How to enable lightning for user in salesforce


  • From Setup, enter Session Settings in the Quick Find box, then select Session Settings.
  • Review the default settings for Lightning Login. Make sure that Allow Lightning Login is enabled. …
  • Assign the Lightning Login User permission to users in the user profile (for cloned or custom profiles only) or permission set. Lightning Login isn’t supported for external users.
Enabling Lightning Access on Profile Level for Custom Profiles
  1. Click on Setup.
  2. In Administer, expand Manage Users.
  3. Click on Profiles >
  4. Select the Profile name.
  5. Click on System Permission.
  6. Enable Lightning Experience User checkbox.
  7. Save.
Jul 9, 2019


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

  1. Click on the Setup menu and select Users within the Administration category.
  2. Click on the New User button.
  3. Enter the first name, last name, alias, email address, username and nickname. …
  4. Choose a role. …
  5. Choose a User License. …
  6. Choose a Profile. …
  7. Set your email encoding language.
  8. Set your locale settings.

More items…

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

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 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 I set permissions in Salesforce lightning?

From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Custom Permissions.Click Edit.To enable custom permissions, select them from the Available Custom Permissions list and then click Add. … Click Save.

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 enable lightning to all users?

Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.

What is difference between 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.

How do I set permissions for a user?

Assign Permission SetsClick. , then click Setup.From Setup, enter Permission Sets in the Quick Find box, then click Permission Sets.Select the permission set that you want to assign to users.Click Manage Assignments, then Add Assignments.Select the checkboxes next to the appropriate users.Click Assign.

How do I automatically assign permissions to user in Salesforce?

Salesforce Flow Steps:Define flow properties for record-triggered flow.Add a get records element to find permission set id.Add a decision element to check the permission set id from the record variable (from step 2.2)Add a create records element to assign the permission set to users.

How do I enable manage users in Salesforce?

To enable specific Salesforce functionality for your users, you must choose one user license for each user. To enable more functionality, you can assign permission set licenses and feature licenses to your users or purchase usage-based entitlements for your organization.

How do I give access to the lightning component to my profile?

Select the component (or drag it onto the layout if not there)Click the little upper-right chevron, see the Audience section, select Assign.It will give an option to create an audience if you haven’t any.. looks like this:

How do I use lightning experience in Salesforce?

To enable the lightning experience in your Salesforce org, navigate to Setup. Click on Lightning Experience in the left hand pane of the setup page. Go through the recommended features list and enable those settings. Define user permissions to decide who can use the lightning experience.

How do I give a mobile access to a profile in Salesforce?

Firstly, Here’s how you enable Salesforce 1 — – Navigate to Setup > Mobile Administration > Salesforce > Salesforce Settings. – On the Salesforce Settings page, under the Mobile Browser App Settings section, select the Enable Salesforce mobile web check box >> Click Save.

End Users

Each organization needs to decide how much hands-on reporting they want their end users doing. In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data.


Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company.

Report and Dashboard Super Users

There are often users that rise above the fray and both warrant and demand more access to Report and Dashboard functionality.

Report and Dashboard Admins

Within some organizations, there is a group of non-System Administrators who are trusted to assist with more structural elements of Salesforce reporting. In addition to the permissions listed above, we might also consider granting the following to users who assist in these areas.

System Administrators

As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.

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.

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.

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.


Leave a Comment