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ADM-201 · Question #374

The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days. What should an…

The correct answer is C. Create a list view on the Opportunity object and recommend users switch the view to Kanban to. To provide sales users with a quick, visual, and editable view of their opportunities closing in the next 90 days, an administrator should create a filtered list view on the Opportunity object and recommend using the Kanban view.

Submitted by olafpl· Apr 18, 2026Sales and Marketing Applications

Question

The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days. What should an administrator do to accomplish this request?

Options

  • ACreate a custom report and schedule the sales users to receive it each day as a reminder to
  • BEnable Sales Console and show users how to open a tab for each opportunity in the pipeline that
  • CCreate a list view on the Opportunity object and recommend users switch the view to Kanban to
  • DMake a new Sales dashboard and add a component that shows all opportunities that meet the

How the community answered

(17 responses)
  • A
    18% (3)
  • C
    76% (13)
  • D
    6% (1)

Why each option

To provide sales users with a quick, visual, and editable view of their opportunities closing in the next 90 days, an administrator should create a filtered list view on the Opportunity object and recommend using the Kanban view.

ACreate a custom report and schedule the sales users to receive it each day as a reminder to

Custom reports are primarily for viewing and analyzing data, not for direct, quick inline editing of multiple records or interactive pipeline management from the report itself.

BEnable Sales Console and show users how to open a tab for each opportunity in the pipeline that

Sales Console is an interface for managing multiple records efficiently, but it doesn't inherently provide a filtered, aggregated view with drag-and-drop editing capabilities for a pipeline like a Kanban view does.

CCreate a list view on the Opportunity object and recommend users switch the view to Kanban toCorrect

Creating a list view allows for filtering opportunities expected to close in the next 90 days, while switching to Kanban view provides a visual representation of opportunities by stage, enabling quick drag-and-drop updates and inline editing directly within the view to manage the pipeline efficiently.

DMake a new Sales dashboard and add a component that shows all opportunities that meet the

Sales dashboards are designed for presenting high-level data summaries and analytics, not for directly editing individual records or managing pipeline stages interactively.

Concept tested: Salesforce List Views and Kanban View for pipeline management

Source: https://help.salesforce.com/s/articleView?id=sf.kanban_view.htm&type=5

Topics

#List Views#Kanban View#Opportunity Management#Sales Productivity

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