Admin-friendly tip on Kanban view or split view for task batching
How Salesforce Admins Can Use Kanban View and Split View for Smarter Task Batching
Salesforce Admins often juggle hundreds of small but important tasks: cleaning up data, updating records, managing requests, and supporting users. The key to staying efficient is batching these tasks and using Salesforce features designed to reduce friction. Two of the most underutilized tools for Admin productivity are Kanban View and Split View.
Kanban View for Visual Task Management:
Kanban View transforms your standard list views into an interactive board. For Admins, this is especially valuable for:
Drag-and-drop record updates without opening each one.
Quickly spotting records stuck in certain statuses.
Prioritizing and batching data cleanups by “stage.”
Example: When working through open support cases, you can drag them directly from “New” to “In Progress” as you assign or review.
Split View for Efficient Batch Updates:
Split View lets you see a list of records alongside the details of one record at a time. This eliminates repetitive back-and-forth clicks.
Scroll through your list on the left while editing details on the right.
Update multiple records in sequence without losing your place.
Ideal for repetitive tasks like adjusting ownership or updating fields.
Example: If you’re validating contact data, you can open each contact, update fields, and move on seamlessly without returning to the list view.
Why They Work Best Together:
When combined, Kanban View helps you visualize your progress while Split View keeps the work efficient. Admins can batch tasks, track progress, and reduce context switching—all of which lead to hours saved each week.
Salesforce productivity is about mastering the tools already at your disposal. Kanban View and Split View are simple features, but for Admins, they can transform how daily tasks get done.
At AppSavvy Group, we help Admins and teams not only configure Salesforce, but also adopt best practices that maximize efficiency.
Explore more Salesforce productivity tips at: appsavvygroup.com