Loading

Users Automatically Switched to the Salesforce Lightning Experience From Classic

Data pubblicazione: Nov 19, 2024
Descrizione

As of the Summer '18, users who have access to the Lightning Experience are being automatically switched from Salesforce Classic to Lightning Experience, on a weekly basis. To ensure that Users have the best onboarding experience, they see getting-started resources when they’re switched.

Where: This change applies to Lightning Experience and Salesforce Classic in the Group, Professional, Enterprise, Performance, Developer, and Unlimited editions.

When: Automatic switching was available starting on May 11, 2018.

Who: Only Users with access to Lightning Experience are switched.

Why: For Users who need reminding about all the great features and productivity gains from Lightning Experience, the switch gives them a little push to start exploring.

How: Choose whether the switch occurs daily or weekly.

  • The default is weekly.
  • The approximate reset is 1:00 AM daily and Sunday 1:00 AM for weekly.
  • Times are local time for the data center which supports your instance.
  • The switch happens the next time the User logs in.
  • Upon login after the switch, Users see a welcome mat with videos, Trailhead modules, and Help resources.
  • Users can return to Salesforce Classic, but they are switched to Lightning Experience upon login.
Risoluzione

System administrators can use the following methods to disable automatic switching to Lightning

In Salesforce Classic:

  1. Navigate to Setup
  2. Select "Get Started" under "Lightning Experience Transition Assistant"
  3. Select "Go to Steps" For option number three "Optimize Phase" 
  4. Expand Option Two "Motivate Users to Work in Lightning Experience"
  5. For the Section labeled "Switch users to Lightning Experience on a regular schedule" switch the "On" Switch to "Off"
 

In Lightning Experience the steps would be mostly the same, 

  1. Navigate to Setup
  2. "Lightning Experience Transition Assistant"
  3. Select "Go to Steps" For option number three "Optimize Phase" 
  4. Expand Option Two "Motivate Users to Work in Lightning Experience"
  5. For the Section labeled "Switch users to Lightning Experience on a regular schedule" switch the "On" Switch to "Off"


Note: We recommend disabling switching only for a specific group of Users by using a permission set, instead of disabling it for the entire organization. This will help Users start exploring all of the great features and productivity gains available in the Salesforce Lightning Experience.

To learn more, please review Encourage Users to Stay in Lightning Experience.

 


 

Numero articolo Knowledge

000384037

 
Caricamento
Salesforce Help | Article