A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage. What should be recommended?

The correct answer is A. Switch to the Kanban View. The Kanban View in Salesforce displays records as cards organized visually into columns by a selected field-by default, the Stage field for Opportunities. Users can drag and drop cards from one stage column to another to update the Stage value instantly, without opening each…

Productivity and Collaboration

Question

Options

ASwitch to the Kanban View.
BCreate multiple list views.
CUse a Dynamic Dashboard View.

How the community answered

(45 responses)

A
89% (40)
B
9% (4)
C
2% (1)

Explanation

The Kanban View in Salesforce displays records as cards organized visually into columns by a selected field-by default, the Stage field for Opportunities. Users can drag and drop cards from one stage column to another to update the Stage value instantly, without opening each individual record. This is far more efficient than editing records one by one in a list view. Creating multiple list views adds navigation overhead, and Dynamic Dashboard Views are for data visualization and reporting, not for record editing.

Topics

#Kanban View#Opportunity Management#Sales Cloud Features#User Productivity

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