You can navigate to Setup from the top of any page in Lightning Experience by clicking | Setup. The Setup tree has been completely reorganized and recategorized. In Salesforce Classic, the Setup tree had a lot of specific node categories, often with several nodes as nested subcategories.
Full Answer
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
Why to move to Salesforce Lightning?
- Switch back to Classic
- Select the Reports tab
- Locate the reports (or dashboards) that you want to move
- Click on the report and drag and drop into the correct folder
What are the benefits of Salesforce Lightning?
Salesforce Lightning vs Classic: The benefits of Lightning
- Enhanced customer engagement. There’s no denying that a significant number of Salesforce customers have been blown away by the look and accessibility of Lightning experience.
- A sleeker way of working. The new tools and features available on Lightning make Classic look somewhat outdated in comparison and trickier to stay connected with the rest of ...
- Easy for Salesforce newbies to use. If you’re new to Salesforce, you shouldn’t bother familiarising yourself with Classic edition. ...
How to get ready for Salesforce Lightning?
Get Ready to Troubleshoot
- Learning Objectives. Explain the benefits of working with unminified code. ...
- Lightning Web Components Have Unique JavaScript Challenges. ...
- Before You Begin. ...
- Follow Along with Trail Together. ...
- Set Up Your Troubleshooting Environment. ...
- Open DevTools. ...
- DevTools Menu. ...
- Change the Location of DevTools. ...
- Enable Custom Formatters. ...
- Use Ignore List. ...
Where is setup on Salesforce lightning?
Look at the top of any Salesforce page.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.
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 navigate in Salesforce lightning?
1:229:55Tutorial 3- How do I Navigate Lightning in Salesforce? - YouTubeYouTubeStart of suggested clipEnd of suggested clipComes up with the apps like sales. App service applications marketing etc so you can go ahead andMoreComes up with the apps like sales. App service applications marketing etc so you can go ahead and get a complete list of applications. Inside of salesforce by quick clicking on this app launcher.
Where do you navigate in setup to create user?
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...•
How do I enable setup in Salesforce?
Look at the top of any Salesforce page. , 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 enable view setup and configuration in Salesforce?
Navigate to Setup on the Salesforce Platform A Salesforce Administrator should navigate to Setup > Users > Profiles > Profile > System Permissions and ensure the View Setup and Configuration Permission is ticked.
What is lightning navigation?
Lightning:navigation is used to navigate to a given pageReference or to generate. a URL from a pageReference.To navigate we need to define a PageReference object. The pageReference type generates a unique URL format and defines attributes that. apply to all pages of that type.
How do I navigate in Salesforce?
9:2322:28getting started navigating salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe view pick list can be used to change the way you view the records on a tab clicking. The helpMoreThe view pick list can be used to change the way you view the records on a tab clicking. The help for this page.
Where is navigation menu in Salesforce?
In the property editor, click Navigation Menu. In the menu editor overlay, you can edit or delete existing menu items, or add new ones. To add a menu item: Click Add Menu Item.
What is the easy way to find what you are 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 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.
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.
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.
Navigation
Generates URL for a given pageReference. This component requires API version 43.0 and later.
Targets
Use lightning:navigation component to navigate to a given pageReference or to generate a URL from a pageReference.
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.
