Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.
- Explain how Lightning apps and the navigation bar work
- Search for records
- Identify where to find Help on each page
- Find objects and apps in Lightning Experience using the new Setup and the App Launcher
- Describe the enhancements, changes, and limitations of the new Setup
- Find Lightning Service Setup flows
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.
One of the huge productivity upgrades that comes with the new Lightning Experience is the improved Setup. We’ve done a lot of usability testing and refactoring to revamp the Setup tree. We simplified it to have a logical and easy-to-navigate structure, using broad categories to make things more discoverable. In addition, child nodes are now in alphabetical order.
The navigation bar in Lightning Experience provides an efficient and consistent interface to navigate through your organization’s various apps and items. Similar to Salesforce Classic, apps in Lightning Experience give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. However, apps in Lightning Experience take things to another level beyond apps in Salesforce Classic by letting you brand your apps with a custom color and logo. In Lightning Experience you can even include Lightning page tabs and a utility bar that allows instant access to productivity tools, like integrated voice, in the footer of Lightning Experience.
Ready to see them in action?
If you know Salesforce Classic, the Lightning Experience navigation model will feel like a familiar friend, only better.
- Find what they need using item names for easy recognition
- Complete actions and access recent records and lists with a single click
- Personalize the navigation bar to suit the unique way they work
- 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.
- Your users can access other items and apps by clicking the App Launcher icon (3) or the app name.
- Your users can create records and access recent records and lists directly from the navigation bar (4) for items like Opportunities.
What can you put in the Lightning app navigation bar?
- Most standard objects, including Home, the main Chatter feed, Groups, and People
- Your org’s custom objects
- Visualforce tabs
- Lightning component tabs
- Canvas apps via Visualforce tabs
- Web tabs
Lightning apps can contain everything on this list plus Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer.
As we mentioned, you and your users can still get to custom apps and objects via the App Launcher, which we’ll look at next.
How can users personalize the navigation bar?
Personalized navigation in Lightning Experience is similar to customized tab sets in Salesforce Classic but better. In Lightning Experience, the navigation bar can contain more than just object-level items, like Accounts. You can add granular items, like a dashboard, list, or record.
- Open an item in the App Launcher, from your favorites list, or click a link on a page or email. If the item you open isn’t already accessible from the navigation bar, it opens as a temporary tab.
- Open an item, like a lead or a list of Today’s Leads, and select Open in New Tab from the dropdown menu.
The asterisk next to the item name means it’s a temporary tab. Temporary tabs are removed from the navigation bar when you close them, log out of Salesforce, or switch to a different app. But you can permanently add them to the navigation bar.
Adding a temporary tab to the navigation bar is easy. Select Add to Nav Bar from the temporary tab’s dropdown menu. Best of all, you can reorder items, and rename or remove items you’ve added to the navigation bar. Click the pencil icon on the navigation bar.
- Help users get the most out of personalized navigation by upgrading your Classic apps to Lightning apps. Users can’t personalize the navigation bar of Classic apps in Lightning Experience.
- Check what’s in your apps. Users can’t remove the items you include in the navigation bar, and they can’t personalize the navigation bar if it contains more than 50 items. For example, if you include 32 items in an app’s navigation bar, users can add an additional 18 personal items.
- If you don’t want your users to personalize the navigation bar for any app they use, you can disable personalization. From Setup, enter User Interface in the Quick Find box, then select User Interface. Select Disable Navigation Bar Personalization in Lightning Experience.
Fast Track Navigation in Lightning Experience with Favorites
Favorites are another great way for your users to boost productivity by personalizing how they navigate. Think of the favorites star at the top of the page in Lightning Experience as a constellation in the sky. It’s always there, so your users can easily navigate to what they need no matter where they are.
Click the favorites star to add the current page—for example, opportunities closing this month—to your favorites. Saved favorites are always just a click away in the favorites list. A highlighted star means you’re on a favorite page. To remove a favorite, click the highlighted star. Your users can easily personalize their favorites lists by renaming favorites and rearranging items in the list.
If an item in the navigation bar has a dropdown menu, it automatically includes the user’s top favorites for the item.
In Salesforce Classic, your users commonly switch between apps through the app menu or the App Launcher.
To get to the Lightning Experience App Launcher, click from any page. Apps show up as large tiles under All Apps. Apps can include Salesforce standard apps, custom apps, and connected apps like G Suite. Other items, such as custom objects, tasks, events, and the feed, show up under All Items.
When you click in an app, you see the app name on the left side of the navigation bar. Items associated with the app appear to the right. Your users can create records and access recent records directly from the navigation bar for certain items like Accounts.
As a Salesforce admin, you can change which apps appear in the Lightning Experience App Launcher. You can also control the order in which the apps appear from the app menu.
- From Setup, enter App Menu in the Quick Find box, then select App Menu.
- From the list of app menu items, drag the apps to change their order. Changes take effect immediately.
- Optionally, click Visible in App Launcher or Hidden in App Launcher to show or hide individual apps from the App Launcher for all users in the org.
The app menu lists all apps installed in the org. However, the apps that users see in their App Launcher and app menu vary depending on each app’s visibility settings and user permissions. Users see only the apps that they are authorized to see according to their profile or permission sets.
Users can drag tiles to sort their personal view of the App Launcher to their liking. Their sort order overrides the order that you set here.
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 and Top Results
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 just 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.
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.
If you don’t see an object 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 and Files. To see filtering options, click Accounts or Files under the Search Results heading.
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 the search term is, how often the search term appears in a record, and whether an item is owned by the person searching. 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.
Can’t Find What You’re Searching For?
- If you get too many results, try using more—and more specific—search terms.
- Check whether the object or field is searchable.
- Make sure you have access to the record. Search only returns results you have permission to view.
- If you recently created or updated the record, wait a few minutes for the record to be indexed. If you can’t find your record after 15 minutes, contact your admin.
For more tips, see How Do I Search for Records? in the Resources section.
We think you’ll agree you’ve found the perfect assistant—it has a broad perspective, yet directs you to the important things. It also doesn’t take vacations or ask for a raise. It saves you so much time and makes getting around Salesforce so easy, though, that it probably deserves one.
On object pages, the menu replaces the “Help for this Page” link that you’re used to seeing in Salesforce Classic. The “Help for this Page” link still appears on many Setup pages, but we encourage you to use the help menu instead for a broader selection of useful information.
When you click a video link (), a video player appears, allowing you to watch without leaving Salesforce.
Walkthrough links () take you to the first step of the walkthrough in your organization. Developer guide and PDF links open in a new browser tab.
When you click a help topic () in the Help menu, the topic opens in the Help menu. To keep the topic open while you work, click the pin.
The topic stays available at the bottom of your screen. You can minimize it, expand it, or close it.
If you prefer to view the Help topic in our documentation pages, open it in a new tab using the link at the bottom of the Help menu.
You can’t customize the items in the help menu. If you’ve created custom help links, those links still work from the “Help for this Page” links in the framed Salesforce Classic pages. However, your custom help links don’t appear in the new Help menu.
A nip here? A tuck there? No, we’ve given Setup a whole new face!
You can navigate to Setup from the top of any page in Lightning Experience by clicking | Setup.
The Setup tree has been completely reorganized and recategorized. In Salesforce Classic, the Setup tree had a lot of specific node categories, often with several nodes as nested subcategories. Sometimes there were many different ways to get to a destination. You might have mastered the click paths after a while, but to new users, this structure was often an overwhelming hurdle. The new Setup provides a streamlined interface for viewing and managing your administrative setup tasks.
- The Quick Find (1) lets you quickly navigate to any node using a keyword. Quick Find is the best way to find what you’re looking for if you know its name. Quick Find is your power tool for getting where you need to go!
- The Create menu (2) gives you quick access to common Setup creation functions—including users, custom objects, custom tabs, apps, email templates, and processes—without having to drill down through the Setup tree to get the page. You can get to the Create menu from any page in Setup.
- A carousel of quick-access tiles (3) gives you instant access to important setup tools and information, as well as the release notes. The Lightning Experience tile and Setup Salesforce tile help you enable your company for the new and improved UI, and mobile data access. There’s also a link to download SalesforceA—which lets you do Salesforce administration from a mobile app—and a link to the System Status screen so you can view your org’s performance and usage data.
- The Most Recently Used list (4) on the Setup Home page shows your most recently used records or customization features in Setup. You can quickly link back to what you were working on by clicking its name.
- The Object Manager (5) provides a one-stop shop for managing all objects in your organization, both standard and custom. We’ll look at the object manager in more detail shortly.
Users can access their personal settings at the top of any page by clicking their profile image, then clicking Settings.
Administration, Platform Tools, and Settings, Oh My!
In the improved Setup, we’ve changed the five Setup tree sections from Administer, Build, Deploy, and Checkout to three sections: Administration, Platform Tools, and Settings. We completely reorganized all the child nodes to fit into these sections where appropriate, and added broader subcategories to make finding nodes easier, even if you don’t know the exact name you’re looking for.
Not only that, there are fewer child nodes to choose from, as many repetitive nodes in the tree have been removed. We reorganized the platform tools into a more process-oriented organizational structure rather than being feature-oriented. Now you can see pieces of the application life cycle broken up into subcategories: Apps, Objects and Fields, Process Automation, User Interface, Custom Code, and Environments.
At the bottom of the tree, in the Settings section, you can view company information or configure security.
As you’re getting familiar with the Setup area, it’s important to keep in mind that navigating through Setup is not about memorizing click paths; it’s about understanding what you're looking for in order to get to your destination. Depending on your users’ profile and permissions, one user might see a different set of items in Setup than another. As a System Administrator, however, you see everything.
Where Did Some of the Nodes Go?
You might have noticed that some of the nodes are missing altogether. Only nodes that are related to customizing the new Lightning Experience are included in the Setup tree. For example, the Service Cloud related nodes are gone, as well as some of the Sales Cloud features. And, we moved all the object-related nodes to the Object Manager, which we’ll look at shortly.
Don’t worry! From a customization and development standpoint, all of the tools are still there. And as the other features become supported in Lightning Experience, you’ll see them in Setup too.
Five Things You Shouldn’t Miss in the Improved Setup
|Setup Lightning Experience||
|App Menu||Use it to:
|View Release Notes||
Advanced Setup Search isn’t available in Lightning Experience. However, you can work around that while in Setup by entering a term in global search and selecting the in Setup option in instant results. The search results page lists records that match your search term.
- Pages that support Lightning Experience features
- Administration pages that apply across your organization, such as user management, security, and company settings
The Object Manager is a one-stop shop for managing all objects in your organization, both standard and custom. Access all objects and their related functions—fields, validation rules, page layouts, and so on—from a single entry point.
To access the Object Manager, from Setup, click Object Manager.
- To find an object, enter the first few characters of its label or name in the Quick Find box.
- To edit a custom object, click , then Edit.
- To view more details about an object or to access its related functions, click the object label.
From the object detail page, you can view the object details and access all related functions, such as fields, validation rules, and page layouts. To quickly jump to a function or control, use the links in the sidebar.
The Object Manager is limited to objects that support Lightning Experience features.
- Case Comment Triggers
- Feed Comment Triggers
- Feed Item Triggers
- Feed Item Layouts
- Group Layouts
- Group Triggers
- Group Member Triggers
- Group Record Triggers
- Publisher Layouts
- Topic Triggers
- Topic Assignment Triggers
Get your service team up and running quickly on a variety of support channels. Service Setup flows offer a guided step-by-step experience to walk you through setting up email support, integrating with Twitter and Facebook, enabling a knowledge base, and creating an online community. Service Setup in Lightning Experience features an intuitive setup tree and a performance metrics dashboard too.
The tiles across the top of the Service Setup Home page help with setting up Email-to-Case, Twitter, and Facebook. The dashboard is customizable and shows at-a-glance metrics about your customer service team with daily performance or long-term trends. These insights help you assess and anticipate bottlenecks, and streamline calls to increase productivity.
The Recommended Setup card is a great way to get started because it takes the guess work out of ramping up Service Cloud. It uses a checklist approach where you can watch instructional videos, jump into Trailhead, join the Salesforce Trailblazer Community, and set up Service features using setup flows. Recommend Setup takes a few hours to complete, but you can tackle it in chunks instead having to finish up in one sitting.
- Walk Through It: Set Up Manager
- Find Object Management Settings in Lightning Experience
- Personalized Navigation Considerations
- Favorites Considerations
- Configure Lookup Search Results in Lightning Experience
- App Launcher
- Video: “Searching in Salesforce: Lightning Experience” (end user focused)
- How Do I Search for Records?
- Searchable Fields by Object in Lightning Experience
About 20 mins