Enable the hybrid experience
Most of the core functionalities of sales and customer service have moved to the Unified Interface experience. Some of the features that are not yet on Unified Interface can now be accessed in the Unified Interface client.
The following features are not yet present in Unified Interface but can be enabled for display as legacy dialogs in Unified Interface through the hybrid experience.
- Advanced Find
- Bulk edit
- Merge records
- Record sharing
- Audit History
- All options under Set Personal Options ()
The hybrid experience is not available for on-premises versions or on mobile.
These features are enabled through a setting in System Settings.
In the web app, go to Settings () > Advanced Settings.
Select Settings > Administration.
Select System Settings, and then select the General tab.
Set Enable embedding of certain legacy dialogs in Unified Interface browser client to Yes.
When you enable the hybrid experience, commands appear on the command bar. For example, when you select an account, Edit, Merge, and Share commands are available.
You can select Share to share this account with another user or team.
If you disable the hybrid experience, these commands are not available in the command bar.