Enable Lightning Experience
- From Setup, click Get Started in the Migration Assistant tile at the top of the menu.
- Choose which features to enable. Consider enabling the recommended supporting features. …
- Enable Lightning Experience.
- Click Finish Enabling Lightning Experience.
- In the dropdown below your Salesforce username, click Switch to Lightning Experience. …
- Click on Setup.
- In Administer, expand Manage Users.
- Click on Profiles >
- Select the Profile name.
- Click on System Permission.
- Enable Lightning Experience User checkbox.
- Save.
Table of Contents
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
How do I enable lightning for a specific user in Salesforce?
Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.
How do I enable lightning in Salesforce?
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 add a user to Salesforce lightning?
To add users:From Setup, enter Users in the Quick Find box, then select Users.Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.Enter each user’s name, email address, and a unique username in the form of an email address.More items…
How do I assign a user to the Lightning app?
To set a Lightning App as the default app when users login:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile and scroll to the ‘Custom App Settings’ section.Select Default next to the Lightning app.Log out and log in again.
Can a user be enabled both 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 give a lightning component to your profile?
This can be done in two ways;Go to profile -> Enabled Apex class access -> Edit -> Add the Classes and Save.Go to the class -> Click on Security -> Select Profiles and add to enabled profiles -> Save.
How do I switch from classic to lightning in Salesforce?
From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.
What permission shall I give to a user who wants to use lightning experience?
Users require the Lightning Experience User permission to access Lightning Experience. By default, this permission is automatically enabled for all users with a standard Salesforce profile. Custom profiles don’t usually include the permission.
How do I assign a user in Salesforce?
From Setup, in the Quick Find box, enter Roles , then select Roles.Click Assign next to the name of the desired role. … Make a selection from the dropdown list to show the available users.Select a user on the left, and click Add to assign the user to this role.Click Save.
How do I assign permissions to a user in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. … Click Save.
How do I assign a lightning page to a profile in Salesforce?
Click an Object from the list. Click on Lightning Record Pages from the left hand panel. Click on the View Page Assignments button in the top right corner. In the Look Up an Assignment box select a value for each of the the available App, Record Type, and Profile picklists.
How do I give an app access to my Salesforce profile?
To assign apps:From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Assigned Apps.Click Edit.To assign apps, select them from the Available Apps list and click Add. … Click Save.
What does “not selecting a specific license” mean?
Not selecting a specific license allows you to assign the permission set to any user whose license allows the permissions you enable in the permission set. For example, to assign the permission set to users with the Salesforce license and to users with the Salesforce Platform license, select None. Click on System Permission.
Can you enable permissions in Salesforce?
the Salesforce license, select Salesforce. You can enable permissions only allowed in the Salesforce license. the Identity Connect permission set license, select Identity Connect. You can enable permissions only allowed in the Identity Connect license. different licenses, select None.
Can admin give access to users?
Admin have ability to give access on both Profile and User Level. Be cautious to give access on profile level when you are not ready for Lightning and starting a pilot for Lightning Migration. When you enable Lightning in your Org, All the standard profile users will get the Lightning access and you cannot turn it off.
How to view community settings in Salesforce?
To enable or view settings for Communities, click Communities Settings. To view a list of communities or start creating a new one, click All Communities. When you start creating a community, choose to manage an existing community, or view a community, you move out of Lightning Experience and into Salesforce Classic.
What is Salesforce tabs?
By definition, a Salesforce Tabs + Visualforce community uses Visualforce and the Lightning Platform technology under the hood. There’s no toggle in a Salesforce Tabs + Visualforce community that allows you to switch to Lightning technology.
Can you use Salesforce Classic with Lightning?
The full Salesforce Communities product is not supported in Lightning Experience, so to create, manage , or use your communities, you must use Salesforce Classic. To enable or change settings for Communities in Lightning Experience, in Setup search for Communities. To enable or view settings for Communities, click Communities Settings.
Knowledge Is Power
Having a quality supply of knowledge articles on your self-serve site can do wonders for case deflection, customer satisfaction, and agent productivity. Currently the hard-working support agents at Category 1 Biking rely on FAQs taped to office walls and cash registers. Time to upload those FAQs to a site!
Configure Lightning Knowledge
You can create record types to distinguish types of Knowledge articles and custom fields to store different types of information. Category 1 Biking is starting with a simple FAQ record type. Since you used the Knowledge Setup guide, the FAQ record type has been created for you by default. To view the new record type:
Enable Topics for Objects
There are many ways to organize content. With topics, you can classify and search Knowledge articles by assigning specific topic areas. Without enabling Salesforce Knowledge topics, articles can’t be displayed outside of your org.
Create Knowledge Articles
Now that you have your basic setup in place for knowledge, create a few sample articles for Category 1 Biking.
