SALESFORCE-ASSOCIATE Question #35: Real Exam Question with Answer & Explanation

The correct answer is A: Switch to the Kanban View.. The recommendation for the associate to change the opportunity stage more easily is to switch to the Kanban View. The Kanban View is a visual representation of the records in a list view, organized by stages or other categories. The associate can drag and drop the records from on

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Question

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?

Options

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

Explanation

The recommendation for the associate to change the opportunity stage more easily is to switch to the Kanban View. The Kanban View is a visual representation of the records in a list view, organized by stages or other categories. The associate can drag and drop the records from one column to another to update the stage or other fields. The Kanban View also shows key metrics and alerts for each column, such as the total amount, number of records, and overdue tasks. Creating multiple list views or using a Dynamic Dashboard View are not as convenient and efficient as using the Kanban View.

Topics

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

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