Once you’ve created a Salesforce-linked Lucidchart document, watch this video to learn how Contact Kanban leverages Salesforce data to automatically visualize all of the key contacts in an account according to your grouping preference. Kanban view helps you to determine where you have momentum within a company and where gaps exist when you have the Salesforce Integration setup within your Lucidchart Enterprise account.
To install the Salesforce Integration (if you are an Admin of a Lucidchart Enterprise account):
See this video playlist: https://www.youtube.com/playlist?list=PLUoebdZqEHTxJk5ik44_LRXicpsbFq0fH
Help center article: https://lucidchart.zendesk.com/hc/en-us/articles/360044376311-Customizing-The-Lucidchart-Salesforce-Integration-for-Enterprise-Admins-Help-Center-Article
Lucidchart is a visual workspace that combines diagramming, data visualization, and collaboration to accelerate understanding and drive innovation. With this intuitive, cloud-based solution, anyone can learn to work visually and collaborate in real time while building flowcharts, mockups, UML diagrams, and more.
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