Slaesforce FAQ

how to disable classic salesforce in my org

by Creola Dach Published 2 years ago Updated 2 years ago
image

Required Editions.

  • From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant.
  • Select the Optimize phase.
  • Click Turn Off Salesforce Classic for Your Org to expand the stage.
  • Turn on Make Lightning Experience your org’s only experience.

In Salesforce Lightning, go to Setup. On the Quick Find box, enter lightning then click on Lightning Experience Transition Assistant. On the Optimize Phase, click on Go to Steps link. Click on Turn Off Salesforce Classic for Your Org to expand it.

Full Answer

Can I remove the Salesforce Classic access for a specific user?

Note: You cannot remove the Salesforce Classic access for specific Users if they have the "View Setup and Configuration" permission enabled for their custom profiles or through a permission set.

What are the considerations when enabling Salesforce classic permissions?

Below are considerations we must keep in mind when we enable this feature. If users access features that aren’t available in Lightning Experience, they temporarily access Salesforce Classic in a new browser tab, even though the permission is enabled.

Why do users use Salesforce Classic instead of Salesforce lightning experience?

They use Salesforce Classic only as long as they’re using a feature that’s not available in Lightning Experience. The permission doesn’t affect the full site link in the Salesforce1 mobile browser app. Salesforce1 users always switch to the Salesforce Classic version of the full site, regardless of the interface they see from desktop devices.

Why do users access Salesforce Classic in a new browser tab?

If users access features that aren’t available in Lightning Experience, they temporarily access Salesforce Classic in a new browser tab, even though the permission is enabled. They use Salesforce Classic only as long as they’re using a feature that’s not available in Lightning Experience.

image

How do I turn off Salesforce Classic?

Turn off your org's access to Salesforce Classic by removing the Switcher for all users.From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant.Select the Optimize phase.Click Turn Off Salesforce Classic for Your Org to expand the stage.More items...

How do I change Salesforce from classic to lightning?

Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.

How do I turn on Classic in Salesforce?

If the permission is not enabled, please contact Salesforce Support for assistance.Navigate to Setup | Users | Profiles.Click the User's profile.Click on System Permission.Click on Edit.Deselect Hide Option to Switch to Salesforce Classic permission if it's enabled.Click on Save.

How do I get rid of 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.

How do I stop Salesforce from switching to lightning?

Select Get Started under Lightning Experience Transition Assistant. Select Go to Steps for option #3 Optimize Phase. Expand option two: Motivate Users to Work in Lightning Experience. For the Section labeled Switch users to Lightning Experience on a regular schedule, switch the On Switch to Off.

Is Salesforce Classic going away?

Is Salesforce Classic going away? At the moment, Salesforce has no plans to end-of-life the Classic software. But it stopped issuing new features back in 2019, the first step on the road to being canned.

How do you know that you are in Salesforce Classic?

To find out what version of Salesforce you have in Salesforce Classic:Log into Salesforce and click Setup.In the Administer section, click Company Profile > Company Information.Your Salesforce version is listed in the "Organization Edition" field.

What is Salesforce Classic?

Salesforce Classic is just a name used to differentiate between the modern and existing user interfaces. It's essentially the same stage we've been using for quite some time.

How do I change the view in Salesforce?

0:081:10Changing Default List Views in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe default list view and from your home screen in Salesforce. Choose the object that you want toMoreThe default list view and from your home screen in Salesforce. Choose the object that you want to pin the ListView on so for this example I'm gonna do it counts.

Why do people migrate from lightning to Classic?

Making the switch from Classic to Lightning significantly upgrades the experience for most users. Migration offers business users several advantages. Lightning improves insights and visibility. Einstein, Salesforce's artificial intelligence product, makes sales and marketing forecasts easier.

When did Salesforce stop developing classic?

All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.

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.

DISCOVER PHASE OF TRANSITIONING TO LIGHTNING EXPERIENCE

Proper planning goes a long way in transitioning any system successfully. A huge mistake would be to make assumptions that a switch needs to be flipped, and users can go on their merry way. That is not the case with Salesforce Lightning!

RESEARCH LIGHTNING EXPERIENCE

It’s ok to go ahead and get excited about the changes that may be coming with Lightning! If you have stakeholders in your company, prepare a slideshow on features that will be available with Lightning that are not available in Classic. This is a great way to prepare admins, as well.

CREATE A PLAN FOR YOUR ORG

After readiness has been established, creating a plan for your org is crucial to ensuring success once Lightning has been released. This includes a change management plan with how the rollout will ensue, as well as ensuring stakeholders are committed to seeing the project through to completion once initiated.

ROLLOUT PHASE OF TRANSITIONING TO LIGHTNING EXPERIENCE

Now, it’s time for the fun to begin! The rollout phase will prepare users, allow you to make adjustments to custom work, and leave you to flip the switch for Lightning to become a reality for your org.

PREPARE END-USERS

No one likes surprises, and your end-users are no different. Make sure everyone knows what to expect before the change occurs, and that any questions or concerns have been addressed, to help ease worried minds.

PERFORM PRE-IMPLEMENTATION STEPS

There are features that need adjusting before Lightning is turned on, to ensure it’s as seamless as possible. It’s up to you for which features you feel will be useful and necessary.

LAUNCH LIGHTNING EXPERIENCE

After you’ve done the planning and prepwork, it is time to turn on Lightning Experience for your org! In the Lightning Experience Transition Assistant, you can find all of the steps above (and more!) and the switch for turning it on.

Does permission affect the full site link in Salesforce?

The permission doesn’t affect the full site link in the Salesforce1 mobile browser app. Salesforce1 users always switch to the Salesforce Classic version of the full site, regardless of the interface they see from desktop devices.

Can you use Salesforce Classic in Lightning Experience?

They use Salesforce Classic only as long as they’re using a feature that’s not available in Lightning Experience.

Can you hide switch to Salesforce classic?

Hide Option to Switch to Salesforce classic, Salesforce has provided this feature in Summer’17 to hide Switch to Salesforce classic option in setup menu.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9