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

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

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

Actual exam question for Salesforce's Plat-Admn-201 exam
Question #: 9
Topic #: 6
[All Plat-Admn-201 Questions]

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?

Show Suggested Answer Hide 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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Geoffrey
16 hours ago
Option D is appealing. Drag and drop makes updates quick and simple.
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Darnell
6 days ago
I’m leaning towards B as well. Dashboards can show trends at a glance.
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Arthur
11 days ago
I like C. The Sales Console is efficient for managing multiple opportunities.
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Stefania
16 days ago
Option A could work, but daily reminders might be annoying.
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Alecia
21 days ago
I agree, but option D sounds good too. Kanban is intuitive.
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Lore
26 days ago
I think option B is the best. A dashboard is visual and easy to use.
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Colene
1 month ago
C could be useful, but it might confuse some users.
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Janessa
1 month ago
D is cool, but not everyone likes Kanban.
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Cruz
1 month ago
Surprised there's no mention of mobile access!
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Marge
3 months ago
I disagree, A is more effective for reminders.
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Belen
3 months ago
Option B sounds like the best choice for quick access!
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Justine
4 months ago
I was leaning towards option A at first, but scheduling reports seems less interactive. I think users might prefer something they can update in real-time.
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Georgiann
4 months ago
I feel like enabling the Sales Console in option C could be useful, but I wonder if users would actually take the time to open tabs for each opportunity.
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Yuki
4 months ago
I remember practicing a question like this where we had to consider user experience. Option D sounds familiar, but I'm not sure if a list view is the best way to keep track of upcoming closings.
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Desirae
4 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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