Quick summary
Adding navigation items in Salesforce lets users customize their navbar for faster access to key records and pages. This process takes under a minute using the built-in Edit tool in the Salesforce Lightning navigation bar.
Steps
- Go to the top right of your Salesforce page and click the Edit (Pen) Symbol in the Navigation bar.
- Click on Add More Items to open the item selection panel.
- Select All under Available Items to view the full list of options.
- Select the item you want to add to your navbar.
- Hit the Add Nav Items button to confirm your selection.
- Click Save to apply your changes to the navigation bar.
- Confirm the update by verifying the success message that appears once the item is added.
