Slaesforce FAQ

how to hide the classic salesforce switch for most users

by Nils Emmerich Published 2 years ago Updated 2 years ago
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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. To enable this, go to profiles and permission sets and enable “Hide Option to Switch to Salesforce classic” permission.

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

Full Answer

How do I hide the option to switch to Salesforce classic?

· On Profile edit page, under “Administrative Permissions ” select the check box Hide Option to Switch to Salesforce Classic. To enable this, ‘ Lightning Experience User ’ is mandatory, select that and Save the changes. To make Lightening as the only experience for some of your users, hide the option to switch to Salesforce Classic.

How to prevent users from moving from Salesforce classic to lightning?

If user has permission on profile so you can't remove the access for that using permission set. Here if you want to prevent user from move back to lightning to classic then go to Lightning >Switch Users to Lightning Experience > there you can Control which users automatically move to the new interface and which remain in Salesforce Classic.

How to switch between two user interfaces in Salesforce Lightning?

Generally, when we enable lightning version, users will get switcher option to switch between two user interfaces (Salesforce classic and lightning). If you want some users or all users stick to lightning version, you can use this feature to remove switcher.

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.

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How do I hide a switch to Classic in 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.

How do I turn on switch to Classic 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.

Is Salesforce getting rid of 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.

How do I turn off switch to lightning in Salesforce?

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.

What is the difference between Salesforce lightning and classic?

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 change from classic view to lightning in Salesforce?

From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.

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.

Is Salesforce lightning slower than classic?

It has been a long time since the Salesforce Lightning Experience has released, and it has proven itself to be more efficient than the Classic version of Salesforce. However, as a client-side base platform, the users are likely to face slow load speed issues while making the transition.

How do I get rid of 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.

How do I keep Salesforce Classic?

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 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.

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