How to Add Navigation Items in Salesforce

Quick summary

Adding navigation items in Salesforce lets users customize their navbar for faster access to key records and pages. This process takes under a minute using the built-in Edit tool in the Salesforce Lightning navigation bar.

Steps

1. Go to the top right of your Salesforce page and click the Edit (Pen) Symbol in the Navigation bar.
2. Click on Add More Items to open the item selection panel.
3. Select All under Available Items to view the full list of options.
4. Select the item you want to add to your navbar.
5. Hit the Add Nav Items button to confirm your selection.
6. Click Save to apply your changes to the navigation bar.
7. Confirm the update by verifying the success message that appears once the item is added.