Lightning X Menu < Must Try >
: Used by developers to create dropdown menus within custom Lightning Web Components (LWC).
: Defines individual actions within a dropdown, supporting features like checkboxes for toggling settings.
: A fixed footer menu (often used for phone controls or notes) that stays visible regardless of which record you are viewing. Customization for Admins Lightning X Menu
For those building the experience, Salesforce provides several components to tailor these menus:
: This horizontal menu is customizable at the app level. Users can personalize their own navigation bar by reordering items or adding specific records as temporary tabs. : Used by developers to create dropdown menus
The (often referred to as the Global Actions Menu ) and the standard Navigation Menu are the primary entry points for efficiency within the Salesforce Lightning Experience. These menus are designed to minimize clicks by providing immediate access to critical tasks and object navigation. Key Efficiency Features
The Lightning interface uses several menu types to streamline different workflows: Customization for Admins For those building the experience,
: Admins use the App Manager in Setup to determine which items appear in the navigation bar for specific user profiles. Quick Comparison of Menu Types Global Actions Quick record creation (Tasks, Notes) Header (Top Right) Navigation Bar Switching between Objects (Leads, Accounts) Header (Top Center) App Launcher Switching between different Apps Header (Top Left) Utility Bar Multitasking (Softphone, Recent Items) Footer (Bottom) Customize Salesforce Lightning Home page