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Showing posts from April, 2016

Kanban view for Lightning

Tired of list views? Looking for a dynamic views to show your cases or opportunities in all new way? Here we go,  Salesforce introduced Kanban views for us to have better visibility  of our cases/opportunities and their journey from opening to closure. A case kanban allows you to visually summarize all of the cases for your agents,  by status or priority. It's not only a board, but also a  drag and drop  tool that will help agents keep their cases moving towards resolution. Similarly an opportunity Kanban display opportunities from a particular sales path Let's take a closer look at what all we can do with Kanban Track a Deal with Path Display opportunities by Sales path Move an Opportunity to the Next Stage Take Action on Your Records