What is Kanban? Kanban is a visual representation of any listview within the Lightning Experience. Salesforce.com has made this customizable for any object with a picklist available. Whether you manage a sales pipeline or projects it’s interface allows the User to drag and drop accordingly. Having a Project Management background I absolutely love this feature! A little background on the word Kanban. According to Wikipedia, Kanban’s literal translation in Japanese is signboard

Linking Leads to Accounts in Salesforce.com Many organizations share a common need within Salesforce.com of linking leads to existing accounts so their team can accurately gauge the entire sales potential of a customer and to ensure consistency in marketing efforts. This request can be solved in numerous ways depending on the customer’s business structure and needs. Two ways that Visual Data Consulting has recently solved this are; 1. Matching on email domain; 2. Performing a