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            Customize Configurations

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            Customize Configurations

            To create workflows that are optimized for your users, choose cards, their actions, and their placement, and add other customizations.

            Required Editions

            Setup for Mobile Offline available in: Lightning Experience
            User Permissions Needed
            To use Mobile Offline Mobile Offline for Salesforce Mobile App Plus

            Add an Actions Card

            Enable customers to build a place to host their Global Lightning Quick Actions.

            Add an Actions Card component to the canvas. Take one of these actions.
            1. Select Actions Card from the Components menu on the left and drag it onto the canvas.
            2. Click the + icon on the canvas and choose the Actions Card option.
            Builder screen with the Components menu and the plus button both highlighted

            On the Properties Pane on the right, you can configure the following:

            • Card title
            • Actions to appear in the card
            • Order of the actions

            Click the + Add action button then select the type from the Available Actions dropdown menu.

            Builder screen with the add actions highlighted

            Add a Generic List Card

            Let users configure lists of objects with up to two subfields.

            Add a Generic List component to the canvas. Take one of these actions.
            1. Select a Generic List Card from the Components menu on the left and drag it onto the canvas.
            2. Click the + icon on the canvas and choose the Generic List Card option.
            Builder screen with the Components menu and the plus button both highlighted

            On the Properties Pane on the right, you can configure the following:

            • Card title
            • Object for which to show records
            • Order of the list
            • Number of records to show on the home page (3-10)
            • Field Properties
              • Main Field (required)
              • Subfields (optional, up to two)
            • Icon Properties
              • Show (default) or Hide record icons
            • Swipe Actions

              Objects can have swipe actions associated with them if they have subfields that support them. For example, a “Call” swipe action can be associated with the Account Phone field.

              • Supported actions
                • Call
                • Email
                • Maps
                  Note
                  Note The subfield for Maps must be a text field that contains the fully mappable address.
              Swipe actions menu open with the dropdown list highlighted

            Add a Timed List Card

            Display a list of objects where start and end times are pertinent data.

            Add a Timed List component to the canvas. Take one of these actions.
            1. Select Timed List Card from the Components menu on the left and drag it onto the canvas.
            2. Click the + icon on the canvas and choose the Timed List Card option.
            Builder screen with the Components menu and the plus button both highlighted

            A Timed List card is similar to a Generic List Card and has the same required fields along with two additional fields that can specify the start and end times for an activity.

            For example, a Shift object has fields that represent the start and end time for each shift record.

            Object menu open to display the Start Time and End Time fields

            Delete or Duplicate Components

            Easily add or remove components to make customization even quicker.

            To duplicate or delete a component, use the icons on the card header. Deleting requires confirmation.

            Canvas is shown with the copy icon and the trash icon both highlighted

            Reorder Components

            Quickly change the order that components render on the landing page.

            Use the four-sided arrow to drag the component above or below other components.

            Canvas is shown with the four-sided arrow highlighted
             
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