- If you’re using Lightning Experience, click , then select Setup Home.
- If you’re using Salesforce Classic and you see Setup in the user interface header, click it.
- If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.
- If you're using Lightning Experience, click. , then select Setup Home.
- If you're using Salesforce Classic and you see Setup in the user interface header, click it.
- If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.
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
- Click on the Setup menu and select Users within the Administration category.
- Click on the New User button.
- Enter the first name, last name, alias, email address, username and nickname. ...
- Choose a role. ...
- Choose a User License. ...
- Choose a Profile. ...
- Set your email encoding language.
- Set your locale settings.
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
Where is the Setup option in Salesforce?
The Setup menu is accessed from the Setup link on the upper-right corner of any Salesforce page. The Setup menu is organized into goal-based categories: Administer, Build, Deploy, Monitor, and Checkout. Personal settings, which all Salesforce users can edit, are available from a separate My Settings menu.
How do I add a setup in Salesforce?
Read the guidelines for adding users.From Setup, in the Quick Find box, enter Users , and then select Users.Click New User.Enter the user's name and email address and a unique username in the form of a email address. ... In Professional, Enterprise, Unlimited, Performance, and Developer Editions, select a Role .More items...
How do I enable service setup in Salesforce lightning?
Set Up the Salesforce Service Console in LightningClick the gear icon. ... Enter App Manager in the Quick Find box, and select App Manager.Click the New Lightning App button and follow the screens to add the new app details.Fill in the App Details & Branding information. ... Click Next.More items...
Where is setup in trailhead?
Trailhead prompts us to navigate to our Trailhead Playground and click on Setup from the gear menu at the top of our screens.
Where do you navigate in setup to create users?
To create a user account:Navigate to Settings > Users.Click New.Enter the user's full name.If you want the user to be able to receive email notifications and/or set their own password, enter their email address:In the Language drop-down list, select the user's preferred language.More items...•
What is user setup in Salesforce?
User Setup – Admin Certification Imp points to remember – One user can be assigned with only a single profile and a single role, but multiple permission sets can be assigned. – We cannot delete the user record in Salesforce, but we can freeze a user or deactivate.
How do I setup a service cloud?
Go to Setup => Search as 'Users' => List of users will be displayed. List of users is displayed => Click the 'Edit' link beside it. Enable Service Cloud User checkbox and click the 'Save' button. Then provide visibility to the Service Console.
How do I set up a Web case in Salesforce?
From Setup, enter Web-to-Case in the Quick Find box, then select Web-to-Case. Complete the fields. Select to turn on Web-to-Case. (Recommended) Select to require reCAPTCHA v2 verification for customers trying to submit a request using a web form.
How do you make a lightning app console?
From Setup, in the Quick Find box, enter App , and then select App Manager.Click New Lightning App, and walk through the New Lightning App wizard.On the App Details and Branding page, give your app a name and description, set its primary branding color, and give it a logo.More items...
How do I get to setup from Trailhead playground?
To create a new Trailhead Playground, click the name of your org and click Create Playground. Give your playground a name, click Create, and that's it! Now you have an org that you can use to complete hands-on challenges and projects, and test new features and code.
What can you do in the setup menu?
Setup Menu: The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.
What is the easy way to find what you're looking for in the setup menu?
A. Type the first few letters of what you're looking for in the Quick Find box. B. Click headings and subheadings until you find what you're looking for.
What is the new feature in Lightning?
Another new feature in Lightning is the Object Manager. This is where you can find all of your objects – custom and standard – in one place. And once you are in your object, you can even search within the page for those objects with tons of fields and layouts. You can’t do that in Classic! I love this because it makes it so much easier to manage your org data.
Can you search setup tree in Lightning?
If you love searching the setup tree in Classic, you can do it in Lightning too! And what is even cooler is the ability to search ALL setup from the search bar, so you can find specific fields, profiles, templates and more right from search.
Quick Find
You’re probably already familiar with Quick Find. It’s the fastest way to find a page within Setup because you don’t need to remember where the page you’re looking for falls in the menu. And, no scrolling! Just start typing in the Quick Find box. As you type, the list only shows the pages that match your search term.
Object Manager
In Lightning Experience, most object settings, such as fields, layouts, record types, buttons, and links, are available from the Object Manager in Setup. Always check the Object Manager if you can’t find what you want in Quick Find. For more information, see Find Object Management Settings in Lightning Experience in Salesforce Help.
Global Search
At first glance, you might just see the usual global search, which lets you search records across multiple objects in Salesforce. But, if you take a closer look, you’ll notice that you can search Setup records with global search. You might be wondering how this is any different from Quick Find.
Create shortcut
As a Salesforce Admin, you’ve got a lot going on. You don’t have time to be messing around. So we’ve included a Create shortcut. You’re just one click away from being on the road to creating users, custom objects, custom tabs, email templates, and workflow processes.
Carousel
Everyone loves a good carousel ride. The carousel of quick-access tiles is way more than the latest and greatest feature offering from Salesforce. With the tiles, you get an easy way to:
Most Recently Used
Ever find yourself needing to quickly go back to a page in Setup? The Most Recently Used list at the bottom of the page shows some, but not all, of the Setup records that you recently viewed, edited, or created. Use it to quickly jump back to what you were working on with a single click.
What is Salesforce setup?
Setup is where you make the magic happen. As a Salesforce admin or developer, you spend a lot of time using Setup. It’s where you customize and configure your organization, support users, build functionality, and more.
What is the help menu in Lightning Experience?
In Lightning Experience, each page has a contextual Help Menu with links to resources related to the tasks on that page and resources for getting started. View help topics directly in the Help Menu, and dock them to keep them open while you work.
Can you do advanced setup in Lightning Experience?
Advanced Setup Search isn’t available in Lightning Experience. However, you can work around that while in Setup by entering a term in global search and selecting the in Setup option in instant results. The search results page lists records that match your search term.
Can you personalize the navigation bar in Lightning Experience?
Users can’t personalize the navigation bar of Classic apps in Lightning Experience. Check what’s in your apps. Users can’t remove the items you include in the navigation bar, and they can’t personalize the navigation bar when it contains more than 50 items.
