Salesforce Exam ADX-201: Essentials for New Lightning Experience Administrators

Forecasting with Custom Fiscal Years

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Question

Forecasting can be used with Custom Fiscal Years.

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Explanations

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A. B.

B.

The answer is A. True, forecasting can be used with Custom Fiscal Years.

Forecasting in Salesforce is used to predict future sales, revenue, or other metrics based on historical data. The forecasting feature is available in both Salesforce Classic and Lightning Experience.

Salesforce supports standard fiscal years, which are predefined and follow the calendar year. However, organizations may have different fiscal year start and end dates, which can be customized to reflect their unique business needs. Salesforce allows administrators to create custom fiscal years that align with their organization's financial year.

When using custom fiscal years, the forecasting feature can be configured to reflect the organization's fiscal year. Administrators can set up custom fiscal year settings in the Forecasting Setup section of Salesforce. They can then configure forecasting periods to align with the custom fiscal year.

In summary, forecasting can be used with custom fiscal years, allowing organizations to tailor the forecasting feature to their unique business needs.