What are the basic navigation features in Salesforce?
Let’s take a look at some of the basic navigation features in Salesforce, starting with the navigation bar. Think of the navigation bar as a container for a set of items and functionality. It’s always there, but the items within it change to represent the app you’re using.
How do I change the navigation menu in Salesforce?
Customize the Mobile Only Navigation Menu From Setup, enter Navigation in the Quick Find box, then select Salesforce Navigation . Rearrange the selected items so that the top five are in the following order: Events, Chatter, Tasks, Dashboards, and... Now let’s remove a few items the brokers don’t ...
Can I reorder the navigation items in the Salesforce mobile app?
Users can also reorder the navigation items from the Salesforce mobile app. The first four items in the navigation menu are also the first four items in the navigation bar at the bottom of the screen. As you customize the mobile navigation menu, here are some important things to keep in mind.
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.
What does the navigation bar in Salesforce do?
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.
What does app launcher allow users to do?
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. You can determine which apps are available to which users and the order in which the apps appear.
What does the app launcher allow users to do trailhead?
You can access other items and apps by clicking the App Launcher icon (3) or the app name. You can create records and access recent records and lists directly from the navigation bar (4) for certain items like Opportunities.
What does the app launcher allow users to do in Salesforce quizlet?
What does the App Launcher allow users to do? stands for customer relationship management. It's a system that keeps your customer information in one place, so your team can manage your contact with your customers with this full history in mind. This makes for happy customers.
What does the navigation bar in Salesforce allow users to do trailhead answer?
Each Lightning app has a navigation bar at the top of the page, letting your users: Find what they need using item names for easy recognition. Complete actions and access recent records and lists with a single click. Personalize the navigation bar to suit the unique way they work.
When personalizing the navigation bar for a Salesforce app what can you do?
You can add and reorder items, and rename or remove items you've added. Keep these considerations in mind when personalizing an app's navigation bar in Lightning Experience. Quickly access important records, lists, groups, and other frequently used pages in Salesforce.
Which three items are available in the mobile navigation menu in Salesforce?
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.
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 navigate in Salesforce?
9:2322:28getting started navigating salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe view pick list can be used to change the way you view the records on a tab clicking. The helpMoreThe view pick list can be used to change the way you view the records on a tab clicking. The help for this page.
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.
When you customize mobile navigation items in setup your users will see your changes?
About the Mobile Only 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.
What is a lightning page Salesforce?
A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page.
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.
Point Users in the Right Direction
If you’ve ever been to an airport, you’ve likely seen large signposts that help you get your bearings and find your way to certain locations, like baggage claim or a specific gate number.
The Mobile Navigation Bar and Menu
Before we jump into the customization options, let’s get familiar with the navigation bar and the navigation menu.
What You Can Change
For mobile navigation, you can change the items in the navigation menu of a Lightning app. These items mirror the tabs that are in the desktop version of the Lightning app. You—and your users, if they have the proper permissions—can change the order of the desktop tabs and see the changes in the mobile navigation menu.
Notes About Mobile Navigation
As you customize the mobile navigation menu, here are some important things to keep in mind.
Customize the Navigation Menu
OK, enough preamble! Roll up your sleeves and get ready to help DreamHouse brokers zip around in the mobile app like seasoned pros.
Test Your Changes in the Salesforce Mobile App
You know the drill! Let’s see how the improved navigation menu looks in the mobile app.
Next Steps
Well, that’s good news for D’Angelo. But what about your org? How do you translate your newfound knowledge into action? Now that you’re comfortable with the mobile customization tools, here’s what to do next.
