Slaesforce FAQ

how to impersonate user in salesforce

by Dawn Davis Published 3 years ago Updated 2 years ago
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Part of a video titled Logging In As Another User in Salesforce - YouTube
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In after you've logged in as a different user. Once you try to switch back to your own account so ifMoreIn after you've logged in as a different user. Once you try to switch back to your own account so if you uncheck this and click save you can switch from logging in as a different user.

Full Answer

What does it take to login with a different user in Salesforce?

What does it take to login with a different user? User impersonations can be done through two different ways in Salesforce: by accessing the User’s page and clicking the “Login” button or by adding some parameters to your domain’s URL. However, it’s not recommended to use the UI for this in an automation framework, as it would be time-consuming.

Is there a way to impersonate a user via the REST API?

Is there a way to impersonate a user via the Salesforce REST API so you only get the see the data that he has access to? E.g. You would only retrieve the contacts the impersonated user is allowed to see. Thanks! Salesforce's authorization system automatically enforces visibility to data based on the authenticated user's security profile.

Is it possible to retrieve contacts of impersonated users?

E.g. You would only retrieve the contacts the impersonated user is allowed to see. Thanks! Salesforce's authorization system automatically enforces visibility to data based on the authenticated user's security profile.

Is it possible to replicate Salesforce's security model?

But salesforce's security model has a lot of complexities, and when you think of profile settings, record ownership, access via sharing rules, access via reporting structure, and so on, it is virtually impossible to replicate this yourself. Thanks for the answer Jeremy!

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How do I enable impersonation 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.To return to your admin account, select User's Name | Logout.

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 Salesforce admin can login as any user?

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

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 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 grant access to another user in Salesforce?

Salesforce LightningLog 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. ... Click Save.

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.

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 access to a Salesforce profile?

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.

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 add a user to log in as a service?

Expand 'Local Policy' and click on 'User Rights Assignment' In the right pane, right-click 'Log on as a service' and select properties. Click on the 'Add User or Group…' button to add the new user. In the 'Select Users or Groups' dialogue, find the user you wish to enter and click 'OK'

How do I enable lightning for 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.

Why is user impersonation important in Salesforce?

User impersonation can be a useful strategy when you’re building a test automation framework in Salesforce. It can save the company money and provides more flexibility to your testing as it won’t be required to manage multiple users and credentials in the framework.

What is a profile in testing?

Profiles define the permissions users have when accessing objects and data, and how they can interact with an application. When creating test scenarios for systems that allow multiple profiles, it’s important to make sure the correct one is used in the execution.

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