---
schema_version: "1"
id: a79b9ff3cd42a3c56e431d1b0faac1c1036de1bcb68a9805cb95f8e9557f5d86
title: Create a Flexcard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_create_a_flexcard_25432.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_create_a_flexcard_25432.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6cd8abe7d31cc06a906a97c5842768df87b6d1d994e0110c742ae2807af290fc
description: Create a Flexcard by specifying a unique name and author. Optionally, save the Flexcard as a child card to embed it in other Flexcards. In the designer for a managed package, you can also configure its data sources and test parameters.
products:
  - Omnistudio
release: "264"
---
# Create a Flexcard

Create a Flexcard by specifying a unique name and author. Optionally, save the Flexcard as a child card to embed it in other Flexcards. In the designer for a managed package, you can also configure its data sources and test parameters.

Before You Begin

Make sure you don't use reserved words when you create a Flexcard. For more information, see [Omnistudio Naming Conventions](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_naming_conventions.htm&release=264.0.0&type=5 "When creating an Omnistudio component, such as an Omnistudio Data Mapper, Flexcard, Integration Procedure, or an Omniscript, follow the naming conventions on this page.").

To create a Flexcard, complete these tasks.

1. From the App Launcher, find and select **Flexcards**.
2. Click **New**.
3. Enter a name and author for the Flexcard.
    
    Keep in mind that:
    
    The combination of the name and author must be unique. For example, you can’t import a Flexcard whose name and author match an existing Flexcard without overwriting it.
    
    You can’t change the name, the theme, or the author of a Flexcard unless you clone it, and change the name of the cloned Flexcard.
4. If needed, update the default title.
    
    Salesforce shows the title in the Lightning App Builder or the Experience Builder when you add the Flexcard to a page.
5. If needed, save the card as a child card to embed the Flexcard in another Flexcard.
6. If needed, in the designer on a managed package, select the data source type and then configure the data source.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio-264-0-0-production-enus/f526eaa8-ae05-487a-8944-4bb99b0b78ac/images/icon_note.png)
    
    Note
    
    You can configure the data source later from the Setup panel.
7. If needed, in the designer on a managed package, configure **Test Parameters** to view test data when your data query has merge field variables such as {recordId}.

- **[Clone a Flexcard or Create a New Version](https://help.salesforce.com/s/articleView?id=xcloud.os_flexcards_versioning_and_cloning_42243.htm&release=264.0.0&type=5)**  
    Consider the available options for copying a Flexcard.