Lightning Quick Guide

How to Get Started

 

  1. Login to the new Lightning URL with your credentials

  2. Please remove other URLs you might have saved in your browser (e.g. Bookmarks) and start saving your bookmarks with the new Lightning URLs

  3. You will find all your key object tabs along the top

  4. In the App Launcher you can search for any of the other objects (screenshot 1)

 

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Screenshot 2024-08-29 at 10.23.22.png

 

 

Temporarily Switch Back to Classic

 

  1. To switch back to Classic, you can click your profile icon at the top right corner of any page and click “Switch to Classic''

  2. Then, please remember we are Lightning users now! So turn back to Lightning by clicking “Switch to Lightning Experience” at the top of the page

 

 

Find Useful Links

 

All Useful Links that were available in Classic can now be found on the bottom right corner of the page

Find Buttons in Records

 

As in Classic, buttons are available at the top of the record page. To access all the buttons, click the arrow.

Update Your Profile

 

To update your profile in settings in Lightning, click your profile icon at the top of any page

 

Create List Views

 

List Views are a useful way to organise information in NuvolOps. In Lightning, creating list views works differently than in Classic. If you need to create a new List View, you can find our step-by-step instructions with examples here.

Important Reminders

 

Internet Explorer is not supported in Salesforce Lightning. Please use Chrome to ensure the best experience.