ADM-201 · Question #229
Safes users at Universal Containers are reporting that it Is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field. Which two options should…
The correct answer is B. Use a Kanban list view for Opportunity. C. Configure an autolaunched flow for Opportunity editing. To simplify and expedite editing only the Stage field on Opportunity records, administrators should recommend using a Kanban list view or configuring an autolaunched (screen) flow.
Question
Safes users at Universal Containers are reporting that it Is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field. Which two options should the administrator recommend to help simplify the process? Choose 2 answers
Options
- AAdd a Path for stage to the opportunity record page.
- BUse a Kanban list view for Opportunity.
- CConfigure an autolaunched flow for Opportunity editing.
- DCreate a simplified Opportunity page layout.
How the community answered
(14 responses)- A7% (1)
- B71% (10)
- D21% (3)
Why each option
To simplify and expedite editing only the Stage field on Opportunity records, administrators should recommend using a Kanban list view or configuring an autolaunched (screen) flow.
Adding a Path component helps guide users through stages but still requires opening the full opportunity record page, which users are finding slow, and does not simplify the editing process itself.
A Kanban list view for opportunities allows users to drag and drop records between stage columns, providing a highly visual and efficient way to update the Stage field quickly without navigating to each individual record page.
Configuring an autolaunched flow (typically a Screen Flow invoked as a quick action) can present a simplified interface to users, allowing them to quickly update just the Stage field without loading the entire, potentially complex, opportunity record page.
Creating a simplified Opportunity page layout might reduce the page load time slightly, but users would still need to open the record page, which is the primary source of the reported slowness for simple stage edits.
Concept tested: Efficient record editing/UI optimization
Source: https://help.salesforce.com/s/articleView?id=sf.custom_list_views_kanban.htm&type=5
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