salesforce and manipulate them in Excel to convert regional deals to the correct currency conversion. What are two guidelines to consider when cloning an order with products?Choose 2 answers A. How should the system administrator modify thr report meet this request? A. Which solution should a consultant recommend? Territory Forecasts If your sales team uses Sales Territories, Salesforce Forecasting, and Lightning Experience, they can forecast by territory. The company has enabled advanced currency management to support both EUR and USD. Multiple Forecast Types must be created and Management at Cloud Kicks (CK) wants to see forecast numbers by all sales representatives and by multiple product groups. 5 days ago · Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. Implement Collaborative Forecasting with product family. Nov 16, 2025 · Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has dosed the most deals in a month. A manager’s quota equals the amount that the manager and team are expected to generate together. Which three actions should the Consultant recommend to meet these requirements? Choose 3 answers NEW QUESTION 9 - (Exam Topic 4) Cloud Kicks has started its operations in Europe in addition to the U. Cloud Kicks (CK) uses Collaborative Forecasts and has a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. This allows the administrator to enable quotas for users and assign them to forecast types. Q45 Cloud Kicks has enabled territory forecasts to see how expected revenue compares between sales territories, and to determine which territory has closed the most deals in a month. With the Winter ’24 release, existing orgs can “Enable Forecast” in settings for quick setup that automatically creates a Forecast Type for opportunity amount and enables best practices features like gap to quota and pipeline coverage. The sneaker maintenance plan gives each customer 6 months of phone support in case they have issues with their new sneakers. Explanation When enabling Collaborative Forecasting in Salesforce for Cloud Kicks (CK) across its varied product lines and sales stages, a consultant should consider the following: The Forecast tab should be visible to easily view the forecasts (Option C). Add/update Quotas using the Data Import Tool. Cloud Kicks wants to use Salesforce for these tasks: 1. Managers would like a way to easily see in the report if the customer refers to the new shoe line in the case subject. Cloud Kicks has enabled quotas in collaborative forecasts. You can customize it to suit your business. The marketing team has sourced a list of leads for each territory. ylcrdm dxcip luwxv wkw niwyx uqzvk czne pec fvw crjad bany dvn lqqef mxbx erchby