Slaesforce FAQ

how to grant salesforce login access

by Brenda Grady I Published 2 years ago Updated 2 years ago
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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 Navigate to Your Name --> My Settings --> ...
  • Use the Access Duration picklist to set the number of days to allow Login Access.
  • 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.

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.

Can I login as any user in a Salesforce sandbox?

You cannot as any user in the Sandbox (or any environment) unless you ask Salesforce support to enable the "Enables Org Admins to log in as any user without having access granted by the users" permission on your Org.

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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.

What is Grant account login access in Salesforce?

Salesforce Support may ask you to Grant Login Access in order to assist you with a question, issue, or request. This is so that Support can log in to the application using your login to troubleshoot and fix issues stemming from your inquiry.

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.

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 enable login as?

0:020:46Enable Administrator to Log in as Any User | Salesforce Developer SupportYouTubeStart of suggested clipEnd of suggested clipOnce in setup type login access policies in the quick find box. In the login access policies sectionMoreOnce in setup type login access policies in the quick find box. In the login access policies section check the box for administrators can log in as any user. Admins can now log in as any user.

How do I give someone access to my Salesforce Sandbox?

In the sandbox, you can create an user by going to setup>manage users>users and create an user record with the third parties email id, select the correct profile & role so that the third party user will have necessary access to sandbox.

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 make someone an admin 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 give Lightning access to a user in Salesforce?

Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.

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.

What should the administrator do to identify why the user is unable to login Salesforce?

Troubleshoot your Salesforce login Confirm your login credentials (username and password) are correct. Note: Usernames are not Case sensitive. Reset your Salesforce password. Confirm your browser bookmark directs you to the correct login page.

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