Create Shortcuts to Your Top Salesforce Pages with Favorites

If you’re familiar with customizing tab sets in Salesforce Classic, you’ll appreciate the way you can personalize your Lightning Experience navigation with favorites. This feature is new in Lightning Experience.

Favorites let you quickly access important records, lists, groups, dashboards, and other frequently used pages in Salesforce. They’re similar to bookmarks in a web browser but better because your favorites are available no matter which browser or computer you use to log into Lightning Experience.

Click the star (Favorites star) to add the current page—for example, all open leads—to your favorites. A highlighted star means you’re on a favorite page. To remove a favorite, click the highlighted star.

Your saved favorites are just a click away in your favorites list, where you can find and manage all your favorites.Favorites list

Each favorite shows the name, record type, and the app name (when the favorite isn’t in your current app). When you open a favorite that’s in a different app, you switch to that app.

The navigation bar also provides quick access to frequently used favorites in your current app for certain items, like opportunities.Favorites from navigation bar

Tip

Tip

You'll see your top favorites in the navigation bar and in your favorites list after you start using favorites.

Keep these considerations in mind when working with favorites.

  • You can have up to 200 favorites, which support these types of content.
    • Record home for standard and custom objects (including Visualforce overrides of these record views)
    • Lists
    • Dashboards
    • Reports
    • Chatter groups
    Note

    Note

    You can’t favorite list views on the Reports, Dashboards, Files, Tasks, and Notes tabs. You also can’t favorite Visualforce overrides of list views and individual Chatter posts.

  • You can’t favorite things in Console apps and setup pages, but you can still access your favorites from these areas.
  • Only individual users can manage favorites. They can’t be shared or edited by Salesforce admins.