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
See more
What is Lightning Experience?
The Lightning Experience is a more productive, modern way for everyone to work. The Lightning Framework is an environment that radically speeds up how you customize Salesforce and build new apps.
Do you have to create another org to use Lightning?
No, you don't have to create another org. All of your data and logic customizations will still work in Lightning Experience when you switch over.
Is Salesforce full of admins?
Yes, there is, full of admins and devs. You can meet experts, ask questions, and get answers from an entire community of people ready to help. Visit the Salesforce Success Community now.
Is Lightning the future of Salesforce?
Yes, but Lightning is the future of the Salesforce platform and user experience. It empowers our customers to move faster, do more, and be more productive through reimagined classic features and boosted features available only in Lightning Experience.
How to add images to email templates in Salesforce?
Add images to email templates in Salesforce Lightning easily by dragging an image component from the left-hand sidebar on to the email canvas.
How Does it Work?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button , which users can click to select the template that they want.
Is Lightning better than Salesforce?
It works with merge fields in email alerts, Workflow, Process Builder, Flow, Approval Processes and more. It’s better, and much more modern than Salesforce Classic Email Templates, and is also the same builder that’s been rolled out across many other Salesforce platform products, such as Pardot.
Can you edit email templates in Content Builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
How to get more value from Salesforce?
Get more long-term value from Salesforce by tracking performance, monitoring and boosting adoption, and identifying areas for ongoing improvement.
Why is it important to use the Lightning Experience?
Use the Lightning Experience Change Management Hub for best practices, resources, and a guided path to preparing your users for the new experience.
Where are actions displayed in Lightning Experience?
In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.
What are actions in Salesforce?
Actions enable users to do more in Salesforce, such as create or update records and log calls.
What is the global action menu in Salesforce?
The Global Actions menu () in the Lightning Experience header displays all global quick actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout , except the standard Chatter actions Post, File, Poll, Link, Question, and Thanks.
What is chatter tab in Salesforce?
The Chatter tab (3) contains standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.
Where do chatter actions come from in Salesforce?
Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout . However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.
What are the actions that can be done in a list view?
List view items support only specific standard actions, like Edit, Delete, or Change Owner.
Do opportunities and leads have different structures?
The opportunity and leads workspaces have different structures, but actions appear in the same way on those pages.
What is Salesforce Knowledge?
Salesforce Knowledge is "KCS Verified" by the Consortium for Service Innovation, which recognizes best practices in customer Do you need guidelines, resources, and current discussions on the evolving world of knowledge orientated service? support methodologies. By implementing Knowledge-Centered Support (KCS) features, you can create more efficient collaboration within your team and provide pertinent and accurate information to your customers. Consider the following tips when planning and using Salesforce Knowledge:
How many languages are there in Salesforce?
For orgscreated before the Spring '18 release, the default limit for all editions is 16 languages. To request an extension for these allocations,contact Salesforce support.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
How to see how many versions of Salesforce?
To see how many versions and articles you have: 1. Go to Settings. 2. In the Search box, type StorageUsage. 3. Select Storage Usage. The total number of versions in the org is listed under “Knowledge Versions.” The number of articles in the org is listed under “Knowledge.” SEE ALSO: Plan Your Knowledge Base in Lightning Experience Data and File Storage Allocations 8 Salesforce Knowledge Knowledge Scalability
What is Lightning App Builder?
Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.
What is sharing for Lightning Knowledge?
Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.
Is Salesforce Knowledge available in all orgs?
Available in: Salesforce Classic (not available in all orgs) and Lightning Experience Salesforce Knowledge is available in Essentialsand the UnlimitedEdition with Service Cloud. Salesforce Knowledge is available for an additional cost in: Professional,
How to add Lightning Actions to Salesforce?
In the Group Layout panel at the top of the page , select Mobile & Lightning Actions. If it’s not already there, drag New Case to the Salesforce Mobile and Lightning Experience Actions area.
How to find groups in Salesforce?
In Salesforce, click the Groups tab. If you don’t see it, open the App Launcher, search for Groups, and click your result.
How to add more members to a group?
After you create your group, it’s easy to add more members. Go to the group, open the actions menu in the group banner, and select Manage Members. In the Add Members dialog, search for the people that you want to add and click Add next to their names.
Can you post on chatter group?
When a Chatter group is archived, group members can’t post messages or share files with the group. However, previous posts, comments, and files remain available for reference. Mentioning a group (@ [group_name]) doesn’t count as feed activity in that group and doesn’t delay group archiving.
Can you post to a broadcast only group?
Only the owner and managers of a broadcast-only group can post to it. But group members can comment on those posts. You can make any type of group broadcast-only. As an admin, you can rearrange the group layout to include or exclude some elements.
Can you create unlisted groups in Chatter?
By default, the creation of unlisted groups is disabled. So, before we start creating groups, let’s go to Chatter Settings and enable unlisted groups.
