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Right IT asked for it! Salesforce delivered it!

20 Jan 2017 / Written by  / News

Right IT asked for it Salesforce delivered it V2

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?

Right IT asked for it Salesforce delivered it V2

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!

idea

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!

 

Author


Manuel Conde
Chief Executive Officer
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Last modified on lundi, 19 mars 2018 14:31