Create a Flexcard

Create a Flexcard by specifying a unique name and author. Optionally, save the Flexcard as a child card to embed it in other Flexcards. In the designer for a managed package, you can also configure its data sources and test parameters.

1. From the App Launcher, find and select Flexcards.
2. Click New.
3. Enter a name and author for the Flexcard.
   Keep in mind that:

   The combination of the name and author must be unique. For example, you can’t import a Flexcard whose name and author match an existing Flexcard without overwriting it.

   You can’t change the name, the theme, or the author of a Flexcard unless you clone it, and change the name of the cloned Flexcard.

4. If needed, update the default title.
   Salesforce shows the title in the Lightning App Builder or the Experience Builder when you add the Flexcard to a page.
5. If needed, save the card as a child card to embed the Flexcard in another Flexcard.
6. If needed, in the designer on a managed package, select the data source type and then configure the data source.
   

   Note

   You can configure the data source later from the Setup panel.

7. If needed, in the designer on a managed package, configure Test Parameters to view test data when your data query has merge field variables such as {recordId}.

• Clone a Flexcard or Create a New Version
  Consider the available options for copying a Flexcard.