Published at: 2026-09-17
Configure custom menu items
Turn objects, pages, and charts into menu entry points.
Overview
Administrators can add custom menu items to Web application menus, mobile application menus, or CRM menus. Users can open business tasks without knowing the source Object or page.
Before you begin
[!IMPORTANT] - Permissions: You need System Administrator permissions. - Content: Confirm that the Object, Custom Page, or Dashboard chart exists. - Scope: Prepare the Applicable Scope.
Create a custom menu item
- In Setup, open Interface Customization Management > Custom Menu Items.
- Click New.
- Enter a Name of up to 50 characters.
- Keep the suggested APIName unless development requirements specify another value.
- Under Supported Terminal, select PC, Mobile Client, or both.
- Select CRM Object, Custom Page, or Dashboard as the Category.
- Select the target Object, page, or chart.
- Click Save.
Field descriptions
| Field | Description |
|---|---|
| Name | Display name, up to 50 characters, and Required. |
| APIName | Development identifier with formatting requirements. |
| Supported Terminal | PC, Mobile Client, or both. |
| Category | CRM Object, Custom Page, or Dashboard. |
| CRM Object | A Custom Object, Standard Object, all Record Types, or one Record Type. |
| Custom Page | Select a Web Custom Page or Mobile Client Custom Page. |
| Dashboard | Select chart Content from a Dashboard. |
Add the item to an application view
- Open the target platform or CRM application and its Web or mobile view.
- Add a Menu Entry component and select the custom menu item.
- Click Save.
Add the item to a CRM menu
- In Setup, open Interface Customization Management > CRM Menus.
- Create or edit a menu and select the custom menu item.
- Move the item to the target menu group and click Save.
Example: Dashboard menu item
Create a new item, select both supported clients, choose Dashboard, select a BI chart, and click Save.
Considerations
- You cannot select a Custom Page when both PC and Mobile Client are selected.
- Web and mobile Custom Pages are independent.
- A CRM Object can target all Record Types or one Record Type.
- For a Web item, all Record Types display the Object Name; one Record Type displays the Menu Item Name.
Expected result
After Publish, users can open the Object list, Custom Page, or Dashboard chart from the assigned menu.