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Flexi Kanban

Ultimate Kanban Customization in Salesforce

Overview

See How Flexi Kanban Works

  • Transform your Salesforce experience with Flexi Kanban, bringing the powerful Kanban Boards of Trello, Asana, ClickUp, and JIRA directly into Salesforce. Manage your Salesforce records on customizable Kanban boards addressing your unique business needs.

  • Address the limitation of only 4 fields per card in Salesforce's Kanban view. It allows detailed field display on each card, giving you access to all relevant information at a glance, reducing the need to open individual records, and improving efficiency.

  • Experience dynamic color coding with Flexi Kanban. Cards and elements can be highlighted based on conditions defined via formulas, allowing for visual cues that enhance data interpretation and workflow management.

  • Overcome the 200-record limit in Salesforce’s Kanban views. With features like pagination and infinite scrolling, it efficiently handles large data volumes, keeping your Kanban board manageable even with numerous records.

  • Show multiple totals per column with Flexi Kanban. Display totals in either the footer or header, giving you the flexibility to manage and view your data across different stages of your workflow in a way that suits your needs.

  • Set individual filtering and sorting for each column. Customize views to focus on key attributes and priorities, enhancing clarity and efficiency across your workflow. Optimize your board to meet the unique needs of every stage in your process.

  • Allow custom column creation, where you can configure each column's data loading settings, headers, and footers individually, enhancing the board’s customization to suit your workflow needs.

  • Boost automation with Flexi Kanban. Implement internal automation and visual interventions when moving cards between columns, streamlining your processes and enhancing user experience for more efficient workflow management.

  • Combine different data objects into a single Kanban board with Flexi Kanban. Create composite boards that visualize and manage multiple related processes as a unified end-to-end workflow, streamlining your operations and enhancing workflow efficiency.

Unleash the full potential of Salesforce with Flexi Kanban! Bringing the powerful Kanban Boards of Trello, Asana, ClickUp, and JIRA directly into Salesforce, our sleek, user-friendly interface is packed with features to streamline your processes, boost productivity, and keep you ahead of the game. Organize and manage your Salesforce object records on customizable Kanban boards tailored to your unique business needs. Break free from Salesforce’s standard limitations—display more fields per card, manage unlimited records, and combine different data objects into a single, seamless workflow. Flexi Kanban is your ultimate tool for creating efficient, visually dynamic boards that transform the way you work and elevate your productivity! Why settle for a basic Kanban solution when you can have the power and flexibility of Flexikanban? Try it out today and experience the difference for yourself!

Categories

Business Needs
Productivity
Admin & Developer Tools
Data Visualization
Industries
Horizontal Product
Personas
Administrator
Architect
Business User
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Lightning App Builder