Salesforce Platform

Configure Org Rebranding

Give an org a new look and name: logos, colors and themes on apps and pages, and old brand names replaced in records and agents.

185 tasks
Method

How MeshMesh does it

  1. Retrieves the existing branding metadata first. This shows the correct format for ContentAsset and BrandingSet files, which the evidence shows is easy to get wrong.
  2. Updates Lightning Experience Themes, BrandingSet properties and FlexiPage parent templates.
  3. Uploads new logos as ContentAsset records, matching logo version values and using Apex for the upload when needed. It then sets the app logo.
  4. For a name change, updates old brand names in records in bulk. In one case this covered Account fields, Case subjects, an ID prefix, Product2 and Asset records, and active Agentforce agents.
  5. Checks for remaining old-brand references in Products, Pricebooks and PricebookEntries.
  6. Deploys the change and rolls it back on request, retrying when a deployment is denied.