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End of Life for Salesforce Classic Setup Assistant

Knowledge Article Number 000240080
Description

1. What is the change and when is it planned to happen?

The Setup Assistant for Salesforce Classic, a wizard which helps admins complete basic configuration and import data into Salesforce, will retire on August 18, 2016. After this date, the following changes will take place:

  • Orgs enabled with Lightning Experience that switch to Salesforce Classic will not be able to access the Salesforce Classic Setup Assistant.
  • Orgs with access to and are using the Salesforce Classic Setup Assistant will no longer have access to this feature.

Instead of using the Salesforce Classic Setup Assistant, customers can access all the configurations within the Salesforce Classic Setup Assistant directly from Salesforce Setup.  

 

2. What will happen after the End of Life date?

After August 18, 2016:

  • Orgs enabled with Lightning Experience that switch to Salesforce Classic will not be able to access the Salesforce Classic Setup Assistant.
  • Orgs with access to and are using the Salesforce Classic Setup Assistant will no longer have access to this feature. The Setup Assistant will be removed from Salesforce Setup section.

NOTE: Any actions (adding users, setting up sales stages or importing data) made via the Setup Assistant (Lightning Experience or Salesforce Classic version) prior to the Salesforce Classic Setup Assistant retirement will not be impacted by this change. After the Salesforce Classic Setup Assistant retirement date, customers using Salesforce Classic will need to make further updates through the regular Salesforce setup menu. 

 

3. What action do customers need to take? 

In place of the Salesforce Classic Setup Assistant, customers using Salesforce Classic should use the regular Salesforce Setup menu to set up their Salesforce environment. 

Use se this reference table to locate where to complete basic org setup actions within the Salesforce Setup:

Task/PhaseSalesforce Setup Location

Import your data

Setup | Administer | Data Management and select the Data Import Wizard

Customize your sales stages for opportunities

Setup | Build | Customize | Opportunities | Fields and select Stages

Add users

Setup | Administer | Users and select New User


Additionally, customers can leverage the following resources to help get started with the set up of their Salesforce environment:

 

4. Why are we retiring this product or feature?

Instead of maintaining two different Setup Assistant experiences, we are retiring the Salesforce Classic Setup Assistant so that we can focus our efforts on enhancing the Lightning Experience customer onboarding experience. 

 

5. Where can I or the customer go for more information? 

Participate in the Success Getting Started Community Group. For additional questions, open a case with Support via the Help & Training portal. 





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