The way you access the Setup menu depends on which Salesforce experience you’re using and on your organization’s user interface settings. Look at the top of any Salesforce page. If you’re using Lightning Experience, click , then select Setup Home. If you’re using Salesforce Classic and you see Setup in the user interface header, click it.
How do I access the Salesforce setup menu?
All setup options are all available from the Setup menu. The way you access the Setup menu depends on which Salesforce experience you’re using and on your organization’s user interface settings. Look at the top of any Salesforce page. If you’re using Lightning Experience, click , then select Setup Home.
How to find Salesforce navigation setup in Salesforce?
Let’s take a quick tour of how to find Salesforce Navigation Setup. You can navigate the setup menu from any page by clicking the menu “Setup Home”. Quick find in the setup menu is the tool that getting wherever you need to go. Anything that you need to find in the setup menu, you can search from quick find box.
How do I create a new setup page in Salesforce?
If you’re using Salesforce Classic and you see Setup in the user interface header, click it. If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup. Enter the name of the Setup page, record, or object that you want in the Quick Find box, then select the appropriate page from the menu.
How do I set up my organization in Salesforce?
Salesforce includes many options for setting up, maintaining, and customizing your organization. If you’re a Salesforce administrator or developer, you use the Setup menu frequently. Available in: Salesforce Classic ( not available in all orgs ) and Lightning Experience All setup options are all available from the Setup menu.
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 customize 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.
Where is navigation menu in Salesforce?
Go to the navigation menu by tapping Menu. This menu is where users can access all the objects, apps, and items available to them. If you've enabled any Lightning apps for mobile, your users can switch between them with the App Launcher. The default navigation uses the first Lightning app listed.
How do I add a navigation menu to my community?
0:102:36Setup Communities Navigation Menu (Part 3) - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd here you have a button navigation menu from here you can create a navigation menu click on theMoreAnd here you have a button navigation menu from here you can create a navigation menu click on the add menu item then give the name of the menu. So suppose I just want to open my faces.
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 add a tab to the navigation bar in Salesforce?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
Where is the 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 tile menu?
Use the Tile Menu Lightning Web component in Experience Builder to add an intuitive and visually stunning navigation experience to your site. Customers using the Tile Menu can use images to access an external site, page, record, or global action.
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.
How do I add a tab to a community in Salesforce?
Add Tabs to Your CommunityOpen Community Workspaces orCommunity Management.Click Administration | Tabs. ... Select the tabs to include in your community from the Available Tabs list. ... To add a tab, click Add. ... To change the order that the tabs display, click Up orDown. ... Click Save.
Which three items are available in the mobile navigation menu in Salesforce?
You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you've created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.
What is the navigation bar in Salesforce allows users to do?
A) The navigation bar in Salesforce: I) Expands when you hover over it. II) Gives your sales reps an easy way to access standard sales objects like accounts, reports, and notes. III) Helps administrators customize important pages in Salesforce. IV) Shows all the standard and custom objects in your organization.
1. Objective
Today, in this Salesforce Tutorial, we will see Salesforce Navigation Setup. Also, we will discuss the Salesforce Navigation Menu, its working, and items in the Navigation Menu of Salesforce. Along with this, we will learn the complete process of Salesforce Navigation Setup and its actual meaning. So, let’s start the Salesforce Navigation Setup.
2. Salesforce Navigation Setup
Navigation bar in the Salesforce provides the liberty to go through different topics to browse and provides direction back to the home page of the community. You must read Salesforce Environment Setup If in case the individual or user is using customer service template version is Winter ’16 or later, the respective component is replaced with the Salesforce Navigation Menu component..
3. How the Navigation Menu Work in Salesforce?
There is a proper sequence in which the menu work. Which must be managed well.
4. Items in Salesforce Navigation Menu
There are a lot of items which includes in the navigation menu. Let’s discuss them:
5. Salesforce Navigation Setup
Setup is the main highlight. It is the part where you can make things magical. It’s the place where you will customize and configure your org, support user, built functionality or more.
6. Conclusion
In this Salesforce Navigation Setup tutorial, we discussed navigation menu in Salesforce. Moreover, we saw how Salesforce Navigation Menu Work and items in Salesforce Navigation Setup. Along with this, we discussed the complete process of Salesforce Navigation Setup. we learned what does a Navigation in the Salesforce exactly means.
About the Mobile Only App
The Mobile Only app is a navigation experience for the Salesforce mobile app. Admins customize the navigation menu for Mobile Only in Setup. Users see the navigation items when they tap Menu in the navigation bar. The first four items also appear in the navigation bar at the bottom of the screen.
Disable the Mobile Only App
The Mobile Only app helps users make a seamless transition to the new Salesforce mobile app. However, it might not make sense for your org if you’ve previously made Lightning apps available on mobile. You can disable the Mobile Only app by adding a connected app custom attribute.
Customize Navigation Items
You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you’ve created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.
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.
Objective
Salesforce Navigation Setup
- Navigation bar in the Salesforce provides the liberty to go through different topics to browse and provides direction back to the home page of the community. You must read Salesforce Environment Setup If in case the individual or user is using customer service template version is Winter ’16 or later, the respective component is replaced with the Salesforce Navigation Menu c…
How The Navigation Menu Work in Salesforce?
- There is a proper sequence in which the menu work. Which must be managed well. 1. The very first item in the selected list becomes user Salesforce landing app. 2. One cannot set different menu configurations for better understanding for different types of users. 3. When the organization of items is done, put the most used items at the top. Smart se...
Items in Salesforce Navigation Menu
- There are a lot of items which includes in the navigation menu. Let’s discuss them: 1. Approval Requests-This item displays a list of the user’s unfinished approvals. All the users of this will tap an approval item and approve or reject it from within Salesforce. Accessible in Salesforce for iOS and mobile internet. 2. Canvas apps-Appears for organizations that have enabled a canvas app t…
Conclusion
- In this Salesforce Navigation Setup tutorial, we discussed navigation menu in Salesforce. Moreover, we saw how Salesforce Navigation Menu Work and items in Salesforce Navigation Setup. Along with this, we discussed the complete process of Salesforce Navigation Setup. we learned what does a Navigation in the Salesforce exactly means. Still, if any doubt regarding Sal…