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App of the Week – Custom Lightning Navigation Buttons

App of the Week – Custom Lightning Navigation Buttons

Making little tweaks to your Salesforce Org. can add up to big enhancements. This week’s app gives users 5 handy new lightning navigation buttons to refresh their org, and extend functionality. Because it is built with the standard Salesforce Lightning Component Library, this app will scale with new releases! A final feature of note is that this app allows dynamic visibility for buttons via the Lightning App Builder versus using Record Types, which means you can run a button report based on field values on a record.

5 Lightning Components which display a button for users to interact with. Easily drag-and-drop these buttons onto any page to navigate to records, URLs, Chatter Groups, and List Views, and create records with specific record types.

Check it out here!

 

Tip of the Week – Coming soon: Custom Navigation Bar for Salesforce Lightning!

Tip of the Week – Coming soon: Custom Navigation Bar for Salesforce Lightning!

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