Personalized Navigation Considerations

• You can reorder, rename, or remove items that you added to a navigation bar, but you can’t remove or rename the default items defined by admins. If an admin removes a default item, the item remains in your personalized app navigation bar, but you can delete it.
• A navigation bar can have up to 50 items, including the default items. If a navigation bar already has 50 default items, you can’t add more.
• If you open temporary tabs and then open a new web browser tab, the temporary tabs aren’t available in the new browser tab.
• Admins can’t access or modify the personal items users add to a navigation bar.
• Temporary tabs open when you open an item that doesn’t have a parent object already in the navigation bar. For example, if you open a contract record or contract list, it opens under Contracts if Contracts is available in the navigation bar. If Contracts isn’t available, the record or list opens as a temporary tab.
• Personalizations that you make in Lightning Experience aren’t available in Salesforce Classic.

Considerations for Admins

• Help users get the most out of personalized navigation by upgrading your Classic apps to Lightning apps. Users can’t personalize the navigation bar of Classic apps in Lightning Experience.
• Check what’s in your apps. Users can’t remove the items you include in the navigation bar, and they can’t personalize the navigation bar when it contains more than 50 items. For example, if you include 32 items in an app’s navigation bar, users can add 18 more personal items.
• Items that you add to an app’s navigation bar are added to the end of users’ personalized navigation bars in the order that you added them.
• When you remove an item from an app, that item remains in your users’ personalized navigation bars, and users can then delete it.
• If you don’t want your users to personalize the navigation bar for a specific app, disable personalization. From Setup in Lightning Experience, go to the App Manager. For the desired app, select App Options. Select Disable end user personalization of nav items in this app.
• If you don’t want your users to personalize the navigation bar for any app, disable personalization. From Setup, enter User Interface in the Quick Find box, then select User Interface. Select Disable Navigation Bar Personalization in Lightning Experience. Salesforce recommends disabling navigation personalization by app instead of for the entire org.
• Control if temporary tabs are created when users access items outside of the app. From Setup in Lightning Experience, go to the App Manager. Edit the desired app. On the App Options page, select Disable temporary tabs for items outside of this app.
• The tab’s dropdown menu includes an option to create an item. For example, create an account by selecting + New Account from the Account tab’s dropdown menu. However, the New action doesn’t appear if:
  • Users don’t have the create permission for the object
  • The New action isn’t part of the search layout for the object’s list view

Tip To avoid opening temporary tabs, add the appropriate parent objects to the navigation bar. For example, to prevent a contract list or record from opening as a temporary tab, add Contracts to the navigation bar.