how to log in as another user in salesforce

To log in as another user: Modify All Data.

• 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.

Full Answer

How do I log into Salesforce?

How do I access Salesforce for the first time?

• Check your email for your login information.
• Click the link provided in the email. The link logs you in to the site automatically.
• The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to log into Salesforce?

To log in to your production Salesforce site:

• Start the app by tapping the Salesforce icon on your home screen. You see the login page.
• Enter your username and password.
• Tap Log In .

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 create a new Salesforce user?

• Setup > Type in ‘Users’ into Quick Find > Select Users
• Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).
• Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.
• Select Profile for the user.
• Save.

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.

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 login to a Salesforce portal user?

Select Self-Registration Enabled . Select Customer Portal User for both the Default New User License and Default New User Profile fields....Configure the portal as follows:Select the Login Enabled checkbox.Select a user for the Administrator field.Optionally, set the Logout URL . ... Click Save.

Can delegated admin login as another user in Salesforce?

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. A delegated administration group is a group of users who have the same admin privileges.

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 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 do I login to my partner community in Salesforce?

Sign UpGo to partners.salesforce.com.Click Join Now, then Join the Partner Community.Click Log In with Salesforce and use your org credentials.Complete the Signup Wizard as a new or existing consulting partner. If you're a new partner, read and accept the Partner Master Agreement.

How do I enable external users in Salesforce?

For Salesforce Tabs + Visualforce sites, first click Manage External User, and select Enable Partner User....On the account record, view or add the contact record for the person you want to add to a community.On the contact detail page, click the actions dropdown and select Enable Partner User or Enable Customer User.More items...

What is Portal user in Salesforce?

Customer Portal in Salesforce provides online support for the customers to resolve their inquiries by providing best user interface to customer. The Customer Portal allows you to deliver a personalised, service application to your most important customers.

How do I enable delegated admin access in Salesforce?

In the Delegated Administrators section click Add and select the Salesforce User. In the 'User Administrator' section click Add to specify the roles and subordinates for which Delegated Administrators of this group can create and edit Users. Note: they can only create and edit Users in the roles specified in this step.

How does delegated approver work in Salesforce?

Choose a user to receive another user's approval requests over a predefined time period. Delegated approvers are helpful when the original approver can't respond to approvals, such as during a vacation.

What can Delegated Administrator not do?

Delegated administrators:Can't assign profiles or permission sets with the “Modify All Data” permission.Don't see the None Specified option when selecting a role for new users.Need access to custom objects to access the merge fields on those objects from formulas.Can't modify permission sets.More items...

Can an admin log in as another user?

An admin logged in as another user can’t grant login access to that user. The user needs to log in directly and grant login access first.

Can admins log in to Salesforce?

To help troubleshoot user issues, admins can log in to a Salesforce org as the user experiencing the problem. Login as another user in salesforce can be turned on in salesforce in few steps , which will let administrators log in as other users and troubleshoot in as any user in the org without first asking them to grant access.

How to log in as a user in Salesforce?

You can go to the User record page of that user and click the "Login" button to login as that user. If you did not see the "Login" button, maybe you can use that User's username and password to log in to Salesforce, then go to Set Up - My Personal Information - Grant Login Access, now you can grant access to "Your Company's Administrator". After that, you can login back as yourself and go to that User's page, you should be able to see the "Login" button.

How to reset a fake password?

You can go to the user record of that fake user, then click the Reset Password button to reset password for that user. I assume you set valid email for that user, you can then click the link in the email to reset the password. After that, you will be able to login as that user using the username&password. Or you can grant login access to admin so that you can click the Login button to login directly from admin page.

Why is it important to let system administrators log in?

Letting system administrators log in as any user is very helpful for testing new features being developed in a testing enviroment. It can also help with replicating an issue a specific user is having or testing permissions for specific users.

Can you grant login access to managed packages?

Users cannot grant login access to managed packages that are licensed to an entire salesforce org. There are also some managed packages that do not have login access, therefore some packages may not be listed on the login access policies page.

Can admins log in as any user?

Once there enable Administrators Can Log in as Any User.