Slaesforce FAQ

how to determine who's using lightning or not salesforce

by Juwan Fritsch Published 2 years ago Updated 2 years ago
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While admins can’t identify which users are accessing Lightning Experience, admins can view the login history from Setup to determine which browsers are used by their end users to log in to their Salesforce org. Where can customers go for more information? For additional questions, open a case with Customer Support via the Help & Training portal.

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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How do I find Lightning users 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.

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 CoCountryUnited StatesRevenue>1000MCompany Size1000-50002 more rows

How do I enable Lightning for a specific user in Salesforce?

Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.

How do I see who is logged into Salesforce?

You can get a list of active user sessions (i.e. logged in users) via Setup> Security Controls> Session Management or the API.

What is difference between classic and lightning?

What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.

What comes under lightning in Salesforce?

Lightning comprises the collection of tools and technologies behind a significant upgrade to the Salesforce1 Platform (now known as App Cloud), the company's mobile app development platform. Lightning features: Experience, a graphical user interface (GUI) that is optimized for speed.

What permission shall I give to a user who wants to use lightning experience?

Users require the Lightning Experience User permission to access Lightning Experience. By default, this permission is automatically enabled for all users with a standard Salesforce profile. Custom profiles don't usually include the permission.

How do I switch from classic to lightning in Salesforce?

0:001:27Switch from salesforce Classic to Lightning Experience - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd I click the drop down menu here next to my name and if your environment has been migrated toMoreAnd I click the drop down menu here next to my name and if your environment has been migrated to lightning you'll see the option here to switch to lightning experience.

How do I turn off lightning in Salesforce?

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.

Can I track user activity in Salesforce?

With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.

How do I track a user in Salesforce?

View Your User Activity in Salesforce DatoramaTo the right of the navigation bar, click the dropdown arrow, and click the Account Settings gear icon.In the account menu, select Account Analytics.Click the User Activity tab. ... Apply filters to change the data displayed on the page.

How do I track activity in Salesforce?

Create the automation in Process Builderselect Update Records under Action Type.give your action a name.under Record Type , choose the option for Select the Task record that started your process.under Criteria for Updating Records, select No criteria - just update the records!More items...•

What is Lightning Usage App?

The Lightning Usage App is an efficient way for #AwesomeAdmins like you to track the adoption and usage of Lightning Experience in your org, so you can monitor progress and make informed decisions. Having tools like this at your fingertips will allow you to lead the way in your company through championing productivity, and continuing to deliver the innovation packed into Lightning Experience.

Can you build custom reports in Lightning?

You can build your own Custom Report Types based on objects specific to Lightning Usage Metrics. You can also use these new Report Types to build custom Lightning Usage reports, charts, and dashboards. The following objects can now be used to build Custom Report Types: LightningToggleMetrics – Represents Users who switched between Lightning ...

How to open the Lightning app?

To open the Lightning Usage App, click the App Launcher and search for Lightning Usage. Once it’s open, you can use the Activity and Usage sections to dig into your data. Let’s say you want to see how your org’s most viewed pages are performing.

Can you use Lightning to see EPT?

You can also use the Lightning Usage App to see how browser performance affects EPT. In the example below, you can see that pages opened in the Salesforce mobile app loaded more quickly than pages loaded in desktop browsers such as Firefox or Internet Explorer.

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