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Question 197 - Certified Administrator discussion

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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?

A.
Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.
Answers
A.
Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.
B.
Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.
Answers
B.
Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.
C.
Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
Answers
C.
Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
D.
Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.
Answers
D.
Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.
Suggested answer: C

Explanation:

A list view is a feature that allows users to filter and display records based on certain criteria and fields. A Kanban view is a feature that allows users to view records as cards organized by columns that represent stages in a process such as opportunity stages or case statuses. Users can switch between list view and Kanban view by clicking on a toggle button on any object tab that supports Kanban view such as opportunities or cases. Users can also edit records by dragging and dropping cards from one column to another or by clicking on an inline edit icon on each card. In this case, the administrator can create a list view on the opportunity object that filters opportunities by expected close date in the next 90 days; and recommend users switch the view to Kanban to edit opportunities by drag and drop.

Reference: https://help.salesforce.com/s/articleView?id=sf.lex_list_views.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.kanban_view.htm&type=5

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asked 23/09/2024
Juan Araya
36 questions
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