The app menu is a dropdown in the upper-right corner of every page in Salesforce Classic. If enabled, the App Launcher is listed in the dropdown menu. Apps in the App Launcher appear as large tiles and link to Salesforce standard apps, custom apps, and connected apps.
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 are Salesforce tabs and how do they work?
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.
How do users search for Records in the Salesforce mobile app?
Users of the Salesforce for iOS and the Salesforce mobile web are able to search for records if this option is omitted from the navigation menu. Note If your iOS downloadable app users don’t yet have a history of recent objects, they initially see a set of default objects in the Recent section.
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Where is app menu and profiles in Salesforce?
1) The app setup menu: Click on Setup | Create | Apps. Click on Edit next to an App. Scroll down to the section 'Assigned to profiles' and choose the profiles to have the App visible for.
Where is the app launcher in Salesforce?
To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher. In the App Launcher, click the tile for the app that you want.
What is the app Salesforce?
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company's CRM data from a phone or tablet. Here are some of the reasons why the app is so awesome. The mobile app is included with every Salesforce license.
How do I add an app to the menu in Salesforce?
0:050:49How to use App Menu in Salesforce Lightning #DF17 - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to use that menu in Salesforce lightning. Click on Settings icon. Click on setup from setupMoreHow to use that menu in Salesforce lightning. Click on Settings icon. Click on setup from setup enter a menu in the quick find box select add menu from the list of ant menu items drag the amps to
How do I get to the app launcher?
How to open App Launcher. To open the App Launcher, on the left side of the navigation bar -> Click App Launcher icon.
Where is app Manager in Salesforce?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
Why do we create app in Salesforce?
The primary function of a Salesforce app is to manage customer data. Salesforce apps provide a simple UI to access customer records stored in objects (tables). Apps also help in establishing relationship between objects by linking fields. Apps contain a set of related tabs and objects which are visible to the end user.
How many Salesforce apps are there?
Salesforce AppExchange comprises over 3,000 apps and components to extend the power of Salesforce and functionality and these apps are pre-integrated to work smoothly with Salesforce by providing automatic updates.
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 do I customize apps in Salesforce?
0:053:09Customize the New Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set upMoreAvailable for desktop mobile or both to get started click upgrade to get your admin tools all set up and make the new Salesforce mobile app user permission.
How do I make an app visible in Salesforce?
To specify app visibility:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Depending on which user interface you're using, do one of the following: ... Select one default app. ... Select Visible for any other apps you want to make visible.
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 is the app launcher in lightning experience?
The App Launcher displays all your available Salesforce apps and items. In contrast, the navigation bar displays all the items contained in the app that you're currently using. A quick view of the App Launcher displays a search bar and the first 7 apps listed in the App Launcher.
What is the app launcher?
App-launcher definition An app launcher replaces the stock user interface for organizing the home screen and app icons predominantly in the Android world; however, they are also available for jailbroken iPhones (see iPhone jailbreaking and Cydia). See Launchpad and app drawer.
How do I edit the Salesforce app launcher?
The App Launcher displays a user's available Salesforce apps and the connected apps that a Salesforce admin installs for the org. 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.
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.
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.
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.
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.
