DDT v2.2: Kanban View for Faster Salesforce Reviews |mindZvue

Close More, Spend Less, Forecast Better: What DDT v2.2 Does for Sales Teams

6 May 2026

Salesforce teams do not just look at data. They review it, clean it, update it, prioritize it, and act on it.

Every feature in this release came from real conversations with our users. Your frustrations with scrolling, tab-hopping, losing context, and clunky views became our roadmap. DDT v2.2 is your update.

Here's Everything We've Added And Why It Makes a Difference

Eight new features. Every single one designed to remove friction from the way your team works with Salesforce data.

Kanban View, See Your Work, Not Just Your Data

Until now, DDT gave you a powerful table. But tables don’t always tell the full story. That’s why we’ve added a brand-new Kanban View, a visual board that groups your Salesforce records by status, stage, or category, exactly the way your team thinks about work.

Switch between table and Kanban with a single click. Filter by any picklist field. Get instant clarity on what’s New, In Progress, Under Review, or Closed.

Sales managers can see stuck deals at a glance, no more scanning rows
Service leads spot where cases are building up before it becomes a crisis
Operations users understand work status in seconds, not minutes
One workspace, two powerful views, switch anytime

Column Expansion + Wrap & Clip Text — You Control the View

Long fields have always been a pain. Account descriptions get cut off. Case notes are unreadable. You’d have to open records just to see what’s there. Not anymore.

DDT v2.2 lets you manually expand columns to give fields the space they need. And for long text, toggle between two modes, wrap Text to read every word, or Clip Text to keep the table compact while you scan.

Read detailed notes and summaries without opening records
Keep pipeline reviews compact and fast with clip mode
Expand just the columns that need more room — your layout, your call

Child-Level Sorting — Organize Related Records Where You Work

DDT has always been built around connected records, parent accounts, child opportunities, and grandchild activities. But until now, you couldn’t sort those child records without leaving your current view.

With v2.2, sorting works right at the child record level. Expand an account, sort child opportunities by close date. Expand a customer, sort cases by priority. The order you need, right where you are.

Sort child records by any field without losing your place
Zero extra navigation, everything happens in context
Perfect for reviewing deals, tracking cases, and managing tasks

Also Read: Dynamic Data Table Keeps Evolving. Your Feedback Helps Shape What Comes Next

Smarter Delete Action — Stay Exactly Where You Are

Here’s something small that drove people crazy: delete a record, get kicked back to the top of the page. If you were reviewing a long list, that meant finding your place all over again.

Fixed. In v2.2, after a row is deleted, you stay on the same page, scroll position preserved, context intact. We’ve also added a clear confirmation step so no action fires without your explicit say-so.

No more losing your place mid-review
Explicit confirmation before any delete executes
Cleaner, more predictable action experience for all users

Clickable Emails, Lookup Redirects & Rich Text — Fields That Actually Work

Three formatter upgrades that transform how you interact with your data inside the table, no extra steps, no extra tabs.

Email fields are now clickable mail to links. Lookup fields take you directly to related child or master records with a visual indicator. Rich text fields now render with formatting preserved, smartly truncated to keep the table clean.

Follow up via email without ever leaving the table
Jump to related records in one click — no manual navigation
Read formatted rich text without opening the full record
Every field type now feels like a proper working surface

DDT v2.2 isn’t just a feature update. It’s the result of listening to our users and committing to a Salesforce experience that actually works the way you do.

Everything in v2.2 -At a Glance

Kanban View

One-click visual board. Group records by any picklist field — status, stage, category and more.

Column Expansion

Manually resize table columns so every field has exactly the space it needs.

Wrap & Clip Text

Toggle long text between full multi-line display and compact single-row clipping.

Child-Level Sorting

Sort related child records by any field right inside the expanded parent row.

Improved Delete Action

Delete rows and stay on the same page. Plus a confirmation step before every action.

Email Field Links

Email addresses render as clickable mail to links — open your client in one tap.

Lookup Field Redirect

Click any lookup field to jump directly to the related child or master record.

Rich Text Rendering

Rich text fields display with formatting intact, smartly truncated to keep tables clean.

Bug Fixes & PDF QA

Multiple stability improvements from v2.1, plus validated long table name rendering in PDF exports.

DDT users are already taking advantage of powerful features that make it easier to view, filter, edit, and manage Salesforce records in one organized workspace. Here are some of the key features they use today.

Three-Level Hierarchy View

View connected Salesforce records in one table: Parent → Child → Grandchild, such as Account → Opportunity → Product.

Expandable Tree Grid

Users can expand rows to review related records without jumping between pages or opening multiple tabs.

Inline Editing

Update records directly from the table, including parent, child, and grandchild records.

Advanced Filters

Filter records using specific conditions so users can quickly find stalled deals, SLA risks, overdue tasks, or priority records.

Custom Filter Logic

Combine filters using logic like (1 AND 2) OR 3 for more precise views.

Global Search

Search across the displayed data set quickly from one responsive search bar.

Lazy Loading + Load More

Load records in batches to keep the table smooth and usable, especially with large data sets.

Guided 5-Step Configuration Wizard

Admins can create tables through a guided flow: Table Settings → Object Hierarchy → Field Selector → Column Configuration → Live Preview.

Admin Dashboard + Lifecycle Management

Admins get a central workspace to manage Active, Draft, and Inactive configurations, plus quick actions like Clone, Edit, Delete, and Preview.

Not just that: DDT also supports exporting the current view to CSV or PDF, with clear guardrails: 10,000 records for CSV and 1,000 records for PDF.

Try DDT v2.2 Free on AppExchange

With v2.2, that workspace is now even easier to use. Join thousands of Salesforce teams reviewing records faster, smarter, and without the tab-hopping.