Flexi Kanban

Highlights

• Transform your Salesforce experience with Flexi Kanban, bringing the powerful Kanban Boards of Trello, Asana, ClickUp, and JIRA directly into Salesforce. Manage your Salesforce records on customizable Kanban boards addressing your unique business needs.
• Address the limitation of only 4 fields per card in Salesforce's Kanban view. It allows detailed field display on each card, giving you access to all relevant information at a glance, reducing the need to open individual records, and improving efficiency.
• Experience dynamic color coding with Flexi Kanban. Cards and elements can be highlighted based on conditions defined via formulas, allowing for visual cues that enhance data interpretation and workflow management.
• Overcome the 200-record limit in Salesforce’s Kanban views. With features like pagination and infinite scrolling, it efficiently handles large data volumes, keeping your Kanban board manageable even with numerous records.
• Show multiple totals per column with Flexi Kanban. Display totals in either the footer or header, giving you the flexibility to manage and view your data across different stages of your workflow in a way that suits your needs.
• Set individual filtering and sorting for each column. Customize views to focus on key attributes and priorities, enhancing clarity and efficiency across your workflow. Optimize your board to meet the unique needs of every stage in your process.
• Allow custom column creation, where you can configure each column's data loading settings, headers, and footers individually, enhancing the board’s customization to suit your workflow needs.
• Boost automation with Flexi Kanban. Implement internal automation and visual interventions when moving cards between columns, streamlining your processes and enhancing user experience for more efficient workflow management.
• Combine different data objects into a single Kanban board with Flexi Kanban. Create composite boards that visualize and manage multiple related processes as a unified end-to-end workflow, streamlining your operations and enhancing workflow efficiency.