Creating and Editing Sections Groups and Navigation Items

To create a group:

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

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

To edit a section:

1. Click the Pencil icon that relates to the section you want to edit.
2. Edit the details.
3. Click Save.

To delete a section:

1. Click X icon that relates to the section you want to remove.

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

To create a group:

1. Click Plus icon that relates to the section you are adding the group to and click Add New Group.
2. Enter a group name for this navigation group.
3. [Optional] by default the parent section for this navigation group is set based on the section that was selected in step 1. Alternatively, you can select another section that already exists in this navigation configuration.
4. Select from the available icons. The icon is displayed next to this group when viewing this navigation configuration.
5. Click Save.

Note: To expand a group and view all the navigation items related to it click the Chevron icon.

To edit a group:

1. Click the Pencil that relates to the group you want to edit.
2. Edit the details.
3. Click Save.

To delete a group:

1. Click X that relates to the group you want to remove.

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

To create a navigation item:

1. Highlight the Section or Group you would like to add the navigation item to.
2. Click the PLUS icon and select New Navigation Item.

Note: When adding a navigation item to a Group clicking the Plus icon automatically adds a new navigation item.

3. Enter a name for the navigation item.
4. (Optional) To change the section or group that the navigation item relates to. Click the X icon in the Parent field and select a new section or group to associate this navigation item.
5. Navigation items can link to Objects, Tabs or URLs.
1. Linking to an object.
• Set the Item Type to Object.
• Click in object name and select from the list or search for the name of the object.
• [Optional] In Action select Home to navigate to the Home page for that object.
• [Optional[ In Action select List View to navigate to a List View for that object. Select the relevant list view for the object.
• Click Save.
2. Linking to a Tab.
• Set the Item Type to Tab.
• Click in Tab Name and select from the list or search for the name of the Tab.
• Click Save.
3. Linking to a URL.
• Set the Item Type to URL.
• Enter the URL for the page you want to open from this link.
Note: For absolute URLs to locations outside of 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, you should omit the protocol and domain portions of the URL.
• Click Save.

To edit a navigation item:

1. Click the Pencil icon that relates to the navigation item you want to edit.
2. (Optional) Edit the details.
3. Click Save.

To delete a navigation item:

1. Click X icon that relates to the navigation item you want to remove.

Sections, Groups and Navigation items can be reordered within navigation configurations to provide a tailored experience for end users.

To reorder Sections, Groups and Navigation items:

1. Click and drag the Section, Group or navigation icon to the relevant location in the navigation configuration hierarchy.
2. Release when the selection is in the correct location.
Notes:  

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