Setup > App Manager > Edit (an existing Lighting App) > Utility Bar Remember, the utility bar is set up per App, so if your company uses multiple apps, you need to do this multiple times or enforce one company-wide app :). I created the video below to walk you through the many options you have for the Salesforce Utility Bar.
- 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.
How do I add a utility bar to my App Manager?
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. Either click New Lightning App to create an app, or click Edit next to an existing Lightning app to add a utility bar or edit the existing one.
Where is the Salesforce utility bar?
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.
What is utility item 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.
Is utility bar available in Salesforce Mobile App?
The Lightning Experience utility bar isn't available in the Salesforce mobile app.
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 create a utility bar?
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 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 you make a custom component available on 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.
How do I edit my mobile app in Salesforce?
1:293:09Customize the New Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn assignments select app default click assign is app default. Select the app you want the recordMoreIn assignments select app default click assign is app default. Select the app you want the record page to appear in and then select the form factor.
How do I add LWC to my utility bar?
Once the component is available for Utility Bar, we need to add Lightning Web Components (LWC) in Utility Bar. 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.
What are the 4 types of utility?
There are four basic principles that fall under this umbrella, including form utility, time utility, place utility, and possession utility.
What is utility and types of utility?
There are mainly four kinds of utility: form utility, place utility, time utility, and possession utility. These utilities affect an individual's decision to purchase a product. However, all of these utilities may leave a notable impact.
What are the example of utilities?
Common utilities include water, sewer, electric, gas, trash, and recycling. Technology subscriptions like cable TV, internet, security, and phone service can also be considered utilities. Home utilities are similar to utilities in an apartment, with one major exception: who pays the utility bills.
What is a utility bar in Salesforce?
Think of the utility-bar as a way to provide users with shortcuts to the various parts of Salesforce that they constantly use throughout their day. The utility-bar can make Service Cloud easier to use and more enjoyable for your users as they’ll have exactly what they need right at their fingertips:
How to customize 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.
Why is the utility bar important?
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.
What is utility bar?
The utility bar is a one-stop shop to house common productivity tools that end users commonly use.
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!
1. Define Component Metadata in the Configuration File
The <component>.js-meta.xml file defines the metadata values for the component. To make your component usable as a utility item in the utility bar, set isExposed to true, and define a lightning__UtilityBar target. To expose editable properties in the App Manager, define the properties in targetConfigs.
2. Option: Add an SVG Resource to Your Component Bundle
To include an SVG resource as a custom icon for your utility item in the App Manager, add it to your component’s folder. It must be named component.svg. You can only have one SVG per folder.
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.
