Slaesforce FAQ

am i going to be forced onto salesforce lightning

by Prof. Jake Russel Published 2 years ago Updated 2 years ago
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While Salesforce is not forcing customers to switch to Lightning, it’s important to note that the future of the Salesforce user experience and platform is Salesforce Lightning. Moving forward, all innovations will be in Lightning Experience.

Full Answer

How do I switch from Salesforce classic to lightning?

Supported Browsers and Devices for Lightning Experience

  • Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. ...
  • You can’t access Lightning Experience in a mobile browser. ...
  • You can access Lightning Experience on iPad Safari. ...
  • Lightning Experience doesn’t support incognito or other private browsing modes.

How to enable Salesforce Lightning knowledge?

How do I enable lightning knowledge in Salesforce?

  • From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
  • If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
  • Click OK to continue.
  • On the Knowledge Settings page, click Edit.
  • Select Enable Lightning Knowledge.
  • Click Save.

How to create new user in Salesforce Lightning?

Salesforce Lightning: Create a New User

  1. Click on the Setup menu and select Users within the Administration category.
  2. Click on the New User button.
  3. Enter the first name, last name, alias, email address, username and nickname. ...
  4. Choose a role. ...
  5. Choose a User License. ...
  6. Choose a Profile. ...
  7. Set your email encoding language.
  8. Set your locale settings.

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How to be successful with Salesforce?

  • Analyze what the needs of the users are, then design, test, and develop software that meets those needs
  • Design Salesforce solutions and create effective project plans. ...
  • Suggest new software upgrades for the customers’ existing apps, programs, and systems

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Is Salesforce lightning mandatory?

While Salesforce is not forcing customers to switch to Lightning, it's important to note that the future of the Salesforce user experience and platform is Salesforce Lightning.

Is lightning force Salesforce?

Lightning (Salesforce Lightning) is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.

How do I turn off Salesforce lightning?

Under setup, enter "Lightning" in the quick search and click "Lightning Experience". Under the subsection "Turn It On" there is also the option to turn it off.

Why do we need Salesforce lightning?

Why is Lightning used in Salesforce? With the help of Salesforce Lightning components, a company can speed up app development and performance. One can develop custom components that can be utilized by other team members for personalizing the Salesforce mobile application and lightning experience.

Is Salesforce lightning better than classic?

Salesforce Lightning offers more functionality than Salesforce Classic, making it better overall. Lighting's biggest benefits include a components library and app builder to support more customizability, as well as support for third-party apps.

What is the difference between Salesforce and Salesforce lightning?

Another distinction between Salesforce Classic and Lightning is that Lightning has a greater integration with Einstein AI and the ability to use Einstein AI features like forecasting, opportunity insights, and automated contacts.

How do I get rid of lightning app?

Open the page in Lightning App Builder and click Activation to deactivate it. Deactivating the page does not work and repeats the same steps. Until this issue is addressed, customers can rename the pages so as to mark them as un-usable.

How do I turn on lightning in Salesforce?

Enabling Lightning in SalesforceLog into the Salesforce environment.From the Setup page, select Lightning Experience in the left-hand navigation bar. ... In the Lighting Experience window, select Turn It On.Move the toggle to the Enabled state.More items...•

How do I enable lightning for a user in Salesforce?

Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.

Why should I move to Lightning Salesforce?

First, Salesforce improved customization options that can be done without a Salesforce developer. E.g., Lightning App Builder lets you easily customize the look and feel of your pages (even a Home page) with drag and drop. Also, you can create and add Lightning components there.

Who uses Salesforce Lightning?

Salesforce Field Service Lightning is most often used by companies with >10000 employees and >1000M dollars in revenue....Who uses Salesforce Field Service Lightning?CompanyHoughton Mifflin Harcourt CoRevenue>1000MCompany Size1000-50003 more rows

Is Salesforce Lightning slower than classic?

It has been a long time since the Salesforce Lightning Experience has released, and it has proven itself to be more efficient than the Classic version of Salesforce. However, as a client-side base platform, the users are likely to face slow load speed issues while making the transition.

When will Salesforce turn on Lightning Experience?

Salesforce will turn on Lightning Experience on a rolling basis starting on January 7, 2020 for all orgs with Supported Editions and User Licenses for Lightning Experience. After the update, all users with the Lightning Experience User permission enabled can switch between Lightning Experience and Salesforce Classic.

What are the benefits of Lightning Experience?

With all its new features and redesigned pages, there are many key benefits to using Lightning Experience. We can’t cover everything in this post, but here are some of the highlights: 1 Efficient navigation and the ability to switch between custom-branded apps 2 Quick access to productivity tools like Notes and Recent Items in the utility bar 3 New record layouts that focus on what you can do instead of what you can view 4 Turbocharged list views that let you easily filter and visualize your data 5 Beautiful dashboards with components that span both columns and rows 6 Sleek report views that you can filter quickly to see the data that’s most important to you

Is Critical Update a forced transition to Lightning?

The Critical Update is not a forced transition to Lightning. All customers will still have the option of switching back to Classic, and through the use of custom profiles and permission sets, system administrators have the option of not showing Lightning at all to users until you’re ready.

Can you still use Lightning in Salesforce?

That means, yes, Classic will still be accessible to your users. But the fact that Lightning will be turned on in all orgs also means that you shouldn’t ignore Lightning very much longer.

Is Salesforce switching to Lightning?

While Salesforce is not forcing customers to switch to Lightning, it’s important to note that the future of the Salesforce user experience and platform is Salesforce Lightning. Moving forward, all innovations will be in Lightning Experience. Customers who have transitioned to Lightning Experience achieve higher productivity through reimagined ...

Stage 1: Plan and Pilot

Start by reminding yourself—and perhaps also your colleagues—that Lightning Experience is still the exact same underlying Salesforce that your colleagues have come to trust. We’re not talking about migrating to a new system. It’s like when you get an update to your iPhone overnight.

Stage 2: Train and Coach

After a few weeks of your pilot, start encouraging your Lightning users to let their colleagues catch a glimpse over their shoulder at “the new Salesforce.” Those stuck in Classic will be jealous for sure. That’s a good thing! People always want the new shiny thing.

Is Salesforce better than Lightning?

No, it’s just a better way to use Salesforce. To more quickly gain all the productivity benefits, plan your move to Lightning Experience. The Learning Map provides a curated set of resources to help you visualize the recommended steps and best practices in each phase of a Lightning Experience transition: Discover, Roll Out, and Optimize.

Is Salesforce full of admins?

Yes, there is, full of admins and devs. You can meet experts, ask questions, and get answers from an entire community of people ready to help. Visit the Salesforce Success Community now.

Is Lightning the future of Salesforce?

Yes, but Lightning is the future of the Salesforce platform and user experience. It empowers our customers to move faster, do more, and be more productive through reimagined classic features and boosted features available only in Lightning Experience.

What does it mean when a Salesforce profile is unticked?

If the profiles you use are unticked it means they are Standard profiles and will be affected by Salesforce’s enforced move to Lightning Experience. …if none of the profiles that you actually use are Standard (i.e. they’re all ticked/custom) then you don’t need to take any action.

Is Salesforce going away?

Salesforce have given no indication that it is going away. However, they have confirmed that no new features will be released on Classic – meaning that users that remain will lose out on all the valuable new developments. What is going to happen is that everyone using a “Standard User Profile” will be moved over.

Identify Your Needs

The first step of potentially switching to Lightning is to determine whether Salesforce Classic is serving your organization's needs. Has your Salesforce benefitted from managed services? Are you enjoying more efficient productivity levels? The essential thing to address is if your company and its employees are resistant to change.

Check On the Features

Suppose your CRM fails to meet your growing needs, complicates your workflows and processes, and affects your day-to-day critical operations. In that case, it is time to collect all the adequate information you need for a gap analysis of Classic and Lightning.

Test Your Hypothesis

If your business might benefit from Lightning after conducting any analysis, it is time to test pilot the Lightning UI. Conduct a comparison study with two or more groups of users, give them a taste of what the software is like, and determine if it will work its magic for your company or not based on these combined calculations.

Tick the Lightning Experience Readiness Check

You may then proceed to the Lightning Experience Readiness Check If your test drive results in a good outcome. It is a simple method to determine if your company is ready or almost ready to use a new platform. The Readiness Check tool can provide an essential and easy-to-understand readiness assessment.

Pull Your Team Together

Sometimes, people hate it when pushed into unfamiliar territory after using a well-loved and well-accepted UI. It creates degrees of confusion and discomfort. When this happens, it may be a significant barrier to change. To address this, you must plan for the transition.

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