Onboarding Experience (OBX) Configuration
Customization
Customize Data Access

(OBX) Customize the Board Header

  • 05-Mar-2025
  • Knowledge
Available forOBXLearn more

In this article

    Title
    (OBX) Customize the Board Header
    URL Name
    Customize-the-Board-Header-1604944089744
    Body

    Customize the Board Header

    The Precursive OBX Board Header displays relevant information about the board at a glance.

    User-added image

    The Board Header can display up to 8 Board-related fields at the top of the Board in Precursive OBX.

    Salesforce Administrators can add, remove, or reorder Board Header components to support your organization’s business requirements.

     

    To Customize the Board Header:

     

    SALESFORCE USER PERMISSIONS NEEDED

    To edit the Board Header Field Set:

    Customize Application

    1. From Setup > Object Manager, go to Precursive OBX Board

    2. Select the Field Sets tab and click Board Header

    3. Add, remove or reorder the fields you wish to display on the Board Header

       

      User-added image

       

    4. Click Save.

    ⚠️ The Header will not display fields when they don’t contain a value.
    Was this article helpful?
    Upload Files