How to Display Different Navigation Menus in Salesforce Experience Cloud


You can rapidly build up custom navigation menus in Salesforce Experience Cloud for your users by following the steps mentioned below. - Article authored by Kunal Chowdhury on , and was last updated on 2022-12-21T08:35:08Z.

How to Display Different Navigation Menus in Salesforce Experience Cloud
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Salesforce Experience Cloud is an integrated set of cloud-based tools designed to help businesses engage with customers and manage their business operations. It provides a powerful platform for creating personalized customer experiences, building marketing campaigns, and analyzing data.

 

A key feature of Salesforce Experience Cloud is the ability to create different navigation menus customized to meet specific user needs. In this article, we will look at how to create and display different navigation menus in Salesforce Experience Cloud.

 

How to Display Different Navigation Menus in Salesforce Experience Cloud?
Salesforce Experience Cloud

 

Steps:

  • Login to your Salesforce account, or create one if you don't already have one.
  • Go to Setup > App Manager and select the app associated with the menu you wish to customize.
  • Click “Edit” under the Navigation Tab and select “Navigation Menu”.
  • Select the type of menu you would like to create, such as "Dropdown", "Horizontal" or "Vertical".
  • Enter a name for your navigation menu and click “Save”.
  • Add items to your Navigation Menu by clicking on the + icon next to each item.
  • Customize the items in your Navigation Menu by selecting options under the General, Visual and Advanced tabs.
  • Once you are happy with your Navigation Menu, click “Save & Activate”.
  • To view your new Navigation Menu, go to Setup > App Manager and select the app associated with it.
  • Your new Navigation Menu will now be visible when you access the app.

 

Salesforce Experience Cloud enables organizations to build unique and customized experiences for customers, partners, and employees. One of the most powerful features of this platform is its ability to display different navigation menus based on user roles or access rights.

 

How to Display Different Navigation Menus in Salesforce Experience Cloud?
Salesforce Experience Cloud

 

How to set up different navigation menus in Salesforce Experience Cloud?

In this article, we will discuss how to set up different navigation menus in Salesforce Experience Cloud.

 

Step 1: Define Navigation Menus

First, you need to determine which navigation menu should be displayed for each user role or access right. This can be done by assigning a unique label to each menu that needs to be displayed. For example, a "Marketing" menu might have items such as "Campaigns", "Leads", and "Analytics". A "Support" menu may have items such as "Knowledge Base", "Cases", and "Support Portal".

 

Step 2: Configure Navigation Menus

Once the labels have been assigned, you can then configure the navigation menus. In Salesforce Experience Cloud, navigate to Setup > User Interface > Navigation Menus. Here, you will be able to create new menus based on user roles or access rights. You can also make changes to existing menus by editing their label, adding new items, or removing existing ones.

 

Step 3: Assign Navigation Menus

After creating and configuring the navigation menus, they need to be assigned to the appropriate users or groups. This can be done in Salesforce Experience Cloud's Administration section (Setup > Administration). Here, you can assign navigation menus to specific users or groups by selecting the appropriate menu from the drop-down list.

 

 

FAQs:

Q: How do I customize a navigation menu in Salesforce Experience Cloud?

A: You can customize a navigation menu by selecting “Edit” under the Navigation Tab and then selecting “Navigation Menu”. From there, you can add items to your Navigation Menu by clicking on the + icon next to each item and customize them as needed.

 

Q: How do I assign different navigation menus to specific users or groups?

A: In Salesforce Experience Cloud's Administration section (Setup > Administration), you can assign navigation menus to specific users or groups by selecting the appropriate menu from the drop-down list.

 

 

Conclusion

Creating and displaying different navigation menus in Salesforce Experience Cloud is a great way to tailor the user experience for your customers. By following these steps, you can easily customize your navigation menu to suit different needs and ensure that users can quickly find what they’re looking for. Moreover, using the App Manager, you can also control which users have access to each menu.

 

With Salesforce Experience Cloud, it is easy to create and manage different navigation menus for different user roles or access rights. By following the steps outlined above, you can quickly set up custom navigation menus that make navigation simpler and more efficient for your users. With this powerful feature, you can build unique experiences for each of your customers, partners, and employees.