Slaesforce FAQ

how to update the salesforce lightnight navigation bar

by Halie Nitzsche Published 2 years ago Updated 2 years ago

Required Editions.

  • To make multiple updates to the navigation bar, click the pencil icon.
    • To reorder the items already in your navigation bar, drag them.
    • To rename items in your navigation bar, click the pencil icon next to the item you want to rename. You can’t rename items that your admin has ...
    • To remove items from your navigation bar, click the x next to the item. You can’t remove items that your admin has specified for the app.
    • 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.

To make multiple updates to the navigation bar, click the pencil icon.
  1. To reorder the items already in your navigation bar, drag them.
  2. To rename items in your navigation bar, click the pencil icon next to the item you want to rename. ...
  3. To remove items from your navigation bar, click the x next to the item.

Full Answer

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.

What additional parameters can be added to the Lightning Experience url?

Additional parameters, such as filterName, which is tied to the query string of the URL in Lightning Experience. The routing framework doesn't depend on state to render a page. Note: Experience Builder sites don't support the state property.

How to create a deep link to a page in Salesforce?

Get a reference to the current page in Salesforce. Page URL formats can change in future releases. To future proof your apps, use page references instead of URLs. Use the page reference to create a deep link to the page. The key-value pairs of the PageReference state property are serialized to URL query parameters.

How long does it take for objects to appear in Salesforce?

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

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 edit 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 add a tab to the navigation bar in Salesforce lightning?

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.

How do I change the navigation style in Salesforce app?

Styling Navigation MenusSelect the navigation menu on the page.Select a theme to use as a base in the Theme Name drop-down list in the Properties pane. ... Open the Style pane and ensure Class is selected.In the Style drop-down list, select the part of the menu that you want to style.More items...

How do I change my 3 button navigation?

Change Navigation Buttons on a Google Pixel PhoneGesture Navigation: Swipe up to go Home, swipe up and hold for Recents, and swipe from the left or right to go Back.3-Button Navigation: Three buttons for “Recents,” “Home,” and “Back.”

How do I create a custom navigation bar in Swift?

2:2511:52Custom Navigation Bar Swift (Fast and Easy) - YouTubeYouTubeStart of suggested clipEnd of suggested clipContent so first thing that we want to do is set the background image as a UI image a simpleMoreContent so first thing that we want to do is set the background image as a UI image a simple initialize UI image without any frame for the bar matrix. And that is UI bar metrics dot a default.

How do I update the navigation bar in Salesforce?

To make multiple updates to the navigation bar, click the pencil icon.To reorder the items already in your navigation bar, drag them.To rename items in your navigation bar, click the pencil icon next to the item you want to rename. ... To remove items from your navigation bar, click the x next to the item.More items...

How do I customize tabs in Salesforce lightning?

To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.

How do you add an object to the navigation bar in Salesforce?

From Setup, in the Quick Find box, enter Tabs , then select Tabs. Click New in the Custom Object Tabs related list. Select the custom object to appear in the custom tab. If you haven't created the custom object, click create a new custom object now and follow the instructions in Create a Custom Object.

How do I change the color of the navigation bar in Salesforce?

For mobile, you can customize the color of the navigation bar, the color of navigation items, and the color of the active navigation item....To customize the navigation bar:In the Experience Builder, click. on the left sidebar, then click Theme.Click Configure.Click. ... Customize the navigation bar.

What is utility bar in Salesforce lightning?

The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.

How do I change the app menu in Salesforce?

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.

How to change Salesforce app?

If a User wanted to change to the Sales app, they can click the App Launcher and click on Sales. This will change the app being used and may change the menu items in the navigation bar to those customized for a Sales team member, as opposed to a Service team member. If a User logs out, when they log back in to Salesforce.com, the last app used is the one with which they will begin.

Does Match My Email work with Salesforce?

Match My Email syncs to multiple email addresses for the same Contact and/or Lead [MULTIMATCH], eliminates duplicates emails in Salesforce [DEDUPE], is fully customizable so it can sync to custom records [CUSTOM MATCH], can sync by unique attributes like names, words or numbers in Opportunities [PRECISION MATCH] and creates email meta-data that can be used to track email activity by customer or user [TRACKING]. For a Live Demo of the app, use this scheduling tool . vc_column_text] [/vc_column] [vc_column width=”1/3″] [vc_widget_sidebar sidebar_id=”sf-widget-area”] [/vc_column] [/vc_row]

How to set a URL on a client side controller?

In your client-side controller, set the pageReference attribute for the Account home page. Set the URL on your link using the generateUrl () method, which is useful for opening links in a new tab. Depending on whether you’re using the new URL format available as part of the Summer ’18 critical update, you might see a URL that begins with the new format /lightning/cmp/ or the old format one/one.app#/cmp/.

Can you navigate directly to a page using onclick?

You can also navigate directly to a page using a onclick handler.

What is Salesforce navigation menu?

Before you can send your users out on their mobile adventure, they need a map to point the way to their destination. 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.

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 to customize menu in setup?

As an administrator, you can customize what the menu contains in Setup by entering Navigation menu in the Quick Find box, then selecting Navigation menu.

What is an interview in Salesforce?

Displays a list of flow interviews that the user paused. An interview is a running instance of a flow. Users can tap an interview and resume or delete it. Available in Salesforce mobile web only.

Is dashboard available in Smart Search?

If you don’t add this item to the navigation menu, dashboards are automatically included in the set of Smart Search Items instead and the Dashboards item is available from the Recent section.

Where is the navigation menu in Spring 16?

It is available in Spring '16 under setup -> Navigation Menu.

What is Salesforce Stack Exchange?

Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.

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