6) Go Live
- 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 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.
How do I turn off Lightning mode in Salesforce?
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 get to classic 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.
How do I turn off switch to Classic in Salesforce?
To remove their ability to switch to Salesforce Classic:In Salesforce Lightning, go to Setup.On the Quick Find box, enter lightning then click on Lightning Experience Transition Assistant.On the Optimize Phase, click on Go to Steps link.Click on Turn Off Salesforce Classic for Your Org to expand it.More items…
How do I get rid of lightning app?
Open the page in Lightning App Builder and click Activation to deactivate it. Deactivating the page does not work and repeats the same steps. Until this issue is addressed, customers can rename the pages so as to mark them as un-usable.
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.
How do I upgrade Lightning app to Classic?
From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list. … Click. … Review the app properties and update them if necessary. … Click Upgrade.
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.
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 stop people from switching back to classic?
Here if you want to prevent user from move back to lightning to classic then go to Lightning >Switch Users to Lightning Experience > there you can Control which users automatically move to the new interface and which remain in Salesforce Classic.
How do I enable user lightning in Salesforce?
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 Salesforce domain?
Showcase your company’s brand with your My Domain name. That My Domain name is used as your org-specific subdomain in Salesforce login and application URLs. For example, https://mycompany.my.salesforce.com and https://mycompany.my.site.com .
What is apty in Salesforce?
Apty includes advanced tracking and insights to give you actionable recommendations on how to improve your process and Salesforce utilization. If you have a multistep process, you can use Apty to identify what step is causing a breakdown.
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.
What is apty in multistep?
If you have a multistep process, you can use Apty to identify what step is causing a breakdown. From there, you can deploy additional support content, like a Workflow, Launcher, or Tooltip, to solve the problem. With Apty, you can address the real issue instead of blindly investing in more training.
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.
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.
Is Einstein Analytics a standalone platform?
Einstein (Wave) Analytics: Salesforce Classic depends on standard reporting types on the other hand Einstein analytics is a different beast altogether. It is a standalone platform that has its own database which is fetched from Salesforce and updated at regular intervals.
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.
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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