---
schema_version: "1"
id: cc11f2109c337b7e577d9e63815a0753511a9e00e1748a5a29ea66a254a3da0a
title: Build a Dynamic Sales Pipeline View in a Screen Flow Example
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_flow_build_example_screen_kanban_board.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_flow_build_example_screen_kanban_board.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1a45c9aaa473d04518ce7e25e103789bc6aafffcef82a6095b096835a809eb5e
description: This example shows how you can use the Kanban Board component to organize a collection of records, such as opportunities, into columns for a visual representation of your data.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Build a Dynamic Sales Pipeline View in a Screen Flow Example

This example shows how you can use the Kanban Board component to organize a collection of records, such as opportunities, into columns for a visual representation of your data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note The Kanban Board feature is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). Use of this pilot or beta service is at the Customer's sole discretion.

Use the Kanban Board component when you need to provide a strategic overview of a sales funnel or process, allowing users to see records grouped by stage at a glance. For example, as a sales leader, you want to see a visual representation of your team's sales funnel.

This example includes a screen action that calls an autolaunched flow and acts as a custom filter engine, allowing users to dynamically search by name and stage using on-screen text and picklist fields.

## Create an Autolaunched Flow

1. Open the Flows list view.
    
    - From the Automation app, select the **Flows** tab.
    - From the **Flows** tab in any Lightning app, click the actions menu and select **Open Flow**.
    - From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
    
    Note that the Automation app and Flows tab options don't require Setup access.
2. Create an autolaunched flow.
    - From the Automation app, click **Flows** and then click **New**. In the New Automation window, select **Autolaunched Automations**, and then select **Autolaunched (No Trigger)**.
    - From Setup, click **New Flow**. In the New Automation window, select **Autolaunched Automations**, and then select **Autolaunched (No Trigger)**.

## Create Variables to Search,Filter, and Count Records

1. Create a text variable resource:
    1. Click ![Open toolbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_open_toolbox.png) and then click **New Resource**.
    2. For Resource Type, select **Variable**.
    3. For API Name, enter searchString.
    4. For Data Type, select **Text**.
    5. For Availability Outside the Flow, select **Available for input** and then click **Done**.
2. Create another text variable resource with API name stage and select **Available for input**.
3. Create a number variable resource.
    1. For Resource Type, select **Variable**.
    2. For API Name, enter Count.
    3. For Data Type, select **Number**.
    4. For Decimal Places, enter 2.
    5. For Availability Outside the Flow, select **Available for output** and then click **Done**.

## Get Opportunities Matching User's Search Criteria

1. Click ![Plus icon used to add an element or action.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_builder_add_element_plus.png), and select **Get Records**.
    
    The Get Records properties panel opens.
2. For Label, enter Get Filtered Opportunities.
3. For Object, search for and select **Opportunity**.
4. In the Filter Opportunity Records section, set the condition requirements to **Custom Condition Logic Is Met**.
5. For Condition Logic, enter 1 OR 2.
6. For Field, select **Name**. For Operator, select **Equals**. For Value, select **searchString**.
7. To add a second condition, click **Add Condition**.
8. For Field, select **Stage**. For Operator, select **Equals**. For Value, select **stage**.
9. For How Many Records to Store, select **All Records**. Use the default values for the other fields.
    
    ![Get Records element configuration](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_opportunity_get_records.png)

## Iterate Over Every Opportunity and Assign a Resource

1. Click ![Plus icon used to add an element or action.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_builder_add_element_plus.png), and select **Loop**.
2. For the label, enter Iterate Over Opportunities.
3. Set the Collection Variable to **Opportunities from Get Filtered Opportunities**.
4. Add an assignment element that runs for each iteration of the loop.
5. In the label field, enter Add to Count.
6. For Variable, select **Count**. For Operator, select **Add**. For Value, enter 1.

## Assign a Collection Variable for the Opportunity Records

1. Create a record collection variable.
    1. Click ![Open toolbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_open_toolbox.png) and then click **New Resource**.
    2. For Resource Type, select **Variable**.
    3. For API Name, enter Records.
    4. For Data Type, select **Record** and select **Allow multiple values (collection)**.
    5. For Object, enter opportunity and select **Opportunity**.
    6. For Availability Outside the Flow, select **Available for output** and then click **Done**.
2. Click ![Plus icon used to add an element or action.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_builder_add_element_plus.png), and select **Assignment**.
    
    1. For Label, enter Set Output Variables.
    2. For Variable, select **Records**. For Operator, select **Equals**. For Value, select **Opportunities from Get Filtered Opportunities**.
    
    ![Assignment element configuration](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_assign_opportunity.png)
3. Save your flow and give it a descriptive name.
4. Debug your flow by using sample data and different scenarios.
5. When you're ready to activate your flow, click **Activate**.

## Create a Screen Flow and Choice Resources for Opportunity Stages

1. Open the Flows list view.
    
    - From the Automation app, select the **Flows** tab.
    - From the **Flows** tab in any Lightning app, click the actions menu and select **Open Flow**.
    - From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
    
    Note that the Automation app and Flows tab options don't require Setup access.
2. Create a screen flow.
    - From the Automation app, click **Flows** and then click **New**. In the New Automation window, select **Screen Automations**, and then select **Screen Flow**.
    - From Setup, click **New Flow**. In the New Automation window, select **Screen Automations**, and then select **Screen Flow**.
3. Create choice resources for the picklist component to filter ‌opportunities based on the stage.
    1. Click ![Open toolbox](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_open_toolbox.png) and then click **New Resource**.
    2. For Resource Type, select **Choice**.
    3. For API Name, enter Closed.
    4. For Choice Label, enter Closed.
    5. For Data Type, select **Text** and for Choice Value, enter Closed.
    6. Click **Done**.
    7. Repeat the previous steps to add the other stages.

## Get the Sales Opportunity List

1. Click ![Plus icon used to add an element or action.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_builder_add_element_plus.png), and select **Get Records**.
    
    The Get Records properties panel opens.
2. For Label, enter Get Pipeline Opportunities.
3. For Object, search for and click **Opportunity**.
4. In the Filter Opportunity Records section, set the condition requirements to **None—Get All Opportunities Records**.
5. For How Many Records to Store, select **All Records**. Use the default values for the other fields.

## Create Text and Picklist Components to Capture User Input

Add a screen element that contains Text, Picklist, and Display Text components to collect the user's filter criteria and display a record count. The Screen Action uses the search text and stage values as inputs to run a subflow.

1. Click ![Plus icon used to add an element or action.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_builder_add_element_plus.png), and select **Screen**.
2. For Label, enter Sales Pipeline.
3. Add a Display Text component to the Screen element. For API name, enter Kanban\_board.
4. Add a Text component to the Screen element. For API name, enter Search.
5. Add a Picklist component to the Screen element.
    1. For API name, enter Stage.
    2. For Let Users Select Multiple Options, select **No**.
    3. For Component Type, select **Picklist**.
    4. For Choice, select **Closed**.
    5. Click **Add Choice** and add the choice resources created for the opportunity stages earlier in the flow.
6. Add the autolaunched flow created earlier as a screen action to this screen flow.
    1. Click the screen element's header.
        
        The screen element’s properties panel opens.
    2. Under Configure Screen Actions, search and select the autolaunched flow created earlier.
    3. For Label, enter Filter Opportunities.
    4. Enable the actions **searchString** and **stage** created in the autolaunched flow.
    5. For searchString, select **Sales Pipeline** | **Search**.
    6. For stage, select **Sales Pipeline** | **Stage**.
        
        ![Screen action configuration](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_screen_flow_config_screen_actions.png)

## Configure the Kanban Board Component to Display the Records (Beta)

To visually display the collection of opportunity records, add a Kanban Board component. To display the sales funnel, set Column Source Field to StageName. Then add key fields, such as Name, Amount, and CloseDate, to the Card Header and Card Content.

1. Add a Kanban Board component to the Screen element.
2. For API name, enter kanban\_Opportunities.
3. For Label, enter Sales Pipeline.
4. For Source Collection, select **Opportunities from Get Pipeline Opportunities**.
5. Under Configure Columns, for Column Source Field, select **StageName**.
6. For Header Style, select **Path** and select **Show Summary field**.
7. For Summary Fields, select **Amount**.
8. Under Configure Card, select up to 5 fields to show on the card.
    
    1. For Card Header Field, select **Name**.
    2. For Source Field, select **Close Date** and then click **Done**.
    3. Click **Add Field** and select the other field to show on the card.
    
    ![Kanban board screen component configuration](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/automate_flow_build_kanban_board_opps.png)
9. Save your flow and give it a descriptive name.
10. Debug your flow by using sample data and provide a specific search string, select a specific stage value.
11. When you're ready to activate your flow, click **Activate**.