Work with Configurations

Edit the App Name

Change the app name to suit your needs or add clarity on its purpose. Changing the app name doesn’t change how it renders in the App Launcher.

1. From Setup, click the dropdown next to the selected configuration and select Edit Basic Information. 
2. Edit the App Name field, and then click Save.
   

   Note You can’t edit the API name.

Assign Profiles to a Configuration

Choose who sees the custom configuration in their Salesforce mobile app based on user preferences and needs.

Clone a Configuration

Make your work customizing configurations for multiple users go more quickly.

1. From Setup, click the dropdown next to the selected configuration, and then select Clone.
2. Edit the App Name field.
3. Edit the API Name field.
4. Click Save.

Delete a Configuration

Remove unneeded custom configurations.

1. From Setup, click the dropdown next to the selected configuration, and then select Delete.
2. Confirm and then click Delete.

Save, Publish, or Unpublish a Configuration

Save a draft or publish your configuration so users can see the landing page in their Salesforce Mobile App.

Selecting Save when the landing page hasn’t been published saves a draft.

After you’ve published, your users can see the landing page on their mobile devices. Any saved changes are immediately published to users; there’s no longer a “draft” state.

Selecting Unpublish removes user access to the custom-configured landing page and users see the pro-code default landing page that previously existed.

You can schedule Publish and Unpublish for a later date.

Edit Your Custom Configuration

Improve existing configurations to better suit your users’ needs.

1. From Setup, in the Quick Find box, enter Mobile Builder, and then select Mobile Builder for Salesforce Mobile App.
2. Open the builder for editing. Take one of these actions.
   1. In the App Configurations pane, click the dropdown next to the selected configuration, and then select Edit App Configuration.
   2. Click the app name.