How to: Customize your Salesforce App Branding

Salesforce Branding is a feature that will help you customize your Salesforce app’s appearance, including the loading page background color, loading page logo, and header background color. In other words, your Salesforce app matches your company’s branding.

Step 1: Check your Salesforce edition

Before you start with the domain change, make sure that you have the required editions so that you will be able to change the domain.

Salesforce mobile app setup available in: both Salesforce Classic and Lightning Experience
Salesforce Classic setup available in all editions except Essentials and Database.com
Lightning Experience setup available in GroupProfessionalEnterprisePerformanceUnlimited, and Developer Editions
Step 2: Check your user permissions
USER PERMISSIONS NEEDED
View Salesforce app branding settings: View Setup and Configuration
Modify Salesforce app branding settings: Customize Application

Modify All Data

Step 3:  Enable Documents object

Salesforce Classic
In Salesforce Classic, images stored for branding needs to be placed in the folder Salesforce Branding Resources in the Documents object. Therefore, the Documents object must be enabled for your organization.

Salesforce Lightning
Images stored for branding needs to be placed in the Files object. Also, no other permissions need to be set up.

Salesforce Mobile 
If users of the Salesforce mobile web want to see the custom branding, Documents must be enabled for your organization. Also, for Salesforce for Android and Salesforce for iOS, users must have “Read” user permissions on Documents.

Step 4:  My Domain enablement

My Domain needs to be enabled before you start the Salesforce Branding. This means that you need to have a subdomain activated for your Salesforce org. Therefore, we suggest that you read this article How to: My Domain set up in Salesforce before you start with the Salesforce Branding.

Step 5: Salesforce Branding 
  1. From Setup, enter Salesforce Branding in the Quick Find box, then select Edit.
  2. Customize the brand color for key user interface elements, including the header, click Select a color or enter a valid hexadecimal color code.
  3. To customize the background color of the loading page, click Select a color or enter a valid hexadecimal color code.
  4. To customize the loading page logo, click Choose File to upload an image.
    TIP
    Images can be .jpg, .gif, or .png files up to 200 KB. The maximum image size is 460 pixels by 560 pixels.
  5. Click Save.

salesforce branding

Source: Salesforce

Consideration Tips

In conclusion, it’s highly advisable to consider the following tips when customizing the branding of the Salesforce App:

  • Be sure to compress your logo image before you upload it to your app.
  • Verify that your logo appears correctly on all devices.
  • Salesforce supports .png, .gif and .jpg formats but it is recommended that you always upload a .png version because it provides the best results.
  • UI elements that cannot be customized:
    • Salesforce app icon that appears on the mobile device’s home screen.
    • The initial loading screen when launching Salesforce for iOS.
  • Mobile users must close the app and then login again to see the custom branding changes.
  • When a user switches between two orgs that have custom branding loading pages, they see the loading page for the previous org until the branding for the new org is available.
Educate yourself further

We encourage new Salesforce enthusiasts to keep on learning.

Read more about  :
SET UP AND MAINTAIN YOUR SALESFORCE ORGANIZATION, and
Customize Salesforce App Branding

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Darko Todorovski

Salesforce Maniac for 7 years, Hardcore Admin & Developer, Geek, Animal lover, and dog & cat rescuer activist. Lifetime student, Stand-Up comedian wannabe, Photographer, Gamer, Anime lover, and coffee addict. Spreading salesforce love and teaching beyond my capacity. Aiming to become Tech Architect!

One Comment

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