When configuring Account Forecast Calculation Settings, what happens if the Sales Agreement List View is NOT selected?

Study for the Salesforce Manufacturing Cloud Exam. Utilize flashcards and multiple choice questions, each with hints and explanations. Prepare effectively for your certification!

When the Sales Agreement List View is not selected in the Account Forecast Calculation Settings, the system will not include any sales agreements in the forecasting process. This is because the settings define how sales agreements will be interpreted and utilized for forecasting calculations. If the view is not specified, the system effectively has no instruction on which sales agreements to consider, leading to the decision to disregard all sales agreements entirely in that calculation. Therefore, in this scenario, the forecasts will not benefit from any contributions from sales agreements, resulting in an accurate reflection of only other sales data, if available.

By ensuring the Sales Agreement List View is configured appropriately, you can enable the inclusion of desired sales agreements, be they active or expired, in the forecasting process, which is essential for a more comprehensive analysis and prediction of sales revenues.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy