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DealerTeam

Utility Bar - Change Location

Goal

The Utility Bar is a quick access component that can be used from any screen. Easily change the dealership location using the Utility Bar without interrupting  page navigation.

After reading this article you will be able to

  • Navigate to the Utility bar
  • Change the Location from the utility bar

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 Step One: Navigate to the Utility Bar

1. Click the location name and icon on the utility bar

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Note: The Utility Bar is available from any screen 

 Step Two: Changing the Location

1. Type the store NameNumberCity, State or Zip Code in the Quick Search field  

Note:

  • The currently selected Location is above the quick search field  
  • As you type the quick search field will automatically populate any potential matches

2. Click the Select button on the desired Location

2.1 2.2.png

Step Three: Collapsing the Utility Box

1. Click the minimize icon

3.1.png