Sales-Con-201 Practice Question: Practical Application OF Sales Cloud Expertise
An administrator is setting up Collaborative Forecasting for a global sales organization. Which THREE considerations must be kept in mind regarding forecast types and setup? (Choose three.)
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
✓
Forecast hierarchy is strictly tied to the user role hierarchy.
Collaborative forecasting supports multiple configurations including opportunity revenue/quantity, overlay splits, and product families.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Forecast managers cannot be changed once a forecast type is activated.
Why it's wrong here
Forecast managers can be adjusted and assigned within the forecast hierarchy setup at any time.
- ✓
Forecast hierarchy is strictly tied to the user role hierarchy.
Why this is correct
The forecast manager hierarchy is derived directly from the standard user role hierarchy.
- ✗
Custom currency fields cannot be used as the basis for custom forecast types.
Why it's wrong here
Custom currency fields on opportunities or line items can indeed be used as the basis for custom forecast types.
- ✓
Forecasts can be based on Opportunity Revenue, Opportunity Quantity, or Product Families.
Why this is correct
These are all natively supported forecast measurement types in Collaborative Forecasting.
- ✓
Up to four active forecast types can be enabled concurrently in an org.
Why this is correct
Salesforce allows up to four active custom and standard forecast types enabled at one time.
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Last reviewed August 2026 · checked against the official Salesforce exam blueprint
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