Slaesforce FAQ

how to login into salesforce as different user

by Kameron Keebler Published 2 years ago Updated 2 years ago
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Login as another user in salesforce.

  • From Setup, enter User Name in the Quick Find box, then select user.
  • 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 ...
  • To return to your admin account, select User Name and then 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 do I implement Salesforce?

  • It allows editing templates and controlling any changes made within a document.
  • You can send signature requests to multiple individuals, adding their roles and request expiration dates.
  • There are numerous features for adding initials. You can draw, type or capture them with a camera.

What are the different types of Salesforce user licenses?

  • 2 Salesforce licenses.
  • 3 Salesforce Platform licenses.
  • 2 Salesforce CRM licenses.
  • 2 Salesforce Mobile licenses.
  • 5 Salesforce Partner licenses.
  • 10 Customer Portal Manager licenses.

How to use Salesforce everyday?

Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.

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Why can't I login as another user in Salesforce?

A Salesforce administrator cannot log in as a user if the user is inactive. If a system administrator in logged in as a user and then logs out as that user, their current session will also be terminated and they may be forced to login again. You cannot login as another user if you're already logged in as a user.

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 change an existing user 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.

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 run a program as another user?

Use Run As to start a program as another userLocate the program that you want to start in Windows Explorer, the Microsoft Management Console (MMC), or Control Panel.Press and hold down the SHIFT key while you right-click the .exe file or icon for the program, and then click Run as.Click The following user.More items...•

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 many profiles can you have in Salesforce?

1,500 customAdministrators can create a maximum of 1,500 custom profiles per user license type.

How do I change my account information in Salesforce?

How to edit an Account in Salesforce LightningWelcome. ... Click on "Accounts"Select account to edit from below list.Click on "Show more actions"5) Click on "Edit"You can edit fields as per requirement.Click "Save"Account details have been edited successfully!

How many users can a profile have in Salesforce?

One profile can be assigned to any number of users. Take the example of a Sales or Service team in a company. The entire team will be assigned the same profile.

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 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 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...

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.

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