Customizing app card layout
This feature lets users customize their app card view by selecting preferred columns and editing specific fields directly.
Open the app from the side panel.
Click the gear icon (⚙) to access Settings.
Click on the Display > App card details.
Select a Salesforce object to customize.
In the App card details display, there are two sections:
Fields list: The user can search for the field by the field’s name or select from the fields list(organized in alphabetical order)
Live preview: The Salesforce for Miro app sets the default displayed fields. The live preview will reflect those changes if the user has previously customized the fields.
You can drag and drop fields from the fields list and arrange them in the live preview.
The maximum amount of fields that can be displayed in the live preview is 20.
Click Save to confirm the app card layout customization. A window will appear to confirm your decision. Click Yes.
You may encounter “Out-of-sync field detected.” messages. An out-of-sync field is a field missing in the objects (e.g., a field deleted by the Salesforce Admin in the connected Salesforce instance).
You can still save the app card layout with these missing fields.
Upon successful confirmation, you’ll receive a success message indicating the changes have been applied.
If you click Restore default settings, the fields display will be reverted to the Salesforce for Miro default app card layout.
Check out our knowledge base to learn which field types are supported in the app card layout.