To manage apps: Customize Application.
- From Setup, enter App Menu in the Quick Find box, then select App Menu.
- From the list of app menu items, drag the apps to change their order. Changes take effect immediately.
- Optionally, click Visible in App Launcher or Hidden in App Launcher to show or hide individual apps from the App Launcher for all users in the org.
How do I switch between apps in Salesforce lightning experience?
To switch between apps, users can use the App Launcher ( ). This makes it easy for users to switch contexts and still have access to the items, objects, and pages they need most. The App Manager is your go-to place for managing apps for Lightning Experience. It shows all your connected apps and Salesforce apps. View all your Salesforce apps.
What should be included in a Salesforce Lightning app?
You can even include a utility bar and Lightning page tabs in your Lightning app. Members of your org can work more efficiently by easily switching between apps. What’s most important to sales reps? Accounts, events, and organizations. How about sales managers? Reports and dashboards make the top of the list. Let’s jump into the details.
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.
How can my users access other items and apps in Lightning?
Your users can access other items and apps by clicking the App Launcher icon (3). Your users can create records and access recent records and lists directly from the navigation bar (4) for items like Opportunities. So what things can you put in a Lightning app?
What is the app menu in Salesforce?
The app menu lists all apps installed in the org. However, the apps that users see in their App Launcher vary. You control each app's visibility settings and users' permissions.
What is the app switcher in Salesforce?
The app switcher displays the apps enabled for your account. You can switch between all apps included in your account. The Marketing Cloud groups apps by channel, such as Email Studio, Mobile Studio, and Social Studio.
How do I use the Salesforce app launcher?
App LauncherEnable the App Launcher with a Profile in Salesforce Classic. Create a profile and assign it to users, so they can access the App Launcher.Enable the App Launcher with a Permission Set in Salesforce Classic. ... Set the Default Sort Order for Apps. ... Make the App Launcher the Default Landing Page.
What's new about the setup tree in lightning experience?
One of the huge productivity upgrades that comes with the new Lightning Experience is the improved Setup. We've done a lot of usability testing and refactoring to revamp the Setup tree. We simplified it to have a logical and easy-to-navigate structure, using broad categories to make things more discoverable.
How do I switch between apps in Salesforce?
Required EditionsOpen Another App from the App Launcher in Salesforce Classic. Navigate between your Salesforce apps and connected apps from a single menu.Open Another App in Lightning Experience. Use the App Launcher to navigate between your apps.
How do I change the view in Salesforce lightning?
If you want to change any of the view settings, simply go to the gear icon. Here you can create a new view, rename an existing view, make a view private or public. You can also edit list filters which determines what data shows. You can select which fields to display as well as delete views.
What is the app launcher in Salesforce lightning?
App Launcher is great tool of Salesforce Lightning Experience. The App Launcher is how users switch between apps. It displays tiles that link to a user's available Salesforce, connected (third-party), and on-premises apps.
How do I view an app in Salesforce lightning?
Open Another App in Lightning ExperienceTo open the App Launcher, on the left side of the navigation bar, click . ... To look for apps or items by name, use the Search apps and items box. ... To see all your available Salesforce apps and items, click View All.More items...
Where is app Manager in Salesforce?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
How does Salesforce organize data?
Salesforce organizes your data into objects and records. Think of an object as a tab on a spreadsheet and a record like a single row of data. Salesforce comes with standard objects already set up and ready for use.
What are the four key user engagement scenarios?
Four scenarios illustrate the most common user engagement experiences:Onboarding.Feature discovery and adoption.Help and troubleshooting.In-app learning and skill growth.
What is difference between classic and lightning in Salesforce?
What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.
What Is a Lightning App?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.
What is an app in Lightning?
An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and ...
What is a checkmark in Lightning Experience?
A checkmark in the Visible in Lightning Experience column means that the app is accessible in Lightning Experience via the App Launcher and is fully functional . Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only ...
Where is the app name on the iPad?
The app name (1) displays on the left side of the navigation bar and custom colors and branding (2) make each app unique and easy to identify.
Can you use Lightning Voice in an app?
You can even include Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer. You can also build your own on-demand apps by grouping items into new custom apps.
Can you switch contexts in App Launcher?
It's easy to switch contexts with the App Launcher.
Can you use Salesforce Classic only?
Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only for our Salesforce Classic UI. Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.
