There are several ways to use CM KanbanBoard for Salesforce in Lightning Experience. This document will explain the procedure for how to use it with Lightning App Builder.
Create new application using Lightning App Builder
Write “App Builder” in the quick find of Setting, select [Lightning App Builder] and click [New ]button.
There are several types of Lightning pages. Here, we will create application page which can be added as tab for Lightning Experience and menu for Salesforce1. For detail, please refer to Salesforce Help.
Select [App Page] and click [Next].
Input voluntary name in the [Label]. Here, please enter “Opportunity Kanban”.
Select appropriate layout. Here, we will select [One Column].
Then, as shown in the following, Lightning App Builder will appear on your screen.
Add Lightning Component to Lightning App
If you see the left side of the page where it says [Custom – Managed] you will find component named “CM KanbanBoard”. Please drag & drop it in the middle of the screen where it says “Add Component(s) Here”.
Setup CM KanbanBoard Component
As an example, let us create following Opportunity Pipeline.
Details of setting.
- Object API Name: Opportunity
- Picklist API Name for Column: Stage Name
- Card Title Field API Name: Name
- Card Content API Name (middle-left): Amount
- Card Content API Name (middle-right): Owner.Name
- Card Content API Name (bottom): Account.Name
- Filter1: All
- Filter2: Closing Next Month: CloseDate = NEXT MONTH : Amount DESC
- Filter3: My Opportunities : : Amount DESC : mine
To briefly explain, separately display object designated as [Object API Name] in rows by [Picklist API Name for Row] designated for each Picklist. Designate the item to be displayed inside card as [Card Title API Name] and [Card Content API Name].[Filter 1-10] displayed on the upper right is condition(s).
For [Filter 1-10], designate in the format of [label]:[WHERE]:[ORDER BY]:[SCOPE].
Please refer to CM KanbanBoard for Salesforce Component Reference for the detailed explanation about component’s attribute.
Once the setup is completed, it will appear, in real time response, in the middle section of your screen as follows.
Activation of Lightning Page
After saving the application by clicking [Save] button, click [Activation] button.
The following dialogue will appear, so proceed to setup.
- [PAGE SETTINGS] tab: input/select voluntary [App Name] and [Icon]
- [LIGHTNING EXPERIENCE] tab: select where to display Lightning Experience App and its tab position
- [SALESFORCE1]tab: select where to display in Salesforce1 menu
Click [Save] button when setup is completed.
Confirm in Lightning Experience
When you open Lightning Experience, you can confirm that “Opportunity Kanban” is displayed in the designated tab position and Opportunity is displayed in Kanban format.
Congratulation! You could create and release Opportunity Pipeline App using CM KanbanBoard.
If you make arrangement in component attribute, you can create various Apps with various objectives such as task management or lead management. Please consider your own application!