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Salesforce Classic Setup Assistant Retirement

Udgivelsesdato: Apr 12, 2025
Beskrivelse

What changed?

Salesforce retired the Setup Assistant for Salesforce Classic, a wizard which helps system administrators complete basic configuration and import data, on August 18, 2016.

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

What happened after the End of Life date?
 

  • Orgs enabled with Lightning Experience that switches 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 the 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) before the Salesforce Classic Setup Assistant retirement will not be impacted by this change. You will need to make further updates through the Salesforce setup menu after the Salesforce Classic Setup Assistant retirement date.

What action did I need to take? 

Use the regular Salesforce Setup menu to set up your Salesforce environment. Use the 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 setup of their Salesforce environment:
 

 

Why have we retired this product or feature?

Salesforce retired the Salesforce Classic Setup Assistant so that we can focus our efforts on enhancing the Lightning Experience customer onboarding experience. 

Where can I go for more information? 

If you have more questions, open a case with support via Salesforce Help or contact your Salesforce account team. To view all current and past retirements, see Salesforce Product & Feature Retirements.

 

For more information about Salesforce’s approach to retiring products and features, read our Product & Feature Retirement Philosophy.

Vidensartikelnummer

000381949

 
Indlæser
Salesforce Help | Article