Navigation Menu and Components
Navigation Menu and Components
This article is created to provide a quick overview of the navigation menu and its components. Some users may call this the 'home page'.
- Customizable Brand Logo - your company logo should appear here.
- App Launcher - The App Launcher shows you your standard and connected apps in Salesforce. Depending on your subscription, users can toggle between Lobby Mews, MYCE from the App Launcher. It contains a collection of components such as tabs, reports, dashboards, and PDF Butler that address a specific business need.
- App - The current application in use
- Global Search field - this allows you to search on objects, and record types (e.g. accounts, contacts, meetings, event, MICE quotes etc)
- Navigation Bar - Available objects include accounts, contracts, contacts, dashboards, orders, price books, products, quotes, reports, tasks, and any custom object
- Favourites - shortcut to your MYCE pages that have been marked as Favourite by user
- Global Actions - links to a global action to let users log call details, create or update records, or send email, all without leaving the page they’re on
- Help - links to Salesforce Help & Learning
- Setup – access to Setup Menu
- Notifications icon that keep users in the know with timely notices
- User Profile - to view detailed information about the user
- More - Click on "More" to see the rest of the objects listed on the Navigation Bar
- Pencil Icon - Click to personalise your Navigation Bar
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