I’m currently an intern exploring a more integrated Kanban-style dashboard in SF. Our team mentioned that while individual objects like Leads offer dedicated boards, I’m looking for a single interface covering Cases, Leads, Opportunities, and Projects. Is it possible to build such a comprehensive board that aggregates these areas in one view? I welcome any advice or corrections as I work on enhancing both my project and my English.
hey, ive built a unified board using custom lightning comps and async api calls. theres some hiccups with limits and typos in meta data but it worked fine. u might need to tweak a bit for cases and opportunities view but its def- doable with a bit of trial.
In my work with Salesforce dashboards, I built a custom unified board that integrated several objects into one view. Although Salesforce doesn’t have a direct solution for a combined Kanban board, using Lightning components and custom development to interface with various objects proved effective. I encountered challenges with aligning data formats and managing API limits, but the solution ultimately provided an efficient view of Cases, Leads, Opportunities, and Projects. Careful planning and iterative testing were essential to overcome technical barriers in the process.