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A Consultant is configuring Einstein Forecasting to help the sales team predict how much they will sell by the end of a forecasting period. Which two considerations should the consultant keep in mind to ensure that predictions are displayed. Choose 2 answers
Correct Answer: B,D
Explanation Einstein Forecasting uses machine learning to analyze historical opportunity data and generate predictions for how much revenue a sales team can expect to close in a given period. The predictions are based only on the standard Close Date and Amount fields of the opportunities, so any custom fields or other factors are not taken into account. The predictions are only shown when the user is in the forecasting hierarchy, which means that they have a forecast role assigned to them and they can view forecasts for themselves or their subordinates.
Recent Comments (The most recent comments are at the top.)
A Salesforce Developer - Jan 23, 2024
Correct answer: B,C
B - 'You must use the standard Opportunity object and the standard Close Date and Amount fields. Custom date fields aren’t supported.' C - 'You must work with opportunities in Salesforce for at least 12 months. Specifically, the opportunity history must show at least one update in each of the past 12 months.'
Why not D? - 'Your forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager.'
Recent Comments (The most recent comments are at the top.)
Correct answer: B,C
B - 'You must use the standard Opportunity object and the standard Close Date and Amount fields. Custom date fields aren’t supported.'
C - 'You must work with opportunities in Salesforce for at least 12 months. Specifically, the opportunity history must show at least one update in each of the past 12 months.'
Why not D? - 'Your forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager.'
Source: https://help.salesforce.com/s/articleView?id=sf.einstein_sales_forecasting_considerations.htm&type=5