If you are a Salesforce user, you probably have a lot of pages to navigate every day. And if you are like most users of Salesforce Classic, you have probably customized your navigation bar to give you easy access to your most commonly used apps and screens. Unfortunately for anyone whose company already has, or will soon make the switch from Classic to Lightning, that custom navigation bar you spent so much time on will not carry over to Lightning … Until Spring that is!
Coming as part of the Spring ‘18 release, Lightning users will gain the long awaited ability to customize their navigation. Stay tuned to the CloudMyBiz blog over the next few months for a more details on making these time saving adjustments. In the meantime, Salesforce admins have provided a simple but effective workaround. The Favorites tool! Simply add the pages you want to save to your Favorites list, and access them later from the drop down menu at the top of your screen.
Click here to see Favorites in action!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.