Page Restore Button: To restore previous versions of individual objects directly back into Salesforce, follow these steps: 1. Click the “Restore” button from any object page 2. Select the backup version and individual fields you would like to restore and click confirm
How do I switch from Salesforce Lightning to Salesforce classic?
User might be on Salesforce Lightning Experience but prefer to have Salesforce Classic View or vice-versa. Click your Avatar in the top right-hand side of the screen. Click Switch to Salesforce Classic.
Can I still use Salesforce classic?
Organizations can still use Salesforce Classic, but these new updates are an excellent reminder that if you haven’t already done so, you should make a plan for how to implement the Lightning experience. As the world’s fastest-growing digital adoption platform, we’re experienced in helping companies make the Switch to Lightning.
How do I switch from classic to lightning experience?
Click Switch to Lightning Experience. Note: You can also simply click Switch to Lightning Experience to the left side of your name. For a visual guide, see " How Do I Switch Between Classic and Lightning? " screencast.
How to compare two records in Salesforce classic and lightning?
You will also have Classic and Lightning mode for same record in different tabs in case you want to compare. Select "Open in classic" when you are in Lightning. For both these options to work the user should right click on a valid record which has record Id in the URL.
How do I switch back to classic view 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 turn off switch to Classic in Salesforce?
To remove their ability to switch to Salesforce Classic:In Salesforce Lightning, go to Setup.On the Quick Find box, enter lightning then click on Lightning Experience Transition Assistant.On the Optimize Phase, click on Go to Steps link.Click on Turn Off Salesforce Classic for Your Org to expand it.More items...
How do I switch from Salesforce Classic to Salesforce lightning?
Change the UI from Salesforce Classic to Lightning ExperienceClick your name.Click Switch to Lightning Experience.
Will Salesforce Classic go away?
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 stop Salesforce from switching to lightning?
"Lightning Experience Transition Assistant" Select "Go to Steps" For option number three "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"
How do I get rid of Salesforce lightning?
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.
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.
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.
Can a user be enabled both in 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 you go from classic to lightning?
In this article, we'll walk you through the critical Salesforce Classic to Lightning migration steps, and how best to approach them.Step 1: Salesforce Classic to Lightning Migration Buy-In. ... Step 2: Lightning Experience Readiness Check. ... Step 3: Optimizer Report.Step 4: Migration Assistant.Step Five: Set ROI Goals.More items...
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 you know that you are in Salesforce Classic?
To find out what version of Salesforce you have in Salesforce Classic:Log into Salesforce and click Setup.In the Administer section, click Company Profile > Company Information.Your Salesforce version is listed in the "Organization Edition" field.
What is the switch to Salesforce Lightning?
Switching to Salesforce Lightning is a huge undertaking and will require planning, training, and optimization. This guide outlines the five major phases of a Lightning implementation plan to give you an idea of what to prepare for as you prepare to make the switch to Salesforce LEX.
How to get value out of switching to Lightning?
To get the value out of switching to Lightning, you’ll need to monitor and analyze your Salesforce usage. This is another area where Apty’s adoption features can help. After making the switch to Lightning, many companies fail to identify where users are struggling.
What is apty in Salesforce?
Apty includes advanced tracking and insights to give you actionable recommendations on how to improve your process and Salesforce utilization. If you have a multistep process, you can use Apty to identify what step is causing a breakdown.
Can you switch to Lightning in Salesforce?
Salesforce is not forcing organizations to switch to Lightning. Organizations can still use Salesforce Classic, but this latest update is an excellent reminder that if you haven’t already done so, you should make a plan for how to implement the Lightning experience.
Is Lightning Experience enabled by default?
Standard profiles have the permission enabled by default. It’s not the default setting for most custom profiles. You’ll want to review the permission on each of your custom profiles to see if the Lightning Experience is enabled.
Will Salesforce stop supporting Classic?
Also, between the January 2020 update that turned on Lightning Experience for all organizations and ceasing development of new features for Classic, it’s not unreasonable to assume that eventually, Salesforce could stop supporting Classic or force organizations to migrate.
View Items in the Recycle Bin
Choose My Recycle from the dropdown list to view just the items you deleted. Admins and users with the “Modify All Data” permission can choose All Recycle Bin to view all data that has been deleted for the entire org. In Personal Edition, the All Recycle Bin option shows all your deleted items.
Search for Items in the Recycle Bin
Choose My Recycle Bin or All Recycle Bin . My Recycle Bin searches for matches only in the items you deleted.
Restore Items in the Recycle Bin
You can restore items by checking the box next to those items and clicking Undelete. To restore all deleted items, check the box in the column header and then click Undelete.
Purge the Recycle Bin
Deleted records remain in the Recycle Bin for 15 days, and can be restored during that time. To permanently remove your deleted items before the 15-day period, administrators and users with the “Modify All Data” permission, can click Empty your Recycle Bin or Empty your organization’s Recycle Bin.
kapil
Is there any way to restrict users of a specific profile from switching to Salesforce Classic from Salesforce Lightning and vice-versa?
PRANAV
The permission set is always used to extend the features beyond to profile level in salesforce. If user has permission on profile so you can't remove the access for that using permission set.
