Add a tab in Salesforce Lightning Experience.
- Click Setup.
- Enter App Manager in the 'Quick Find' search box.
- Click the down arrow next to the App and then click Edit.
- In the App Settings, click Navigation Items.
- Select the items you want from 'Available Items' and add them to 'Selected Items.'.
- Click Save.
What is the help menu in Salesforce?
The Help Menu provides a few key resources that your users can access from anywhere. When users click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce. You can add a global custom section with links to up to 30 resources of your own.
How to add more resources in Salesforce?
You can upload it in Salesforce and use the file record URL or use some external source. After adding a resource, Click on New Resource button to add more. You can reorder them by clicking the arrow sign. Once you have done adding and sorting the resources, Click on save button.
How do I add custom help to the help menu?
The Help Menu is perfect for this purpose because it uses a common pattern found in most apps. When you click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce and, potentially, your own custom help.
How can you bring custom help and guidance to Salesforce users?
Salesforce offers a bunch of ways to bring custom help and guidance inside the app. Let’s focus on two ways of offering onboarding for users just starting out and troubleshooting for more experienced users. Salesforce Learning Paths bring the power of learning directly into the app, enabling companies to skill up teams as they work in Salesforce.
Why would you customize the Help menu in Salesforce?
0:1110:16Customize the Help Menu in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd what to add to a customized help menu customize. The help menu for york. Made forMoreAnd what to add to a customized help menu customize. The help menu for york. Made for troubleshooting we have menu is one of the more versatile in app guidance mechanisms.
How do I customize the toolbar in Salesforce?
To make multiple updates to the navigation bar, click the pencil icon.To reorder the items already in your navigation bar, drag them.To rename items in your navigation bar, click the pencil icon next to the item you want to rename. ... To remove items from your navigation bar, click the x next to the item.More items...
How do I edit navigation items in Salesforce?
0:000:36How to Edit Sales App Navigation Items on Home Page in Salesforce ...YouTubeStart of suggested clipEnd of suggested clipClick on edit icon. Click on add more items add more items from here click on at nav items. You canMoreClick on edit icon. Click on add more items add more items from here click on at nav items. You can change the sequence of apps by just dragging and dropping click on save thank you from my guide.
What can you customize when creating a learning item Salesforce?
When you customize Learning Paths, you can choose whom to assign a learning item to—individuals, public groups, or all users. You can choose whether to associate the learning item with a particular app or page in Salesforce. And you can choose whether to apply a due date to each learning item.
How do I add a custom object to my navigation bar?
From Setup, in the Quick Find box, enter Tabs , then select Tabs. Click New in the Custom Object Tabs related list. Select the custom object to appear in the custom tab. If you haven't created the custom object, click create a new custom object now and follow the instructions in Create a Custom Object.
How do I customize my navigation bar?
From Settings, tap Display, and then tap Navigation bar. Make sure Buttons is selected, and then you can choose your desired button setup at the bottom of the screen. Note: This option will also affect the location you swipe when using Swipe gestures.
How do I add a dashboard to my navigation bar in Salesforce?
If you're viewing a page, such as a list or dashboard, and want to add it to the navigation bar, select Open in New Tab in the current tab's dropdown menu to create a temporary tab. To permanently add the tab to the navigation bar, select Add to Nav Bar from the temporary tab's dropdown menu.
How do I edit tabs in Salesforce?
Customize Your Tabs in Salesforce ClassicFrom your personal settings, if you're using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. ... If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list.More items...
How do I customize tabs in Salesforce lightning?
To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.
What information defines a resource in help menu?
The Help Menu provides a few key resources that your users can access from anywhere. When users click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce. You can add a global custom section with links to up to 30 resources of your own.
How do I create a learning path in Salesforce?
1:464:15Salesforce Tutorial Video | Learning Paths - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you have the ability to assign. Learning you will then also have the manage learning assignmentsMoreIf you have the ability to assign. Learning you will then also have the manage learning assignments tab if you click on the tab. You will see any existing assignments and the new button to be able to
Why would you add prompts?
Summary: The purpose of using prompts in the classroom is to assist students in making the correct response. The level of prompt that the student receives is contingent on their skill acquisition level. It is important to remember to fade the prompts as the student becomes more independent.
About the Mobile Only App
The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.
Disable the Mobile Only App
The Mobile Only app helps users make a seamless transition to the new Salesforce mobile app. However, it might not make sense for your org if you’ve previously made Lightning apps available on mobile. You can disable the Mobile Only app by adding a connected app custom attribute.
Customize Navigation Items
You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you’ve created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.
Why is there a help menu in Salesforce?
The Help Menu is perfect for this purpose because it uses a common pattern found in most apps. When you click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce and, potentially, your own custom help. Users with specific questions or issues are often motivated to seek out help, ...
What is help menu?
The Help Menu is one of the more versatile in-app guidance mechanisms. Use it to help users during onboarding by providing a spot for getting started resources. Or, use it to point users to in-depth reference topics for a deeper understanding of a feature.
