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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Boards and pipelines

Kanban boards, dispatch timelines and live walls, where a drag is a real update.

Work that moves through stages, shown on one screen. A card is dragged, the record is updated, the totals follow, and a validation rule can still refuse a move that is not ready.

Cover

Listings board

A real estate office follows every listing from listed to sold, one swimlane per agent, with the asking total of each stage in view. Kanban.

Dynamic Components
Intermediate20 min
Cover

Opportunity Pipeline Board

Move a deal by dragging its card, and let a validation rule refuse the moves that are not ready.

Dynamic ComponentsFlow Components
Intermediate20 min
Cover

Live Call Board

Give Sales teams real-time visibility on Leads with Dynamic components and Flow.

Dynamic ComponentsFlow Components
Intermediate20 minInteractive demo
Cover

Field Service Dispatch Board

Put the technician timeline and the map of the day's jobs on one screen, from one query.

Dynamic ComponentsFlow Components
Intermediate20 min
Cover

Shipment Tracking Wall

Track every parcel on one board, refreshed by platform events as the carrier reports.

Dynamic ComponentsFlow Components
Advanced30 min
Cover

Live crew board

Seven technicians on one day, 7 AM to 6 PM, with reschedule and reassign one click from any job. One tag, no scheduling code. Scheduler.

LWC Components
Advanced30 min

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