BA-201 · Question #112
A sales manager at Universal Containers (UC) customized all of their list views on the Account object to include a new field. Although they have multiple list views. The sales manager prefers to keep
The correct answer is C. Document the desired outcome and research the impact of making a change.. The 'Recently Viewed' list view in Salesforce is a system-managed list that cannot be modified by users - this is expected platform behavior, not a bug. The BA's correct next step is to document the desired outcome (what the sales manager actually wants to achieve) and research t
Question
A sales manager at Universal Containers (UC) customized all of their list views on the Account object to include a new field. Although they have multiple list views. The sales manager prefers to keep the recently viewed list as their default list. When the manager realize they are unable to modify the recently viewed list, they reach out to UC's Salesforce team for help? What are the next steps the business analyst should take?
Options
- ARecommend that the user submit a ticket related to the field creation.
- BResearch AppExchange solution that offer customization options.
- CDocument the desired outcome and research the impact of making a change.
How the community answered
(34 responses)- A6% (2)
- B15% (5)
- C79% (27)
Explanation
The 'Recently Viewed' list view in Salesforce is a system-managed list that cannot be modified by users - this is expected platform behavior, not a bug. The BA's correct next step is to document the desired outcome (what the sales manager actually wants to achieve) and research the impact of any potential solution before recommending one. This follows the BA's core practice of understanding requirements before prescribing fixes. Option A (submitting a ticket about field creation) misidentifies the problem - the issue is not field creation but list view customization restrictions. Option B (AppExchange research) is premature without first documenting the need and understanding whether the platform's native behavior can address it.
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