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What does the Navigation Bar in Salesforce allow users to do?

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What does the Navigation Bar in Salesforce allow users to do?

The navigation bar is a feature to help you navigate the Salesforce user interface. As a user, you need to access accounts, contacts, reports, dashboards, etc., very frequently, and the navigation bar can be that placeholder from where you can quickly access your entity. So, the navigation bar can be considered a container for a set of items and functionalities. The container will always be there, but the set of items within that container can be customized as per your preferences or the app you are using. 

The navigation bar provides many useful capabilities that will fulfil your demand for a personalized view of your records.

In the below diagram, the highlighted area is called the navigation bar.

Navigation Bars

Advantages of Navigation Bar

1. Accessing the Records & List Views Directly – You can access certain records or list views directly from the navigation bar. You do not need to click on the tab and drill down further.

Navigation bars

In this example, you can open the most recent records or lists, such as “My Accounts” or “All accounts,” from the navigation bar itself.

2. Create Your Frequently Accessing Record as a Tab in Your Navigation Bar – Suppose you are working on a big account, and you need to focus much on this account. Instead of searching in the account, you can add that record in your navigation bar.

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a. Select that account – Burlington Textiles Corp of America

b. Click on that drop-down arrow near Account and select – Open “Burlington Textiles….” In New Tab

Navigation Bars

c. Once this record is opened in a new window, select the drop-down arrow near the record. You will see an additional option in the navigation bar. Click on it! Done. 

Navigation Bars

d. Now, the record will be available in your navigation bar permanently.

Navigation bars

3. Create Your Frequently Accessing List View as a Tab in Your Navigation Bar – Similarly, you can add your list views in your navigation bar. For example, if you need to add “My Opportunities” in your navigation bar, follow the same steps as you did for the earlier case.

a. Open “My opportunities” and select “Open “My Opportunities” in New Tab.”

Navigation Bars

b. Once this list view is opened in a new window, select the drop-down arrow near the list view. You will see an additional option in the navigation bar. Click on it! Done.

Navigation bars

4. Easily Select Other Applications From the App Launcher in the Navigation Bar – You can move back and forth on other applications by clicking on the app launcher option in the navigation bar.

Navigation Bars

5. Reorder the Tabs – You can reorder the tabs at your convenience. This can be done in two ways. 

a. Left-click on the cursor, drag the tab, and place it at the right spot.

Navigation Bars

b. Select the pencil icon at the right side of the navigation bar and move the tabs according to your wish.

Navigation Bars

Navigation Bars

6. Rename the Tabs – You can easily rename your record or lists by clicking on the pencil icon, and you can have the rename option. For example, the list view “My opportunities” can be renamed as “Priority deals.” However, you cannot rename those default objects set by your administrator in your application. 

Navigation Bars

Navigation bars

Read Types of Reports in Salesforce

7. Add More Items –If you edit the page by clicking on the pencil icon, you will have the option to add more items. So this way, you can add a few more tabs in your navigation bar.

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Let me add a calendar to this navigation bar. Please note that these added tabs will be for your personalized access and will not be available if someone else is accessing the app.

Navigation Bars

Navigation Bars

Navigation Bars

8. Reset Navigation to Default – You have the option to go back to default tabs by clicking on “Reset Navigation To Default” on the edit page. If you select that option, your navigation bar will be left with the default option set for your app by the administrator. 

Navigation Bars

To use the navigation bar with its full capabilities, such as adding lists and records in your tabs, you should ensure that your app type is “Lightning.” To check that, select App Manager from the Quick Find search box, and then you can see all app types. You need to upgrade the app to lightning from classic to access the complete benefit of the navigation bar.

Navigation Bars

Summing Up:

That’s all about Navigation Bars. Sign up with saasguru to explore the features and functionalities of Salesforce. Join our saasguru Slack Community to meet and chat with seasoned Salesforce professionals and like-minded Salesforce aspirants.

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