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Custom Kanban
Your Salesforce Opportunities, organized your way
- Requires
- Sales Cloud
Custom Kanban gives your sales team a customizable way to view Opportunities in Salesforce. It provides a clean Kanban board where users can see the deals that matter most, with flexibility to control sorting, record limits, and visibility settings.
Highlights
Configurable Opportunity Kanban: tailor views to your sales process.
Flexible record visibility: show records by user, team, role, or permission set.
Customizable card fields: choose which fields display, in any order.
Smart sorting options: control how Opportunities are ordered on the board.
Record limit controls: set how many records appear at once.
Permission-aware setup: users only see data they’re allowed to access.
Multiple record type support: hide or include specific Opportunity record types.
Easy setup & management: configure views directly in Salesforce.
Pipeline clarity: give reps a focused, simplified way to track deals.
Provider Details
Pricing Details
You can fully use this solution without payment.