FavoritosSuresh Krishnan (TCS) publicou em * Trailhead Academy * (Originalmente publicado por Suresh Krishnan)18 de fev. de 2016, 22:22Suresh KrishnanCould one of you help me?I have the following question...Universal Containers manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Universal Containers wants the roll-up of just the opportunities that are in pipeline, best case, and commit.What number in the forecast would provide Universal Containers with the appropriate information?a. Pipeline + Closed/Wonb. Pipeline + Best Casec. Pipelined. Pipeline + Commit What is the best answer? According to me it should be Pipeline (c) and not Pipeline + Best Case (b) because Client wants only pipeline, best case and comit. If we include Best Case, then "closed/won opportunity amounts" also will come in that is not required. (https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_categories.htm).Thanks,SureshMostrar mais2 comentáriosCarregar mais comentários...Johan Yu (simplysfdc.com)19 de fev. de 2016, 13:04Looking good Chris, thanks for shout out.Adicionar um comentárioEscrever um comentário...NegritoItálicoSublinhadoTachadoLista com marcadoresLista numeradaAdicionar linkBloco de códigosInserir imagemAnexar arquivosURL do linkCancelarSalvar0/9000Responder
Suresh KrishnanCould one of you help me?I have the following question...Universal Containers manages opportunity forecasts using the standard forecast categories in Salesforce customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast, Universal Containers wants the roll-up of just the opportunities that are in pipeline, best case, and commit.What number in the forecast would provide Universal Containers with the appropriate information?a. Pipeline + Closed/Wonb. Pipeline + Best Casec. Pipelined. Pipeline + Commit What is the best answer? According to me it should be Pipeline (c) and not Pipeline + Best Case (b) because Client wants only pipeline, best case and comit. If we include Best Case, then "closed/won opportunity amounts" also will come in that is not required. (https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_categories.htm).Thanks,SureshMostrar mais