Sales-Con-201 Sales Lifecycle Practice Question
An administrator is configuring Collaborative Forecasting for multiple sales teams with distinct sales processes. Team A forecasts on Revenue, while Team B forecasts on Quantity. How should the administrator set this up in Salesforce?
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Create two distinct Forecast Types—one based on Opportunity Revenue and one based on Opportunity Quantity—and assign them to appropriate user roles or profiles.
Collaborative forecasting allows configuring multiple forecast types (e.g., Revenue forecast type and Quantity forecast type).
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Build a single custom forecast type using a formula field that combines revenue and quantity.
Why it's wrong here
Standard forecast types are based on revenue, quantity, or splits; custom formula forecast types are not directly configurable that way.
- ✗
Use custom report charts embedded on home pages to replace forecast tabs for Team B.
Why it's wrong here
Dashboards do not replace Collaborative Forecasting functionality.
- ✓
Create two distinct Forecast Types—one based on Opportunity Revenue and one based on Opportunity Quantity—and assign them to appropriate user roles or profiles.
Why this is correct
Multiple forecast types allow different teams to forecast using different measures (Revenue vs Quantity).
- ✗
Enable Advanced Currency Management to convert quantities into revenue equivalents.
Why it's wrong here
Quantity is a unit count, not currency.
About these practice questions
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JA
Written and reviewed by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
Last reviewed August 2026 · checked against the official Salesforce exam blueprint
This Sales-Con-201 practice question is part of Courseiva's free Salesforce certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the Sales-Con-201 exam.