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Navigate Around

Learning Objectives

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

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

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.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. 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

Search for Records