Navigate Salesforce Tabs
- Click a tab to switch between objects and features (1)
- Search for a record in global search (2)
- Switch to Lighning Experience (3)
- Each app contains different features and tabs. (4)
- To view more tabs, click the plus icon (+) next to the main tabs
Table of Contents
How to navigate Salesforce?
Navigate Around
- Learning Objectives
- The Navigation Bar. Let’s take a look at some of the basic navigation features in Salesforce, starting with the navigation bar.
- Items and Apps for Efficient Navigation. Let’s set sail on a quick navigation tour to see how you and your users can drill into a standard or custom object from …
How do you set up Salesforce?
Salesforce went one better and experimented with meeting-free … The first few days were a bit jarring for some, particularly those who have a daily stand-up meeting to prioritize workloads and update team members. “Daily stand-ups are really important …
How to train your users on Salesforce?
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch …
How to do in Salesforce?
Salesforce has over 35 certifications that span a number of different products, disciplines, as well as experience levels. Getting a Salesforce certification will be a requirement for most jobs, and at a foundational level, the best cert to aim for is the Salesforce Certified Administrator.
How do I navigate in Salesforce lightning?
1:534:17Navigating Salesforce Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo for example let’s go to reports in here you can edit or view some reports. Let me show you prettyMoreSo for example let’s go to reports in here you can edit or view some reports. Let me show you pretty quick how you can modify these tabs. So if you go to the gear icon. That’s good to setup. Here.
How do I navigate records in Salesforce?
Navigate SalesforceClick a tab to switch between objects and features (1)Search to find a record (2)Access user-specific customizations from your profile (3)If you have administrator privileges, use the Setup menu to customize Salesforce for your organization (4)Access help resources and training (5)More items…
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.
What is the 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.
What is standard navigation in Salesforce?
Apps with standard navigation let you open a single record at a time. However, apps with console navigation let you open multiple records at a time, and related records open in subtabs under the original record.
How do I navigate from one page to another in Salesforce lightning?
RelatedReload lightning component when clicking back from standard Opportunity Page.lightning page/component redirection.Access url parameter from lightning component Lightning.Send value from component A (in one page) to component B (in another page), navigating to component B, and retrieving the passed value.More items…•
How do I change navigation in Salesforce?
Change the object and app name in the navigation menu in Salesforce ClassicClick the Setup icon.In the “Quick Find” field, enter App Manager.Click the drop down arrow icon of the menu item you need to rename.Click Edit.Enter the object or app’s new name.Click Next.Enter a description.Click Save.
What is the navigation bar in Salesforce allows users to do?
A) The navigation bar in Salesforce: I) Expands when you hover over it. II) Gives your sales reps an easy way to access standard sales objects like accounts, reports, and notes. III) Helps administrators customize important pages in Salesforce. IV) Shows all the standard and custom objects in your organization.
What are the nine dots called in Salesforce?
the App LauncherAt the top left of your home screen is a grid of nine dots called the App Launcher. When clicked, a screen will open to offer options for changing your interface to a standard app, a console, or other options.
What is standard and console navigation in Salesforce?
Apps with standard navigation let you open a single record at a time. However, apps with console navigation let you open multiple records at a time, and related records open in subtabs under the original record.
How do I create 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.
How do I add a navigation tab in Salesforce?
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.
Setup Location
The setup link is located in the top right corner of the page as shown in the screenshot below. Clicking on the setup home takes us to the setup home page.
Setup Home
Below page shows the setup home where we see all the options available for the developer to configure and customize the option.
Setup Options
The following table lists down the important features which are frequently used in setup activity.
