CRT-101 · Question #141
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. This question tests knowledge of Salesforce List Views and Kanban View as the appropriate tool for giving sales users a quick, editable pipeline filtered by close date. The key distinction is that the solution must support both viewing and editing records directly.
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
(38 responses)- A8% (3)
- B5% (2)
- C84% (32)
- D3% (1)
Why each option
This question tests knowledge of Salesforce List Views and Kanban View as the appropriate tool for giving sales users a quick, editable pipeline filtered by close date. The key distinction is that the solution must support both viewing and editing records directly.
Scheduled reports are read-only email snapshots - users cannot edit Opportunity records from a report, and a daily email is not a 'quick way' to access live pipeline data.
Sales Console (Lightning Console App) enables multi-tab navigation but does not inherently filter opportunities to the next 90 days; it is also a heavier configuration effort and is typically used for service scenarios, not the simplest pipeline management solution.
Dashboard components are read-only visualizations of aggregated data - users cannot view individual record details or edit records directly from a dashboard, which fails the 'edit' requirement in the question.
Concept tested: Salesforce List Views with Kanban View for pipeline management - understanding which tool supports both filtered viewing and inline/drag-drop editing of Opportunity records without custom development.
Source: Salesforce Help: Create and Edit List Views in Lightning Experience; Work with Kanban View
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