AdvoLogix Matter Management

Customize Available Applications in the App Dropdown Menu

Updated Jun 10, 2021

An “app” is a group of tabs that works as a unit to provide application functionality. Salesforce provides standard apps such as Sales and Call Center. You can customize the standard apps to match the way you work.

You can also build your own on-demand apps by grouping standard and custom tabs into new custom apps. A custom app consists of a label, a description, and an ordered list of tabs. You can also set custom logos for your custom apps. With custom apps, you can extend the kinds of information that you manage and share online beyond CRM.

Apps are associated with profiles. Profiles control which tabs you can see or hide, as well as which apps are available to you. You can personalize the tabs in your apps as much as your profile allows.

Step 1: Enter the details

Step 1: Enter the details
Step 2. Choose the Image Source for the Custom App Logo

Choose from the available locations within the Advologix application

Optionally, specify a logo for this custom app. To do so, choose an image file from the document library.

 

Select an image file

Choose Next

Step 3. Choose the Tabs

Step 3. Choose the Tabs

Choose the tabs to include in this custom app.

  1. Select the existing Tabs from Available Tabs.
  2. Click on Add button,
  3. Arrange your tabs in Selected Tabs list,
  4. Click on Next button.

Step 4. Assign to Profiles

Step 4. Assign to Profiles
  1. Choose the user profiles for which this custom app will be visible in the Force.com AppExchange menu.
  2. You may specify this custom app as the default custom app of a profile, meaning that new users who have the profile will see this custom app when they log in for the first time.
  3. Click Save

Users can switch between apps using the app drop-down menu at the top-right corner of every page.

See Force.com's Documentation: What is an App? 

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