Slaesforce FAQ

how to enable lighting mode for my salesforce instance

by Felicia Hermann Published 2 years ago Updated 2 years ago
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To enable the lightning experience in your Salesforce org, navigate to Setup. Click on Lightning Experience in the left hand pane of the setup page. Go through the recommended features list and enable those settings.

Full Answer

How to enable lightning experience in Salesforce?

Click on the lightning Experience button which is given in the above screen shot. After enabling the lightning experience now come to your user name on the top right of the screen, under developer console you find an option of switch to lightning experience as shown below. Please mark my solution as the best answer if it helps you.

How do I assign user interfaces in Salesforce Lightning?

To assign the right interfaces for your users, use the Lightning Experience Migration Assistant. From Setup in Salesforce Classic, click Lightning Experience. In the “Decide Who Can Use Lightning Experience” section, find the “Switch Users to Lightning Experience” item and click Select Users.

How do I enable Salesforce dark mode?

Salesforce dark mode can now be enabled thanks to a Chrome Extension developed by Salesforce themselves. Update Nov 8th, 2021: Salesforce Dark Mode is temporarily unavailable. Here’s hoping it will be back soon! Now you have the options to enable Salesforce Dark mode among other features!

How do I create a package in Salesforce Lightning?

Click Setup | Create | Packages and then click Edit. b. Click Continue. c. Type a namespace and then click Check Availability to see if it’s unique. d. Click Review My Selections and then Save e. From Setup, click Develop | Lightning Components. f. Select the Enable Lightning Components checkbox and click Save.

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How do I turn on Lightning mode 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 get Salesforce Lightning?

To enable the lightning experience in your Salesforce org, navigate to Setup. Click on Lightning Experience in the left hand pane of the setup page. Go through the recommended features list and enable those settings. Define user permissions to decide who can use the lightning experience.

How do I enable user Lightning?

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 set Lightning as default in Salesforce?

To set a Lightning App as the default app when users login:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile and scroll to the 'Custom App Settings' section.Select Default next to the Lightning app.Log out and log in again.

What is Salesforce lighting?

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.

Does Salesforce lightning cost more?

The costs for Service Cloud are the same as for the Sales Cloud. Essentials is $25 per user, per month, Lightning Professional starts at $75 per user, per month, Lightning Enterprise costs $150 per user, per month, and Lightning Unlimited starts at $300 per user, per month.

How do I know if I have Salesforce lightning?

To find out what version of Salesforce you have in Salesforce Lightning:Click the gear icon and select "Setup".Scroll down to the SETTINGS section and click Company Settings > Company Information.Your Salesforce version is listed in the "Organization Edition" field.

What is difference between classic and lightning in Salesforce?

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.

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.

How do I set a default Lightning record page as org?

In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings.Select the default Lightning Experience record page view.Click Save. If objects have a custom default record page assignment, a window appears listing them.Click Enable.

How do I make Salesforce classic view default?

How to set Classic Experience as default landing screenSetup -> Profile -> Click on your profile.Go to "General User Permissions" section.Enable "Remain in Salesforce Classic".

How do I change the default tab in Salesforce lightning?

The default tab on any Lightning page is Activity....Have a record open on the page you want to set the default tab.Click the Gear (Setup) button and choose Edit Page. ... Click on the Default Tab drop down at the top right of the screen and select Details from the list.Click on Saveand Activate to save the changes.More items...•

End Users

Each organization needs to decide how much hands-on reporting they want their end users doing. In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data.

Managers

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company.

Report and Dashboard Super Users

There are often users that rise above the fray and both warrant and demand more access to Report and Dashboard functionality.

Report and Dashboard Admins

Within some organizations, there is a group of non-System Administrators who are trusted to assist with more structural elements of Salesforce reporting. In addition to the permissions listed above, we might also consider granting the following to users who assist in these areas.

System Administrators

As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.

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