Slaesforce FAQ

how to switch from classic to salesforce ligtningn

by Mr. Ken Rempel Published 2 years ago Updated 1 year ago
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In salesforce classic (old UI),at the top corner,click on the name,in the drop down "Switch to Lightning Experience" link will be available to switch to lightning if it is already enabled.If not,go through the link enter link description here to enable it

Change the UI from Salesforce Classic to Lightning Experience
  1. Click your name.
  2. Click Switch to Lightning Experience.

Full Answer

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.

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.

What is Salesforce lightning experience?

Salesforce Lightning Experience enables a better, fast, intuitive, and enhanced user interface. It is built with the combination of Lightning components, Lightning app builder, and Lightning Design System.

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.

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How do I turn on Salesforce lightning?

Enabling Lightning in SalesforceLog into the Salesforce environment.From the Setup page, select Lightning Experience in the left-hand navigation bar. ... In the Lighting Experience window, select Turn It On.Move the toggle to the Enabled state.More items...•

How do I switch from classic to lightning in Salesforce IPAD?

One you have logged into your Salesforce instance, click the Share Button from the top right corner, then scroll to the right to find additional sharing options. Click “Request Desktop Site” for Safari to refresh the Salesforce page to display Lightning. The page will refresh and will show the Lightning interface.

How do I turn off classic mode in Salesforce?

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.

Is Salesforce lightning cheaper than classic?

No, Salesforce Lightning doesn't cost more than Salesforce Classic. The interfaces cost the same. Long-time users of the Classic version will be able to switch to Lightning without paying for a new license. Meanwhile, new customers will be recommended the Lightning interface by default.

Does Salesforce Lightning work on iPad?

Lightning Experience is the only full site UI on iPad that provides a supported Salesforce Experience. Salesforce Classic has never been supported on mobile devices. Please see Lightning Experience and Classic UI full site in mobile browsers.

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 upgrade salesforce to lightning?

From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list. ... Click. ... Review the app properties and update them if necessary. ... Click Upgrade.

How do I turn off Salesforce lightning?

To disable lightning experience for the specific users:Create a custom profile.In the profile, navigate to the Administrative Permissions category.Uncheck the checkbox against Lightning Experience User.Click Save.Assign users to the new custom profile.

How do I turn on Classic in Salesforce?

If the permission is not enabled, please contact Salesforce Support for assistance.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.

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 is Lightning experience different from Salesforce Classic?

One of the major differences between Salesforce Classic and Salesforce Lightning is the user interface. The latter offers a much better user interface experience to its users that includes features like the drag-and-drop functionality that can be achieved without any code.

What is the advantage of Salesforce Lightning?

One of the major Salesforce Lightning advantages is that it is a component-based platform. In other words, you can simply integrate the components already built by the Salesforce partners and use them in your application. The best part is that you merely need to drag and drop the components to use them.

Things to Consider Before You Switch

Switching from Classic to Lightning is a bit like a reimplementation of Salesforce.

How to Roll Out Lightning Experience

As with any major software change, you’ll need to create a plan of attack before getting started. We recommend a rollout strategy for Lightning Experience in three stages: Discovery, Rollout, and Optimization.

Set Up Users

Thanks to custom profiles and permission sets, Salesforce makes it pretty easy to fine-tune access to Lightning Experience. If you’re planning on sending a small group of bold explorers into Lightning Experience, this is the stage where you’ll decide who those people are and let the system know.

How to Officially Turn on Lightning Experience

The Migration Assistant makes it simple to turn on Lightning Experience. All you have to do to officially flip the metaphorical switch is to navigate to Setup in Salesforce Classic and click the Get Started button in the Migration Assistant tile.

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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.

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