Recently, we have migrated our Salesforce org to the Lightning experience, and the management wanted all sales and service users to stay in Lightning. However, some users were still switching back to Salesforce Classic, which created problems.
For example, the sales operations team began building dashboards using Lightning-only features. However, a few sales representatives continued to use Classic to update their opportunities.
Due to this, there was data inconsistency because users were missing Lightning-only fields while using the classic view.
As a solution for this, I updated the users’ access from the permission sets to restrict them from switching to Salesforce Classic Edition.
In this Salesforce tutorial, I will explain how to restrict users from switching Lightning to Classic in Salesforce.
Restrict Users from switching Lightning to Classic in Salesforce
In Salesforce, restricting the user from switching from Lightning to Classic means locking the user interface to the Lightning edition. This can be done when an organization highly invests in the customization of the Lightning Edition. They also want to ensure that the user can stay and work entirely on the Lightning platform.
This locking user interface allows administrators to prevent users from switching to the classic edition.
We simply restrict the user from switching to Lightning by enabling the hide option, which prevents them from switching to Salesforce Classic. After enabling this option, if the user wants to switch the lighting to classic and clicks on the profile, they can not see the switch to Salesforce Classic option.
If the user can try to switch, they can see a message specifying that the user interface has been locked to Lightning edition.
Restrict Users From Switching Salesforce Lightning to Salesforce Classic
Navigate to the setup page of Salesforce Lightning and follow the steps below to restrict users from switching from Lightning to Salesforce Classic.
- To restrict the user access, go to Quick Find -> Permission Sets.
- Create a custom permission set, in which we will restrict the user access. Here, I have already created a permission set “Restrict User from Switch to Classic“.
- In the custom permission set, navigate to the System section and select System Permissions.
- In the System Permissions, click on the Edit button.
- In the Permission Name column, select the checkbox Hide Option to Switch to Salesforce Classic.
- Now, in the enabled permissions, you will see the permission to Hide the Option to Switch to Salesforce Classic. Here, click on the Save button for confirmation.
- To add users to this permission set with restricted permission, click on the Manage Assignments button.
- Click on the Add Assignment button to add users.
- Select the users to whom you want to restrict access for the classic view, and then click Next.
- In this step, we can select the duration of the restriction from “Specify the expiration data“. For permanent restriction, select No expiration data and click the Assign button.
- After assigning the permission set to the user, click on the Done button.
With this, we have assigned the permission set to the user to restrict the access from switching to the classic edition from Lightning.
To check the restriction, we will log in with the User to whom we have assigned the permission set. For this, navigate to Setup -> Quick Find -> Users -> select restricted user. In the user details page, click on the Login button.
After logging in with the account of the restricted user, we can see that from the profile settings, there is no option to switch to the classic edition.
This way, we can restrict users from switching Lightning to Classic in Salesforce by using the permission sets.
Conclusion
In this Salesforce tutorial, we learned how to restrict users from switching from Salesforce Lightning to Classic. By using a permission set with the “Hide Option to Switch to Salesforce Classic” setting, we can restrict the interface to Lightning.
This ensures users stay on the Lightning platform and do not switch to the Classic edition. This restriction ensures that users perform every task using the Lightning-only features.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
