
When Salesforce started the journey to the Lightning experience, it provided a Kanban view of Opportunities. This was a great way to be able to see and change Opportunity records based on what stage they were assigned to. In Winter ’17, this was expanded to include Leads as well, impressive isn’t?
Now, with Spring’17 the same abilities have been extended to Quotes and Custom Objects! You can now add your own custom Paths like in Opportunities and you can have a custom Kanban view of your Custom Object. This is going to provide you with the same ability to track stages and milestones for your custom objects as already existed for Leads and Opportunities!
This is awesome!
Thanks to Right IT, we all can take advantages of a feature that came from an Idea posted by our product team while enhancing the agile enabler tool, which is our project management product.
We have now a much better interface! Thank you team!
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