Verify CRM Menu Builder after deployment
Run a controlled Main Menu and Setup Menu change/reset test.
Exact navigationAdmin Area → Setup → Menu Setup
Before you begin
- Confirm 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 covers
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.
Exact step-by-step process
- Reproduce the behaviour with a controlled administrator account.
- Confirm 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, choices and supported possibilities
Verified behaviourRun a controlled Main Menu and Setup Menu change/reset test.
Code-backed validations and workflow rules
- Run a controlled Main Menu and Setup Menu change/reset test.
Expected result and verification
- 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.