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Custom Kanban

Custom Kanban - Breaking the Stereotypes

Overview

Custom Kanban is a native Salesforce app that displays unlimited records in one comprehensive kanban view. It overcomes the drawbacks of the standard Kanban, which shows only 200 records, pre-defined field in each card and many others. Experience Now!

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  • Built on Salesforce (100% native) Custom Kanban is 100% safe as it is built on the Salesforce platform, which means it seamlessly integrates with your existing systems and ensures that all your Salesforce data remains entirely in-house.

  • View Unlimited Records Custom Kanban allows you to view unlimited records, unlike the default Salesforce Kanban view, which has a 200-record limit.

  • Create Unlimited Kanban With Custom Kanban, admins can effortlessly create unlimited Kanbans for the same object, each with distinct configurations.

  • Customizable Kanban Cards Custom Kanban empowers you to customize Kanban cards as per your business preferences. It allows you to add or remove record fields displayed in Kanban cards effortlessly.

  • Switch Kanban Standard Kanban requires manual configuration whenever you wish to switch Kanban, whereas Custom Kanban lets you easily switch between multiple Kanbans with distinct configurations.

  • Sort Kanban Records Custom Kanban facilitates record sorting according to your business needs. Admins can utilize this option to sort records according to the created date, last modified date, ID, and Kanban Ranking (only for leads).

  • Filter Kanban Records Admins can add filters to segregate records according to their business needs. This enables more effective data organization and viewing, authorizing better analysis and decision-making.

  • Available for All Objects Custom Kanban is dynamic for all Salesforce objects, including accounts, contacts, opportunities, leads, and other custom objects.

  • Drag & Drop Kanban Cards With Ease Its intuitive drag-and-drop feature lets you move records freely as opportunities flow in your business process.

Salesforce Kanban view provides users with a visual summary of records that is easy to understand. However, the Default Salesforce Kanban has major drawbacks that restrict its use in modern times. Such as: 1. It can only display up to 200 records at a time. 2. We cannot create multiple Kanban views. 3. We cannot add or remove record fields displayed in Kanban cards. 4. Sorting records is not possible in a Kanban. 5. You cannot switch between Kanban views. 6. Closed Lost opportunities are not shown in Kanban. 7. Stage names are displayed even when there are no relevant records. Custom Kanban - Is Breaking the Stereotypes We understood this drawback and developed the ultimate solution - Custom Kanban. It's a Salesforce app that breaks the stereotypes by effectively overcoming the drawbacks of the default Salesforce Kanban view. Custom Kanban can display unlimited records with unlimited kanban views.

Categories

Business Needs
Productivity
IT & Administration
Admin & Developer Tools
Industries
Automotive
Manufacturing
Travel, Transportation, & Hospitality
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Community Builder
Managed Package
Lightning App Builder

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Supported Languages
English

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