Customize an app’s navigation bar so that the user interface suits the unique way you work. You can add and reorder items, and rename or remove items you’ve added.
REQUIRED EDITIONS
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, and Unlimited Editions |
Admins define which default items are available in an app’s navigation bar, but you can change certain parts of the user interface on your own. You can add items to the navigation bar, and rename or remove the items you add. You can’t rename or remove default items that your admin specified for the app, including any custom or standard objects.
Watch the video to see how. Personalize Navigation in Lightning Experience (English Only)
NOTE Customizations made to the navigation bar in a Lightning app sync to the Salesforce mobile app navigation menu for that Lightning app. Customizations made to the navigation menu in the Salesforce mobile app sync to the desktop version of that app.
- To make multiple updates to the navigation bar, click the pencil icon.
- To reorder the items already in your navigation bar, drag them.
- To rename items in your navigation bar, click the pencil icon next to the item you want to rename. You can’t rename items that your admin has specified for the app.
- To remove items from your navigation bar, click the x next to the item. You can’t remove items that your admin has specified for the app.
- To add items to your navigation bar, click Add More Items. Search through your favorites or all available items in your org, and choose what to add. After you make your selections, you can reorder or remove items before saving your changes. You can’t rename or remove items that your admin has specified for the app.
- To make a few changes in the navigation bar.
- If you want reorder tabs, drag tabs around the navigation bar.
- If you’re viewing a page, such as a list or dashboard, and want to add it to the navigation bar, create a temporary tab. To create a temporary tab, select Open in New Tab in the current tab’s dropdown menu. To permanently add the tab to the navigation bar, select Add to Nav Bar from the temporary tab’s dropdown menu.
NOTE Temporary tabs open when you open an item that doesn’t have a parent object already in the navigation bar. For example, if you open a contract record or contract list, it opens under Contracts if Contracts is available in the navigation bar. If Contracts isn’t available, the record or list opens as a temporary tab.The asterisk to the left of the item name indicates that it’s a temporary tab. The temporary tab is removed from the navigation bar when you close it, log out of Salesforce, or switch to a different app.