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
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 10x records, unlike the default Salesforce Kanban view with a 200-record limit. You can view all the important records in a single Kanban board.
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.
Switch Kanban
Standard Kanban requires manual configuration every time you wish to switch Kanban, whereas, Custom Kanban lets you easily switch between multiple Kanbans with distinct configurations.
Sort Kanban Records
Custom Kanban facilitates record sorting as per your business needs. Admin can utilize this option to sort records as per the created date, last modified date, ID, and Kanban Ranking (only for leads).
Filter Kanban Records
Admin can add filters to segregate records as per their business needs. It enables you to organize and view data more effectively, authorizing better analysis and decision-making.
Available for All Objects
Custom Kanban is dynamic for all objects in Salesforce, including accounts, contacts, opportunities, leads, or other custom objects.
Drag & Drop Kanban Cards With Ease
Its intuitive drag-and-drop feature lets you move records freely as opportunities flow in your business process.
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.