On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field.
- Tap Menu in the navigation bar at the bottom of the screen.
- Tap Edit.
- Drag items to reorder them.
- Tap Save.
How do I edit drop down menus in Salesforce?
The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field.
What is navigation menu in Salesforce App?
The Salesforce app navigation menu is that map. And it’s up to you to draw it for them. Help your mobile users get work done faster and more easily by configuring which items appear in the navigation menu and in which order. The icon in the header opens the navigation menu.
What's new in Salesforce setup?
New in the Summer ’13 release, Salesforce improved the Setup user interface with an Improved Salesforce Setup Menu Interface. Now for the experienced Admin the first time you enable the new interface it will take you back to the first days of being an Admin- at least it did for me.
How do I change the user interface in Salesforce?
Just click Setup | Customize | User Interface . At the bottom is a check box “Enable Improved Setup User Interface”. As you can see from the graphic above Salesforce tossed out My Personal Setup and moved it to a very logical area under Your Name called My settings.
How do I customize my toolbar in Salesforce?
Customizations made to the navigation menu in the Salesforce mobile app sync to the desktop version of that app.To make multiple updates to the navigation bar, click the pencil icon. To reorder the items already in your navigation bar, drag them. ... To make a few changes in the navigation bar.
How do I add an item to a menu in Salesforce?
StepsLog in to your Salesforce account.Click Setup at the upper-right corner.Under the Build section, click Create and select Objects.To create a custom object, click New Custom Object.Enter the name of the Custom Object in Label, Plural Label, and Object Name.More items...•
How do I edit navigation items in Salesforce?
0:000:35How 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.
Where is Salesforce navigation menu?
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 edit a custom object in Salesforce?
To update the custom object definition, click Edit and update the desired fields. Note The Allow Reports , Allow Activities , and Allow Search fields are not locked in Managed - Released and can be changed by the developer in future releases of a managed package. To delete a custom object, click Del.
How do I change the tab settings in Salesforce?
In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
How do I customize my navigation bar?
Navigate to Settings, tap Display, and then tap Navigation bar. Tap Button position, and then select your desired position for the buttons.
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 remove items from my navigation bar in Salesforce?
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.
What is a navigation menu?
On a website, a navigation menu is an organized list of links to other web pages, usually internal pages. Navigation menus appear most commonly in page headers or sidebars across a website, allowing visitors to quickly access the most useful pages.
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.
What is tab bar in Salesforce?
In your branded Experience Cloud mobile app, the navigation tab bar is fixed at the bottom of the screen, with two preconfigured tabs: Home and User Settings. To customize the tab bar, you can add more navigation tabs and adjust the look and feel of the tabs to match your branding.
How long does it take for Salesforce to show recent items?
It can take up to 15 days for the objects that users work with regularly in both the Salesforce app and the full Salesforce site to appear in the Recent section. To make objects appear under Recent sooner, users can pin them from the search results screen in the full site. Tasks.
What happens if you don't include smart search items in Salesforce?
If you don’t include this item in the navigation menu, users can’t access any objects on the navigation menu. Note. Smart Search Items is required for users to get search results in the Salesforce for Android.
What is the drop down menu in Salesforce?
The drop down menus in Salesforce are called "picklists". So find the one you need to edit and rather than click edit, you will click the name of the picklist field. At the bottom you will see a list of picklist values, which you can add to, delete from, reorder, etc. Perfect - thanks so much.
How to add custom fields to Salesforce?
Go to Setup (at the top of the page). On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called "picklists".
Enabling the Improved Salesforce Setup Menu
Let me start by saying I enabled the improved interface in a Dev. org first and gave myself and other Admins a week or so to get used to it before we enabled it in our production org. And as a Good Salesforce Admin you should ALWAYS test in a Development or Sandbox org first. That said, it’s easy to enable.
My Personal Setup is now My Settings
As you can see from the graphic above Salesforce tossed out My Personal Setup and moved it to a very logical area under Your Name called My settings. Say what you will, but to me this makes sense to me. One of the issues I’ve had to deal with in terms of user adoption was getting users to click on setup to get to their settings.
Administration Setup is now Administer
With the My Personal Setup Menu out fo the way it makes sense to logically move up the Administration Setup menu and retitle it as “Administer”. As you can see in the graphic they basically left this menu alone, but pulled out a couple components that really did need their own section. So the new Administer section now has the following:
App Setup is now Build
The new Build section is basically the App Setup section with the “Deploy” section pulled out. I’m sure for Developers this makes life simpler and from an Admin training standpoint this also makes training a lot easier. So the Build Menu is now- Customize, Create, Develop.