- Salesforce Lightning Reporting and Dashboards
- Johan Yu
- 420字
- 2021-07-15 17:13:19
Let's turn the Lightning Experience on
This section is intended for system administrators who still operate in Salesforce Classic--only system administrators will have the permission to enable Lightning Experience. If you are on Lightning Experience already, you can skip this section.
Let's have a quick hands-on exercise on how to enable Lightning Experience:
- Click on Setup to navigate to the setup menu, and then click on Lightning Experience in the top-left menu:

- Scroll down to the bottom of the page, look for Lightning Experience, then switch to enable it:

- Click on Finish Enabling Lightning Experience to confirm:

- Once Lightning Experienced is enabled, notice that the switch turns to green with the label changed to Enabled:

- Click on your name in the top-right corner; you will notice that a new menu, Switch to Lightning Experience, is added, as shown in the following screenshot:

- Done! Now click on Switch to Lightning Experience from the menu to start exploring the modern Lightning Experience.
- This hands-on exercise will allow you, as a system administrator (including other system administrators), to try and explore Lightning Experience for your organization. Your normal users will not see the new menu, Switch to Lightning Experience, until you configure it for them.
- To enable Lightning Experience for your business users, as a system admin, you have the option to enable it by Profile (for all the users in that Profile) or by Permission Set (to assign on the user by user basis).
- To enable by Profile, click on Edit on the Profile, scroll down to the Administrative Permissions section, and look for Lightning Experience User permission; enable it, then save the Profile.
- To enable by Permission Set, the same permission Lightning Experience User is assigned to specific users who need to switch to Lightning Experience.
It is best practice for a system admin to evaluate Lightning Experience before he/she (system admin) enables it for all Salesforce users, and find the gap for the functions that may not work when you switch to Lightning Experience. Before enabling Lightning Experience users, another best practice is to enable it just for a group of pilot users, get their feedback when using Salesforce as part of the daily job. Permissions Set would be the option if the users have a different type of Profile.
Salesforce provides a tool to help you check your organization's readiness for Lightning Experience. Click on the Evaluate link under Check Your Lightning Experience Readiness from the Lightning Experience setup menu. Salesforce will email a readiness report to you.
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