Kanban Boards

Updated 3 weeks ago by Copado Solutions

Kanban Boards are an extension of Copado Change Management application designed to optimize the flow of your work. Kanban Boards allow users to visualize almost any Salesforce records (eg. User Stories, Sprints, Releases, Opportunity...), sticking to the Agile development concept.

As of Copado V9.0, Kanban boards are displayed in Lightning Experience, so now, the Kanban board view and the create/edit a Kanban board view have been renewed to improve the user interface.

How Does it Work?

The Kanban Board is set up within Copado Change Management application (CCM). It will offer a visualization of any object and it will classify the records distributed among different columns.

Records can be filtered to be shown in the board, so different Boards can be created at the same time.

Kanban Boards allows the possibility of updating the record's "update field" by just a drag & drop action as well as accessing directly to them. This extends standard Salesforce functionalities that are not even related to the Copado Change Management application, such as updating Opportunities, Accounts or reassigning ownership of records, etc.

How to Set it Up?

Setup steps
  1.  Define the columns of the Board: You can add rows from the Field to read/update (if it is a picklist) or from the SOQL query defined in the Columns from SOQL field (if it is a lookup field). Dragging the columns vertically will reorder them, and unchecking a column will hide it.

By clicking on Update Columns with Field to read/update OR clicking on Update Columns with SOQL when a query has been provided, the Columns field will be updated.

How did we do?