How to Add Utility Bar in Salesforce
The utility bar in Salesforce is a handy feature available for Lightning apps that provides quick access to various functionalities. Here's how to add a utility bar to your chosen Lightning app:
- Go to Setup in the Salesforce navigation bar.
- In the Quick Find box, type "App Manager" and click on it.
- From the list of apps, locate the Lightning app where you want to add the utility bar. And Click on the options button.
- Click on Edit to open a new window.
- Select Utility Items in the left pane. Here you'll see a list of available utility bar items and the currently assigned items for your app (if any).
- Click on Add Utility Item. You'll see a list of available components you can add to the utility bar.
- Choose the desired item by clicking on it. Some common options include:some text
- List Views: This lets users access specific pre-defined list views.
- Chatter Feed: Provides access to the Salesforce Chatter feed for social collaboration.
- History: Shows a record's history of actions and field changes.
- Custom Visualforce Pages: You can integrate custom functionality built with Visualforce pages.
- Einstein Next Best Actions: Leverages AI to suggest relevant actions for users based on context.
- After selecting the item, click Save.
Additional Considerations:
- The utility bar is currently only available for desktop views, not on mobile devices.
- Some utility bar items like History have limitations on which apps they can be used with. Refer to Salesforce documentation for specific details on each item.