Manage configurable Kanban views for Salesforce records with custom cards, filters, sorting, and drag-and-drop stage changes.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
Custom Kanban — screenshot from the Salesforce AppExchange listing

What it does

Custom Kanban adds configurable board views for Salesforce records and supports standard and custom object types. Administrators can create and switch between multiple boards, select the fields shown on cards, apply filters, and sort records by several listed fields. Cards can be moved between stages by dragging them, and the vendor states that the boards can display unlimited records.

Key capabilities

from the Salesforce AppExchange listing

Multiple board views

Administrators can create several Kanban views for one Salesforce object and switch between their configurations.

Custom card fields

Administrators can choose which record fields appear on Kanban cards.

Record sorting

Records can be ordered by creation date, modification date, ID, or Kanban Ranking for leads.

Record filtering

Administrators can add filters to control which records appear in a Kanban view.

Object coverage

The vendor lists accounts, contacts, opportunities, leads, and custom objects as supported Salesforce object types.

Drag-and-drop cards

Users can move record cards between Kanban stages by dragging them.

Unlimited records

The vendor states that Custom Kanban can display unlimited records.

In the catalog

642 plugins in Salesforce Platform · Productivity

Price distribution: 308 free, 63 freemium, 271 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Salesforce Kanban view provides users with a visual summary of records that is easy to understand. However, the Default Salesforce Kanban has major drawbacks that restrict its use in modern times. Such as: 1. It can only display up to 200 records at a time. 2. We cannot create multiple Kanban views. 3. We cannot add …»

Official marketplace listing

Publisher
Tech9logy Creators
Updated on marketplace
Facts verified