Wyoming Finance

Jul 31 2017

Customize Salesforce Lightning Navigation Menu – Pritam Shekhawat #salesforce #icons


Customize Salesforce Lightning Navigation Menu

Are you struck by Salesforce Lightning Experience then this post is for you?

Navigation and Setup in Lightning Experience

Setup is where you make the magic happen. As a Salesforce admin or developer, you spend a lot of time using Setup. It’s where you customize and configure your organization, support users, build functionality and more. Users working in

Users working in Salesforce Classic are used to seeing tabs across the top of their screen in Salesforce. In Lightning Experience. the primary navigation is now on the left, with a vertical bar and icons representing objects.

Navigation Menu Customization

From Spring 16 Release we can customize the navigation menu to tailor the navigation experience for your various types of users. For sales reps, you can put commonly used items, like accounts, events, and organizations, at the top. For sales managers, you can put reports and dashboards at the top. You can add, remove, and move items so that users can go to the places they use most often with a single click. It’s easy to create custom navigation menus—a Setup wizard steps you through the process.

Create Lightning Experience Navigation Menus

Create navigation menus to give your users a shortcut to Salesforce features they use most. Have a sales navigation menu that prioritizes the items most applicable to your sales team. Put events, accounts, and organizations at the top. Create one for inside sales with leads, tasks, and contacts first. Give your execs a time-saving navigation menu that contains reports and dashboards at the top and removes the items they rarely use. Keep in mind that your users can always go to the App Launcher to get more objects and apps.

Most of the items that appear in the App Launcher can appear in a navigation menu.

  • Your org’s custom objects and apps
  • Most standard objects

Even if the objects aren’t supported in Lightning Experience yet, you can add many of them to navigation menus. When clicked, the objects open in Salesforce Classic in another tab.

  • Visualforce tabs
  • Lightning Component tabs
  • Canvas apps via a Visualforce tab
  • Web tabs
  • The Navigation Menu wizard walks you through the process of creating a custom menu. To start the wizard click on Setup Setting Gear Icon Setup Home from the Setup Quick Search box, enter Navigation Menus . Click on New You start by naming the navigation menu.

    The wizard displays a list of all items that can appear on a navigation menu. Drag the items you want from the available list on the left (1) to the navigation menu list on the right (2). To reorder items on the menu, drag them up and down. To remove items, drag them back to the available list on the left. When you’re done, the navigation menu items list on the right reflects the order in which they appear on the navigation menu.

    Next, you select which of your org’s user profiles (1) you want for this navigation menu (2).

    That’s it! You’ve created a custom navigation menu. Now, clone this one and use it as a template for the next navigation menu. Show below image for new Navigation menu with Standard and custom objects in the left side. You can customize this as per your need.

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