Navigating Setup – Lightning Experience vs Classic

(Read Time : 1 Minute)

When you click the gear icon ⚙️ in Salesforce, you enter Setup – the control center for everything from users to custom fields. But the experience is very different depending on whether you’re in Lightning Experience or Classic.

Lightning Experience Setup

  • Modern, clean interface
  • Left sidebar with categories (Users, Company Settings, Objects, etc.)
  • Quick Find box at the top – type anything (e.g., “Permission Sets”) and jump straight there
  • Most new features only appear here (Flow Builder, Dynamic Forms, etc.)

Classic Setup

  • Old-school look with horizontal tabs across the top
  • No Quick Find – you have to click through sections
  • Some very old features (like old page layouts) are still easier to find here
  • Feels slower and more cluttered

Pro tip for daily work:

Stay in Lightning Experience 99% of the time. Only switch to Classic from the profile menu if you’re troubleshooting something ancient (rare!).

Quickest way to master Lightning Setup?

Just type in the Quick Find box. Example: type “profiles” → hit Enter → done. It’s faster than clicking through menus in any other CRM.

Happy Learning!


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *