Salesforce Certified Associate — Question 9

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?

Answer options

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

Correct answer: A

Explanation

The correct answer is A, as the Opportunities Kanban View provides a visual layout that allows users to summarize, filter, and progress opportunities through the pipeline effectively. Option B, the Opportunity List View, does not offer the visual summarization capability required, and Option C, the Opportunity Summary report, is more suited for detailed reporting rather than visual management.