It is pretty simple to launch this change:
- From Setup in Salesforce Classic, click Get Started in the Transition Assistant tile at the top of the menu
- Select the Roll Out phase
- Click Launch Lightning Experience to expand the stage
- Click the button next to Turn on Lightning Experience
- Click your Avatar in the top right-hand side of the screen.
- Click Switch to Salesforce Classic.
Table of Contents
How to migrate to lightning experience from classic Salesforce?
Lightning Knowledge is simply Salesforce Knowledge in the Salesforce Lightning Experience. As you likely know, making the move from Classic to Lightning can be a major undertaking. But there are many reasons why it’s better to move sooner than later.
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.
Why to move to Salesforce Lightning?
- Switch back to Classic
- Select the Reports tab
- Locate the reports (or dashboards) that you want to move
- Click on the report and drag and drop into the correct folder
How do I switch to classic view in Salesforce?
- From Setup, enter Analytics in the Quick Find box, then select Settings.
- Select Enable dashboard designer, and then click Save.
- For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.
How do I permanently switch to classic Salesforce?
How to set Classic Experience as default landing screenSetup -> Profile -> Click on your profile.Go to “General User Permissions” section.Enable “Remain in Salesforce Classic”.
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 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.
How do I turn on Classic mode 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 Classic going away?
Is Salesforce Classic going away? At the moment, Salesforce has no plans to end-of-life the Classic software. But it stopped issuing new features back in 2019, the first step on the road to being canned.
How do I switch users in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.To return to your admin account, select User’s Name | Logout.
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.
How do I change the view in Salesforce?
0:081:10Changing Default List Views in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThe default list view and from your home screen in Salesforce. Choose the object that you want toMoreThe default list view and from your home screen in Salesforce. Choose the object that you want to pin the ListView on so for this example I’m gonna do it counts.
Making the business case
That preamble brings us to an important topic for System Administrators – how do you make the business case to leadership that the time is right to migrate to Lightning? The crux of the argument has to be that if you remain on Classic, you’ll be paying for (in the form of recurring license costs) innovation that Salesforce delivers three times a year, but your company won’t be receiving any of the benefits.
Start studying!
One of the biggest roadblocks of migrating to Lightning is not the cost (i.e. time, resources, business disruption) but the lack of knowledge on Lightning by the System Administrator. If you have been turning a blind eye to Lightning the last two years you’ve got a lot of catching up to do.
Want to learn more?
Come hear me speak at Dreamforce this year as I present “Planning Your Migration to the Lightning Experience – Four Steps to Success” (Admin Track) or download our eBook on Migrating from Classic to Lightning. Additionally, grab some hands-on experience configuring Lightning by tackling the Lightning Experience Specialist Super Badge on Trailhead.
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.
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.