Cloud kicks has enabled quotas in collaborative forecasts agents capture notes from the conversation 3. A new order's currency or price book will remain the same If the original order has products. Cloud kicks wants to view those orders as a related list on the account record in real time. A forecast can be either revenue-based or quantity-based. 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 solution should a Consultant recommend? Study with Quizlet and memorize flashcards containing terms like The consultant at Universal Containers recently enabled forecasts. Northern Trail Outfitters (NTO) has enabled Quotas in collaborative forecasts. . This allows the administrator to enable quotas for users and assign them to forecast types. Nov 13, 2023 · The first step is to enable forecasting by toggling “Enable Forecast” to “Active”. A column that contains quotas for a Upload quotas using API B. Add/update Quotas using Data Loader. Upload quotas using API D. 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. 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. 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. Get CRT-251 Salesforce Certified Sales Cloud Consultant by Salesforce free exam questions to prepare for your Salesforce certification. The territory hierarchy has three branches with child territories, with forecast managers assigned to a few of them. Instant Online Access. 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. Aug 2, 2023 · Cloud Kicks (CK) has implemented different sales stages across its varied product lines. The company has enabled advanced currency management to support both EUR and USD. Dec 26, 2024 · Prepare for the Sales Cloud Consultant Practice Exam with our free question series. 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. The probability of winning the sale must be indicated. Cloud Kicks (CK) operates in a multiple countries and wants to track historical exchange rates. Remove Person Account Record Types from the franchise sales user profile. 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. 45 of 65. The marketing team has sourced a list of leads for each territory. 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. Must read these Salesforce Cloud Consultant CRT-251 exam questions before going to your Salesforce CRT-251 exam. Cloud Kicks wants to use Salesforce for these tasks: 1. If you have a more established or complex sales team, your best option is the Collaborative Forecasts tool included with your Sales Cloud license. Sep 7, 2024 · Boost your skills as a Salesforce Sales Cloud Consultant with our free question-and-answer series. Universal Containers has enabled Quotas in collaborative forecasts. The sales manager wants to split an opportunity with two sales representatives in different regions. Mar 24, 2023 · Answer: A NEW QUESTION 63 Cloud Kicks has enabled quotas in collaborative forecasts. 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. 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. 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 two actions can forecast managers perform?, At Cloud Kicks (CK), in addition to the sales team, support reps are sometimes eligible for commissions. 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. 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. Add a cross-filter and a with' sub-filter. Create a joined report with closed Opportunities, forecasting items, and quotas. Ace your Sales Cloud certification Today! The Cloud Kicks sales team can create leads for both business and individual customers. 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). Call center agent call the leads on the list 2. 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. How should the system administrator modify thr report meet this request? A. Get expert guidance and hundreds of Salesforce Sales Cloud Consultant exams. CK's process is complex and requires multiple slides. 54) Cloud Kicks operates in multiple countries and wants to track historical exchange rates. Download our latest Salesforce Cloud Consultant exam sample questions now and pass your Exam today. Which two statements should a consultant consider when enabling forecasting? Choose 2 answers A. 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. Study with Quizlet and memorize flashcards containing terms like Q1 Cloud Kicks has 12 stages in its sales process. Configure Forecast Quotas. 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. 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. Add/update quotas using the Data Import Tool D. Renewal Rate C. Customers create cases from CK's website. Activity Tracking A. 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. 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. 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. 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. Which sales metric can a sales manager at Cloud Kicks use to monitor and reinforce its sales strategy? A. Call center agents call the leads on the list. S. When an account has its first Closed Won opportunity, the ERP system should be updated immediately from the account and opportunity records. 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. A sales manager is concerned that all open Opportunities appear in the Pipeline forecast category. Forecast Accuracy D. Build a forecast list view by product family groups D. Visibility and Tracking: The quota information integrates directly with the Forecasts feature, providing visibility for reps and managers to monitor progress and performance. Dec 16, 2022 · 34. Value Stream Map, B. Schedule an analytic snapshot of the Opportunity history object run monthly. Setup -> Forecast Settings -> Configure B. Universal Process Notation, C. the consultant at CK has implemented dated exchange rates by using advanced currency management. 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. The admin Cloud Kicks (CK) has implemented different sales stages across its varied product lines. 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. Which solution should a Consultant recommend? Configure quotas with a product report and add necessary fields. What are two guidelines to consider when cloning an order with products?Choose 2 answers A. 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. (Correct) - (Exam Topic 4) Cloud Kicks has a multi-phase selling process where every sales stage corresponds with a phase in the process. 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. The sneaker maintenance plan gives each customer 6 months of phone support in case they have issues with their new sneakers. CK uses an enterprise resource planning (ERP) system as its system of record for customer data. 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. Question 2 Question Type: MultipleChoice Cloud Kicks has enabled Quotas in collaborative forecasts. In which three ways can the quotas be managed for all users in forecast hierarchy? Choose 3 answers. Territory forecasts give your team a snapshot of how expected sales compare between territories. Which two statements should a consultant consider when enabling forecasting? Choose 2 answers Opportunity Splits must be enabled at the same time. Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system. 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. CK just added a new business unit to Salesforce. Sep 13, 2021 · NEW QUESTION: 84 Cloud kick has an external ERP system which stores product order information. Setup -> Quotas -> Forecast Quotas C. The Cloud Kicks (CK) IT team wants to enable person accounts in its Salesforce org. Aug 27, 2022 · 5. Insert Quotas using API. Added new questions for Salesforce CRT-251 Exam. Make sure your forecast types are setup May 19, 2025 · This allows sales managers to set goals and track sales performance against these quotas. 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. 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. CK wants to deploy Collaborative Forecasts to all sales users. The sales manager wants a condensed summary of the forecasts without affecting the sales team. Agents capture notes from the conversation. Cloud Kicks has enabled quotas in collaborative forecasts. Quota data appears in these locations on the forecasts page. Which set of this integration? A manager’s quota equals the amount that the manager and team are expected to generate together. 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. Setup -> Forecast Settings -> Configure E. 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. 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. 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. Build a custom forecast report showing product groups AB NO. Implement Collaborative Forecasting with quota attainment. 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. The sales manager uses sales stages and probability for forecasting. What solution should the consultant recommend? Northern Trail Outfitters (NTO) has enabled Quotas in collaborative forecasts. CK wants to deploy Collaborative Forecasting to all sales users. 11 Cloud Kicks needs to migrate data Into Salesforce and Is considering using Data Loader. What should the consultant create to provide this high-level view? A. 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. Single Category or Cumulative Forecast Rollup should be defined. 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. Cloud Kicks (CK) has implemented different sales stages across its varied product lines. Learn the steps to effectively set up and manage sales forecasts with our comprehensive guide on forecast types, adjustments, quotas, and rollups. 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. The exam question base is updated hourly. A. 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 should a consultant consider when rolling out forecast? A. NEW QUESTION 4 - (Exam Topic 4) Cloud Kicks has started its operations in Europe in addition to the U. The first phase is preliminary qualification, where Opportunities should not contribute to Cloud Kicks' forecast. A Single Category or Cumulative Forecast Rollup should be defined. Managers receive a report of all cases created last week. , Cloud Kicks has been tracking how many participants wear the company's shoes in each marathon. Forecast quarterly or monthly based on revenue or quantity, or both, and set additional quotas based on product families. 17 Cloud Kicks wants to integrate back-end systems with Salesforce. In which three ways can Quotas be managed for all users in the forecast hierarchy? Choose 3 answers May 5, 2024 · D. Nov 10, 2025 · Question No 7 Cloud Kicks (CK) has implemented different sales stages across its varied product lines. Sep 12, 2025 · To set sales quotas for all sales reps, the consultant should consider the following solutions: Enable Forecast Quotas from Setup. In which three ways can Quotas be managed for all users in the forecast hierarchy? Choose 3 answers Configure Forecast Settings. Answer: A NEW QUESTION # 91 Cloud Kicks has enabled Quotas in collaborative forecasts. be managed for all user Choose 3 answers Choose 2 answers A. CK has enabled Quotas in collaborative forecasts. Study with Quizlet and memorize flashcards containing terms like Question1/89 - The Discovery phase with Cloud Kicks (CK) has just ended. Which two actions should a consultant recommend to meet these requirements? B. Add/update quotas using DataLoader C. Cloud Kicks (CK) has introduced its new Alpha Shoe line. The Consultant at Cloud Kicks has implemented exchange rates by using advanced currency management. B. If you have multiple types of forecasts enabled, each type maintains separate quota information. Setup -> Quotas -> Forecast May 9, 2022 · Question 1 Question Type: MultipleChoice Cloud Kicks has enabled Quotas in collaborative forecasts. Dec 16, 2022 · 110. Cloud Kicks also has existing roll-up summary fields. The administrator creates two custom objects: Races and Runners. A single org can have up to six different types of forecasts. To begin your setup of Collaborative Forecasting, download this Collaborative Forecasting Implementation Guide and start your journey. 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. C. Which set of this integration? Sep 13, 2021 · NEW QUESTION: 84 Cloud kick has an external ERP system which stores product order information. 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. These CRT-251 exam questions are updated today. The default forecast categories cannot be customized. 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. 2. You can customize it to suit your business. Close Rate B. How is the converted currency amount on Opportunities calculated? Apr 6, 2022 · NO. Cloud Kicks requires its sales associates to record all customer interactions within Salesforce. 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. Cloud Kicks needs to see the total number of closed won Opportunities and the. Which approach should a consultant recommend to streamline NEW QUESTION: 17 sales manager at Cloud Kicks is reviewing teams opportunities in the forecast tab. Cloud Kicks is launching an outbound sales campaign to identify potential prospects for its new product. D. Add/update Quotas using the Data Import Tool. Nov 14, 2025 · A consultant is beginning a new project with Cloud Kicks to implement collaborative forecasting. The quota rollup is done manually by users and managers, and revenue or quantity data can be used. In which three ways can Quotas be managed for all users in the forecast hierarchy?Choose 3 answers. Person accounts have been enabled in its Salesforce org. Accounts that create a multi-level Account Hierarchy. Which recommendation will meet this viewing requirement? Sep 13, 2021 · NO. 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. CK wants a visual way to see how the new business processes will work. 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 andhas a custom currency field, Discount, on Opportunity that allows sales reps to record when they give a discount on an opportunity. It even allows for manager judgement. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best Case category. Which stage of the project lifecycle does this fall under? Northern Trail Outfitters (NTO) has enabled Quotas in collaborative forecasts. 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. What solution should the consultant recommend? Jan 10, 2022 · E. 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. Add/update quotas using the Data Import Tool E. 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. 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. 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. 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. Sales Manager at Cloud Kicks need to show reports and dashboards with opportunity forecast by Product family with team quotas. Managers would like a way to easily see in the report if the customer refers to the new shoe line in the case subject. 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. in the hierarchy when viewing a parent Account. 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. How is the converted currency amount calculation on opportunity determined ? Dec 16, 2022 · 110. Different sal. 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. Opportunity Splits must be enabled at the same time.