Lightning X Menu Official
The (often referred to as the Global Actions Menu ) and the standard Navigation Menu are the primary entry points for efficiency within the Salesforce Lightning Experience. These menus are designed to minimize clicks by providing immediate access to critical tasks and object navigation. Key Efficiency Features
: This "X-factor" menu allows you to create records—like Tasks, Events, or Logged Calls—without leaving your current page. Lightning X Menu
: A fixed footer menu (often used for phone controls or notes) that stays visible regardless of which record you are viewing. Customization for Admins The (often referred to as the Global Actions
The Lightning interface uses several menu types to streamline different workflows: : A fixed footer menu (often used for
: Your gateway to all available apps and objects. It allows you to switch contexts instantly, such as moving from Sales to Service.
For those building the experience, Salesforce provides several components to tailor these menus:
: Defines individual actions within a dropdown, supporting features like checkboxes for toggling settings.