Verify CRM Menu Builder after deployment
Follow this guide to run a controlled Main Menu and Setup Menu change/reset test.
Where to goAdmin Area → Setup → Menu Setup
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Run a controlled Main Menu and Setup Menu change/reset test. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Reproduce the behaviour with a controlled administrator account.
- Verify administrator-only access, two-level nesting, positions, protected Setup entries, icon states and permission independence.
- Test the resulting navigation with an administrator and a restricted staff account.
- Reset or restore the intended menu configuration after the test.
Fields and options
Verified behaviourRun a controlled Main Menu and Setup Menu change/reset test.
Rules and limits
- Run a controlled Main Menu and Setup Menu change/reset test.
Check it worked
- Verify CRM Menu Builder after deployment completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Related guides
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