Salesforce Kanban offers a holistic view of records, facilitating easy management of accounts, leads, opportunities, or any other Salesforce objects. It features flexible Kanban cards organized in columns representing a workflow or process.

However, Standard Kanban has some limitations that confine its use in the modern day. It restricts displaying more than 200 records simultaneously, regardless of the no. of records listed in an object. Further, Standard Kanban lacks important features like sorting records and switching Kanban that can further ease workflow management.

Presenting Custom Kanban- A Native Salesforce App that Elevates Productivity

We at Tech9logy Creators analyzed Standard Kanban’s drawbacks and developed an ideal solution: Custom Kanban. It is a native Salesforce app that effectively overcomes Standard Kanban’s limitations and offers numerous additional functionalities.

Let’s see how Custom Kanban helps admin effectively accelerate their productivity-

1. Never Lose Sight of the Big Picture
   Custom Kanban lets you display up to 2000 records at a time and offers a broader picture. Admin can make more informed decisions when they’ve access to a comprehensive view and can create unlimited Kanban for the same object.
2. Easy Switch Between Multiple Kanbans
   Custom Kanban empowers you to switch easily between multiple Kanbans with different configurations. Unlike Standard Kanban, where you need to modify the configurations manually, Custom Kanban restricts this tedious process and offers an effortless alternative.
3. Sort Records to Improve Decision Making
   Custom Kanban facilitates record sorting according to your specific business needs. It lets the admin sort records according to their created date, last modified date, ID, and Kanban Ranking (only for leads), further improving the decision-making.
4. Simplify Record Lookup
   Standard Kanban requires a specific Salesforce ID for the Lookup Field, so it becomes difficult for the admin to find the record. Custom Kanban lets you use the Lookup field using the name instead of Salesforce IDs for records having a name field.
5. Make the Kanban Reflect Your Brand
   Unlock the personalized Header color option with Custom Kanban to make your Kanban look even more presentable. This option lets the admin play with header colors and enables you to adjust colors as per your brand.
6. Customized Kanban Description for Future References
   Sometimes the admin fails to recall the configurations (Group By & Summarized By) for a specific Kanban. Custom Kanban offers a dedicated Customized Kanban description that provides you with the necessary details about the different configurations.

Boasting a long list of useful features like comprehensive record sorting, easy switching, and quick sharing, Custom Kanban is a game-changer for admins as it streamlines organizing and prioritizing records. Moreover, it lets them overcome the limitations of Standard Kanban and streamlines the workflow.

Who are We?

Tech9logy Creators is a prominent Salesforce App Development Company with over 10 years of experience. Our dedicated team is well-versed in Salesforce and carries apt proficiency to deliver reliable solutions. Choose our expert Salesforce Developers Team to get the best out of your CRM. 

Contact us for more information!