Sales-Con-201 Sales Lifecycle Practice Question
An administrator is setting up Collaborative Forecasting for a global sales team that reports in multiple currencies. The VP of Sales wants all forecast numbers displayed in USD, regardless of the user's personal currency. Where is this configured?
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
✓
In the Collaborative Forecasts setup menu by choosing the currency display option for the forecast type.
Collaborative forecasting currency display is controlled at the forecast type settings level.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
By overriding user personal currency in the User Detail record.
Why it's wrong here
That changes user currency, not forecast display globally.
- ✗
Using custom report types with currency conversion formulas.
Why it's wrong here
Forecasts do not rely on custom report types.
- ✓
In the Collaborative Forecasts setup menu by choosing the currency display option for the forecast type.
Why this is correct
Forecast types can be configured to display amounts in corporate currency or user currency.
- ✗
In the Company Information settings under Default Corporate Currency.
Why it's wrong here
Corporate currency affects standard rollups, but forecast display currency has specific configuration options in forecast settings.
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Last reviewed August 2026 · checked against the official Salesforce exam blueprint
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