How to Add Navigation Items in Salesforce
In this article
Learn how to customize your Salesforce navigation bar by adding new items to quickly access important pages and features.
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Here's how to add navigation items in Salesforce
- Access the Navigation Editor
From your Salesforce homepage, locate and click the pencil icon in the top navigation bar. This action opens the navigation editor, allowing you to customize your app's navigation items.
- Open the Add Items Window
In the 'Edit Sales App Navigation Items' modal, click the 'Add More Items' button. This will open a new window where you can browse and select additional items to include in your navigation bar.
- View All Available Items
Within the 'Add Items' window, navigate to the left sidebar and click the 'All' tab. This displays a comprehensive list of all available items that can be added to your Salesforce navigation bar.
- Select and Add Your Item
Browse the list and click the plus icon next to the item you wish to add, such as 'Cases'. Once selected, click the 'Add 1 Nav Item' button at the bottom right to include it in your navigation list.
- Save Your Navigation Changes
After adding your desired item, you will return to the 'Edit Sales App Navigation Items' modal. Click the 'Save' button to finalize and apply all changes to your navigation bar.
- Verify the New Navigation Item
Once saved, the navigation bar will refresh. Confirm that your newly added item, such as 'Cases', is now visible and accessible in the top navigation bar of your Salesforce app.
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Frequently Asked Questions
You can access the navigation bar editor by clicking the pencil icon located on the far right of your Salesforce app's top navigation bar.
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