收藏Suresh Krishnan (TCS) 发布于 * Trailhead Academy * (原发帖者 Suresh Krishnan)2016年2月18日 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,Suresh显示更多2 条评论加载更多评论...Johan Yu (simplysfdc.com)2016年2月19日 13:04Looking good Chris, thanks for shout out.添加评论撰写评论...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
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,Suresh显示更多