Slaesforce FAQ

how to edit salesforce lightning bar

by Ms. Dahlia Johnson Published 2 years ago Updated 2 years ago
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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.

To make multiple updates to the navigation bar, click the pencil icon.
  1. To reorder the items already in your navigation bar, drag them.
  2. To rename items in your navigation bar, click the pencil icon next to the item you want to rename. ...
  3. To remove items from your navigation bar, click the x next to the item.

Full Answer

How to enable Salesforce mobile app notifications for lightning apps?

Enable Salesforce Mobile App Notifications Lightning Apps by Default Customize the Mobile Only Navigation Menu in the Salesforce Mobile App Help Your Users Succeed with the Salesforce Mobile App Enable Offline Access and Offline Edit for the Salesforce Mobile App Download and Log In to the Salesforce Mobile App v224.010

Can I customize a lightning app navigation menu in the mobile app?

Salesforce Mobile App Customize a Lightning App Navigation Menu in the Salesforce Mobile App Users who have permission to edit the desktop navigation bar in a Lightning app can also reorder items in the navigation menu for that app in the Salesforce mobile app.

How do I reorder items in the navigation menu in Lightning?

Users who have permission to edit the desktop navigation bar in a Lightning app can also reorder items in the navigation menu for that app in the Salesforce mobile app. In Lightning Experience desktop, users who can personalize the navigation bar can add and reorder items, and rename or remove items they’ve added.

What are the best developer Centers for Salesforce?

Marketing Cloud Mobile Developer Center Mulesoft Developer Center Pardot Developer Center Quip Developer Center Salesforce DX Security Service Cloud Docs Lightning Component Library

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How do I customize my toolbar in Salesforce?

1:332:34How To Customize the Navigation Bar - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then change the list view all the time uh this should have been its own uh customization on itsMoreAnd then change the list view all the time uh this should have been its own uh customization on its own on its own it's pretty simple. But there's a new feature where you can just pin list view so if

How do I change the 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.

How do I customize my dashboard in Salesforce lightning?

Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.

How do I edit the lightning app in Salesforce?

From Setup, in the Quick Find box, enter App , and then select App Manager.Click New Lightning App, and walk through the New Lightning App wizard.On the App Details and Branding page, give your app a name and description, set its primary branding color, and give it a logo.More items...

What is utility bar in Salesforce lightning?

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 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...

How do I edit my existing dashboard?

Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.

How do I change the layout of a dashboard in Salesforce?

0:043:28II. Creating and Editing Dashboards - Salesforce.com Training - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor demonstration purposes we are in a Salesforce developer edition click on the edit button to addMoreFor demonstration purposes we are in a Salesforce developer edition click on the edit button to add and edit components for your dashboard. The panel on the Left will show components.

How do I edit access to Salesforce dashboard?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

How do I customize my Salesforce lightning homepage?

Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.

How do you change a lightning page?

When you view a Lightning page's properties in the Lightning App Builder, click “Change” next to the Template field to start the template switching process. There will be follow-up steps that walk you through mapping your previous layout to the new layout.

How do I customize apps in Salesforce?

From Setup, enter Apps in the Quick Find box, then select Apps. Click New. If the Salesforce console is available, select whether you want to define a custom app or a Salesforce console. Give the app a name and description.

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