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What Are the Limitations of the Standard Kanban?
Let’s go through some limitations in the default Salesforce Kanban that restrain its use in modern times-
- Can only display up to 200 records at a time.
- Cannot create multiple Kanban views.
- You cannot add or remove record fields displayed in Kanban cards.
- Sorting records is not possible in a Kanban.
- You cannot switch between Kanban views.
- Closed Lost opportunities are not shown in Kanban.
- Stage names are displayed even when there are no relevant records.
Breaking the Stereotypes
100% Native Salesforce App
Custom Kanban is a true native Salesforce app, which means it is entirely built on the Salesforce platform and seamlessly integrates with your Salesforce org.
Create Unlimited Kanban
With Custom Kanban, admins can effortlessly create unlimited Kanbans for the same object, each with distinct configurations.
View Unlimited Records
Custom Kanban allows you to view unlimited records in a single comprehensive look, unlike the default Salesforce Kanban view with a 200-record view limit.
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.
Filtered List view
With Custom Kanban, the admin can effortlessly convert filtered raw data into the Kanban board without having to reapply the filter again in the Kanban view.
Switch Kanban
Custom Kanban lets you easily switch between multiple Kanbans with distinct configurations, unlike the Standard Kanban, which requires manual configuration each time you switch.
Share Kanban Records
Custom Kanban facilitates Salesforce admins' seamless sharing of Kanban records with the respective team and the organization's owner. It fosters improved visibility, streamlined workflows, and improved collaboration.
Filter Kanban Records
Custom Kanban allows admins to 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 objects in Salesforce, including accounts, contacts, opportunities, leads, and other custom objects.
Drag & Drop Kanban Cards With Ease
Custom Kanban’s intuitive drag-and-drop feature lets you move records freely as opportunities flow in your business process.
Header Color Personalization
Custom Kanban empowers admin to choose their favorite colors to adjust the header color as per their preferences or business needs, allowing them to give them a personal touch to their records.
Kanban Description Toggle
Unlock a more concise and visual overview of records with the intuitive Kanban description toggle in Custom Kanban. It empowers the admin to improve workflow efficiency.
Questions? Let’s talk.
Contact us for assistance regarding Custom Kanban's price , use cases, implementation, and customization. We're here to help you every step of the way.
Frequently Asked Questions
