Industrial Parts & Service Wiki

1.1 | How can I customize my Navigation bar in Salesforce?

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Although some of the menu options in Salesforce are required, you can move the options to the order that makes the most sense to you.  You can also re-order the menu bar so that it is most efficient.

1. Log into Salesforce

2. Click on the Pencil in the Navigation bar to edit the options.  Most likely this is set to the factory default settings.

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3. A list of the navigation items populates.

4. Click the Add Items Button.

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5. A pop-up box is generated.  The default shows just Favorites.  Switch that to All.

Home | Salesforce - Google Chrome

7. Click the plus sign to add the title to the navigation options.

8. Click the Add 1 Item button in the lower right.

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9. Repeat the process until everything you want to add is present.

10. At this point, all items are listed in your Navigation Item List.

The only two you could remove from the list are the the ones you just added.

Home | Salesforce - Google Chrome

11. Click and Drag titles to rearrange the order to whatever suits you best.

Snagit Editor - [Jul 30, 2020 4:20:39 PM]

12. Once everything is arranged, click Save in the lower right.

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13. A confirmation message tells you that the navigation bar was updated.

14. You'll see the changes in your workspace.

Home | Salesforce - Google Chrome

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Next Article 1.2 | I have an existing customer in Salesforce. What fields do I have to check to activate them in the ATS Store?