Table of Contents
What is the utility bar in Salesforce Lightning?
The utility bar is fixed at the footer of a standard or console lightning app, which users can access to open utilities. Utilities are time-saving tools which can be configured in any salesforce app using the App Manager.
Can I add custom components to the utility bar in Salesforce?
Since notes are present right in the utility bar, users don’t need to spend time looking for them outside of Service Cloud. In addition to the standard components provided by Salesforce, you can also add custom components to the utility bar.
Where can I find the utility bar?
After you have saved the App, and assigned it to the various profiles, the utility bar will appear at the bottom of your screen. Enjoy!
What is a utility in Salesforce?
A utility is broadly defined as a single-column Lightning page. Salesforce provides you with several ready-to-use utilities, such as Recent Items, History, and Notes.
What is utility item in Salesforce?
A utility is broadly defined as a single-column Lightning page. Salesforce provides you with several ready-to-use utilities, such as Recent Items, History, and Notes. You can also make your own, and customize the utility bar in Setup. From Setup, enter App Manager in the Quick Find box, then select App Manager.
Is utility bar present in Salesforce Mobile App?
The Lightning Experience utility bar isn’t available in the Salesforce mobile app.
What is the function of the utility bar?
The utility bar provides your users quick access to common productivity tools, like Recent Items and Notes. It appears as a fixed footer that users can access to open utilities in docked panels. Under the covers, utilities harness the power of Lightning components.
What is a utility item?
“Utility” refers to an item which is designed for usefulness or practical use, so in turn most of the items kept in this room have functional attributes.
How do I turn on utility bars in Salesforce?
You can add or edit a utility bar at any time.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. … Click the Utility Items tab and add the utilities you want.
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.
How do I create a custom component available for utility bar in Salesforce?
Go to Setup > Apps > App Manager > Select the lightning app you want to add this component to > Edit > Select Utility Items on the panel on your left > Click Add Utility Item > Select your Utility Item which in this case is contactList > Save.
What does the navigation bar in Salesforce allow 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 is a quick action in Salesforce?
Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important.
What are the 4 types of utility?
People purchase goods and services to get some benefit or satisfaction. This allows them to fulfill a need or want when they consume it. This phenomenon is called economic utility. There are four basic principles that fall under this umbrella, including form utility, time utility, place utility, and possession utility.
What are the example of utilities?
Common utilities include water, sewer, electric, gas, trash, and recycling. Technology subscriptions like cable TV, internet, security, and phone service can also be considered utilities. Home utilities are similar to utilities in an apartment, with one major exception: who pays the utility bills.
What is utility and types of utility?
There are mainly four kinds of utility: form utility, place utility, time utility, and possession utility. These utilities affect an individual’s decision to purchase a product.
What is a utility in Salesforce?
Utilities are time-saving tools which can be configured in any salesforce app using the App Manager . Since the utility bar is static at the footer of the app, the components in the utility bar are just a click away, which allows users to perform common tasks without having to navigate away or switch context.
Can you add custom components to Salesforce?
In addition to the standard components provided by Salesforce, you can also add custom components to the utility bar. You can install an existing Lightning component from the App Exchange or create a custom component to serve the needs of your support organization.
Can URL shortener be used in Salesforce?
A URL shortener can easily be integrated into the utility bar as a custom component. Now, the support user does not have to navigate to another page or use a browser extension with questionable security parameters to shorten URLs. They can simply do so within Salesforce!
Introduction
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.
Tutorial
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
1. Define Component Metadata in the Configuration File
The <component>.js-meta.xml file defines the metadata values for the component. To make your component usable as a utility item in the utility bar, set isExposed to true, and define a lightning__UtilityBar target. To expose editable properties in the App Manager, define the properties in targetConfigs.
2. Option: Add an SVG Resource to Your Component Bundle
To include an SVG resource as a custom icon for your utility item in the App Manager, add it to your component’s folder. It must be named component.svg. You can only have one SVG per folder.
