Salesforce Exam CRT-211 Topic 8 Question 84 Discussion

Actual exam question for Salesforce's CRT-211 exam

Question #: 84
Topic #: 8

How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?

ARun a report at the end of each quarter to update the finance team on pipeline status.

BSet up collaborative forecasting to view quota against the open pipeline.

CCreate a custom Forecasting object to inform the finance team on the status of deals.

DShow the finance team how to use the Opportunity Kanban List View.

Show Suggested Answer

Suggested Answer: D

Multiple automation tools have been used and the automation is executed in a different order. This could cause some cases to route in unexpected ways, because the before save flow might override or conflict with the assignment rules or other automation tools that run after the record is saved. The administrator should review the order of execution and ensure that the flow logic is consistent with the other automation tools. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_order.htm&type=5 https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm

by Amber at Mar 10, 2024, 04:49 AM

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Kenda

12 days ago

I'd go with Option C. Creating a custom Forecasting object will provide the finance team with a centralized view of deal status and anticipated revenue, which is exactly what they need.

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27 days ago

I think setting up collaborative forecasting would be the best option.

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