-
How do I change the Opportunity Kanban view in Salesforce?
How do I change the Opportunity Kanban view in Salesforce?
-
1 Reply
-
- Click the Opportunities tab.
- From the Opportunities picklist, select My Opportunities.
- Click the Display Options button. to open the display menu.
- Select Kanban. Note: You may have noticed the Record Types (B2B Opportunities & Uncategorized) are now listed above the Sales Path.
Log In to reply.
Popular Salesforce Blogs
Salesforce Implementation Best Practices for Seamless Data Migration
Implementing Salesforce is a major milestone for any business looking to improve customer relationship management, streamline operations, and gain better insights from data. However, the…
Facilitate Effective Customer Support With E2CA | Salesforce
An exceptional customer experience is crucial to the success of any business as it fosters loyalty, brand advocacy, and helps you increase your customer base.…
Salesforce Integration with Google Calendar | All You Need to Know
Salesforce is a popular Customer Relationship Management (CRM) platform that businesses use to manage their sales, marketing, and customer support activities. Salesforce provides various integration…
Popular Salesforce Videos
Is the Salesforce Marketing Cloud the Future For Business?
As the market changes, one needs to keep up with the times. Companies are interested in Salesforce Marketing Cloud because it gives them a competitive…
Introduction to Flow in Salesforce
This informative video on flows in Salesforce contains the following topics:- 00:00 - Introduction 02:14 - Agenda 02:49 - Flow is Automation 03:35 - The…
5 Benefits of Integrating Mulesoft Into Your Business | Salesforce Integration
The MuleSoft integration solution has provided visionaries throughout the world with the power to connect all their data, systems, and devices seamlessly. Swipe to know…