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 two.)
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A. B. C. D.AD
To ensure that predictions are displayed correctly in Einstein Forecasting for the sales team, the consultant should keep the following considerations in mind:
A. Predictions are based only on the standard Close Date and Amount fields: Einstein Forecasting relies on the standard Close Date and Amount fields in Salesforce to make predictions. These fields are commonly used in opportunity records to capture the expected close date and the amount of the deal. The consultant should ensure that these fields are correctly populated and utilized in the forecasting process. Other custom fields or additional data may be used to enhance the accuracy of predictions, but the basic foundation relies on the Close Date and Amount fields.
C. Predictions are only shown when the user is in the forecasting hierarchy: Einstein Forecasting is designed to provide predictions based on the forecasting hierarchy established within Salesforce. The forecasting hierarchy defines the structure and organization of the sales team and their reporting relationships. Only users who are part of the forecasting hierarchy will be able to see predictions. The consultant should ensure that the users who need access to predictions are appropriately included in the forecasting hierarchy, reflecting the real-world structure of the sales organization.
In summary, the consultant should consider that predictions in Einstein Forecasting are based on the standard Close Date and Amount fields, and they are only shown to users who are part of the forecasting hierarchy. These considerations ensure that the predictions are accurate and accessible to the sales team. Answers A and C are the correct choices.