Slaesforce FAQ

how to login in as another user in salesforce

by Nannie Runolfsson DVM Published 2 years ago Updated 2 years ago
image

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.

  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 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.

image

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 log into my Salesforce account?

We've got you covered. To log in to your Salesforce account, simply go to https://login.salesforce.com/. If your company has a custom domain and you need to log in that way, head to login.salesforce.com and click on the “Use custom domain” button in the bottom right corner of the box.

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 access users in Salesforce?

From Setup, enter Users in the Quick Find box, then select Users....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 create a user login in Salesforce?

From Setup, in the Quick Find box, enter Users , and then select Users. Click New User. Enter the user's name and email address and a unique username in the form of a email address. By default, the username is the same as the email address.

How do I log into Salesforce app?

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 .

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 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 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 change users in Salesforce?

Click Gear icon | Setup | Users | Users.Find the User you want to edit.Click Edit next to the User's name.In the right-hand column of the User information, select your preferred profile type.Click Save.

How do I enable login option in Salesforce?

0:020:46Enable Administrator to Log in as Any User | Salesforce Developer SupportYouTubeStart of suggested clipEnd of suggested clipBrought to you by Salesforce support in this video learn how to enable a permission that allows anMoreBrought to you by Salesforce support in this video learn how to enable a permission that allows an administrator to log in as any user to start click the gear icon in the top right hand corner of the

What is user permission in Salesforce?

User permissions specify what tasks users can perform and what features users can access. For example, users with the “View Setup and Configuration” permission can view Setup pages, and users with the “API Enabled” permission can access any Salesforce API.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9