how to grant support access in salesforce

• Log in to Salesforce.
• In the upper right, click My Settings (or click on your name, then click My Settings)
• In "Quick Find" search field, enter " Grant " and click Grant 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.

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How to give access to external users in Salesforce?

• To Share with particular Users click on ‘Share with people’.
• Type the Search choose the Name of the User and to whom the File needs to be shared.
• Specify the user is either a ‘Viewer’ or ‘Collaborator’ to the File being shared.

How to log case to Salesforce support?

To submit a technical support case:

• Log in to your Salesforce org.
• Click the Question Mark icon, then click Get Support to open a new browser tab for Help & Training. ...
• If you want to view your existing cases to confirm you haven't already submitted this issue, click on the tiny drop down arrow in the upper right corner.
• From the first screen click Support & Services.
• Click Create a Case.

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How to deploy support process in Salesforce?

Known Issues · No Fix

1. Login to the OrgA
2. Goto setup-> Support Processes
3. Create a new Support Process under Case object
4. For support processes it have "Selected Values" in them.
5. Under setup-> Cases-> RecordTypes
6. Create a Record Type which associates with the above selected Support Process.
7. Try to deploy the above Support Process to the new Org OrgB

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How to create approval process in Salesforce?

• Steps to create the Approval Process:
• Basic Approval Steps
• Field Update
• Output For Approval Process Created
• How to provide approval access to multiple users?
• Multiple Approval

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How do I enable grant permissions?

Change permissions based on their typeOn your phone, open the Settings app.Tap Privacy. Permission manager.Tap a permission type. If you allowed or denied permission to any apps, you'll find them here.To change an app's permission, tap the app, then choose your permission settings.

How do I grant a temporary access to Salesforce?

Click on the logged in user's avatar in the top right-hand side of the screen and choose Settings. Click on Grant Account Login Access. Use the Access Duration picklist to set the number of days to allow Login Access. Click Save.

What is Salesforce subscriber access?

Salesforce has a subscriber organization page where you can directly access your customers' organization. A permission to access a customer's organization must be granted first by the customer. Otherwise, you cannot include that customer in your Subscriber Organizations list.

How do I add a user login button in Salesforce?

In Salesforce Classic Click Setup. Enter Login Access Policies in the Quick Find box. Select Administrators Can Log in as Any User. Click Save.

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...

How do I contact SalesForce support?

SalesForce Customer Service ContactsSalesForce Email Support. N/A.SalesForce Live Chat Support. Live Chat Button on Website.SalesForce Call Center Support. 1-800-667-6389.SalesForce Knowledge Base. https://help.salesforce.com/s/SalesForce Forum. https://trailblazers.salesforce.com/answers.

Who grants an AppExchange partner access to a subscriber org?

1Who grants an AppExchange partner access to a subscriber org? A. Access is enabled by default upon installation of any managed package in an org.

What is LMA access in Salesforce?

LMA access allows us to securely access your organization as a Salesforce Certified Partner. Verified First will not have access to perform any new installations, nor add any additional users to your Salesforce organization.

How do I login as a customer in Salesforce?

How to Enable Customer PortalFrom Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.Click Edit.Select Enable Customer Portal.Click Save.Continue setting up the portal.View of Customer Portal after Enable.Click Edit.More items...•

How do I give a user permission to login as 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 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 modify all data permissions in Salesforce?

Locate the profile you need to change and select Edit. Once you have the profile open scroll down to Administrative settings (or use Ctrl/Cmd + F to search in the text), find the Modify all data and check the box next to it. Salesforce will automatically check other necessary permissions.