Slaesforce FAQ

how to deactivte use salesforce lightning

by Ms. Rosalee Kuvalis IV Published 2 years ago Updated 2 years ago
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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. Salesforce is identifying the media type as "Ipad" and probably forcing the Lightning UI.

Deactivating a user prevents access but preserves all historical activity and records.
  1. From Setup, in the Quick Find box, enter Users , then select Users.
  2. Click Edit next to a user's name.
  3. Deselect the Active checkbox, and then click Save.

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.

More items...

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

More items...

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How do I deactivate a user in Salesforce?

From Setup, in the Quick Find box, enter Users , then select Users. Click Edit next to a user's name. Deselect the Active checkbox, and then click Save.

How do I delete a user in Salesforce lightning?

1:145:33How to delete user account in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd then click edits what you want to do is click here on the active box and you will deactivateMoreAnd then click edits what you want to do is click here on the active box and you will deactivate this user so deactivating user removes them from all delegated groups and sharing privileges.

Why can't I deactivate a user Salesforce?

You can't deactivate a user that's assigned as the sole recipient of a workflow email alert. You can't deactivate a user that's selected as a Customer Portal Administrator . Deactivated users lose access to any records that were manually shared directly with them, or implicitly shared with them as team members.

Can we deactivate profile in Salesforce?

Salesforce lets you deactivate users, but not delete them outright. The reason is because a user can own accounts, leads, and groups, and can be on multiple teams. Removing a user from Salesforce affects many processes in the org.

How do I disable all users in Salesforce?

0:090:42How to Deactivate a User in Salesforce Lightning #DF17YouTubeStart of suggested clipEnd of suggested clipClick on settings icon. Click on setup click on users select users on this page you can create viewMoreClick on settings icon. Click on setup click on users select users on this page you can create view and manage users click Edit next to the name of the user you want to deactivate. Clear the active

How do I delete an inactive user in Salesforce?

To remove the user from the opportunity team, you must first reassign the split percentage. If Chatter is enabled and you deactivate a user, the user is removed from Following and Followers lists. If you reactivate the user, the subscription information in the Following and Followers lists is restored.

What are two reasons a user Cannot be deactivated?

What are two reasons a user cannot be deactivated? The user is the recipient of workflow email alerts. The user is a customer community administrator. A user license determines the baseline of features that the user can access.

Does Salesforce automatically deactivate users?

This time, we will create a checkbox field called “Qualifies for Auto-Deactivation.” We will set this to true on the user record for anyone associated to a profile that is subject to the auto-deactivation. This is one of the record filters used in the scheduled flow.

What is the difference between freeze and deactivate in Salesforce?

"Freezing" only stops the user from being able to login. When you "deactivate," it frees up that salesforce license to be given to another user.

How do I mass disable a user in Salesforce?

Data Loader can be used to mass disable customer Accounts. After preparing a file with the list of customer Accounts, you may set the IsCustomerPortal field to false to disable them. Create a report that will get a list of the customer accounts that you would like to disable.

How do I freeze a user in Salesforce?

Tip You can perform this and other administration tasks from the SalesforceA mobile app.From Setup, enter Users in the Quick Find box, then select Users.Click the username of the account you want to freeze.Click Freeze to block access to the account or Unfreeze to allow access to the account again.

What to do when someone leaves Salesforce?

Free ze the User. When someone leaves your organization there is always clean up work that needs to be done. Therefore, the first thing you want to do is freeze that user. Freezing a user locks that specific user out of Salesforce, but keeps their license active while you clean things up.

What is Salesforce admin?

One of your responsibilities as a Salesforce Admin is to manage all the Salesforce users and the access they have to your Salesforce org. This includes the process of deactivating a user from Salesforce so they no longer have access. Typically this happens when someone exits the company or no longer needs a license.

Can you delete a user in Salesforce?

In Salesforce you are never able to delete a user. Instead, you are able to deactivate them. The benefit is deactivating users is that they aren’t using a license, but you get to have all their historical data.

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