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DealerTeam

Add Utilities/Components to the Utility Bar

Goal

Learn how to add utilities or components to the utility bar. The utility bar provides users quick access to common productivity tools located at the footer of a standard or console lightning app. Utilities are time-saving tools which can be configured in any salesforce app using the App manager.

 

After reading this article you will be able to:

  • Activate the utilities for the utility bar
  • Customize the utility bar

Step One - Navigate to Utility Items

  1. Click the Setup icon
  2. Click Setup

 

Add Utilities to the Utility Bar, click setup.png

 

3. Enter App Manager in the Quick Find box

4. Click App Manager

 

Add Utilities to the Utility Bar, enter App Manager in quickfind 2.png

 

For this example you, the DealerTeam Sales App will be edited. (The App Type must be Lightning)

5. Click the dropdown button of the desired App

6. Click Edit

 

Add Utilities to the Utility Bar, select App 2.png

 

Step Two - Add Utility Item

1. Click Utility Items

2. Click Add Utility Item button

 

Add Utilities to the Utility Bar, click Add Utility Item.png

 

3. Enter text to search for Standard or Custom components

4. Or select the Component

 

Add Utilities to the Utility Bar, select Notes.png

 

5. Click Save

 

Add Utilities to the Utility Bar, Click Save.png

 

Step Three - Rearrange the order of Utility Items

a. Select an App

b. Click the down arrow to move the selected app or click the up arrow to move up

c. Click Remove to delete the app from the utility bar

d. Click Save

Add Utilities to the Utility Bar, rearrange Utility apps.png