How Salesforce Launched Lightning in 7 Steps
- Admins on Salesforce’s IT team followed these 7 steps to roll out Lightning Experience. FEEDBACK EXECUTIVE…
- Early and often, the admins at Salesforce used many communication channels to keep everyone up to date on the…
- Tips for Communicating Publish communications in at least three channels (email, Chatter,…
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 does Salesforce lightning work?
Salesforce Lightning provides drag-and-drop app-building capabilities so designers and Salesforce admins can create responsive apps that operate seamlessly across browsers and on mobile. The platform offers out-of-the-box dashboard components which admins can customize according to the organization’s branding.
How do I set up Salesforce lightning?
Look at the top of any Salesforce page.If you’re using Lightning Experience, click. , then select Setup Home.If you’re using Salesforce Classic and you see Setup in the user interface header, click it.If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.
Why did salesforce create lightning?
Lighting offers powerful functionality, including new features, and as a result, expands opportunities for Salesforce developers and admins. Moreover, it provides a better user experience for end-users. Another critical advantage of Lightning is its super security.
What are the 3 main categories in the setup menu?
There are three main categories in the Setup menu: Administration, Platform Tools, and Settings.
What is a Salesforce action plan?
An action plan template defines the tasks and other items needed to complete a business process. In a template, each task is given a priority, the number of days in which it must be completed (date offset), and who is responsible.
When did Salesforce launch lightning?
While Launched in 2014, the Lightning Experience has been slowly inching its way in to the Salesforce spotlight. At first launch, the Lightning Experience seemed to be slow and inefficient.
What is Salesforce lightning components?
The Lightning Component framework is a UI framework for developing web apps for mobile and desktop devices. It’s a modern framework for building single-page applications with dynamic, responsive user interfaces for Lightning Platform apps. It uses JavaScript on the client side and Apex on the server side.
What are features of Salesforce lightning?
Top Features of Salesforce LightningKanban View. This feature helps the sales representatives efficiently manage business opportunities. … An Advanced UI. … Lightning Path. … Reports and Dashboard. … Salesforce Einstein. … Activity Timeline. … Live Feeds. … Lightning Web Component or LWC.More items…•