Adding the FF Navigation Component to Lightning Pages

You create the FinancialForce Navigation component configurations using Navigation Configuration Builder and Global Navigation Configuration Builder, which you open from the App Launcher. You then apply a configuration to the component when you add it to a Lightning app page, home page, or record page.

To add the FF Navigation component to a Lightning page:

  1. From Setup, open the Lightning App Builder.
  2. Click the Lightning page that you want to add the component to.
  3. [Optional] Clone the page.
  4. In the new page, drag the FF Navigation component from the Custom - Managed list on to the relevant part of the Lightning page layout.
  5. In the properties pane, complete the following information:
    • Select the navigation configuration to display in the component. To use the distributed global navigation, select FinancialForce Navigation.
    • [Optional] Select the Show Search checkbox to display the Search field in the component. This enables users to enter three or more characters to find matches in the navigation hierarchy.
    • [Optional] Select the Hide Navigation Sections checkbox to hide the navigation section labels in the component. For more information on sections, see Creating and Editing Sections, Groups, and Navigation Items.
      Note: This checkbox is not relevant if you are using navigation configurations created in the Global Navigation Configuration Builder.
  6. Click Save.
  7. [Optional] Click Activation, if required.

For more information about the Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.