Salesforce Certified Associate: Create Opportunities Kanban View for visual summary of opportunities in list view.

Question

A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline. What should they do to meet this requirement?

A. Create an Opportunities Kanban View.
B. Create an Opportunity List View.
C. Create an Opportunity Summary report.

Answer

A. Create an Opportunities Kanban View.

Explanation

The answer is A. Create an Opportunities Kanban View.

A Kanban view is a type of list view that provides a visual summary of opportunities. It allows you to summarize, filter, and move opportunities along the pipeline.

To create an Opportunities Kanban View, follow these steps:

1. Go to the Opportunities tab.
2. Click the List Views button.
3. Click the New button.
4. In the Name field, enter a name for the Kanban view.
5. In the View Type drop-down list, select Kanban.
6. Click the Save button.

Once you have created the Kanban view, you can start summarizing, filtering, and moving opportunities along the pipeline.

Here are some of the things you can do with a Kanban view:

• Summarize opportunities by stage, amount, or other criteria.
• Filter opportunities by owner, date, or other criteria.
• Move opportunities between stages.
• Add notes and comments to opportunities.
• View related records, such as contacts and tasks.

Kanban views are a powerful tool for visualizing and managing opportunities. If you need a visual summary of opportunities that allows you to summarize, filter, and move opportunities along the pipeline, then you should create an Opportunities Kanban View.

The other options, B. Create an Opportunity List View and C. Create an Opportunity Summary report, are not as flexible as a Kanban view. A list view only allows you to view opportunities in a list, and a summary report only allows you to summarize opportunities. A Kanban view, on the other hand, allows you to do both of these things, as well as summarize, filter, and move opportunities along the pipeline.

Reference

• Guide to Salesforce Kanban | Salesforce Ben
• Set Up a Kanban View (salesforce.com)
• Setting Up A Salesforce Kanban View – The Marks Group | Small Business Consulting | CRM Consultancy
• How to Set up and Optimize a Salesforce Kanban View (getweflow.com)
• How To Enable Salesforce Kanban View – Rainmaker Cloud
• Visualize Success with Path and Kanban Unit | Salesforce Trailhead
• Work with Opportunity List Views Unit | Salesforce Trailhead
• Idea IDX Detail (salesforce.com)
• How to: View Your Opportunities in Salesforce.com (salesquants.com)

Salesforce Certified Associate certification exam practice question and answer (Q&A) dump with detail explanation and reference available free, helpful to pass the Salesforce Certified Associate exam and earn Salesforce Certified Associate certification.