How the Navigation Menu Works
- People, groups, notes, dashboards, reports, tasks, and events, if these items were added directly to the navigation menu
- List views, which are shown only on object home pages, not in the navigation menu
- Objects that aren’t available in the Salesforce app, including any objects that don’t have a tab in the full Salesforce site
About the Dashboards, Reports, Notes, Tasks, Events, Groups, and People Menu Items
If you opt to add the Dashboards, Reports, Notes, Tasks, Events, Groups, or People items to the Selected list for the navigation menu, these items appear in the order you specify, just like Today and other individual menu items.
If you don’t add these items to the navigation menu, however, they’re automatically included in the Smart Search Items set of objects and show up in the Recent section of the navigation menu.
Pin an Object into the Recent Section
Users can customize the objects that appear in the Recent section of the navigation menu.
If they search for an object in the full site, they can hover their mouse over the object
name and click
to pin it to the top of the search results. The order of pinned objects in
the full site determines the order of the objects that stick to the top of the Recent
section of the navigation menu. However, pinning objects in this way causes the unpinned
objects remaining in the Recent section to drop into the More
element.