Introducing LeanBoard for Salesforce: Transform your team’s collaboration

We’re excited to announce the launch of LeanBoard for Salesforce. These Advanced Whiteboards are designed to streamline processes, foster collaboration, and improve efficiency across teams, all within the familiar Salesforce interface. In this blog, we’ll dive into the exciting features and benefits of LeanBoard, illustrating how this solution can transform your team’s productivity and collaboration.

What is LeanBoard for Salesforce?

LeanBoard is an advanced whiteboard designed to enhance visualization and collaboration for teams. LeanBoard is now available on many platforms such as Jira, Confluence,, and recently Salesforce.

It enables the creation of virtual boards for diverse uses such as business model visualization, workflow mapping, and strategic planning. LeanBoard for Salesforce offers a comprehensive suite of customizable and pre-designed templates catering to IT process management, business strategy, etc, facilitating Benefits of the ideation, brainstorming, and planning process for groups.

Features of LeanBoard for Salesforce

Team Collaboration

Whiteboards in LeanBoard for Salesforce enhance team collaboration significantly. It encourages contributing ideas, plans, and strategies, fostering a rich and interactive workspace. LeanBoard breaks down communication barriers, ensuring everyone is on the same page and working towards common goals.

Business Model Visualization

Infinite Whiteboard in Salesforce simplifies business models by providing an intuitive and unconstrained design platform. Helps businesses easily visualize and adjust appropriate ideas and business models.

Workflow Optimization

This tool enhances team efficiency by offering a visual representation of project workflows. This feature aids in swiftly pinpointing and addressing any bottlenecks or inefficiencies, thereby significantly boosting team productivity.

Dynamic Planning

This innovative tool empowers teams to stay agile, allowing for swift adjustments and responses to evolving project priorities. It champions agile and continuous planning, ensuring that teams remain dynamic and on track amidst the fast-changing landscapes of modern project management.

Ideation and Brainstorming

The platform nurtures creativity by providing a shared virtual space where teams can freely engage in ideation and brainstorming, regardless of their physical locations. This collaborative virtual whiteboard integrates diverse perspectives, encouraging the generation of innovative solutions and enhancing creative problem-solving.

Benefits from LeanBoard for Salesforce

LeanBoard for Salesforce significantly enhances team collaboration, providing a versatile platform for visualizing complex project elements like product requirements, customer journeys, and user story maps. 

As a Salesforce-native application, it allows for seamless integration and visualization of Salesforce data, such as Accounts and Opportunities, directly within its collaborative whiteboard environment. 

This integration facilitates a clearer understanding of project flows and improves project and product management through features like wireframes and diagrams. By supporting various methodologies, including Waterfall, Scrum, and Kanban, and offering extensive templates, LeanBoard stands as a comprehensive alternative to other visual tools, streamlining productivity and fostering a collaborative workspace directly within Salesforce.

Getting Started with LeanBoard – Whiteboard for Salesforce

To get started with LeanBoard – Whiteboards for Salesforce, follow these steps:

  • Navigate to Salesforce AppExchange: Search for Whiteboard for Salesforce or “DevSamurai” to find the application.
  • Install the App: Click on “Get It Now” and follow the prompts to install the application into your Salesforce environment.
  • Set-Up: After installation, access Leanboard from the App Launcher in Salesforce. Follow the on-screen instructions to configure it according to your team’s needs.
  • Begin Collaborating: Start creating your first whiteboard, invite your team, and begin collaborating directly within Salesforce.


In conclusion, LeanBoard for Salesforce is set to revolutionize the way teams collaborate within Salesforce. By bridging the gap between data visualization and management, it enhances visibility, fosters innovation, and streamlines workflows. Making it an indispensable tool for any team looking to leverage Salesforce to its fullest potential. 

Don’t miss the opportunity to transform your team’s collaboration and productivity. Start exploring LeanBoard for Salesforce today and take the first step towards a more integrated, efficient, and collaborative work environment.