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Turn On Lightning Experience Critical Update FAQ

Publish Date: Jul 12, 2023
Description

The 'Turn on Lightning Experience' critical update will enable Lightning Experience for all orgs that haven't already done so.

This critical update will start activating on a rolling basis on January 7, 2020 and will finish for all orgs by January 31, 2020. Orgs that have Lightning Experience-supported editions and user licenses are affected.

All new Salesforce innovation happens only in Lightning Experience. We encourage you to transition fully to Lightning Experience and start benefiting from everything it has to offer.

You get hundreds of new and exclusive features that increase value and deliver a return on investment in strategic areas (such as revenue per rep, faster and less expensive development time, and keeping your org aligned with business and process changes), operational areas (such as improved win rates and greater opportunity pipeline), and overall Salesforce adoption by end users, which reduces overhead and support needs. And the sooner you transition, the less technical debt you'll build up!

This critical update is not a forced transition. Salesforce Classic isn't going away, and you have full control over which users get access when Lightning Experience is turned on. Take advantage of the time before the update is activated to verify your org's readiness and prepare your users.
 

Resolution


FAQ


Video Overview: For a short video about this update, see Understand How the Lightning Experience Critical Update Affects My Users. Also be sure to check out our latest Release Notes for the official announcement: Turn On Lightning Experience Critical Update Activates Starting January 7, 2020.


Timeframe for the Critical Update
Changes from the Critical Update
Prepare for the Critical Update

 

Timeframe for the Critical Update

 

When will the Critical Update auto-activate for my org?

Originally, the 'Turn on Lightning Experience' critical update was scheduled to auto-activate on a rolling basis in the Winter '20 release. However, as part of our release process, where we conduct rigorous testing across multiple checkpoints to ensure ongoing quality, we discovered a potential technical issue.

While unrelated to Lightning Experience, this issue has the potential to impact your general experience with the Winter '20 release. So, to prioritize customer success, we're applying an abundance of caution and delaying some post-release activities, including activation of the Lightning Experience critical update.

The 'Turn on Lightning Experience' critical update will now activate for orgs on a rolling basis beginning January 7, 2020 and will complete for all orgs by January 31, 2020.
 

Can I control when the Critical Update happens?

This update will automatically activate for all orgs that don’t already have Lightning Experience turned on. To have better control over when your org gets Lightning Experience, you can turn it on before your org’s activation date. Doing this means you’ll have one less thing to deal with when you’re updated to Winter ‘20.

Turning on Lightning Experience before the critical update lets you roll out Lightning Experience to your users at a pace that makes sense for your company. You can start now with a small pilot. Then use your users’ feedback to identify priority issues in your implementation and iterate on improving things. And starting now means you can accelerate giving your users a better experience. 

You can use the Critical Update Console in Setup to activate the Lightning Experience Critical Update. But we recommend turning on Lightning Experience from the Transition Assistant. See Turn on Lightning Experience for Your Org in Salesforce Help to see how.
 

Is it possible that Lightning Experience will be turned on before this update activates?

There are other Salesforce programs to automatically turn on Lightning Experience for organizations that are well-positioned to make the transition. If your organization is part of such a program, Salesforce may turn on Lightning Experience earlier than this critical update auto-activates.
 

How can I tell if the Critical Update has been activated in my org?

The 'Turn on Lightning Experience' critical update has expired from the Critical Update page in Setup. But there are two easy options for verifying that Lightning Experience has been turned on.
   

Changes from the Critical Update

 

Who gets Lightning Experience when it's turned on?

Users must have the Lightning Experience User permission to use the new Salesforce interface. In most cases, only some of your users will get access to Lightning Experience because most users probably don’t have the permission yet.

All standard profiles have the Lightning Experience User permission enabled by default. So standard profile users get access to Lightning Experience when it’s turned on. 

The user permission isn’t enabled by default in most custom profiles. If you’re a long-time Salesforce customer, your custom profile users probably won’t have access to Lightning Experience. But there can be situations where some of your custom profile users do have the user permission. 
  • Starting with Winter ‘16, a custom profile that was cloned from a standard profile inherits the user permission.
  • If your company did some earlier testing of Lightning Experience, consider if the permission was enabled on any of your custom profiles. 
  • Also consider if the permission was assigned to some specific users via a permission set.
We recommend sanity checking your custom profiles to see if the Lightning Experience User permission is enabled so you don’t get any surprises when Lightning Experience is turned on. You can edit custom profiles to disable the permission, if desired. You can’t edit standard profiles, but if needed, you can move standard profile users to custom profiles.

See Set Up Users for Lightning Experience in Salesforce Help for more details.
 

What changes will my users notice when Lightning Experience is turned on?

After Lightning Experience is turned on, users who have the Lightning Experience User permission remain in Salesforce Classic.

When Lightning Experience is turned on, these users get the option to switch themselves between the new and classic interfaces via the Switcher, which appears as a Switch to Lightning Experience link in both the Salesforce Classic header and in the user’s profile menu.

Lightning Experience-enabled users also receive some in-app guidance — in both Salesforce Classic and Lightning Experience — to help them onboard to the new interface. See Motivate Users to Work in Lighting Experience in Salesforce Help for more information, including how you can customize the welcome mat and turn off in-app prompts.

Every week, starting the Sunday after Lightning Experience is turned on, Lightning Experience-enabled users who are working in Salesforce Classic are automatically switched to Lightning Experience when they log in. Users can switch themselves back to Salesforce Classic as needed. You can control the Scheduled Switcher feature, including the frequency of switches, so it works the way you need it to. See Encourage Users to Stay in Lightning Experience in Salesforce Help to learn how.
 

Can users still access Salesforce Classic?

Yes. Salesforce Classic is still available to all users. In fact, users stay in Salesforce Classic when Lightning Experience is turned on.

If a user is working in Lightning Experience, they can switch to Salesforce Classic by clicking their profile icon in the upper-right corner of the Lightning Experience header and selecting Switch to Salesforce Classic. To learn more about this Switcher link, see Salesforce Classic Doesn't Go Away When Lightning Experience is Turned On in Salesforce Help.

 

Prepare for the Critical Update

 

How can I prepare for the Critical Update?

To get your org and users ready for Lightning Experience, there are a handful of strategic activities that we recommend.
  To help you with these and other transition activities, use the Lightning Experience Transition Assistant. It’s available in Setup and it’s your one-stop shop for the recommended steps and tools for a successful transition.
 

Who can I contact if I need help or have questions?

Visit the Lightning Now Trailblazer Community, contact your Success Manager, consult the helpful resources listed in the New to Lightning Experience knowledge article, or contact Salesforce Support.

 

Considerations When Lightning Experience is Turned On

 

Why can’t I turn off Lightning Experience for my org?

Lightning Experience is where you want to be! It’s where all new Salesforce innovation is happening, including reimagined classic functionality and exclusive features that improve efficiency and productivity for everyone. Get the full value of Salesforce by developing a rollout plan and moving your users to Lightning Experience as soon as you can.

Starting with Winter ‘20, Lightning Experience is permanently enabled when it’s turned on — whether by an admin at your company or by the Lightning Experience Critical Update. After Lightning Experience is on in your org, you can’t disable it from the Transition Assistant or using the S1DesktopEnabled org preference setting with any version of Metadata API.

All users still have access to Salesforce Classic and can switch between the two interfaces as needed.
 

My users are complaining about the new experience. What should I do?

Help your users understand the benefits they get from working in Lightning Experience, including all the features that boost efficiency and productivity. And make sure everyone is trained and prepared to take advantage of the new interface. Check out the Lightning Experience Transition Change Management Hub for training and communication resources. You can also share these videos for some basic tips and ask your users to complete the Lightning Experience for Salesforce Classic Users Trailhead badge.

And remember that users can switch themselves between Lightning Experience and Salesforce Classic, if they still need to access functionality in the classic interface.
 

Why do my custom profile users have access to Lightning Experience? I thought they wouldn’t see changes.

All users who have the Lightning Experience User permission get access to Lightning Experience when it’s turned on for your org. While this permission isn’t enabled by default in custom profiles, there are some situations where custom profile users do get Lightning Experience.
 
  • If you cloned any standard profiles after Winter ‘16, the resulting custom profiles inherited the permission.
  • If your company did some early testing of Lightning Experience, a Salesforce admin may have enabled the permission in some custom profiles, or assigned the permission to some users via a permission set.
If you don’t want custom profile users to have Lightning Experience just yet, edit the profile to disable the permission.
 

Why are some of my users getting Lightning Experience by default instead of staying in Salesforce Classic?

If Lightning Experience was previously enabled, then later disabled, anyone who was working in the interface when it was turned off retains Lightning Experience as their default interface. The next time Lightning Experience is enabled, these users are automatically switched to the new experience.

Also keep in mind that new users who are added to Salesforce after Lightning Experience is turned on automatically get the new experience as their default interface. It’s only existing users who keep Salesforce Classic as their default. See Default User Experience After Lightning Experience is Turned On in the Salesforce Winter ‘20 Release Notes for more information.

Users can always switch themselves to Salesforce Classic, as needed.
 

Why are my users getting switched from Salesforce Classic to Lightning Experience when they log in?

To help you drive adoption, Lightning Experience-enabled users who are working in Salesforce Classic are switched to Lightning Experience once a week, when they next log in. These users can switch themselves back to Salesforce Classic, if needed.
 
You can control the Scheduled Switcher feature, including the frequency of the automatic switches, from the Lightning Experience Transition Assistant in Setup. See Encourage Users to Stay in Lightning Experience in Salesforce Help for more information.

To exclude specific users from being automatically switched to Lightning Experience, assign them the "Remain in Salesforce Classic" user permission via a permission set. Note that this permission doesn't override the Lightning Experience User permission, which gives users access to the new interface.
 

How can I reset a user’s default interface back to Salesforce Classic?

Lightning Experience-enabled users who get the new interface when they log in can change to Salesforce Classic at any time from the Switcher in their profile menu.

If you used the Switch Users tool in the Transition Assistant to assign Lightning Experience as the default interface for some users, then later change your mind, let these users know that they can return to Salesforce Classic from the Switcher in the profile menu. You can’t use the Switch Users tool to deselect Lightning Experience as a user’s default interface.

Keep in mind that the Scheduled Switcher feature automatically switches all Lightning Experience-enabled users out of Salesforce Classic once a week.
 

How can I prevent some of my users from accessing Lightning Experience?

You can disable the Lightning Experience User permission in your org’s custom profiles. If you want to remove Lightning Experience access for just a subset of your users, move these users to a custom profile that doesn’t have the user permission enabled.

If you don’t want standard profile users to access Lightning Experience yet, move these users to a custom profile that doesn’t have the Lightning Experience User permission.
 

How can I stop users from getting switched to Lightning Experience once a week?

To disable the Scheduled Switcher for a specific group of users, create a permission set that enables the Remain in Salesforce Classic user permission. Note that this permission doesn’t apply to Chatter Free and Chatter external users.

You can control the Scheduled Switcher feature, including the frequency with which users are switched to Lightning Experience, from the Transition Assistant. See Encourage Users to Stay in Lightning Experience in Salesforce Help for details.
 
Knowledge Article Number

000383316

 
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Salesforce Help | Article