Set Up Sales Console in Salesforce Classic To enable a console for the first time, contact Salesforce then assign users the correct permission set license and user permissions. Required Editions and User Permissions Available in: Salesforce Classic (not available in all orgs)
- Setup -> Profile -> Click on your profile.
- Go to “General User Permissions” section.
- Enable “Remain in Salesforce Classic”.
How do I switch from Salesforce classic to lightning experience?
Click your Avatar in the top right-hand side of the screen. Click Switch to Salesforce Classic. Click your name. Click Switch to Lightning Experience. Note: You can also simply click Switch to Lightning Experience to the left side of your name.
How to set classic experience as default landing screen in Salesforce?
How to set Classic Experience as default landing screen 1 Setup -> Profile -> Click on your profile. 2 Go to “General User Permissions” section. 3 Enable “Remain in Salesforce Classic”. More …
How to grant remain in Salesforce classic permission?
Salesforce has introduced a new System Permission named ” Remain in Salesforce Classic “. So you can add it to any Profile or grant it via Permission Set and the automatic switching does not happen. 1. Setup -> Profile -> Click on your profile. 2. Go to “General User Permissions” section.
How do I Turn Off Salesforce Classic for my Org?
Ensure that Make Lightning Experience your org’s only experience is disabled. Go to Setup | Lightning Experience Transition Assistant | Go to Steps – Optimize Phase | Expand ‘Turn Off Salesforce Classic for Your Org’. If ‘Lightning Experience Transition Assistant’ is missing from the Setup page, please contact Salesforce Support.
How do I stop Salesforce from switching to lightning?
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.
How do I change the default page in Salesforce?
In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.
How do I permanently switch to classic 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 switch to classic lightning in Salesforce?
0:001:27Switch from salesforce Classic to Lightning Experience – YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this video we’re going to show you how to switch from Salesforce classic into the you lightningMoreIn this video we’re going to show you how to switch from Salesforce classic into the you lightning experience user interface. Sorry I’m logged in as James Smith. And I click the drop down menu here
How do I find my default Home page in Salesforce?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the “Dashboard” section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
How do I change the Home page layout in Salesforce?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you’d like to model the new one from. Give the new layout a name. Select the components you’d like to include. Click Next to select the order you would like the components to appear on the page.
How do I get rid of lightning app?
Open the page in Lightning App Builder and click Activation to deactivate it.
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.
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.
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 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.
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.
What does it mean when a Salesforce profile is unticked?
If the profiles you use are unticked it means they are Standard profiles and will be affected by Salesforce’s enforced move to Lightning Experience. …if none of the profiles that you actually use are Standard (i.e. they’re all ticked/custom) then you don’t need to take any action.
Is Salesforce going away?
Salesforce have given no indication that it is going away. However, they have confirmed that no new features will be released on Classic – meaning that users that remain will lose out on all the valuable new developments. What is going to happen is that everyone using a “Standard User Profile” will be moved over.
What is Salesforce Classic?
Salesforce Classic is the name for the original Salesforce UI and app design.
What is Salesforce Lighting Experience?
Lightning Experience is the name for the new Salesforce UI built with a modern user interface and optimized for speed.
What is Salesforce Switcher?
Salesforce Switcher is a smart feature that helps you switch between your preferred user experience.
Navigate Salesforce Tabs
At the top of each Salesforce page are tabs and links for navigating to major features in Salesforce.
Explore the Home Tab
The tabs and features you see depend on your edition, layout, and customizations. The default layout typically includes:
Is there any way to restrict users of a specific profile from switching to Salesforce Classic from Salesforce Lightning and vice-versa?
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.