Salesforce1 Mobile App Admin Guide

Introduction
Get Your Organization Ready for Mobile: The Big Picture
Configure Your Organization for Salesforce1
Unlock Salesforce1 with the Salesforce1 Wizard
Define Which Users Can Use Salesforce1
Enable or Disable Notifications
Salesforce1 Mobile App Offline Access
Customize the Salesforce1 Navigation Menu
How the Salesforce1 Navigation Menu Works
Customize How Your Data Appears in Salesforce1
Using Actions in Salesforce1
Visualforce Pages and Salesforce1
Make the Salesforce1 App Yours with Custom Branding
Learning More
Appendices
PDF

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.

The Salesforce1 App Nav icon in the Salesforce1 header opens the navigation 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 downloadable app for iOS and the Salesforce1 mobile browser app.
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 you don’t include this item in the menu, a Dashboards item is automatically added to 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.
Feed Appears for organizations that have Chatter enabled.
Lightning component tabs (Beta) Only custom Lightning components that have a Lightning component tab associated with them can appear in the Salesforce1 navigation menu.
Lightning Pages Custom Salesforce1 app pages.
Groups Appears for organizations that have Chatter enabled. If you don’t include this item in the menu, a Groups item is automatically added to the set of Smart Search Items.
Paused Flow Interviews Displays a list of flow interviews that the user 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 you don’t include this item in the menu, a People item is automatically added to the set of Smart Search Items.
Smart Search Items Adds Salesforce objects to the Recent section in the menu. 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 day by integrating mobile calendar events with associated Salesforce tasks, accounts, and contacts. The app also allows 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.