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SALESFORCE-ASSOCIATE · Question #124

In a list view of leads, what can a user do to more easily update the stage of the leads?

The correct answer is B. Use a Kanban view. The Kanban view in Salesforce list views displays records as cards organized in columns by a specified field such as stage, allowing users to drag and drop records between stages for quick updates. It is the most efficient way to visually update record stages in bulk.

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Question

In a list view of leads, what can a user do to more easily update the stage of the leads?

Options

  • AInline Editing
  • BUse a Kanban view
  • CUse an Agile view
  • DBulk Update

How the community answered

(34 responses)
  • A
    3% (1)
  • B
    94% (32)
  • C
    3% (1)

Why each option

The Kanban view in Salesforce list views displays records as cards organized in columns by a specified field such as stage, allowing users to drag and drop records between stages for quick updates. It is the most efficient way to visually update record stages in bulk.

AInline Editing

Inline Editing allows a user to click a field directly in a list view and edit its value without opening the record, but it requires individual field edits per record and is not as visually efficient as drag-and-drop Kanban for stage updates.

BUse a Kanban viewCorrect

The Kanban view organizes list view records as visual cards grouped by a field value such as Lead Status, and users can drag a card from one column to another to instantly update that field. This makes stage progression for multiple leads faster and more intuitive than editing each record individually.

CUse an Agile view

Agile view is not a standard Salesforce list view option - this term does not refer to any named feature within Salesforce list views.

DBulk Update

Bulk Update is not a standard named Salesforce list view action for stage updates - while Mass Update is available for some actions, it is not the feature that most easily surfaces stage progression visually.

Concept tested: Kanban view for visual stage updates in list views

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

Topics

#Salesforce UI#Kanban View#List Views#Lead Management

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