Creating and Cloning Navigation Configurations

Use the Navigation Configuration Builder or Global Navigation Configuration Builder to create a navigation configuration, or rename or clone an existing navigation configuration.

Creating a Navigation Configuration

In the Navigation Configuration Builder:

  1. Click New in the header bar or the navigation panel.
  2. Enter a unique label for the configuration:
  3. [Optional] Edit the API name. This must be a unique name.
    Note: The combined character limit of the Prefix and API Name fields is 40 characters.
  4. Click Save.

Clone an Existing Navigation Configuration

In the Navigation Configuration Builder:

  1. Click the name of an existing navigation configuration in the FinancialForce Configurations or My Configurations list. The configuration details are shown in the navigation panel.
  2. Click Clone.
  3. Enter a unique label for the configuration:
  4. [Optional] Edit the API name. This must be a unique name.
    Note: The combined character limit of the Prefix and API Name fields is 40 characters.
  5. Click Save.