Hey everyone! I’m new to Salesforce and need some help. My team wants a Kanban board that shows different objects all in one place. You know how you can make a Kanban view for Leads? Well, we want something like that, but for Cases, Leads, Opportunities, and Projects all together on one board. Is this possible in Salesforce? I’ve looked around but can’t find a way to do it. Any ideas or tips would be awesome! Thanks in advance for your help!
hey there! i’ve been using salesforce for a while and ran into the same issue. unfortunately, there’s no built-in way to do this. but don’t worry! you can try some third-party apps from appexchange that let you make custom boards. they’re usually pretty easy to set up and can show different objects together. good luck!
While Salesforce doesn’t offer a native way to create a unified Kanban board for multiple objects, there are workarounds. One option is to explore third-party apps on AppExchange that specialize in cross-object visualization. These can often provide the functionality you’re looking for without requiring custom development.
Another approach is to build a custom Lightning component. This would involve some coding, but it allows you to fetch data from different objects and display them on a single board. You’d need to use Salesforce APIs to pull the relevant information from Cases, Leads, Opportunities, and Projects.
If you’re comfortable with development, this could be a great solution. However, if you’re new to Salesforce, it might be worth consulting with a Salesforce developer or considering a third-party tool to achieve your desired unified Kanban view.
As someone who’s worked extensively with Salesforce, I can tell you that creating a unified Kanban board for multiple objects isn’t straightforward, but it’s definitely doable. In my experience, the most effective approach has been using a custom Lightning component. It takes some development work, but the result is worth it.
We built one for our sales team that combined Leads, Opportunities, and Projects. The key was using Salesforce APIs to pull data from different objects and then creating a custom interface to display it all together. It took a bit of trial and error, especially in optimizing the performance, but once we got it right, it was a game-changer for our team’s workflow.
If you’re not comfortable with coding, there are some solid third-party tools on AppExchange that can help. We actually started with one of those before moving to our custom solution. They’re generally easier to set up and can be a good starting point.
Whatever route you choose, make sure to involve your end-users in the design process. Their input was crucial in making our board truly useful and not just a fancy feature.