How to add option toolbar salesforce lightning


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.

How to configure utility bar in Salesforce Lightning?

Secondly, utility bar can be fixed at the footer of a standard or console lightning app, which can be used by the user at their convenience to open additional utilities. Finally, additional utilities can be configured in any Salesforce App using the App Manager and can help save a lot of navigation times.

How do I add a custom button to the Lightning toolbar?

A custom button on the lightning-input-rich-text toolbar. The lightning-rich-text-toolbar-button component creates a button for the toolbar for lighting-input-rich-text. Place lightning-rich-text-toolbar-button inside the lightning-rich-text-toolbar-button-group component, which groups the custom buttons.

How to create a new app in Salesforce Lightning?

Step: 1 – Create a New Lightning App Using App Manager in the Lightning Experience. Go to Setup >>App Manager >>New Lightning App Step: 2 – We must create the App Details and Branding for the app. Here, we must enter the app name and description and we are now also able to set the Image and select the Highlight color for the Navigation Bar.

Why should you add a utility bar to your lightning app?

While the majority of these features are minor in detail and some might even go unnoticed, but they are all useful when it comes to providing the user a better experience. Once such small feature introduced by Salesforce in its Spring ’17 release is giving the user to add a Utility bar to your Lightning App.


How do I add a utility bar in Salesforce lightning?

From the Home tab in Setup, enter App in the Quick Find box, then select App Manager. To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. To create a Lightning app with a utility bar, click New Lightning App. Click the Utility Items tab and add the utilities you want.

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 add a new tab in Salesforce lightning?

You can create a custom tab only for an App Page type of Lightning page.From Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Page Tabs related list.Choose a Lightning page for the tab.Enter a label. … Select a tab style to set a color scheme and icon for the Lightning page tab.More items…

How do I add a navigation 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.

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 I customize my navigation bar?

From Settings, tap Display, and then tap Navigation bar. Make sure Buttons is selected, and then you can choose your desired button setup at the bottom of the screen. Note: This option will also affect the location you swipe when using Swipe gestures.

How do I see all tabs in Salesforce lightning?

Yes, it is a two-step process which is what makes it a bit confusingGo to the Home Page and click the SETUP GEAR ICON >>Under PLATFORM TOOLS >> APPS will appear.Click on APPS and APP MANAGER will appear.Click APP MANAGER >>Within the APP MANGER screen find SALES – Lightning Sales in the List.More items…•

What are tabs in Salesforce lightning?

0:064:46How Do I Customize and Organize My Tabs in Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can do that with records too so accounts contacts opportunities pick a record that you like. AndMoreYou can do that with records too so accounts contacts opportunities pick a record that you like. And you could favorite it don’t forget we do have this favorites kind of like a bookmark.

How do I add a tab to a page layout in Salesforce?

In Salesforce, navigate to a Contact record and at top right click the Settings cog icon and choose Edit Page. Click the white space in the area where you want the new tab to be placed. At right, details about that section are displayed. Click the Add Tab button.

What is Salesforce navigation bar?

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.

Where is the 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.

What is the navigation menu in Salesforce?

The Navigation Menu component extends your site’s navigation beyond navigational topics. Navigation menu items can include Salesforce objects, topics, pages in your site, URLs to external sites, and menu labels. Menu labels are parent headings under which you can nest other menu items.

Making life easier for your end-users

If they are brand new to Salesforce or your company, navigating from one point to another may take considerable time out of their day. This means they are being paid company money just for clicking around. It isn’t only about money of course.

Setting up the utility bar

You can set up your utility bar and add a Lightning component in just a few easy steps. First, go to your Setup menu, and search in the Quick Find bar at the top for “App Manager”. App Manager will appear in the drop-down menu. Click on it for it to come up. You now need to determine the app for which you would like to add the utility bar.

Using the utility bar

After setting up the utility bar, and adding a Recent Items component, providing they are using the App you specified earlier, users will be able to access their Recent Items for both Account and Contact records on any page in Salesforce. In our example, we set up our utility bar for the Sales app.

How to create a new Lightning app?

1. First ensure you are in the Lightning Experience. This ensures that you can get access to the “App Manager” which allows you to create fantastic Apps for your users which are customisable way past the previous Classic Apps. Navigate to Setup > App Manager > New Lightning App. 2.

What is utility bar in Lightning?

Introduced earlier this year in Spring ’17, the Utility bar adds another dimension to your Lightning Apps by giving your users another way to access information fast. As recently mentioned in my 4 Amazing Lightning Experience Features to Implement post, this is an easy effective way to present Lightning Components to your users that can save them time and clicks.


Checked Menu Items

Create Dividers and Subheadings

Generate Menu Items

Show The Loading State of A Menu

Draft Indicators

Component Styling

Usage Considerations


Custom Events

  • select The event fired when the menu is selected. The selectevent returns the following parameter. The event properties are as follows. open The event fired when you open the dropdown menu in one of the following ways. 1. Tab to the button and press the Enter key 2. Click the button that toggles the dropdown menu The openevent does not return any p…

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