Switching between Lightning Experience and Salesforce Classic is an essential skill for Salesforce Platform Administrators to understand, as organizations often need to support users who prefer different interfaces or require access to features available in one interface but not the other.
Lightni…Switching between Lightning Experience and Salesforce Classic is an essential skill for Salesforce Platform Administrators to understand, as organizations often need to support users who prefer different interfaces or require access to features available in one interface but not the other.
Lightning Experience is Salesforce's modern, component-based user interface that offers enhanced productivity features, improved navigation, and a more intuitive design. Salesforce Classic is the original interface that some users and organizations continue to utilize for various reasons.
To switch from Lightning Experience to Salesforce Classic, users can click on their profile picture or avatar in the upper right corner of the screen. From the dropdown menu, they will see an option labeled 'Switch to Salesforce Classic.' Clicking this option transitions the user to the Classic interface.
To switch from Salesforce Classic back to Lightning Experience, users should click their name in the upper right corner and select 'Switch to Lightning Experience' from the dropdown menu.
Administrators control whether users can switch between interfaces through several settings. In Setup, under Lightning Experience Transition Assistant, admins can manage the rollout strategy. The 'Let users switch between Lightning Experience and Salesforce Classic' option determines if users have switching capabilities.
Administrators can also assign Lightning Experience to specific users through permission sets or profiles. The 'Lightning Experience User' permission must be enabled for users to access the Lightning interface.
It is important to note that some features and customizations may only be available in one interface. Administrators should evaluate which features their organization requires and ensure users understand the differences between both interfaces.
Best practices suggest gradually transitioning users to Lightning Experience while maintaining Classic access during the adjustment period. This approach allows users to become comfortable with the new interface while still having access to familiar functionality when needed.
Switching Between Lightning and Classic
Why It Is Important
Understanding how to switch between Lightning Experience and Salesforce Classic is essential for Salesforce Administrators because many organizations still operate in hybrid environments. Users may need to toggle between interfaces based on their preferences, specific functionality requirements, or during phased rollouts of Lightning Experience. As an administrator, you must know how to manage these transitions and support users effectively.
What It Is
Salesforce offers two main user interfaces: Lightning Experience and Salesforce Classic. Lightning Experience is the modern, component-based interface with enhanced features, improved navigation, and better performance. Salesforce Classic is the legacy interface that some users still prefer or require for certain functionalities not yet available in Lightning.
The switching feature allows users to move between these two interfaces based on their permissions and organizational settings configured by administrators.
How It Works
There are several key aspects to understand about switching between interfaces:
User-Level Switching: When enabled by an administrator, users can switch between interfaces by clicking their profile picture or avatar in the top right corner and selecting Switch to Salesforce Classic or Switch to Lightning Experience.
Administrator Controls: Administrators manage interface access through several methods: - Lightning Experience Transition Assistant: Found in Setup, this tool helps plan and execute the transition - Permission Sets: Grant Lightning Experience access to specific users - Profiles: Enable the Lightning Experience User permission - User Settings: Individual user records can be configured for interface preferences
Default Interface Settings: Administrators can set which interface users see when they first log in. This is controlled at the profile or permission set level.
Key Configuration Options
1. Enable Lightning Experience: Navigate to Setup, search for Lightning Experience, and use the toggle to enable it org-wide
2. User Permissions: The Lightning Experience User checkbox on profiles or permission sets controls who can access Lightning
3. Switching Permissions: Administrators can allow or restrict users from switching back to Classic using profile settings
Exam Tips: Answering Questions on Switching Between Lightning and Classic
Focus on These Key Concepts:
1. Know the navigation path: Remember that users switch interfaces through their profile menu in the top right corner of the screen
2. Understand permission hierarchy: Lightning Experience access is controlled through profiles and permission sets via the Lightning Experience User permission
3. Recognize the Transition Assistant: Questions may reference this tool as the primary method for planning and managing Lightning rollouts
4. Remember user experience settings: Administrators can set default interfaces and control whether users can switch back to Classic
5. Feature parity awareness: Some questions may test your knowledge that certain features exist only in one interface, which affects switching decisions
Common Question Patterns:
- Questions asking how to grant Lightning access typically have answers involving profiles or permission sets - Scenario questions about users unable to access Lightning often point to missing permissions - Questions about managing rollouts reference the Lightning Experience Transition Assistant - Questions about user complaints may involve setting appropriate default interfaces
Watch Out For:
- Trick answers suggesting Lightning can be enabled for individual users through user record edits alone - Options mentioning deprecated or fictional settings - Answers that confuse Lightning Experience with Lightning components or Lightning Web Components
Remember that the exam tests practical administrator knowledge, so focus on understanding the step-by-step processes and the tools available in Setup for managing interface transitions.