A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the…

The recommendation for the associate to change the opportunity stage more easily is to switch to

the Kanban View. The Kanban View is a visual representation of the records in a list view, organized

by stages or other categories. The associate can drag and drop the records from one column to

another to update the stage or other fields. The Kanban View also shows key metrics and alerts for

each column, such as the total amount, number of records, and overdue tasks. Creating multiple list

views or using a Dynamic Dashboard View are not as convenient and efficient as using the Kanban

View.