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Custom Kanban

Your Salesforce Opportunities, organized your way

Overview

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.

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  • 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.

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.

Categories

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