Go to Setup > Apps > App Manager > Select the lightning app you want to add this component to > Edit > Select Utility Items on the panel on your left > Click Add Utility Item > Select your Utility Item which in this case is contactList > Save. Now you have a Utility bar component at the footer of your screen for your particular app.
- From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
- To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. ...
- Click the Utility Items tab and add the utilities you want.
What is the utility bar in Salesforce?
The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools. A utility is broadly defined as a single-column Lightning page. Salesforce provides you with several ready-to-use utilities, such as Recent Items, History, and Notes.
How do I customize the utility bar?
The utility bar can be easily customized from Setup -> App Manager-> Edit an app -> Add standard & custom utilities from the Utility Bar section. If you’re looking to boost user productivity and satisfaction, log in to your sandbox and set it up. And of course, we’d love to hear your feedback!
What is a utility in Salesforce?
A utility is broadly defined as a single-column Lightning page. Salesforce provides you with several ready-to-use utilities, such as Recent Items, History, and Notes.
What is the utility bar in an app?
The utility bar is an excellent productivity tool to allow users to communicate more seamlessly and efficiently with customers. It condenses a variety of frequently used functionality in a compact form to save real estate on the app and provide a great user experience.
Where is the utility bar in Salesforce?
The utility bar is fixed at the footer of a standard or console lightning app, which users can access to open utilities. Utilities are time-saving tools which can be configured in any salesforce app using the App Manager.
Is utility bar present in Salesforce Mobile App?
The Lightning Experience utility bar isn't available in the Salesforce mobile app.
How do you make a component available in utility bar in Salesforce?
Go to Setup > Apps > App Manager > Select the lightning app you want to add this component to > Edit > Select Utility Items on the panel on your left > Click Add Utility Item > Select your Utility Item which in this case is contactList > Save.
What are utilities in Salesforce?
A utility is broadly defined as a single-column Lightning page. Salesforce provides you with several ready-to-use utilities, such as Recent Items, History, and Notes. You can also make your own, and customize the utility bar in Setup. From Setup, enter App Manager in the Quick Find box, then select App Manager.
Where is the 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.
How do I change the navigation bar in Salesforce?
Change the object and app name in the navigation menu in Salesforce ClassicClick the Setup icon.In the "Quick Find" field, enter App Manager.Click the drop down arrow icon of the menu item you need to rename.Click Edit.Enter the object or app's new name.Click Next.Enter a description.Click Save.
How do I add LWC to utility bar in Salesforce?
Go to App Manager from the Quick Find box. Edit the App, Click on Utility Items in the sidebar. Click on Add Utility Item and select our component. In the Component Properties section, we should be able to see the strTitle property that we can provide, which is used to display the title of our lighting-card.
How do I add a macro to the utility bar in Salesforce?
In Lightning Experience, macros are supported on all standard objects except Campaign, and on custom objects that allow quick actions and have a customizable page layout.In your Lightning app, open a record.In the utility bar, click Macros. ... Click + or Create Macro.More items...
What is a utility item?
"Utility" refers to an item which is designed for usefulness or practical use, so in turn most of the items kept in this room have functional attributes.
How do I add a utility bar in Salesforce?
You can add or edit a utility bar at any time.From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. ... Click the Utility Items tab and add the utilities you want.
What is utility navigation?
Summary: Utility navigation consists of secondary actions and tools, such as contact, subscribe, save, sign in, share, change view, print. These activities strongly affect website visitor satisfaction, user experience, and engagement. Put utilities where people expect and need them.
When you add a flow to an app's utility bar it's available?
Add a flow component to your app's utility bar, and with a click of a button, it's available to users no matter which page in the app they're on. Of course, this means you should be triply sure of how frequently users need to run your flow.
What is utility bar in Lightning?
Introduced earlier this year in Spring ’17, the Utility bar adds another dimension to your Lightning Apps by giving your users another way to access information fast. As recently mentioned in my 4 Amazing Lightning Experience Features to Implement post, this is an easy effective way to present Lightning Components to your users that can save them time and clicks.
How to create a new Lightning app?
1. First ensure you are in the Lightning Experience. This ensures that you can get access to the “App Manager” which allows you to create fantastic Apps for your users which are customisable way past the previous Classic Apps. Navigate to Setup > App Manager > New Lightning App. 2.
What is a utility in Salesforce?
Utilities are time-saving tools which can be configured in any salesforce app using the App Manager . Since the utility bar is static at the footer of the app, the components in the utility bar are just a click away, which allows users to perform common tasks without having to navigate away or switch context.
How many cases do customer service users turn over a day?
A day in the life of a customer service user can be delicately categorized as fast-paced. They turn over dozens of cases per day, with the goal of doing so as quickly as possible while also keeping customer satisfaction in mind. It’s not exactly a cake walk.
Can you add custom components to Salesforce?
In addition to the standard components provided by Salesforce, you can also add custom components to the utility bar. You can install an existing Lightning component from the App Exchange or create a custom component to serve the needs of your support organization.
Can URL shortener be used in Salesforce?
A URL shortener can easily be integrated into the utility bar as a custom component. Now, the support user does not have to navigate to another page or use a browser extension with questionable security parameters to shorten URLs. They can simply do so within Salesforce!
