Simplified Navigation and Easy Access to Important Tasks

Vertical Navigation Bar

Salesforce Foundations provides a vertical navigation bar along the left side of the user interface. Now there's a central location to access your Marketing, Sales, Service, and Commerce solutions. With our vertical navigation bar, the apps you need are in plain view, so you see everything at a glance.

Use the App Launcher to personalize what apps appear. To open the App Launcher, click More. Favorite the apps that you want to include in your vertical navigation bar using the star icon. You can order them the way you want directly in the navigation bar or in the App Launcher by dragging the app to the location you want.

In addition, Salesforce Foundations provides dedicated apps for account and contact management. Salesforce admins can assign these apps to users, and users can add them to the vertical navigation bar.

Quick Settings

The traditional Setup navigation offers a comprehensive range of options, which can feel visually overwhelming. That's why Salesforce Foundations provides Quick Settings, a streamlined way for admins to complete the most common setup and customization tasks without navigating through the entire navigation list.

Quick Settings provides you with the most common setup, customization, and company settings, readily accessible from the icon. And for those moments when you need more settings, click the Advanced Settings button to access the complete list of configuration settings (1).

Another benefit of Quick Settings is that you can manage and assign permission set groups right from the Users setting (2). In just a few clicks, you can tailor access with Salesforce Foundations permission set groups for your Sales, Service, Marketing, and Commerce teams. You can also assign custom permission set groups from this window.

Use the quick links under Additional Setup to easily get to other product-specific setup pages, such as Data Cloud Setup, Sales Setup, and Service Setup (3).