What are the items in Salesforce navigation menu?
Items in Salesforce Navigation Menu There are a lot of items which includes in the navigation menu. Let’s discuss them: 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.
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 to create items in the Create menu?
Upper right corner always appears an option called the Create menu. This option provides quick access to create those items which are most common in the organization and individual can do this. Create a new user.
How to configure navigation bar in Salesforce customer service?
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. Select the Navigation Bar component in the page whichever you are configuring.
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 add an object to my navigation bar in Salesforce?
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. After you make your selections, you can reorder or remove items before saving your changes. You can't rename or remove items that your admin has specified for the app.
How do I change menus 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.
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 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 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 pin a tab in Salesforce?
Update from SalesforceIn the navigation menu, select "Home".Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on "Home" at the top (the selected navigation item). ... Click the tab menu (dropdown arrow) on the "Home" workspace tab.Select "Pin Tab".
What is navigation bar in Salesforce?
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 create a navigation menu in Salesforce?
Open the page template or site page that you want to add the navigation menu to. Drag a Menu from the Page Elements pane onto the page. In the Properties pane, under Menu Source, select the pages that you want to use for the menu. By default, the Site Map folder is used to create the menu.
How do I add a tile menu to a community in Salesforce?
From the components list, select the Tile Menu component and drag it onto a site page. On the page, select the Tile Menu component. Select a navigation menu to showcase in Tile Menu. Click to edit your chosen navigation menu.
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.
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.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
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 search item element ca…
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…