Slaesforce FAQ

how to turn on menu in salesforce

by Keegan Rath Published 2 years ago Updated 1 year ago
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Click Edit. Select the Quick Access Menu checkbox.
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  1. To expand or collapse the menu, click. (or press ALT+;).
  2. To scroll down the list of the menu, press TAB.
  3. To select an option on the menu, press ENTER.
  4. To remove the menu from all list views and record pages, click Turn off menu.

What is navigation menu in Salesforce App?

The Salesforce app navigation menu is that map. And it’s up to you to draw it for them. Help your mobile users get work done faster and more easily by configuring which items appear in the navigation menu and in which order. The icon in the header opens the navigation menu.

Why can't I see the groups menu item in the salesforce app?

For example, if a user is assigned to a profile that has the Groups tab set to Tab Hidden, the user won’t see the Groups menu item in the Salesforce app, even though an administrator has included it in the menu. Some objects are excluded from the Recent section in the navigation menu, even if you accessed them recently.

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 do I change the user interface in Salesforce?

Just click Setup | Customize | User Interface . At the bottom is a check box “Enable Improved Setup User Interface”. 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.

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How do I turn on Quick Access menu in Salesforce?

How to enable Quick Access Menu in Salesforce?Go to My Settings.Select Personal and Advanced User Details.Click "Edit".Enable "Force.com Quick Access Menu".

Where is Salesforce navigation menu?

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.

How do I add a 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.

What is the Quick Access menu in Salesforce?

0:053:55Force.com Quick Access Menu & Salesforce.com Advanced Setup ...YouTubeStart of suggested clipEnd of suggested clipMore quickly navigate. The system and perform administrative functions.MoreMore quickly navigate. The system and perform administrative functions.

What is a 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.

How do I edit a menu 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 bar in Salesforce?

If you're viewing a page, such as a list or dashboard, and want to add it to the navigation bar, create a temporary tab. To create a temporary tab, select Open in New Tab in the current tab's dropdown menu. To permanently add the tab to the navigation bar, select Add to Nav Bar from the temporary tab's dropdown menu.

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 an easy way to find what you are looking for in the setup menu?

A. Type the first few letters of what you're looking for in the Quick Find box. B. Click headings and subheadings until you find what you're looking for.

How do I activate force com?

When you are logged in into your org, go to the Setup Menu and find your Personal Information page or Advanced User Details page. On that page, you will have an option called Force.com Quick Access Menu. Just enable this and you should be good to go!

How long does it take for Salesforce to show recent items?

It can take up to 15 days for the objects that users work with regularly in both the Salesforce app and the full Salesforce site to appear in the Recent section. To make objects appear under Recent sooner, users can pin them from the search results screen in the full site. Tasks.

What happens if you don't include smart search items in Salesforce?

If you don’t include this item in the navigation menu, users can’t access any objects on the navigation menu. Note. Smart Search Items is required for users to get search results in the Salesforce for Android.

How does the navigation menu work?

How the Navigation Menu Works 1 The first item in the Selected list becomes your users’ Salesforce app landing page. 2 You can’t set different menu configurations for different types of users. 3 When organizing the menu items, put the items that users will use most at the top. The Smart Search Items element can expand into a set of eight or more menu items and it might end up pushing other elements below the scroll point if you put it near the top of the menu. Anything you put below the Smart Search Items element appears in the Apps section of the navigation menu. 4 Before you can include Visualforce pages, Lightning pages, or Lightning components in the Salesforce app navigation menu, create tabs for them. From Setup, enter Tabs in the Quick Find box, then select Tabs. 5 Anything represented by a tab in Salesforce—such as standard and custom objects, Visualforce pages, the Chatter feed, People, or Groups—is visible for a user in the Salesforce app menu, based on the user’s profile settings. For example, if a user is assigned to a profile that has the Groups tab set to Tab Hidden, the user won’t see the Groups menu item in the Salesforce app, even though an administrator has included it in the menu.

What is a tab in Salesforce?

Anything represented by a tab in Salesforce—such as standard and custom objects, Visualforce pages, the Chatter feed, People, or Groups —is visible for a user in the Salesforce app menu, based on the user’s profile settings.

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