Getting Started With OBX

(OBX) Precursive Boards Use Cases and Key Users

Precursive Boards can help you better manage your internal projects and implementations to deliver value faster. Let's discover how Precursive Boards can help different teams and who are the key players in this field.

(OBX) Board Sharing Rules

Precursive Boards OWD sharing settings are set as Private with Access Granted Using Hierarchies enabled by default. However, default settings can be changed and here you can learn how.

(OBX) Board sharing, visibility, and access

(OBX) Managing Users Access to Precursive OBX

Learn how to manage users access to Precursive OBX by assigning them a Package License and the correct License Type.

(OBX) Assigning Precursive OBX Package Licenses

Users need to be assigned a Package License to access Precursive. Learn how you assign them Precursive OBX Package Licenses.

(OBX) Board Sharing Rules

Precursive Boards OWD sharing settings are set as Private with Access Granted Using Hierarchies enabled by default. However, default settings can be changed and here you can learn how.

(OBX) Board sharing, visibility, and access

(OBX) Managing Users Access to Precursive OBX

Learn how to manage users access to Precursive OBX by assigning them a Package License and the correct License Type.

(OBX) Assigning Precursive OBX Package Licenses

Users need to be assigned a Package License to access Precursive. Learn how you assign them Precursive OBX Package Licenses.

(OBX) Installing Precursive OBX

Precursive OBX is available to install from the Salesforce AppExchange. 

(OBX) Embed Precursive OBX in the Lightning Record Page

Embedding Precursive OBX within a Standard or Custom object record is great to allow customers to work on boards related to specified records all from one page.

(OBX) Importing and Migrating Data