|Profiles and Permission Sets available in: both Salesforce Classic and Lightning Experience|
|Profiles available in: Enterprise, Performance, Unlimited, and Developer Editions|
|Permission Sets available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
First things first, do you have users with standard profiles who shouldn’t get Lightning Experience yet? Move these users to custom profiles that don’t include the “Lightning Experience User” permission.
For users with custom profiles, decide who you want to move over to Lightning Experience. Consider these options.
- Want to test Lightning Experience with a small group of
users? Create a permission set that includes the Lightning Experience user permission. Then apply the
permission set to each of your pilot users. When you turn on Lightning Experience, only these custom profile users see the
Are you new to permission sets? Check out this walkthrough! Walk Through It: create, edit, and assign a permission set
- Interested in rolling out Lightning Experience to
specific custom profiles? Or ready to enable all your custom profile users? Adding the “Lightning Experience User” permission to profiles is the
fastest way to mass-enable the new user interface.
If you’re dealing with many profiles, you can tackle them at the same time with the Data Loader. But remember, with great power comes great responsibility. Take care you don’t inadvertently enable or disable other features.
If you’re going to limit Lightning Experience to a subset of your users, we recommend that you keep all members of a functional team on the same experience. If you have team members who often share links and work closely together, include them all in your pilot. See Gotchas If Users Switch Between Lightning Experience and Salesforce Classic for more details.