Lightning Experience Features - Navigate Lightning Experience and Setup

Navigation and Setup in Lightning Experience

• The new Lightning Experience provides a more efficient and consistent interface for navigation, with a logical and easy-to-navigate structure.
• The navigation bar is always present, and items within it change based on the app being used.
• Users can customize the navigation bar by adding or removing items, and can also personalize it by dragging items to change their order.
• Favorites are a way for users to boost productivity by personalizing their navigation, and can be added, renamed, and rearranged.

The App Launcher in Lightning Experience

• The App Launcher allows users to switch between apps and browse available apps.
• Users can search for an app by name, and can also create records and access recent records directly from the navigation bar.
• The App Launcher shows apps as large tiles, and users can drag tiles to sort their personal view of the App Launcher.
• Admins can change which apps appear in the App Launcher and control the order in which they appear.

Search for Records

• The Lightning Experience global search box is at the top of every page and is the fastest way to find what you need.
• The search box provides instant results and can be refined by selecting a specific object or using filters.
• Search results can be sorted by relevance, and users can adjust column widths and text wrapping.
• Users can also use the search box to filter search results for specific objects.

Refine Your Results

• From the Top Results page, users can refine their search results by selecting a specific object or using filters.
• Users can see results for a specific object by selecting it on the left, under Search Results.
• Users can also sort most search results by clicking column headers or using the sort dropdown menu.

Lightning Experience Help Menu

• The Help Menu is contextual and provides links to resources related to the tasks on the current page.
• Users can view help topics directly in the Help Menu and dock them to keep them open while working.
• Admins can add custom resources for working in an org, and users see different sets of resources based on their role.
• The Help Menu includes links to getting started, general tasks, and release notes.

Meet the New and Improved Setup

• The Setup tree has been reorganized and recategorized to provide a streamlined interface for viewing and managing administrative setup tasks.
• The new Setup includes three main sections: Administration, Platform Tools, and Settings.
• Users can access their personal settings at the top of any page by clicking their profile image and then clicking Settings.
• The Setup tree has been simplified, and many repetitive nodes have been removed.

Object Manager

• The Object Manager is a one-stop shop for managing all objects in an organization, both standard and custom.
• Users can access all objects and their related functions, such as fields, validation rules, and page layouts, from a single entry point.
• The Object Manager is limited to objects that support Lightning Experience features.

Service Setup Flows

• Service Setup flows offer a guided step-by-step experience to walk users through setting up various support features.
• The Service Setup Home page provides recommended setup flows, content, and one-step experiences.
• The dashboard is customizable and shows at-a-glance metrics about the customer service team with daily performance or long-term trends.