# Key Components

Flexi Kanban is built around a set of dedicated tools and components that work together to give admins full control over board configuration, user interactions, dynamic forms, and backend automation. Understanding what each component does and how they relate to each other is essential before diving into configuration.

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Together, these components make it possible to build Kanban boards that are not just visual tools, but active, automated parts of your team's Salesforce workflow.
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### Configuration Tools

These are the tools admins use to build and configure Flexi Kanban boards and forms.

**Kanban Wizard** — A guided setup flow that creates a working Flexi Kanban board from a minimal set of inputs. The fastest way to get a board up and running, and the natural starting point before deeper configuration in Kanban Studio.

**Kanban Studio** — The dedicated configuration environment for Flexi Kanban boards. Kanban Studio gives admins full control over every aspect of a board — column structure, card layout and styling, dynamic color coding, workflow automation, user interaction behavior, and more. This is where the majority of board configuration work happens.

**Form Studio** — The dedicated tool for building dynamic interactive forms that can be surfaced directly on the Kanban board. Forms built in Form Studio can respond to user input, apply conditional logic, interact with Salesforce data, and trigger backend operations — making them a powerful extension of any board's workflow.

**Actions and Action Groups** — Reusable backend operations that execute in Salesforce in response to events on the board. A single Action performs a specific task — updating a record, sending a notification, calling a Flow. An Action Group chains multiple Actions into a sequence, sharing the same runtime context. Actions can be triggered by user interactions, card movements, form submissions, schedules, or external API calls.

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### How These Components Work Together

The building process follows a natural progression, with each tool playing a distinct role as a board grows in sophistication.

**Step 1 — Kanban Wizard** gets you a working board in minutes. You provide a handful of inputs — the Salesforce object, the grouping field, and a basic set of fields to display — and the Wizard generates a functional board skeleton. Think of it as scaffolding: it gives you something real to look at and work from immediately, without requiring any deep configuration knowledge upfront.

**Step 2 — Kanban Studio** is where the board gains its character and logic. Once the skeleton exists, admins open Kanban Studio to build out everything that makes the board actually useful: the card layout and visual design, column structure and display settings, dynamic color coding, and the Handlers that define what happens when users interact with cards and buttons. Most boards are fully complete at this stage.

**Step 3 — Form Studio** enters the picture when interactions need to collect structured input from users. If a card movement or button click should open a form — to capture a reason for a status change, gather additional details, or present a decision checkpoint — that form is built in Form Studio and connected back to the board through a Handler in Kanban Studio.

**Step 4 — Actions and Action Groups** are added when the board or its forms need to drive backend operations: updating records, calling Salesforce Flows, sending notifications, or chaining multiple operations together in sequence. An Action is attached as the last link in the chain — triggered by a Handler on the board or by a form submission in Form Studio.

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Not every board needs all four components. A simple pipeline board might be complete after Kanban Studio. Form Studio and Actions become relevant only when the workflow demands them — and both can be added at any point, as requirements grow.
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