A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline. What should they do to meet thi

The correct answer is C. Create an Opportunities Kanban View.. The opportunities Kanban view is a visual summary of opportunities in a list view, where the associate can summarize, filter, and move opportunities along the pipeline by dragging and

Opportunity Management

Question

A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline. What should they do to meet this requirement?

Options

ACreate an Opportunity Summary report.
BCreate an Opportunity List View.
CCreate an Opportunities Kanban View.

How the community answered

(35 responses)

A
3% (1)
B
9% (3)
C
89% (31)

Explanation

The opportunities Kanban view is a visual summary of opportunities in a list view, where the associate can summarize, filter, and move opportunities along the pipeline by dragging and

Topics

#Kanban View#Opportunity Management#List View Functionality#Sales Cloud

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