Slaesforce FAQ

how to enable login with salesforce

by Rogers Rempel Published 2 years ago Updated 2 years ago
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Enable Log In as Another User.

  • From Setup, enter Users in the Quick Find box, then select Users.
  • Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin ...
  • To return to your admin account, select User’s Name | Logout.

If your org does use one of these editions, check with your Salesforce administrator to activate the access permissions on your profile.
...
  1. Click the gear icon > Setup.
  2. Enter Login Access Policies in the Quick Find box.
  3. Select the Administrators Can Log in as Any User checkbox.
  4. Click Save.

Full Answer

How to require users to log in to Salesforce with SSO?

To require users to log in to Salesforce with SSO, take these steps. In Setup, in the Quick Find box, enter Company Settings, then select My Domain. In the Policies section, click Edit.

What are the login and registration pages in Salesforce Lightning Platform?

Salesforce Sites provides built-in registration and login logic. Default Lightning Platform-branded Visualforce pages are associated with registration, login, forgot password, and password changes. You can modify these pages or replace them with your own. The following login, and registration pages are provided by default:

How do I enable account login access for my support account?

Marketing Cloud administrators can enable account login access for their account. In the app switcher, hover over your name and click Setup. Click Security and select Security Settings. Click Edit. Select the checkbox next to Allow Users to Grant Account Login Access for Support. Click Save.

How to enable single sign-on (SSO) in org?

I’ve outlined the steps below that I took to successfully enable SSO in my ORG. From Setup enter “Single Sign-on Settings” and then click on the related link. Once you click on New you will be presented with a screen where you can fill in all the required details.

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How do I enable lightning login for a user in Salesforce?

Follow these steps to enable Lightning Login.From Setup, enter Session Settings in the Quick Find box, then select Session Settings.Review the default settings for Lightning Login. ... Assign the Lightning Login User permission to users in the user profile (for cloned or custom profiles only) or permission set.

How do I provide login to a user in Salesforce?

How to Grant Login Access in Salesforce?Choose one of the following in Salesforce Classic User Interface: Navigate to Setup --> My Personal Information --> Grant Login Access. ... Use the Access Duration picklist to set the number of days to allow Login Access.Click Save.

How do I enable login as administrator in Salesforce?

To enable this feature, go to Setup -> Login Access Policies in the set up quick find box. Once there enable Administrators Can Log in as Any User. After you enable admins to log in as any user, a login option will be displayed whenever you are looking at users in the org.

How do I enable login as a community user in Salesforce?

First, just navigate to the Contact record of the user you want to log in as. Then on the top right of the record page click the action menu dropdown and select Log in to Community as user. You can also navigate to the Community user's contact record by clicking the Contact link on their user detail page.

How do I login as user?

AnswerHold 'Shift' and right-click on your browser icon on the Desktop/Windows Start Menu.Select 'Run as different user'.Enter the login credentials of the user you wish to use.Access Cognos with that browser window and you will be logged in as that user.

How the admin can login as another user?

With this feature enabled, System Administrators can log in as any user in their organization without asking internal end users to grant login access....Click the gear icon > Setup.Enter Login Access Policies in the Quick Find box.Select Administrators Can Log in as Any User.Click Save.

Can't see administrators can login as any user?

To enable this, go through Setup > Security Controls > Login Access Policies > Administrators Can Log In As Any User > Save. If you don't see this feature, contact Support.

How do I login as an external user in Salesforce?

In Salesforce ​​​​​​ClassicGo to Contacts tab.Click a Contact record.Click Manage External User.Click Log in to Experience as User (The user lands on the login page, not the home page)

How do I enable manage external user button in Salesforce?

1:103:19How to Enable the 'Manage External Users' Button in the Contact LayoutYouTubeStart of suggested clipEnd of suggested clipSection solution two first check to make sure communities is enabled go to the setup. Page typeMoreSection solution two first check to make sure communities is enabled go to the setup. Page type communities in the quick find box click communities settings.

How do I give access to an external user in Salesforce?

Select the profiles that you want the delegated external user administrator to manage. In the Delegated External User Permission Sets, click Edit. Select the permissions that you want the delegated external user administrator to manage. Save your work.

What is Salesforce site?

Salesforce Sites provides built-in registration and login logic. Default Lightning Platform-branded Visualforce pages are associated with registration, login, forgot password, and password changes. You can modify these pages or replace them with your own.

What is an authenticated portal user license?

The Authenticated Website high-volume portal user license is specifically designed to be used with Salesforce sites. Because it's designed for high volumes, it should be a cost-effective option to use with Salesforce sites.

How to enable public login and registration for your portal?

To enable public login and registration for your portal: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control.

What is a logout URL?

Logout URL is used if you want to take users to a specific page on logout. If this value is left blank, users are taken to the page specified in the Active Site Home Page field for your site.

What is a new user template?

New User Template is used on self-registration if a password is not provided.

How to create a person account in Apex?

Use createPersonAccountPortalUser to create a person account using either the default record type defined on the guest user's profile or a specified record type, then enable it for the site's portal. Person Accounts can only be enabled as high-volume portal users.

Can you use login settings in Salesforce?

Use login settings if you want to let users register for and log in to your portal from your public Salesforce Site. For example, users browsing through an ideas site can register and login directly from that site, and as authenticated users, they can then vote, add comments, and participate in the ideas community. When users successfully log in, they leave the public site and enter the associated portal seamlessly.

What happens if you don't enable SAML?

This is VERY CRUCIAL but easy to miss checkbox. If you do not enable SAML, you will not be able to select SSO as an option for your users. It’s very easy to miss because it is so itty-bitty.

What happens after you hit edit in SSO?

After you hit “Edit” you will be able to select the newly created SSO option for users to login with.

Can you upload a txt file to Salesforce?

In my client’s case, they provided me with the Meta data file. So it was as easy as uploading the .txt file to Salesforce. After you’ve uploaded the file, you will also need to upload the Certificate i.e. ( Certificate Signing Request or CSR ).

What is SSO in Salesforce?

Single sign-on (SSO) is an authentication method that enables users to access multiple applications with one login and one set of credentials. For example, after users log in to your org, they can automatically access all apps from the App Launcher. You can set up your Salesforce org to trust a third-party identity provider to authenticate users. Or you can configure a third-party app to rely on your org for authentication.

What is SSO authentication?

The system that authenticates users is called an identity provider . The system that trusts the identity provider for authentication is called the service provider.

Can you log out of a service provider and identity provider at the same time?

After you configure SSO, set up Single Logout so users can log out of a service provider and identity provider at the same time.

Can Salesforce be used as an identity provider?

You can configure your Salesforce org as an identity provider, a service provider, or both. For each of these use cases, you select the authentication protocol to use. Salesforce supports SSO with SAML and OpenID Connect. Salesforce also has preconfigured authentication providers that you can use to enable SSO with systems that have their own authentication protocols, like Facebook. For more information, see Single Sign-On Use Cases. To see a SAML SSO implementation where Salesforce is the identity provider, watch this video.

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