New to Lightning Experience

Questions?

In Lightning Experience, click the question mark ( ? ) at the top of each page to see page-specific help resources.

 

Ask an Expert!

Talk with Salesforce experts and learn from your peers, as we answer Lightning Adoption, Approaches to Challenges, Best Practices, and How-To questions live! Sign up from the Ask the Expert tile in the Help portal:
 

1. Log into the community.
2. Click the Help tab.
3. Click the Support & Services tile on the right.
4. Click the Ask an Expert tile on the left.
5. Select Lightning Experience under 'Products.'

See our entire Customer Success Events Calendar, which includes: 
 

• Circles of Success
• Office hours
• Webinars 
• Videos 
• In-person Events

For our Premier Support customers we have a variety of Lightning Accelerators available. Check out our expanded Accelerator Library and sign up! To learn more, please review Request an Accelerator.

 

Are you part of an auto-transition group?

• Frequently Asked Questions (End Users)
• Frequently Asked Questions (Admins)

Get additional support before completing your journey to Lightning

We're here to help you every step of the way. We have an abundance of great tools and resources to help you prepare your organization for the switch to Lightning.

• At the top of the 'Setup' menu, check out the Lightning Experience Transition Assistant for your step-by-step guide.
• We also have a Roll It Out Lightning Experience transition step-by-step guide.
• Remember to also check out Lightning Experience Basics for general or feature-specific information.
• Here's a list of Supported Browsers and Devices

Salesforce Classic FAQ

Can I switch back to Classic?

Yes. Salesforce Classic is still available, but it's taken a back seat to newer technologies.

You can temporarily switch back to Classic by clicking your profile icon in the upper right corner of the Lightning Experience header, and then selecting Switch to Salesforce Classic.

SEE Toggle or switch between Lightning Experience and Salesforce Classic

How can users stay in Classic UI, when they login even after lightning transition?

In order to remain in Classic UI or to disable automatic switching for users to Lightning Experience, create a permission set using the 'Remain in Salesforce Classic' system permission. This permission will allow users to land in Classic UI when they login.

Chatter Free and Chatter external users can’t be excluded from automatic switching using this permission. The ability to create a permission set for a small group of specific users isn’t available in the Group Edition.

Create a 'Salesforce Classic-Only' permission set and assign to your users:

1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. 
2. Click New. 
3. Enter the Label for the permission set. 
4. Select license as Salesforce. 
5. In the "Find Settings" search box, search for and click "Remain in Salesforce Classic."
6. Click Edit, enable the permission, then click Save. 
7. Click Manage Assignments and then click Add Assignments. 
8. Select your desired users, then click Assign. 
9. Click Done.

How to remove `Switch to salesforce classic` for non admin users ?

From Setup, create a permission set that includes the `Hide Option to Switch to Salesforce Classic` permission. Then assign the permission set to the desired non admin users, or enable the permission in a custom profile to remove the Switcher from everyone in that profile.