About the Salesforce1 Navigation Menu

Anywhere your users see the icon in Salesforce1, they can tap it to access the menu. As an administrator, you can customize what the menu contains.

What You Can Include

Depending on how your organization is configured and what they have access to, your users could see multiple items in their navigation menu.

• Canvas apps—Displays for organizations that have enabled a canvas app to appear in the Salesforce1 navigation menu.
• Dashboards—Availability depends on edition and user permissions. If it’s not included as a distinct node in the menu, then it’s automatically included in the set of Smart Search Items.
• Feed—Displays for organizations that have Chatter enabled.
• Flexible Pages—Custom Salesforce1 app home pages. For more information, see What is a Flexible Page? in the Salesforce1 App Developer Guide.
• Groups—Displays for organizations that have Chatter enabled. If it’s not included as a distinct node in the menu, then it’s automatically included in the set of Smart Search Items.
• People—Displays for organizations that have Chatter enabled. If it’s not included as a distinct node in the menu, then it’s automatically included in the set of Smart Search Items.
• Smart Search Items—Represents a set of searchable objects the user has viewed or worked with recently in the full Salesforce site. These items display in the Recent section of the menu.

  If your users don’t yet have a history of recent objects, they see these default objects in the Recent section initially: accounts, cases, contacts, leads, and opportunities. It can take up to 15 days for objects they work with to appear in the Recent section. To make objects appear under Recent sooner, they can pin them from the search results screen in the full Salesforce site.

  Note

• Tasks—Lists of a user’s open and closed tasks, and tasks that have been delegated.
• Today—An app that helps users plan for and manage their day, by integrating calendar events from their mobile device with their Salesforce tasks, contacts, person accounts, and user records.  Available in the Salesforce1 downloadable apps only.
• Visualforce page tabs

  Only Visualforce pages with the Available for Salesforce mobile apps checkbox selected will display in Salesforce1.

  Note

We won’t get into Visualforce pages in these exercises, but to learn more about them and how they work in Salesforce1, see Extending Salesforce1 with Visualforce Pages in the Salesforce1 App Developer Guide.

Things to Keep in Mind

• The first item in the Selected list becomes your users’ Salesforce1 landing page.
• There isn’t a way to set different menu configurations for different types of users.
• When organizing the menu items, put the items that users will want most at the top. The Smart Search Items element can expand into a set of eight or more menu items in the mobile experience, and it may end up pushing other elements below the scroll point if you put it near the top of the menu. Anything you put below the Smart Search Items element will appear in the Apps section of the navigation menu.
• Before you can include Visualforce pages or Flexible Pages in the Salesforce1 navigation menu, you must create tabs for them in Setup at Create | Tabs.
• Anything that is represented by a tab in Salesforce—such as objects, Visualforce pages, the Feed, People, or Groups—is visible for a user based on their profile settings. If a user is assigned to a profile that has the Groups tab set to Tab Hidden, for example, the user won’t see the Groups menu item in Salesforce1, even though an administrator has assigned it to the menu.