Native Planner

Kanban and Matrix Boards Without the 200-Record Limit

Native Planner’s Kanban and Matrix views show large record sets on any object—with drag to update.

Native Planner Kanban & Matrix — placeholder

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Boards built for large Salesforce record sets

Kanban on any object and field, with drag between columns to update the record.
Matrix view: group by two fields (for example Owner × Stage) for capacity or pipeline grids.
Built for large record sets, beyond Salesforce’s standard list-view Kanban 200-record limit.
Grid view supports inline edits and Flows on the same data.
One component, five views: Gantt, Scheduler, Kanban, Grid, Matrix.

See Planner Type, configuration syntax, and Native Planner benefits for the full picture.