Utility bar, navigation and app-wide settings
The app-wide settings that shape how users move through Salesforce: utility bar items and their limits, App Menu ordering, navigation bar landing pages, personalization and temporary tabs, global search Top Results, favorites, global publisher layouts, custom notifications from flows, and Lightning Experience keyboard shortcuts.
Given a scenario, determine which global Salesforce configuration to use for optimized user flow.
~7 min read · 14 practice questions ·
What the exam expects
- Put always-available tools in the utility bar and know its limits (no Visualforce, one app per wizard-built bar, History in console apps only).
- Order and hide apps in the App Launcher, and set an app's landing page and search defaults through its navigation items.
- Explain navigation bar personalization, temporary tabs and favorites, and which of them an admin controls.
- Vary global actions by profile with global publisher layouts, and alert users with custom notifications sent from a flow.
- Describe Lightning Experience keyboard shortcuts for keyboard and screen reader users.
Key terms: utility bar (a fixed footer that opens Lightning component utilities in docked panels); App Menu (the Setup page that orders and hides apps in the App Launcher); temporary tab (an asterisked navigation item for a record whose object isn't in the nav bar); global publisher layout (the layout that holds global actions for the Global Actions menu); custom notification (a desktop or mobile alert in the notification bell, sent by a flow action).
Key facts
- Detail
- Lightning components only, no Visualforce
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- Wizard or App Builder bars: one app; API bars: many
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- Lightning console apps only
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- Top navigation item, desktop and mobile
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- Nav item order, then most-used objects after 15 days
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- 50 items including admin defaults
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- Up to 200; users only, admins can't share
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- Global actions only; assignable per profile
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- Ctrl+/ or Cmd+/; not customizable
Sources for this section (7)
- Add a Utility Bar to Lightning Appshelp.salesforce.com (opens in a new tab)
- Customize Your Lightning Console App with Utilitieshelp.salesforce.com (opens in a new tab)
- Create Lightning Appshelp.salesforce.com (opens in a new tab)
- Personalized Navigation Considerationshelp.salesforce.com (opens in a new tab)
- Favorites Considerationshelp.salesforce.com (opens in a new tab)
- Global Publisher Layoutshelp.salesforce.com (opens in a new tab)
- Keyboard Shortcutshelp.salesforce.com (opens in a new tab)
- Why can't an admin make the Retail app's utility bar appear in two other apps from the App Builder?
- When does a record open as a temporary tab?
- Where does an admin hide legacy apps from everyone's App Launcher?
- Why would a screen reader user switch off keyboard shortcuts?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform User Experience Designer pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Platform User Experience Designer guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams