Please reload

Recent Posts

It's all about Kanban! The Lightning Experience Series: Part 3

June 27, 2017

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 or billboard developed as a lean method for JIT (just in time) manufacturing. It is a type of agile project management allowing a visual representation of work in progress. I could dive deeper into the utilization but that is a high level definition.

 

How do I set it up inside the Salesforce.com Lightning Experience?

 

Salesforce.com has made the ability to switch to Kanban very simple within the Lightning interface. Once in Lightning go to a listview and toggle to ‘Kanban’ under the gear icon.

 

 

Select Kanban Settings

 

And ta-da!

 

Features include the ability to drag and drop records into new columns and that picklist value automatically updates! Click the video demo below. 

 

 

Share on Facebook
Share on Twitter
Please reload

Please reload

Archive

(303) 953-0078

Fax (866) 618-4062

777 29th Street, Suite 202 Boulder, CO 80303

©2019 BY VISUAL DATA CONSULTING.