For Users working in Salesforce Lightning, and more specifically accessing List Views, you have probably come across the “Kanban” view option. Although the traditional Lightning List View feature still has its place, the Kanban view can provide some users with the visual summary they crave. It gives users a summarized, filtered list view – that also allows for you to drag & drop record (cards) from one status to another, operating as a dynamic workspace. It’s no wonder the word “kanban” comes from a Japanese term that refers to a system of managing your workload.
Some of the most popular use cases for Kanban, include:
· Visualizing and Managing Opportunity Pipeline (below)
· Moving Lead records through the qualifying process
· Managing Case records through your team’s Support process
Records can also be updated in more ways, than simply moving to a new Status/Stage column of your Kanban view. Just click the down arrow on a Kanban card, and select Edit (1). Make whatever change you need in the record right within the Kanban view. You can also delete a record or change the opportunity’s owner. If an opportunity doesn’t have any upcoming tasks or events, the Kanban card shows a warning symbol (2) to let you know that you might need to set an activity so your deal doesn’t stall out.
Kanban can be quickly accessed through the list view feature, and by confirming your choices for both how your records are “Grouped By” and “Summarized by”.
*Kanban View gets additions in Summer ‘20 Release
· Users will have the ability to view a Details panel of their records – that will include key fields & “Guidance for success” to help Users navigate stages:
· Celebrate successes with Kanban confetti! This can create a fun way to help celebrate your teams’ wins!
