Slaesforce FAQ

how to enable lightning mode for my salesforce instance

by Alayna Kunde Published 2 years ago Updated 2 years ago
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Enabling Lightning in Salesforce
  1. Log into the Salesforce environment.
  2. From the Setup page, select Lightning Experience in the left-hand navigation bar. ...
  3. In the Lighting Experience window, select Turn It On.
  4. Move the toggle to the Enabled state.
Feb 4, 2020

How do you activate 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 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 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.

Can a user be enabled both Salesforce Classic and Salesforce Lightning?

Users added after Lightning Experience is turned on Lightning Experience-enabled users can continue accessing Salesforce Classic! These users automatically get the Switcher, which allows them to switch between the new and classic interfaces, as needed.

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.

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 switch from classic view to lightning in Salesforce?

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 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 enable an app in Salesforce?

To assign apps:From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Assigned Apps.Click Edit.To assign apps, select them from the Available Apps list and click Add. ... Click Save.

How do I add a user to Salesforce lightning?

To add users:From Setup, enter Users in the Quick Find box, then select Users.Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.Enter each user's name, email address, and a unique username in the form of an email address.More items...

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 grant access to classic Salesforce?

Users can't see the option 'Switch to Salesforce Classic'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.

Knowledge Is Power

Having a quality supply of knowledge articles on your self-serve site can do wonders for case deflection, customer satisfaction, and agent productivity. Currently the hard-working support agents at Category 1 Biking rely on FAQs taped to office walls and cash registers. Time to upload those FAQs to a site!

Configure Lightning Knowledge

You can create record types to distinguish types of Knowledge articles and custom fields to store different types of information. Category 1 Biking is starting with a simple FAQ record type. Since you used the Knowledge Setup guide, the FAQ record type has been created for you by default. To view the new record type:

Enable Topics for Objects

There are many ways to organize content. With topics, you can classify and search Knowledge articles by assigning specific topic areas. Without enabling Salesforce Knowledge topics, articles can’t be displayed outside of your org.

Create Knowledge Articles

Now that you have your basic setup in place for knowledge, create a few sample articles for Category 1 Biking.

What does "not selecting a specific license" mean?

Not selecting a specific license allows you to assign the permission set to any user whose license allows the permissions you enable in the permission set. For example, to assign the permission set to users with the Salesforce license and to users with the Salesforce Platform license, select None. Click on System Permission.

Can you enable permissions in Salesforce?

the Salesforce license, select Salesforce. You can enable permissions only allowed in the Salesforce license. the Identity Connect permission set license, select Identity Connect. You can enable permissions only allowed in the Identity Connect license. different licenses, select None.

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