Creating and Editing Sections, Groups, and Navigation Items

To create a group:

1. Click New Section.
2. Enter a unique section name.
3. Click Save.

Note: To expand a section and view all the groups related to it, click .

To edit a section:

1. Double-click the section row or click .
2. Edit the section name.
3. Click Save.

To create a group:

1. Click in the section where you are adding the group, and select New Group.
2. Enter a name for the group.
3. [Optional] By default, the parent section for this navigation group uses the section selected in step 1. Alternatively, you can choose another section that already exists in this navigation configuration.
4. Select from the available buttons. The button is displayed next to this group when viewing this navigation configuration. The button is displayed only on the first level group in each section.
5. Click Save.

Notes:

• To expand a group and view all the navigation items related to it, click .
• You can create up to five levels of groups within a section.

To edit a group:

1. Double-click the group row or click .
2. Edit the details.
3. Click Save.

To create a navigation item:

1. Click on a section or group. For a section, select New Navigation Item. The Edit Navigation Item window opens.
2. Enter a name for the navigation item.
3. [Optional] To change the section or group that the navigation item relates to. Click in the Parent field and select a new section or group to associate this navigation item.
4. Create links for navigation items, as needed:
   • Linking to an app:
     1. Select the item type "App".
     2. In the App Name field, search for and select the app to open from this navigation item.
     3. Click Save.
     Note: You can only link to Lightning apps that are available from App Launcher. If you want to upgrade your Classic apps to Lightning apps so that they are available in Navigation Component Builder, search for "Upgrade Classic Apps to Lightning Apps" in the Salesforce Help.
   • Linking to a dashboard:
     1. Select the item type "Dashboard".
     2. In the Dashboards field, search for and select a dashboard to open from this navigation item.
     3. Click Save.
   • Linking to an object:
     1. Select the item type "Object".
     2. [Optional] Select the sort order for the Object Name field.
     3. In the Object Name field, select an object.
     4. In the Action field, select one of the following options to open from this navigation item:
        • "Home" to open the object's Home page.
        • "List View" to open a list view that you select from the List View field.
        • "New" to open a new record window for the selected object, for example a New Account window.
     5. Click Save.
   • Linking to a report:
     1. Select the item type "Report".
     2. In the Reports field, search for and select a report to open from this navigation item.
     3. Click Save.
   • Linking to a tab:
     1. Select the item type "Tab".
     2. In the Tab Name field, search for and select the tab to open from this navigation item.
     3. Click Save.
   • Linking to a URL:
     1. Select the item type "URL".
     2. In the URL field, enter the URL to open from this navigation item.

        For absolute URLs to locations outside your Salesforce org, you must include the protocol as part of the URL. For example 'http://' or 'https://'. For relative URLs within your Salesforce Org, omit the protocol and domain parts of the URL.

     3. Click Save.

To edit a navigation item:

1. Double-click the navigation item row or click .
2. [Optional] Edit the details.
3. Click Save.

To reorder an item, drag a section, group or navigation to the relevant location in the hierarchy. You can have five levels within a group.

Notes:  

• Valid locations are highlighted in blue.
• A thicker blue line indicates if you are dragging the selection before or after a valid location.

To delete a section, group or navigation item, click on the relevant section, group or navigation item.

Note: Deleting a section also deletes any related groups and navigation items. Deleting a group also deletes any related groups and navigation items.