TIP OF THE WEEK: Personalize Salesforce Navigation Feature

Do you remember being about to customise personal tab in Salesforce Classic? Well, you can now personalize navigation bar’s in Lightning Experience!

Say you are constantly accessing certain tabs frequently (e.g. through favourites) and it’s not available in the general app, you can add the tab to the navigation bar for your personal view and access.


How do I add to my navigation bar?

Start by opening the selected tab and then select ‘Add to Nav Bar’



How do I apply changes to my navigation bar?

To remove the tab, reorder or add more, select the pencil in the far right-hand corner of the page.

(Shown in below screenshot)


Save time today by enabling all users to access important tabs more effectively!