How to Restrict Users From Switching Salesforce Lightning to Salesforce Classic

In this Salesforce tutorial, we will learn how to restrict users from switching from salesforce lightning to salesforce classic. Also, we will understand the steps of restricting the users from switching lightning to classic in Salesforce.

While working with Salesforce, I got a task where I needed to restrict the users from switching from lightning to classic in Salesforce. To fulfill this requirement I go to the setup and then Salesforce provides us with a feature for locking the user interface and the lightning experience.

If you want to learn how to restrict users from switching from lightning to classic in Salesforce, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• Restrict the users from switching Lightning to Classic in Salesforce
• How to restrict the users from switching Salesforce Lightning to Salesforce Classic in Salesforce

Restrict users from switching Lightning to Classic in Salesforce

In Salesforce restricting the user from switching lightning to classing means locking the user interface to lightning edition. This can be done when an organization highly invests in the customization lightning edition. And they also want to make sure that the user can stay only on the lightning platform.

This locking user interface can permit the administrators to stop the user from switching to the classic edition.

We just restrict the user from switching Lightning to the classic edition by simply enabling the hide option to switch to Salesforce Classic. After enabling this option, if the user wants to switch the lighting to classic and click clicking on the profile they can not see the switching 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.

With this, we have learned about restricting users from switching Lightning to the classic edition in Salesforce. Now, let’s move further and see how to restrict the users from switching Salesforce Lightning to Salesforce Classic in Salesforce

How to restrict users from switching Salesforce Lightning to Salesforce Classic

Here we are restricting the users from switching Salesforce Lightning to Salesforce Classic in Salesforce. If you want to learn how to restrict users from switching Salesforce Lightning to Salesforce Classic in Salesforce follow these steps:

1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

Searching for the Permission Sets in the Quick Find Box, and the Permission Sets come at the top. Click on the Permission Sets. And this Permission Set is present under Users.

2: After clicking on the Permission Sets, the permission sets page is open. Select the All Permission Sets option and then scroll to the bottom of the page here we have already created a permission set to restrict users from switching to classic and give the license as Salesforce,

Click on the Permission Set Label to Restrict users from switching to classic and the license of this permission is set as Salesforce.

3: After selecting the restrict users from switching to classic, the restrict users from switching to the classic page is open, under this page there is a system session.

Scroll to the bottom of the page and we can see the system session under this section there is a system permission option. Click on the system permission option.

4: After clicking on the System Permissions, the system permission set restricts the user from switching to the classic page that is open. Now click on the edit button that is present at the center of the page.

5: After clicking the edit button, the system permission that restricts the user from switching to the classic page is now in the editable mode we can edit the permissions.

Here we want to check the checkbox of the hide option to switch to salesforce classic. For this scroll to the bottom of the page and search the hide option to switch to salesforce classic and then click on the checkbox if it is unchecked else leave it the same and then click on the Save option.

6: After clicking on the save button, the Permission Changes confirmation dialogue box is open. Now read the message carefully, do you want to save this permission? Make sure to review your permission before you continue.

This permission can impact on org security and user experience. It enabled and disable the app permissions, system permissions, and object permissions.

Here we are enabling the system permissions of the lightning experience user hide option to switch to salesforce classic. If you read all the message carefully now click on the save button.

7: After clicking on the save option, click on the manage assignment button that is present at the top of the page and near the Edit properties option.

8: After clicking on the manage assignments button, the restrict users from switching to the classic current assignment page is open. Under this page, there is a button to add an assignment for adding the new assignment to this current assignment page.

And this Add Assignment button is present at the right top corner of the page and near this add assignment page a delete icon is also present.

9: After clicking on the add assignment button, the Select users to assign recently viewed page is open. On this page lots of users are present, select one of the users from which you can restrict from switching to classic.

Here we are selecting Dr. Velda Hegmann whose email id is Johan.hamill@sipes.info. After clicking on the checkbox then click on the next button that is present at the bottom of the page.

10: After clicking on the next button, select an expiration option for the assigned user’s page is open. You can see that there is a checkbox for the no-expiration date.

And there is a selected users section and under this section, you can see that the selected user Dr. Velds Hegmann is seen after that click on the assign button that is present at the bottom of the page.

11: After clicking on the assign button, we can see that a message is pop up on the page that is 1 assignments were successful. And the assignment summary is shown on the page and then click on the done button.

12: Now see the user restricted from switching to lightning or classic. Firstly go to setup again and then enter the users in the Quick Find Box.

Select the users, the all users page is open and we can see that lots of users are present which are already created. Click on the Dr. Velda Hegmann user that we are restricted to switching to classic.

After clicking on the user, the Dr. Velda Hegmann user page is open. Click on the login button that is present at the center of the page.

13: After clicking on the login button the user login mode is on and we are logged in as Dr. Velda Hegmann.

Now go to the profile picture and under the profile picture there is no switch to the classic option. So the Dr. Velda Hegmaan user can not switch to Salesforce classic edition.

This is how we can understand how the users from switching Salesforce Lightning to Salesforce Classic in Salesforce.

Conclusion

In this tutorial, we have learned about restricting users from switching lightning to classic in Salesforce. We have also discussed how to restrict the users from switching from Salesforce Lightning to Salesforce Classic in Salesforce Lightning as well as Salesforce Classic.

And in addition to this, the following are the topics that we have discussed:

• Restrict the users from switching Lightning to Classic in Salesforce
• How to restrict the users from switching Salesforce Lightning to Salesforce Classic in Salesforce

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