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An administrator has updated the team member hierarchy type from Forecasts hierarchy to Manager hierarchy on the account manager target. What will happen to existing targets?
Correct Answer: C
Explanation When you change the team member hierarchy type for account manager targets, the status of all existing targets becomes Draft. This means that the targets are no longer active and need to be redistributed by the account managers according to the new hierarchy. The previous assignments and target values are not deleted, but they are not visible in the account manager targets list views or reports. You can still view them in the related lists of the account manager targets records. References: Choose Team Member Hierarchy for Account Manager Targets
Recent Comments (The most recent comments are at the top.)
kg - May 30, 2024
WARNING If you change the team member hierarchy type, all existing targets are made read-only.
Recent Comments (The most recent comments are at the top.)
WARNING If you change the team member hierarchy type, all existing targets are made read-only.
https://help.salesforce.com/s/articleView?id=sf.admin_account_manager_targets_heirarchy_type.htm&type=5