Q: 15
A sales manager at DreamHouse Realty wants sales users to have a quick way to view and update the
opportunities in their pipeline expected to close in the next 90 days. What should a Platform
Administrator do to accomplish this request?
Options
Discussion
D, Kanban list view gives fastest way for users to see and update opps in one place.
Create a list view filtered to next 90 days, then recommend users use Kanban mode to drag-and-drop updates. That way, sales can both see and quickly update opps in one spot. Pretty sure this is what Salesforce wants here, unless I'm missing some twist.
Dashboard with opportunity component, report scheduling, enable Console, Kanban view list. I actually went with B because dashboards are great for snapshot views, but I mixed up "view" and "edit" access. Pretty sure dashboards don't allow updates directly so maybe that's a mistake.
List view filtered to Close Date next 90 days, switch to Kanban for quick edits. Nah, B (dashboard) is a trap here since you can’t update records from there, just see metrics. D fits the manager’s ask better-at least that’s how I read it.
Scheduled report email, custom dashboard component, Sales Console tabbing, List View with Kanban.
I picked B here since dashboards give a visual overview and managers often want that. But now thinking about it, dashboards don't let users directly edit records inline-it's just views. The official guide leans hard on list views plus Kanban for editable pipelines. If you want to double check, practice with the Sales Cloud labs helps clarify the difference.
I picked B here since dashboards give a visual overview and managers often want that. But now thinking about it, dashboards don't let users directly edit records inline-it's just views. The official guide leans hard on list views plus Kanban for editable pipelines. If you want to double check, practice with the Sales Cloud labs helps clarify the difference.
Be respectful. No spam.
