Kanban settings control the amount or number total in each column heading (1) and the column groupings (2). Summarize each column by a key number or amount, such as opportunity amount or expected revenue. In Summarize By, select a numeric or currency field, or omit column summaries by selecting None.
Full Answer
How do I view my Kanban opportunities in Salesforce?
Click the Opportunities tab. From the Opportunities picklist, select My Opportunities. Click the Display Options button to open the display menu. Select Kanban. Note: You may have noticed the Record Types (B2B Opportunities & Uncategorized) are now listed above the Sales Path.
What can you do with a sales path Kanban view?
You’ve created a sales process and a record type, customized qualification stages, and worked with the sales path Kanban view. Now your sales reps can easily access the information they need to reach their final destination: sealing the deal.
What is the difference between list and Kanban views?
Each kanban view is based on a list view, and kanban view settings are applied separately for each list view. Required Editions and User Permissions Available in: Lightning Experience
What is the opportunity Kanban?
A problem occurred, please try again later. (This clip starts at the 23:19 minute mark, in case you want to rewind and watch the beginning of the step again.) The Opportunity Kanban is a visual summary of all the opportunities for a particular sales path.
Introduction
The Opportunity Kanban is a visual summary of all the opportunities for a particular sales path.
Add a Filter
Now, show them how they can filter their view. For example, show all opportunities with a probability of 20% or more.
Move an Opportunity
The Kanban view also allows your sales team to move opportunities from one stage to another by simply dragging and dropping. Give them a demo.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
