Navigation Menu Checklist
Use this checklist to set up Navigation Menu end to end. Configuration lives at Setup > Create > Navigation Menu with two tabs: Apps and Menu Items. Each step links to a detailed article.
Requirements
- Administrator System Role.
- The security roles, user groups, entities, and Active Pages your menu structure will reference should already exist.
Plan
☐ Identify your audiences and decide whether each needs its own App. Common patterns are one App per audience (Partner App, Customer App, Internal App) or a single App with role-based item visibility.
☐ Sketch the menu hierarchy. Decide which top-level items are folders, which are direct links, and which should be the App's default landing item.
Build
☐ Create or clone the App Create a new App from the Apps list, or clone an existing App to inherit its menu structure, folder hierarchy, and security settings.
☐ Build the Menu Item tree Add Menu Items of the appropriate type (Entity, Active Page, Link, Web, Folder), nest them under folders, and reorder by dragging.
☐ Review Feature Menu Items Confirm the auto-generated Feature Menu Items (Training, Articles, etc.) appear where you expect. These cannot be edited or deleted but can be reordered and placed in folders.
Secure and Personalize
☐ Share Web and Link Menu Items Configure role-based and group-based sharing for Web and Link items so each user sees only the items intended for them.
☐ Verify the security model end to end Confirm that App access, Menu Item sharing, entity permissions, and Active Page sharing combine to produce the visibility you intend for each role and group.
☐ Set the App's landing menu item. Pick the Menu Item users should see when they first open the App.
Test and Roll Out
☐ Test the App as a partner or customer user. Use Login As (or a test user account) for each role you support to confirm the menu, folders, and landing page appear as expected.
☐ Communicate the change. If the navigation structure has changed for existing users, announce the change before rollout.
If You Run Into Issues
☐ Navigation Menu Troubleshooting Symptom-by-symptom resolutions for missing items, sharing problems, folder behavior, App cloning, and migration from pre-v2025.8.0 Apps.
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