📘What are Kanbans?

Beyond the Basics: Unleashing the True Power of Kanban in Salesforce

As a team deeply embedded in the Salesforce ecosystem, we know the pain of trying to manage a workflow from a static List View. It requires mental gymnastics to see pipeline health or identify stalled projects. The core principle of Kanban—visualizing work as it moves through stages to reveal bottlenecks and clarify progress—is the perfect antidote.

Salesforce's native Kanban view was a great first step, proving that a visual, drag-and-drop board is far superior to a static list. However, users quickly discover its rigid limitations. You’re locked into using a single picklist for columns and have minimal control over card layouts or summary data. This one-size-fits-all approach forces complex business processes into an overly simple box, leaving significant potential untapped.

This is precisely why we built Flexi Kanban. We believe a Kanban board should adapt to your business, not the other way around. We designed it to elevate the experience far beyond the basics, giving you the power to customize everything. Imagine defining columns by owner, date range, or even a formula field. Picture cards with rich text, dynamic icons, and progress bars — letting your team make decisions without ever leaving the board. With Flexi Kanban, you move from a basic view to a fully configurable command center that truly reflects your unique process.

In the Flexi Kanban application, you can create these types of kanbans:

Standard

Standard kanban is one that consists of several columns where some records are shown in cards. By default Standard kanban operates with one Data Source (an object which records are represented with cards), but you can change it in the Kanban Builder to make it work with different objects in very complex ways.

Child

Child kanban is a standard one that has additional properties suitable for integrating it into your record pages as Lightning Component, and gets automatically applied filtering to show cards related to current record only.

Composite

Composite is a special parent kanban that has own header, filter panel and sidebar, has customizable layout with several containers in it's body, and contains several standard/child kanbans in these containers. It offers more advanced features in comparison to a standard kanban.