Salesforce Plat-Admn-201 Exam - Topic 6 Question 9 Discussion

Actual exam question for Salesforce's Plat-Admn-201 exam

Question #: 9
Topic #: 6

A sales manager at DreamHouse Realty wants sales users to have a quick way to view and update the opportunities in their pipeline expected to close in the next 90 days. What should a Platform Administrator do to accomplish this request?

ACreate a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.

BMake a new Sales dashboard and add a component that shows all opportunities that meet the criteria.

CEnable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.

DCreate a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.

Show Suggested Answer

Suggested Answer: D

To provide both a 'quick view' and a way to 'update' records efficiently, a List View combined with the Kanban view is the most effective solution. The Platform Administrator can create a public list view with the filter 'Close Date equals NEXT 90 DAYS.' By switching this list view to the Kanban display, sales reps can see their deals organized by stage. The Kanban view allows for rapid updates via drag-and-drop, which automatically changes the Stage field, and provides side-panel editing for other key fields. While reports (Option A) and dashboards (Option B) are good for visualization, they are not optimized for the rapid, bulk record updates the manager is requesting. The Kanban view is a native productivity feature designed specifically to streamline pipeline management for sales users.

by Nathalie at Apr 12, 2026, 06:14 AM

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2 months ago

I think option B makes the most sense since a dashboard can provide a visual overview of the opportunities. But I'm not sure if it allows for quick updates directly.

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