How do I navigate in Salesforce?
9:2322:28getting started navigating salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe view pick list can be used to change the way you view the records on a tab clicking. The helpMoreThe view pick list can be used to change the way you view the records on a tab clicking. The help for this page.
How do I navigate to an object in Salesforce?
Navigate SalesforceClick a tab to switch between objects and features (1)Search to find a record (2)Access user-specific customizations from your profile (3)If you have administrator privileges, use the Setup menu to customize Salesforce for your organization (4)Access help resources and training (5)More items...
How do I navigate in Salesforce lightning?
1:229:55Tutorial 3- How do I Navigate Lightning in Salesforce? - YouTubeYouTubeStart of suggested clipEnd of suggested clipComes up with the apps like sales. App service applications marketing etc so you can go ahead andMoreComes up with the apps like sales. App service applications marketing etc so you can go ahead and get a complete list of applications. Inside of salesforce by quick clicking on this app launcher.
How do I navigate to Flexipage in Salesforce?
After creating flexipage tab, We have to tell Salesforce1 engine to display this tab in navigation menu of salesforce 1. Navigate to “Setup | Administration Setup | Mobile Administration | Mobile Navigation” and add Flexipage to navigation.
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 the 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.
How do I change 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.
What is lightning navigation?
Lightning:navigation is used to navigate to a given pageReference or to generate. a URL from a pageReference.To navigate we need to define a PageReference object. The pageReference type generates a unique URL format and defines attributes that. apply to all pages of that type.
What is the navigation bar in Salesforce allow user to do?
Your users can create records and access recent records directly from the navigation bar for certain items like Accounts. As a Salesforce admin, you can change which apps appear in the Lightning Experience App Launcher. You can also control the order in which the apps appear from the app menu.
How do I navigate to LWC URL?
We need to create a config object and pass it to the method this[NavigationMixin. Navigate] . In the config that we provide, we need to specify the type as standard__webpage and in attributes, we need to specify the external URL, the rest of everything will be taken care by the platform. Hope that was helpful!
How do you navigate to lightning tab in LWC?
Navigate to two different pages from same lightning component button.Get selected records from Lightning list view custom button: URL addressable.call Child LWC from Parent LWC through Button.Navigate to Custom tab on standard object Opportunity.More items...•
How do I open the Property Record page in Salesforce?
To Start:In Salesforce, click the Setup icon and click Setup.While in Setup, navigate to the Object Manager tab then Click into the Quote object.In the left panel, click Lightning Record Pages.Click New to create a new page.The Lightning App Builder opens with a Create new page wizard.More items...•
Setup Location
The setup link is located in the top right corner of the page as shown in the screenshot below. Clicking on the setup home takes us to the setup home page.
Setup Home
Below page shows the setup home where we see all the options available for the developer to configure and customize the option.
Setup Options
The following table lists down the important features which are frequently used in setup activity.
Introducing Home
As a sales rep, you’re busy. You’ve got prospects to nurture, contacts to engage, and deals to close. Depending on your sales process, you might spend your day making calls, visiting customers, generating quotes, negotiating deals, and chasing down signatures.
Get to Know Home
When you first log in, you’ll likely land on Home. You can also navigate to Home by clicking on the Home tab on the navigation bar at the top.
Your Performance, Your Way
You’ve just logged in to Salesforce and landed on Home. The first thing you’ll probably see is your Performance Chart, which shows your quarterly performance goal, and how you’re performing to target. As you can see, you’re completely crushing it, and you’ve already exceeded your target. Well done!
Enter the Assistant
The Assistant is a smart list of things to do today, featuring new leads and opportunities that need your attention. Looking at your to-do list, you see that you’ve been assigned a new lead, and you also have an overdue task related to one of your opportunities.
News: A Call to Action
As a sales rep, staying in touch with customers and prospects is a critical part of how you close business. But when you make contact, you need to come from a place of information. That means knowing about whom you’re calling and what’s top of mind for them.
Start Your Day Right with Home
Home is your launching point for starting your day. When you’re ready to dive in on any record, just click on your recent items, top opportunities, or any record on the assistant. Taking action from Home is just a click away.
