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Navigate Setup

Navigating Setup

Learning Objectives

After completing this unit, you’ll be able to:
  • Navigate using the navigation bar
  • Find and navigate in the App Launcher
  • Use Quick Find to navigate in Setup

The Navigation Bar

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.Lightning Experience Navigation
  • The app name displays on the left side of the navigation bar (1), and custom colors and branding (2) make each app unique and easy to identify.
  • 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.
Note

Note

Admins can create custom apps for various types of users, so you can go to the places you use most often with a single click.

You and your users can personalize an app’s navigation bar to suit the unique way you work.

If you're viewing a page, such as a list or dashboard, and want to add it to the navigation bar, open the item and select Open in New Tab from the dropdown menu. Then select Add to Nav Bar from the dropdown menu on the newly opened tab.Open a temporary tab and then add it to the navigation barNow it’s a permanent part of the navigation bar.

If you want to simply reorder tabs, drag the items around the navigation bar.

If you want to make more changes, click the pencil icon on the navigation bar.

Edit nav bar icon
  • Reorder the items already in your navigation bar.
  • Rename items you’ve added. A pencil icon is next to the items that you can rename
  • Add items to the navigation bar. Click Add More Items and choose what to add. After you make your selections, you can reorder or remove items before saving your changes. You can’t delete items that your admin has specified for the app.

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 the navigation bar. Just click on the item (for example, Opportunities) to view the item home screen.

If you don’t see the item you’re looking for in the navigation bar, or if you want to open a different app, click the App Launcher icon.

App Launcher
App Launcher
  • All Apps shows your custom, standard, Lightning Experience, and connected apps in one place. Your admin chooses which third-party apps to connect with Salesforce, such Gmail, Google Drive, and Office 365. (1)
  • All Items shows the home page, the feed, tasks, events, objects, custom tab types, and more. These items are independent of the app that shows up on the navigation bar. (2)
  • You can search for apps, objects, and other resources by name in the Find an app or item box. (3)
  • Authorized users can go directly to the AppExchange in one click, without leaving Lightning Experience. (4)

As an admin, you can change which apps appear on the App Launcher and the default order in which they appear. You and your users can then drag the tiles around to create your own personal view of the App Launcher. Reorder images in the App Launcher

The App Launcher’s great for finding an app or item even when it’s not on the navigation bar. Just click the App Launcher icon (App Launcher icon) to search for it by name. For example, say you’re looking for an item called Service. Enter Service in the search box to see items and apps that match your search as you type.

App Launcher search box

All About Setup

Setup is where you make the magic happen. It’s where you’ll customize and configure your org, support users, build functionality, and more. As you’re getting familiar with the Setup area, it’s important to note that it’s not about memorizing click paths, it’s about understanding what you're looking for in order to get to your destination.

But before you can start making the magic happen, you've got to find Setup. Let’s take a quick tour:
  • You can navigate to Setup from any page by clicking Quick Access Menu icon | Setup Home.
    Lightning Experience Setup home page
  • Quick Find in Setup (1) is your power tool for getting where you need to go. Type in the Quick Find box to search for pages in the Setup menu. You can also navigate through the Setup menu and find Setup tools based on logical categories. If you’re looking for standard and custom objects, you can find those in the Object Manager (5).
  • The Create menu (2) in the upper right corner appears on every page in setup. It provides quick access to create items that are common in your organization. With the quick create button you can:
    • Create a new user
    • Create multiple users at once
    • Create a new custom object
    • Create a new custom tab
    • Create an email template
    • Create a workflow process
  • The carousel (3) on the Setup home page contains useful tools so you can quickly and easily do things like:
    • Open the Object Manager and customize records, fields, and layouts
    • Launch the Setup Salesforce tile to enable mobile data access for your organization
    • Instantly access release notes for quick reference
    • Download SalesforceA to set up administration from a mobile app
    • Quickly view the status of your organization’s performance and usage data
  • The most recently used list (4) shows your most recently used records or customization features in setup. You can quickly link back to what you were working on with a single click.

Five Things You Shouldn’t Miss in Setup

Setup (at the top level)
  • Your one stop for customizations
  • Learn best practices
  • Make magic happen in your organization
Object Manager
  • All standard and custom objects live in the Object Manager
  • All objects now have a standard detail page that stays visible while you drill into related lists
  • Infinite scroll on all objects’ related lists
Create Menu
  • On every page in Setup
  • Quick access to perform common tasks
  • Quickly navigate to administrative creation pages without having to navigate the Setup tree
App Menu
  • Customization node in the Setup Tree
  • Use this to:
    • Reorder Apps in the App Launcher
    • Make apps visible or invisible in the App Launcher
View Release Notes
  • Links to the most recent version of the release notes
  • Great point of reference for new and existing features
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