---
schema_version: "1"
id: e70c89281afc4d03ad1699f55a1918d2f3561a67024c2352a3800e6d5662710e
title: Considerations for Using Kanban Views
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/kanban_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.kanban_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 559b129a4e75406d6c498c274a41f0dadafb4d22dd592f268ceab465396933b7
description: If you use kanban views, review considerations for using them with certain objects and other features.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Considerations for Using Kanban Views

If you use kanban views, review considerations for using them with certain objects and other features.

### 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;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer </strong>Editions</td></tr></tbody></table>

## Editing (All Objects)

- If you don’t have Edit access to a record, you can’t drag its card to a different kanban column.
- In the kanban details panel, you can’t change a record’s record type or transfer it to a different owner. To edit those fields, navigate to the record or, to transfer ownership, use the kanban card.
- You can’t perform mass actions in a kanban view.

## Currency (All Objects)

- If your company uses multiple currencies in Salesforce, kanban views show amounts in your personal currency.
- You can’t use the Currency field to group records in a kanban view.

## Contracts

- You can’t activate a contract in a kanban view.
- Kanban views don’t show columns for the standard contract status of Activated.
- You can’t group contracts by the Owner Expiration Notice field in a kanban view.

## Knowledge

- You can only group Knowledge articles by owner in a kanban view. Grouping by the other standard knowledge fields isn’t supported.

## Leads

- You can’t convert a lead in a kanban view.
- Converted leads are hidden in kanban views.

## Opportunities

- You can’t group opportunities by the Forecast Category field.
- Kanban cards on opportunities show alerts for overdue tasks, no open activities, and no activity in the last 30 days.
- When opportunities have no overdue tasks and Einstein Activity Capture is enabled, the alerts on opportunity kanban aren’t shown.
- Closed Lost opportunities are hidden in kanban views.
- The opportunity kanban view shows up to 200 records. When you have Closed Lost opportunities, you see fewer than 200 opportunities because Closed Lost opportunities are hidden.

#### See Also

- [Work in a Kanban View](https://help.salesforce.com/s/articleView?id=xcloud.kanban_use.htm&release=264.0.0&type=5 "Narrow the records you want to focus on by searching and filtering a kanban view, and view records by record type. Update records by dragging, or edit a card without leaving the kanban view. If your Salesforce admin has set up key fields and guidance, you see them in the details panel. If you’re viewing opportunities, alerts help you move deals ahead.")