You can easily reorder apps in the Salesforce App Launcher by utilizing its intuitive drag-and-drop functionality, allowing you to personalize the order in which your apps appear.
How to Reorder Apps in Salesforce App Launcher
Reordering apps in your Salesforce App Launcher is a straightforward process that helps you organize your workspace more efficiently. This allows you to place your most frequently used applications at the forefront for quick access.
Step-by-Step Guide to Personal Reordering
Follow these simple steps to arrange your apps in the App Launcher according to your preferences:
- Access the App Launcher: In Salesforce, locate the App Launcher icon (which looks like a grid of nine dots, often referred to as the "waffle" icon) in the top-left corner of the header.
- View All Apps: Click on the App Launcher icon, then select View All. This action expands the App Launcher to show all available apps and items, typically displayed in a grid format.
- Drag and Drop: Once you're viewing all your apps, you can simply click and hold an app icon. While holding, drag it to your desired new position within the App Launcher grid. As you drag, other apps will shift to accommodate the new placement.
- Release and Save: Release the mouse button to drop the app into its new spot. Salesforce automatically saves your changes, and the apps will appear in your chosen order the next time you open the App Launcher.
This reordering is specific to your user profile, meaning it won't affect how other users see their App Launcher unless an administrator has set a default order for everyone.
Understanding App Reordering Customization
There are primarily two ways apps can be reordered in Salesforce, each serving a different purpose and audience:
- Personal Reordering (User-Specific): This is the method described above, where individual users can customize the order of apps for their own view. It's about personal productivity and convenience.
- Org-Wide Reordering (Administrator-Set Defaults): Salesforce administrators have the ability to set a default order for apps for all users or specific profiles. This is done from the Setup menu and ensures a consistent experience across the organization. If an admin sets a default, users can still personally reorder their apps, but the admin's default acts as the baseline.
Practical Tips for App Launcher Organization
- Prioritize Frequently Used Apps: Place your most essential apps (e.g., Sales, Service, Marketing) at the top or in the most prominent positions for quick access.
- Group Related Apps: Consider placing apps that you frequently use together next to each other to streamline your workflow.
- Keep it Tidy: Regularly review your App Launcher and reorder apps as your work priorities change to maintain an efficient layout.
- Leverage Search: Remember that the App Launcher also includes a search bar. If you have many apps, using the search functionality can be faster than visually scanning for less frequently used ones.
By taking a few moments to organize your App Launcher, you can significantly enhance your navigation and overall productivity within Salesforce. For more information on managing apps and the App Launcher, you can refer to the official Salesforce Help documentation.
