Cloud Kicks (CK) allows its partners to manage leads and opportunities. CK's relationship manager has requested that partners are able to quickly browse and see their opportunities segmented by key attributes:
If the opportunity is closing within 2 weeks If it is valued at more than $100,000
Which approach should be used in Experience Builder to enable this?

Question

Cloud Kicks (CK) allows its partners to manage leads and opportunities. CK's relationship manager has requested that partners are able to quickly browse and see their opportunities segmented by key attributes:

If the opportunity is closing within 2 weeks If it is valued at more than $100,000

Which approach should be used in Experience Builder to enable this?

Thomas Kincer · Accepted Answer

Configure a pre-filtered opportunity list view for each key attribute with the partner group.

Thomas Kincer · Answer

Create a custom Lightning Web Component using a data table for each key attribute.

Thomas Kincer · Answer

Allow each user to create a filter for each key attribute and link to the opportunities list view.

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