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Using the app card

Viewing the app card information

You can expand the app card to view more information on the Salesforce object in Miro.

  1. Hover on the card and click the expand button on the top right to reveal the additional fields associated with the card.

  2. Click View in Salesforce to open the app card’s information in Salesforce.

Editing and updating the app card

Experience the seamless and instantaneous, two-way sync feature of the app card:

  • The app card will reflect any edits and updates made in Miro to Salesforce.

  • If the app card is in an active Miro board, Miro will reflect any changes made to Salesforce.

  1. Hover on the card and click the expand button to view the details.

  2. Click Edit to enter edit mode.

  3. Once you have updated the card, complete the action by clicking Update.

    updated-update.png
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