Custom Fiscal Years and Standard Forecasting - A Comprehensive Comparison | Salesforce Exam ADX-201

Custom Fiscal Years vs. Standard Forecasting: Understand the Impact and Limitations

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If Custom Fiscal Years are enabled then you cannot use Standard Forecasting?

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The correct answer is False - you can use Standard Forecasting even if Custom Fiscal Years are enabled.

Salesforce provides two types of forecasting, namely Standard Forecasting and Customizable Forecasting.

If Custom Fiscal Years are enabled, this means that the fiscal year for your organization is different from the standard fiscal year that Salesforce uses (which starts on January 1st and ends on December 31st).

Customizable Forecasting allows for the creation of forecasting categories and allows for the creation of forecast schedules that align with custom fiscal years. Standard Forecasting, on the other hand, uses a set of predefined forecasting categories and schedules based on the standard fiscal year.

Enabling Custom Fiscal Years does not prevent the use of Standard Forecasting. However, using Customizable Forecasting might make more sense if you are using a custom fiscal year since it allows for greater flexibility in defining forecasting categories and schedules.

So, the correct answer to the question is False - Custom Fiscal Years can be enabled, and you can still use Standard Forecasting.