Slaesforce FAQ

how to log in as any user salesforce

by Akeem Haley Published 3 years ago Updated 2 years ago
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Enable the 'Administrators Can Log in as Any User' Feature.

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

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. 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.
  3. 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 access Salesforce?

Manage Access to Salesforce Classic

  • Encourage users to stay in Lightning Experience by automatically switching them out of Salesforce Classic on a daily or weekly schedule. ...
  • Start cutting the chord to Salesforce Classic. ...
  • When you’re ready for everyone to dive into Lightning Experience without looking back, turn off Salesforce Classic access altogether. ...

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 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.

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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 log in as another user?

Option 1 - Open the browser as a different user:Hold '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 enable login as user in Salesforce?

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 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.

How do I switch users in Salesforce?

Search for the account you want to switch to. You can search by name, ID or workspace. To switch to a specific workspace within an account, click the drop down arrow next to the account name, and select the workspace. Click Switch.

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.

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 an external user in Salesforce?

In Salesforce ​​​​​​ClassicGo to Contacts tab.Click a Contact record.Click Manage External User.Click Log in to Experience as User (The user lands on the login page, not the home page)

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...

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