AdvoLogix Matter ManagementAdministrationAdministration Guide CustomizationCustomizing Available Applications in the App Dropdown Menu

Customizing Available Applications in the App Dropdown Menu

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.

App Drop-down menu

App Drop-down menu

A drop-down list that displays at the top of every page

Navigate to Setup

Click Your Name

Choose Setup

Navigate to Apps

Under App Setup

Choose Create

Click Apps

An app is a group of tabs that works as a unit to provide functionality.

You can customize existing apps to match the way you work, or build new apps by grouping standard and custom tabs -provided they are not part of a managed package...

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.

 

For Additional Information

See Force.com's Documentation

What is an App?