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Difficulty: MediumSalesforce Mobile App Customization, Branding, and Navigation Options

An administrator is tasked with customizing the navigation menu of a custom Lightning App to ensure that a newly created 'Site Inspections' custom object tab is accessible to field technicians using the Salesforce Mobile App. What is the correct sequence of steps the administrator must perform in Setup to add and position this tab in the app's mobile navigation?

  1. 1Navigate to Setup, enter 'App Manager' in the Quick Find box, and select App Manager.
  2. 2Locate the target Lightning App, click the action dropdown arrow next to it, and select Edit.
  3. 3Click Navigation Items from the App Settings menu pane on the left.
  4. 4Move 'Site Inspections' from Available Items to Selected Items and place it in the desired display order.
  5. 5Click Save to apply the updated navigation configuration.

Answer

The correct order begins with accessing App Manager in Setup, editing the target Lightning App, selecting Navigation Items, adding and ordering 'Site Inspections' under Selected Items, and saving the changes.
Customizing mobile navigation for a Lightning App requires entering Setup, locating the app within App Manager, editing its properties, adjusting its Navigation Items, and saving the update. Items placed in the Selected Items list become available in the navigation bar on desktop and the mobile app navigation layout.

Step-by-Step Solution

1
Open App Manager in Setup
Displays all Lightning Apps and Connected Apps defined in the org.
App Manager is the central repository for customizing application-level settings.
2
Edit the relevant Lightning App
Opens the Lightning App Settings editor.
App settings must be opened in edit mode to alter navigation or utility bars.
3
Select the Navigation Items category
Displays two list boxes: Available Items and Selected Items.
This section specifically manages the tabs and items included in the app.
4
Add 'Site Inspections' to Selected Items and adjust order
'Site Inspections' is added to the active list at the chosen position.
The first items in the Selected Items list correspond to the main navigation menu items displayed in the mobile app.
5
Save the changes
App settings are persisted across desktop and mobile devices.
Saving ensures the changes take effect for assigned profiles.

Key Concept

Lightning App Navigation Customization for Salesforce Mobile
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Topics

Salesforce Mobile App Customization, Branding, and Navigation Options

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