The Legal Service Provider Experience Salesforce community template provides a robust foundation for efficiently managing client interactions, documents, and billing. One of the key steps after deploying the community is configuring the Navigation Menu, which helps users seamlessly access essential features, such as matters, invoices, budgets, and more.
The navigation menu allows you to guide your community users through the various tools and pages available. It appears on the left or top navigation bar, depending on your theme settings, and provides direct links to pages or external resources.
Steps to Configure the Navigation Menu
Step 1 👉🏻 Open Experience Builder
From the Salesforce Setup, go to Digital Experiences >> All Sites. Click on the Builder next to your Legal Service Provider Experience site.
Step 2 👉🏻 Access the Navigation Menu
In Experience Builder, click the Navigation Menu component on the canvas.
In the right-hand panel, you will see the Menu Structure and click on Edit Default Navigation.
Step 3 👉🏻 Edit or Add Menu Items
Click on the + Add Menu Item button.
In the side menu:
- Name - Enter a name for the menu item.
- Type - Choose the Site Page option.
- Page - Choose the page that best fits your scenario.
🧐 No changes are necessary for the Publicly available checkbox.
Step 4 👉🏻 Set the Menu Structure
Use the following menu structure as a reference to configure the default setup for your legal community:
| Menu Item Name | Type | Page |
|---|---|---|
| Calendar | Site Page | Calendar |
| Documents | Site Page | File List |
| Matters | Site Page | Matters |
| Budgets | Site Page | Budget Management |
| Invoices | Site Page | Invoices |
| Accruals | Site Page | Accruals |
| Performance Reviews | Site Page | Performance Reviews |
| Timekeepers | Site Page | Timekeepers |