A suite (of just one so far 😉) lightning web components for Salesforce.
The powerful kanban board component for Salesforce that brings true kanban functionality to your org.
Kanban Explorer is a Lightning Web Component that transforms your Salesforce records into interactive kanban boards.
🚀 Key Features
- Dynamic kanban boards - drag-and-drop functionality
- Context-aware - works on record pages, app pages, and home pages
- Multiple data modes - parent mode (single select and multi select), parentless mode, and record page mode
- Flexible customization - configurable fields, filters, search, and sorting
- Column summaries - configure up to 3 column summaries, such as SUMs, AVGs, COUNTs, and more
- Visual goodies - add icons and emojis to cards
- Install the latest package from the releases page
- Assign the
LRES_Accesspermission set to any users that will use the kanban board - Add LRES Kanban Explorer to your Lightning page using the App Builder
- Configure basic properties (card object, grouping field, and card fields)
- Save and activate your page to start using your kanban board!
- Admin Guide - Complete installation, configuration, and setup instructions
Kanban Explorer is adaptable:
- Service - Case management by status, priority, or team
- Sales - Opportunity pipeline tracking through sales stages
- Project Management - Task tracking by status, assignee, or milestone
- Custom Objects - Any Salesforce object with a picklist/text field for grouping
- Parent-Child Mode: View related records for a specific parent (e.g., Cases for an Account)
- Parentless Mode: View all records of an object (e.g., all Cases across the org)
- Multi-Parent Selection: Aggregate records from multiple parents simultaneously
- Custom Grouping: Group by picklist or text fields (Status, Stage, Priority, etc.)
- Card Customization: Choose which fields display on cards and add custom icons/emojis
- Advanced Filtering: Multi-select filters, search functionality, and custom sorting
- SOQL Control: Precise control over which records appear with custom WHERE and ORDER BY clauses
- Drag & Drop: Move cards between columns to update record values
- Record Editing: Click cards to open modal windows for quick record viewing and editing
- Parent Selection: Switch between different parent records or select multiple parents to view thier child records
- Field Icons: Use SLDS icons or emojis to enhance card readability
- Date Formatting: Custom date/time display formats
- Field Labels: Toggle field labels on/off for cleaner interfaces
- Card Counts: Display record counts per column
- Column summaries: Show up to 3 per-column metrics (SUM, AVG, MIN, MAX, COUNT_TRUE, COUNT_FALSE) for numeric, date, and checkbox fields
- Field Level Security: Component respects field-level security and gracefully drops inaccessible fields
- Record Access: Respects record sharing and visibility
- SOQL Security: All soql queries run with security enforced and optional clauses are sanitised
If you encounter issues, have questions, find a bug, or want to request a feature, please log an Issue.
- Salesforce Platform: Compatible with Lightning Experience
- Permissions: Simply assign the
LRES_Accesspermission set to users
Ready to get started? Begin with the Admin Guide for setup instructions.