Slaesforce FAQ

how to grant login access to salesforce

by Harmon Gutmann Published 2 years ago Updated 2 years ago
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  • Log in to Salesforce.
  • In the upper right, click your image (avatar) and then click Settings.
  • In "Quick Find" search field, enter " Grant " and click Grant Account Login Access.
  • Set the Access Duration option to Salesforce.com Support . Note: Access for technical escalations must be set for a minimum of one month.
  • Click Save.

Salesforce Classic
  1. Log in to Salesforce.
  2. In the upper right, click My Settings (or click on your name, then click My Settings)
  3. In "Quick Find" search field, enter "Grant" and click Grant Login Access.
  4. Set the Access Duration option to Salesforce.com Support. ...
  5. Click Save.

Full Answer

What is Grant login access in Salesforce?

Grant login Access in salesforce.com provides a way to login in to customers and users account using our login credentials for a specific time period by an administrator. We can grant login access for the following time periods.

How to grant access to your company administrator and Salesforce support?

Go to Personal=>Grant Account Login Access. We can provide grant access to your company administratorand Salesforce.com support. Click on change buttonand select required number of days to provide access.

Why can't I give login access to Salesforce support?

Note: If you're not getting an option to give login access to Salesforce Support, please check your Organization's Login Access Policies (from Setup, click Security Controls | Login Access Policies), and ensure that "Available to Administrators Only" is not selected for Salesforce.com Support.

How do I grant login access to a user?

To Grant Login Access there are two methods, depending on whether you are a System Administrator or any other type of user. Depending on the Organization, the Setup button is next to the logged in user's name at the top right of the page or listed as a drop-down option when the logged in user's name is clicked.

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How do I give a user permission to log in with another user in Salesforce?

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 can log in as any user.

What is Grant account login access in Salesforce?

What is Grant Login Access ? Grant login Access in salesforce.com provides a way to login in to customers and users account using our login credentials for a specific time period by an administrator. We can grant login access for the following time periods.

How do I allow administrative login to Salesforce?

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

What permission is required to login as another user in Salesforce?

Go to Setup>Security Controls>Delegated Administration and create a new Delegated Group and check the checkbox "Enable Group for Login Access". Then, add the users as delegated administrators.

How do I give someone access to my Salesforce Sandbox?

salesforce.com/ , after you re-enable SAML. To enable SAML in the sandbox, from Setup, enter Single Sign-On Settings in the Quick Find box, then select Single Sign-On Settings....Required Editions and User Permissions.User Permissions NeededTo create, refresh, activate, and delete a sandbox:Manage Sandbox1 more row

How do I grant admin rights in Salesforce?

Create a new System Administrator User In Salesforce Classic and Lightning Experience:Go to: ... Click New User then enter your new User details.In the 'User License' field, select Salesforce.In the 'Profile' field, select System Administrator.Select Generate new password and notify user immediately.Click Save.More items...

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.

Can delegated admin login as another user?

Enable delegated administrators to manage users in specified roles and all subordinate roles. You can assign specified profiles to those users, and log in as users who have granted login access to administrators.

How do I give Lightning access to a user in Salesforce?

Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.

How do I change permissions in Salesforce?

Edit an existing permission setSame first steps for Classic and Lightning as above.Click the 'Permission Set Label'Navigate to the section you want to edit (such as 'App Permission')Click Edit and make required changes.Save.

How do I login as a different user?

First, simultaneously press the CTRL + ALT + Delete keys on your keyboard. A new screen is shown, with a few options right in the center. Click or tap "Switch user," and you are taken to the login screen. Choose the user account that you want to use and enter the appropriate login information.

How do I manage users in Salesforce?

Your Salesforce edition determines the maximum number of users that you can add....From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...

What is Grant Account login?

Grant Account login access in salesforce is a powerful feature provide by salesforce. Sometimes you may have queries or issues with salesforce itself or the applications you have installed in your salesforce org. In order to assist you with the issue, you can grant account login access to the salesforce.com support or other Provider support whose applications you have installed in your org for a definite time.

What is rant login?

rant Account login access in salesforce is a powerful feature provide by salesforce. Sometimes you may have queries or issues with salesforce itself or the applications you have installed in your salesforce org. In order to assist you with the issue, you can grant account login access to the salesforce.com support or other Provider support whose applications you have installed in your org for a definite time.

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