Build Your First Board in 5 Minutes
In this tutorial, you will create your first working Opportunity Kanban board using the Kanban Creation Wizard.
You will start from the Kanbans tab, create a new board, choose Opportunity as the source object, and group records by Stage. By the end, you will have a fully functional board that is ready to use right away.
This tutorial focuses on the fastest way to create a working board. You can enhance it later in Kanban Studio with advanced layouts, color-codings, filters, interactions, forms, and automations.
Before you begin
Before starting, make sure:
Flexi Kanban is installed in your Salesforce org
your user has a Flexi Kanban license and a permission set assigned
your Salesforce org utilizes the Opportunity object, and you have some opportunity records.
What you will build
In this tutorial, you will create:
a Kanban board based on Opportunity records
columns grouped by Stage
optional stage summaries based on Amount
cards displaying key Opportunity fields
optional AI-assisted card color coding
This is the fastest way to create a practical first board and understand the basic Flexi Kanban setup flow.
Open the Flexi Kanban app
In Salesforce:
Open the App Launcher.
Search for Flexi Kanban.
Select the Flexi Kanban app.
Open the Kanbans tab.
Click New.
This opens the Kanban Creation Wizard.
Step 1: Select the Kanban Type
In the first step of the Kanban Creation Wizard, select the Standard Kanban type. This is the best option for creating a basic board from a single Salesforce object such as Opportunity.
After selecting Standard Kanban, click Next.
Step 2: Personalize the Board
In this step, define the basic identity and visual style of your board.
You can:
choose one of the predefined color themes
enter a name for the board
optionally add a description
For example, you can name the board:
Opportunities by Stage
Sales Pipeline
Opportunity Workflow Board
After entering the required information, click Next.
Step 3: Configure Data and Grouping
In this step, define what records the board should display and how they should be organized.
Select:
Opportunity as the data source
Stage as the field used to group records into columns
You can also enable stage-level summarization by selecting the fields used for totals, such as Amount.
This allows Flexi Kanban to show Opportunity records grouped by Stage and optionally summarized by value in each column.
After entering the required information, click Next.
Step 4: Add Columns
Add columns for the stages you want to include in the board.
Typically, this means adding columns for all stages in your sales process.
One important advantage of Flexi Kanban is that it allows you to include a column for lost opportunities. This helps your team track lost deals and identify patterns over time.
This solves an important limitation of the standard Salesforce Kanban view, where lost opportunities are not displayed.
After selecting the columns you want to include, click Next.
Step 5: Select Card Fields
Choose which Opportunity fields should appear on the Kanban cards.
Add the key fields your users need to see directly on the board, such as:
Opportunity Name
Account Name
Amount
Close Date
Opportunity Type
Owner's Full Name
Flexi Kanban supports unlimited field options on cards, which provides much greater flexibility than the standard Salesforce Kanban view, which is limited to four fields.
After selecting the fields you want to display, click Next.
Step 6: Apply AI-Assisted Color Coding (Optional)
To help users quickly identify important records, you can apply color coding based on Opportunity data.
In this step:
Click Generate Color Coding Ideas to let the integrated AI-powered assistant suggest initial color-coding rules that you can adjust later in the Kanban Studio if needed.
Review the generated summary and suggested mapping by clicking View Color Legend.
Select the ideas that best match your business needs.
For example, you might choose to color-code cards based on:
Opportunity Type
Amount
Close Date
This helps users visually spot high-value, urgent, or strategically important opportunities.
After selecting the color-coding ideas you want to use, click Next.
Step 7: Finalize the Board
To generate the board, review configuration settings and click Finish.
Before finishing, make sure to uncheck Launch Advanced Kanban Builder.
This keeps the tutorial focused on the simplest onboarding flow. Instead of opening the board in Kanban Builder/Studio, Flexi Kanban will create the board and let you open it first in Viewer mode.
Flexi Kanban creates the initial board based on the configuration you selected in the Wizard.
As a result, your Opportunity records are:
arranged into columns based on their current Stage
optionally summarized by stage totals
displayed with the card fields you selected
visually categorized using the color-coding rules you applied
Your board is now ready to use.
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