Tuesday, November 28, 2017

Customize Salesforce App Navigation Menu to have SObject item on Top

Salesforce mobile App, formerly known as Salesforce1, provides you with limited options regarding customization of the menu item. You can only add the following items:
  • Salesforce productivity items such as Dashboards, Reports, Tasks, ...
  • Smarch Search Items
  • Visualforce tabs
  • Lightning Page tabs
The rest of the menu depends on the tabs you are allowed to interact and view on your Salesforce. Most of them would be Standard and Custom objects. And according to what Application you have opened, the mobile app will have the same menu.

But sometimes we would like some of our Object menu to be on top in the main menu instead in the recent section. Also to be able to interact as if it was the standard view.
This can easily be done with a few lines of code and some configuration. For this example, we shall use the Opportunity object.

First, we need to create a Lightning Component. We shall name it "OpportunityMenu". Below are the code needed. Change the "scope" according to the SObject you want.

Now we need to add a new Lightning Component Tab.

Once the custom tab has been created, we can configure the Salesforce mobile Navigation menu and add the Opportunity menu.

Reload your Salesforce App and voila..

Standard Listview layout appears

Additional Resources:
({ navHome : function (component, event, helper) { var homeEvent = $A.get("e.force:navigateToObjectHome"); homeEvent.setParams({ "scope": "Opportunity" }); <aura:component implements="force:appHostable"> <aura:dependency resource="markup://force:navigateToSObject" type="EVENT"/> <aura:handler name="init" value="{!this}" action="{!c.navHome}"/> </aura:component>