Delivery Point: The stage in the process at which work items are considered complete. You can use these horizontal lanes to share different tasks, groups, service classes and more. Kanban Pools : You can use these horizontal lanes to share different tasks, groups, classes of service, and more. Also, read: Using Salesforce with the Subscription Revenue Model Set up a Salesforce Kanban View Almost any object can be viewed in the Kanban view from a list view. However, the Kanban does not work with " recent " views – which is the first page that will be displayed for any object.



Make sure you've switched to the view on Salesforce. Keep in mind that Salesforce classic does not support the Salesforce Kanban view. All editions, including basic, group, professional, enterprise, performance, unlimited, and developer, have access to the Kanban Industry Email List visualization capability. Also grant the app the necessary user permissions, such as the ability to create list views, modify or delete public list views, and change Kanban settings. Upon completion of these requirements, you can configure Salesforce Kanban in the following ways: Click on the type of object you want to use for the Salesforce Kanban View .







We use the " opportunities " object in this example. Any other type of object, for example accounts , as a result of , contacts , etc., follows the same procedure. Note that some things, such as tasks, cannot be viewed in Kanban style. View the Salesforce list for " Recently Viewed Opportunities " to appear when you first Login . To choose the perspective to base your Kanban Board on , select one object from the drop-down menu next to it. To go from the Salesforce list View to the Kanban View , find the grid icon in the upper right corner.  Our team has the expertise and experience to help you get the most out of your Salesforce integration. Don't miss out on the benefits of Sales Force Integration – contact Cynoteck today to learn more about our services and how we can help your business succeed.