In this video, we show you the KanBan List View in Salesforce and how to use and customize it. KanBan List Views separate your records into cards and columns, allowing you to easily drag and drop records across columns. We’ll also show you how to customize your new List View, including how to use Summaries and how to select what data is visible on each card.
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Regional Sales Manager
Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.