Navigate Setup

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.

• 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

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.Now 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.

• 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.

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.

You can search for apps or items by name in the quick view menu. Or, click View All to go to the full 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 as 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 Search apps and items 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.

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 () 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.

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.

Think of search as your personal assistant—your very smart personal assistant. It anticipates your needs and helps you find what you’re looking for from anywhere in the app.

Get Instant Results, Top Results, and More

As soon as you click into the box, search starts working for you. A list of recent items provides quick links to records you’ve recently visited.

Start typing, and the list dynamically updates with matches from all searchable objects. If you see what you’re looking for, select it to go right to the record.

Don’t see what you need in the dropdown list? Don’t worry—you’ve got options. To see results only for the object you’re on, select the second option in the instant results dropdown list.

Alternatively, you can select the first option or press Enter to search across your entire organization. You’ll land on the Top Results page, which shows you the most relevant results from your most frequently used objects.

You also get a glimpse of how search helps you find what you need. Features like spelling correction and synonyms return matches that are similar to your search term. You might find one that’s just what you’re looking for.

Know which object you want to search? Start typing the name of the object next to the global search box. You can filter the dropdown list (1), or scroll to find what you're looking for. The objects you use most frequently are at the top (2), followed by all searchable objects, listed alphabetically (3).

To select a highlighted object, click it or press Enter. As you type your search term, the instant results are limited to the selected object. Press Enter to see full search results for only that object.

To remove the filter, change the object to All.

Refine Your Results

From the high-level overview of Top Results, it’s easy to zoom in on what you need. See results for a specific object by selecting it on the left, under Search Results. You can see how many results were found for each object.

If you don’t see an object that you need under Search Results, don’t worry, it’s close at hand. Select Show More to see all objects available to you, listed in alphabetical order.

You can filter search results for accounts, cases, contacts, dashboards, files, Knowledge articles, leads, notes, opportunities, people, and tasks, and for custom objects. To see filtering options, click the object name in the Search Results sidebar.

You can also sort most search results. When you first get to the search results page, you see that results are sorted by relevance. That sounds smart—and it is!—but what does it mean, exactly? Several things are considered, like:

• How unique is the search term?
• How often does the search term appear in a record?
• Do you own the record you’re searching for?

You can also sort search results by clicking column headers or using the sort dropdown menu.

You can adjust column widths on the search results page by clicking and dragging the borders in the column header.

Text wrapping is on by default, but you can change this preference for a column by clicking the down arrow in the column header.