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Certified Business Analyst Exam - Question 79


A sales manager at Universal Containers (UC) customized all of their list views on the Account object to include a new field. Although they have multiple list views, the sales manager prefers to keep the recently viewed list as their default list. When the manager realizes they are unable to modify the recently viewed list, they reach out to UC's Salesforce team for help.

What are the next steps the business analyst should take?

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Correct Answer: AB

When a sales manager encounters an issue with modifying the recently viewed list in Salesforce, the next steps should involve thoroughly understanding the manager's requirements and evaluating the consequences of any potential changes. Documenting the desired outcome helps ensure that there is a clear understanding of what needs to be achieved. Researching the impact of making a change is crucial to avoid unintended consequences and to ensure that the modifications align with the organization's goals and constraints. Recommending submission of a ticket related to field creation is not applicable here as the issue is about modifying the list view, not creating a new field. Researching AppExchange solutions is also unnecessary at this stage without first understanding if a solution can be implemented within the existing Salesforce capabilities.

Discussion

4 comments
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wvbsdfbOption: C
Apr 12, 2023

A does not make sense, I believe the correct answer is C

Guts199Option: B
Nov 26, 2023

Other websites are reffering to B.

sfreeswayOption: B
Jan 17, 2024

Not A: Why are they submitting a ticket about field creation when the question infers its already been made, just needs to be added to list views Not C: BA hasnr checked if they need to do so or what will happen if they do go ahead with the changes B: Manager has asked for a change you should document it and look at how long it will take to do so OR if its even possible to do so

lena989Option: B
Apr 25, 2024

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