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Question 278 - Certified Sales Cloud Consultant discussion

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The Cloud Kicks global sales team has asked for a simpler way to view and manage its opportunity pipeline. The team is often responsible for hundreds of deals at a time across multiple countries and currencies. The sales reps have suggested using the Kanban view.

What is a consideration when using the Kanban view?

A.
It can roll-up summary fields for Currency fields.
Answers
A.
It can roll-up summary fields for Currency fields.
B.
It can summarize records by Currency fields.
Answers
B.
It can summarize records by Currency fields.
C.
It can display up to 10 fields per card.
Answers
C.
It can display up to 10 fields per card.
Suggested answer: B

Explanation:

The Kanban view in Salesforce is a visual summary of records in a list view. It allows sales teams to manage their opportunity pipeline by providing a column-based layout where each card represents a record. One important consideration when using the Kanban view is that it can summarize records by Currency fields, which is particularly useful for global sales teams dealing with multiple currencies. This feature helps in quickly understanding the distribution and totals of opportunities across different currencies.

Kanban View in Salesforce

Managing Opportunities with Kanban

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asked 23/09/2024
Borat Kajratov
49 questions
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