Salesforce
Salesforce Kanban for Smarter Project Control
Seamlessly integrate DHTMLX Kanban into Salesforce to visualize pipelines, track progress, and boost productivity with an interactive Salesforce Kanban view tailored to your business.
Try Salesforce Kanban Free Demo
Assign tasks to team members for clear ownership and accountability.
Attach files to cards to keep relevant documents and resources in one place.
Set and update task priorities and visually highlight urgent or critical tasks in your workflow.
Add comments directly on cards to improve team communication and context. You can also enable team members to vote on cards to indicate importance or gather feedback.
Modify card layout, fields, colors, and labels to match your business needs.
Filter tasks by any field and sort them dynamically to quickly find what matters most.
All-in-One Feature Set
for the Best Salesforce Kanban Experience
Advanced task management
DHTMLX Kanban makes it simple to create, edit, and manage tasks within your Salesforce Kanban view. Each card can include a description, priority level, progress status, start/end dates, assigned users, color markers, and file attachments. With the ability to add custom fields, teams can easily tailor their CRM Kanban board to match unique business processes and project workflows.
Intuitive drag-and-drop with multi-select
The Kanban board features a flexible drag-and-drop interface, enabling end-users to easily move tasks between columns and swimlanes. With the multi-select feature, multiple cards can be dragged simultaneously, thus streamlining bulk updates and rearrangements. Developers can also restrict rearranging to specific columns to ensure process accuracy across the Salesforce Kanban layout.
Efficient searching and sorting
The Kanban widget includes built-in search and sorting functionality. Cards can be filtered by label or description and sorted in ascending or descending order. The preserved sorting state ensures consistent task organization even after the page refreshes. This feature enhances visibility and streamlines CRM workflows in Salesforce.
Flexible customization and theming
DHTMLX Kanban provides a powerful API and CSS customization options to help you customize your Kanban board the way you need. Developers can design custom card templates, tailor the toolbar with unique controls or search functions, and apply custom themes. Whether you need a Kanban dashboard for Salesforce or a Salesforce marketing Kanban board, DHTMLX adapts effortlessly to your workflow.
Why Choose DHTMLX Kanban
to Create a User-Friendly Kanban View in Salesforce
DHTMLX Kanban for Salesforce Licensing
| License Terms | Read License Agreement | Read License Agreement |
| Developers | 20 | |
| Projects | 5 | |
| Use in SaaS (unlimited end-users) | ||
| Perpetual distribution rights |
|
Support Plan
|
Premium | Ultimate |
| Time Period | 1 year | 1 year |
| Updates | Major, minor, and maintenance updates |
Major, minor, and maintenance updates
Priority queue for bug fixing
|
| Support requests | 50 | |
| Response time | 48h | 24h |
| Personal Account Manager |
Combine the Kanban Widget
with Other DHTMLX Components
DHTMLX Kanban for Salesforce:
Frequently Asked Questions
Salesforce offers robust CRM and process automation, but lacks an interactive, visual workflow board. A Kanban board view adds a clear interface to organize tasks and drag-and-drop opportunities in Salesforce. DHTMLX Kanban enhances workflow with features like multi-select and real-time updates, helping teams visualize their CRM pipeline and manage tasks more efficiently.
Not fully. While Salesforce offers a basic Kanban view for opportunities, it is limited in customization, interactivity, and scalability. DHTMLX Kanban bridges this gap with enterprise-ready features, fully supporting Salesforce Kanban integration, high-performance rendering, and real-time task updates.
The DHTMLX Salesforce Kanban board integrates seamlessly with standard or custom Salesforce objects. You can bind data through Apex controllers or Lightning Web Components (LWC) and synchronize cards with Salesforce records using REST APIs or wire services. This enables two-way data binding and ensures that updates on the Kanban board are reflected in your CRM in real time.
Yes. DHTMLX Kanban supports intuitive drag-and-drop functionality. End-users can move cards between columns or swimlanes, update priorities, or adjust statuses. Changes are captured and synchronized with Salesforce records, providing an interactive yet consistent Salesforce Kanban view experience.
Include the DHTMLX Kanban JavaScript and CSS resources in your Salesforce org as static resources. Then create a custom LWC or Aura component to initialize and render the board. Detailed documentation and demo apps are provided, allowing you to install Kanban for Salesforce and get a fully functional board up and running quickly.
Absolutely. You can define custom card templates, colors, fields, and states. Toolbars, filters, swimlanes, and drag-and-drop behavior are also configurable. This lets you create a branded Salesforce Kanban view that aligns with your business logic and team workflow.