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Custom Kanban

By Olga Schtulman

Your Salesforce Opportunities, organized your way

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Free  

Never requires payment

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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.

  • Kanban Setup

  • Kanban View

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
CustomKanban/ver 1.0 1.0.0
Listed On
11/14/2025
Latest Release
11/14/2025
Supported 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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/14/2025

Additional Details

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. Admins can configure which fields appear on cards and tailor views by user, profile, role, or permission set, ensuring everyone sees the right level of detail. Sales reps can choose to display only their Opportunities, their team’s, or other users’ records (if permissions allow), making it easy to stay focused on the pipeline. With Custom Kanban, your team gets a simple, configurable Opportunity board that adapts to your business needs — giving you clarity and control without unnecessary complexity.

Need help?

Olga Schtulman

Our team is committed to helping you get the most out of Custom Kanban. For any questions, issues, or setup guidance, you can reach our support team via email at info@warpspeed-it.co.uk We provide timely responses, clear instructions, and troubleshooting

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