Application of Product Knowledge II Flashcards
What type of forecast roll-up utilizes opportunities from multiple forecast categories?
Cumulative
Which app permission is required for forecast adjustments in Collaborative Forecasting?
Override Forecasts
What can be used with forecasting in Salesforce to display monthly or quarterly sales goals of sales reps?
Quotas
Where can territories be created, edited or deleted?
Territory Hierarchy
What are the possible states of a Territory Model?
Planning, Active, Archived
Where can users be assigned to territories?
Territory record
Where can users view the territories assigned to an account
Account record: Assigned territories related list
In Lightning Experience, which option can a user select in the Filters pan of an opportunity report to view all the opportunities assigned to their territores?
My territories’ opportunities
When Enterprise Territory Management is enabled, which forecast type can be used in Collaborative Forecasting to enable territory forecasts?
Opportunities by Territory and Products by Territory
When Enterprise Territory Management is enabled, how can records owned by users in a territory be shared with users in another territory?
Set up a sharing rule based on users in a territory
If using Collaborative Forecasting and Enterprise Territory Management, how can forecasting managers delegate forecast access to other users?
Using the forecast sharing feature
In Salesforce Classic, how can a user manually share a record with members of a territory?
By using the Sharing button on the record and searching for the territory.
Which two options are available for allowing users to access the opportunities that are associated with a territory’s child territory?
View and View and Edit
Where can the label of the Territory object be renamed?
Rename Tabs and Labels page in Setup
What can be used to track a customer’s request for returning or reducing a product from an activated order?
Reduction order
