Salesforce1 Mobile App Admin Guide

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Customize the Salesforce1 Navigation Menu

Before you can send your users out on their mobile adventure in Salesforce1, they need a map to point the way to their destination. The Salesforce1 navigation menu is that map. And it’s up to you to draw it for them. Help your mobile users get work done faster and more easily by configuring which items appear in the navigation menu and in which order.

Anywhere your users see the Salesforce1 App Nav icon in Salesforce1, they can tap it to access the menu.

Salesforce1 Navigation Menu

As an administrator, you can customize what the menu contains in Setup by clicking Salesforce1 Setup | Navigation menu.

What You Can Include

Depending on how your organization is configured and what your users have access to, they might see some or all of these items in their navigation menu.

Menu Item Description
Approval Requests Displays a list of the user’s pending approvals. Users can tap an approval item and approve or reject it from within Salesforce1. Available in the Salesforce1 mobile browser app only.
Canvas apps Appears for organizations that have enabled a canvas app to appear in the Salesforce1 navigation menu.
Dashboards Availability depends on edition and user permissions. If an administrator doesn’t include it as a distinct node in the menu, it’s automatically included in the set of Smart Search Items.
Events Lists events that are owned by the user, that the user created for him- or herself, and that the user or a user’s groups are invited to. With the exception of multiday events that haven’t concluded, past events aren’t available.
Feed Appears for organizations that have Chatter enabled.
Lightning Pages Custom Salesforce1 app home pages.
Groups Appears for organizations that have Chatter enabled. If an administrator doesn’t include it as a distinct node in the menu, it’s automatically included in the set of Smart Search Items.
Paused Flow Interviews Displays a list of flow interviews that the user has paused. An interview is a running instance of a flow. Users can tap an interview and resume or delete it from within Salesforce1. Available in the Salesforce1 mobile browser app only.
People Appears for organizations that have Chatter enabled. If an administrator doesn’t include it as a distinct node in the menu, it’s automatically included in the set of Smart Search Items.
Smart Search Items Adds all objects to Salesforce1. This item also adds a set of recently-searched objects to the Recent section and adds the More item so users can access all the objects they have permission to use and that are supported in Salesforce1. If you don’t include this item in the navigation menu, users can’t access any objects in Salesforce1.

If your users don’t yet have a history of recent objects, they initially see a set of default objects in the Recent section. It can take up to 15 days for the objects that users work with regularly in both Salesforce1 and the full Salesforce site to appear in the Recent section. To make objects appear under Recent sooner, users can pin them from the search results screen in the full 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 days by integrating their mobile calendar events with associated Salesforce tasks, accounts, and contacts and by enabling users to instantly join conference calls, quickly log notes about events, and more. 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.

We’ll touch briefly on Visualforce pages in a later chapter. To delve even deeper, see “Extending Salesforce1 with Visualforce Pages” in the Salesforce1 App Developer Guide.