Troubleshooting Access to Salesforce Lightning for Custom Profile Users

Resolve Salesforce Lightning Access Issue for Custom Profile Users

Question

Salesforce Admin trained the employees on how to use Salesforce lightning.

One of the users with a custom profile complained that he cannot switch to lightning, and the feature doesn't exist for him.

What would the Salesforce admin do to provide him access?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: C

Users require the Lightning Experience User permission to access Lightning Experience.

By default, this permission is automatically enabled for all users with a standard Salesforce profile.

Custom profiles don't include the permission automatically.

Option A is incorrect because having a profile related to lightning only doesn't exist in Salesforce

Option B is incorrect because adding the user as a new user cannot grant any extra permissions and it doesn't have anything related to lightning

Option D is incorrect because the workflow is a way to automate certain business processes and it is not related to lightning permission.

Reference:

Sure, I can provide you with a detailed explanation of the options available to the Salesforce Admin to provide the user access to Lightning.

Option A: Change the user profile to Lightning If the user's profile doesn't have access to Lightning, the Salesforce Admin can change the profile to include Lightning access. To do this, the admin can go to Setup > Users > Profiles and select the profile assigned to the user. From there, they can enable Lightning Experience by checking the "Enable Lightning Experience" checkbox. This option is simple and straightforward, but it applies the change to the entire profile, not just the individual user.

Option B: Add him as a new user in Salesforce and deactivate his old account This option is not necessary as it creates a new user account and deactivates the old one. If the user's profile already exists in Salesforce, then there is no need to create a new account. This option is also time-consuming and not a feasible solution for providing access to Lightning.

Option C: Add the user to the lightning access permission set A permission set is a collection of settings and permissions that can be assigned to users to grant them additional access. If the user's profile doesn't have access to Lightning, the Salesforce Admin can create a new permission set or modify an existing one to grant access to Lightning. Once the permission set is created or modified, the admin can assign it to the user by going to Setup > Users > Permission Sets and selecting the appropriate permission set. This option is a more targeted solution than changing the user's profile, and it provides more flexibility as permission sets can be assigned to individual users.

Option D: Create a workflow and add the user to it This option is not applicable for providing access to Lightning. Workflows are used to automate business processes in Salesforce and are not related to granting access to Lightning.

In conclusion, option C, adding the user to the Lightning access permission set, is the most appropriate solution for the Salesforce Admin to provide the user with access to Lightning.