The Quick Access Menu can be added to any Salesforce page with minimal configuration, making it simple to launch fast. No heavy IT lift required—just quick access to guidance, right where users need it.

Unlike modal alerts or pop-ups, the banner doesn’t block interaction, allowing users to keep working while staying informed.

Admins can tailor the menu with links, walkthroughs, or targeted content to match user roles or tasks, ensuring relevant help is always available.

With instant access to answers from any screen, users don’t have to break their flow to find support. This reduces context switching and helps maintain productivity.