Slaesforce FAQ

how to customize nav bar in salesforce as an admin

by Kobe Murphy Published 3 years ago Updated 2 years ago
image

Required Editions.

  • 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. You can’t rename items that your admin has ...
    • To remove items from your navigation bar, click the x next to the item. You can’t remove items that your admin has specified for the app.
    • To add items to your navigation bar, click Add More Items. Search through your favorites or all available items in your org, and choose what to add.

Part of a video titled How To Customize the Navigation Bar - Salesforce - YouTube
0:29
2:34
Now you click the little arrow on the account tab. And there's a little item there for open this upMoreNow you click the little arrow on the account tab. And there's a little item there for open this up in a new tab do that and it opens up in a tab.

Full Answer

Is it possible to personalize the navigation bar in Salesforce?

While personalizing your navigation bar in Salesforce may not sound super exciting, we’ve found this update a real time (and sanity!) saver. You can now add either Salesforce Objects or Favorite List Views to the navigation bar.

How do I add Salesforce objects or favorite list views to navbar?

You can now add either Salesforce Objects or Favorite List Views to the navigation bar. If you reference objects that are not currently in your NavBar, and/or you have several ‘go to’ list views, it is now easier than ever to access these. The first step is to make sure that the App you use is upgraded to, or created in, Lightning Experience.

How do I change the navigation menu in Salesforce?

Customize the Mobile Only Navigation Menu From Setup, enter Navigation in the Quick Find box, then select Salesforce Navigation . Rearrange the selected items so that the top five are in the following order: Events, Chatter, Tasks, Dashboards, and... Now let’s remove a few items the brokers don’t ...

How do I customize the navigation bar?

For mobile, you can customize the color of the navigation bar, the color of navigation items, and the color of the active navigation item. If you add more than five items to the navigation bar, the first four appear on the navigation bar, along with an overflow menu containing the other navigation items.

See more

image

How do I customize the navigation bar in Salesforce?

Customize a Lightning App Navigation Menu in the Salesforce...Tap Menu in the navigation bar at the bottom of the screen.Tap Edit.Drag items to reorder them.Tap Save.

How do I customize the navigation bar in Salesforce lightning?

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?

Change the object and app name in the navigation menu in Salesforce ClassicClick the Setup icon.In the "Quick Find" field, enter Apps.Click Edit before the name of the app you need to rename.Enter the object or app's new name.Enter a description.Upload an image. ( ... Choose the Tabs you want to be visible in the App.More items...

How do I customize my navigation?

0:033:43The Best Way to Customize Your Android's Nav Bar - YouTubeYouTubeStart of suggested clipEnd of suggested clipBelow from there plug your phone into your computer. Type adb devices to make sure that your phoneMoreBelow from there plug your phone into your computer. Type adb devices to make sure that your phone is recognized by your pc. And then simply type in the command. That is on your screen. Now.

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 add apps to my navigation bar in Salesforce?

Add a tab in Salesforce Lightning ExperienceClick 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 does a navigation bar in Salesforce allow users to do?

A) The navigation bar in Salesforce: I) Expands when you hover over it. II) Gives your sales reps an easy way to access standard sales objects like accounts, reports, and notes. III) Helps administrators customize important pages in Salesforce. IV) Shows all the standard and custom objects in your organization.

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 change the navigation button style?

0:243:21How To Change Navigation Bar Style On Any Android Device - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo in order to do this tweak your device has to be rooted. First. After that then download theMoreSo in order to do this tweak your device has to be rooted. First. After that then download the exposed stone funnelling the description is free guys then go to download.

Where is navigation menu in Salesforce?

In the property editor, click Navigation Menu. In the menu editor overlay, you can edit or delete existing menu items, or add new ones. To add a menu item: Click Add Menu Item.

What is Salesforce navigation bar?

The Navigation Bar component lets users select different topics to browse and provides navigation back to the site home page. If your Customer Service template version is Winter '16 or later, this component is replaced with the Navigation Menu component.

Point Users in the Right Direction

If you’ve ever been to an airport, you’ve likely seen large signposts that help you get your bearings and find your way to certain locations, like baggage claim or a specific gate number.

The Mobile Navigation Bar and Menu

Before we jump into the customization options, let’s get familiar with the navigation bar and the navigation menu.

What You Can Change

For mobile navigation, you can change the items in the navigation menu of a Lightning app. These items mirror the tabs that are in the desktop version of the Lightning app. You—and your users, if they have the proper permissions—can change the order of the desktop tabs and see the changes in the mobile navigation menu.

Notes About Mobile Navigation

As you customize the mobile navigation menu, here are some important things to keep in mind.

Customize the Navigation Menu

OK, enough preamble! Roll up your sleeves and get ready to help DreamHouse brokers zip around in the mobile app like seasoned pros.

Test Your Changes in the Salesforce Mobile App

You know the drill! Let’s see how the improved navigation menu looks in the mobile app.

Next Steps

Well, that’s good news for D’Angelo. But what about your org? How do you translate your newfound knowledge into action? Now that you’re comfortable with the mobile customization tools, here’s what to do next.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9