Slaesforce FAQ

how to login to a user account in salesforce

by Prof. Clemens Wilkinson PhD Published 2 years ago Updated 2 years ago
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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 do I access Salesforce?

Salesforce Lightning

  • 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.
  • Set the Access Duration option to Salesforce.com Support . Note: Access for technical escalations must be set for a minimum of one month.
  • Click Save.

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 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. ...

See more

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How do I login to my Salesforce account?

Here's how to log in 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 login as a different user in Salesforce app?

Go to Setup > Users and click login next to the user you would like to experience the Salesforce mobile experience as, if they are a Lightning user, Salesforce1 will load as a browser app.

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 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 are the login types in Salesforce?

LoginType is the type of login, for example, Application, OAuth, or SAML. Label is Login Type. Please refer below link. Moreover, also please refer below link which explains in detail each of the login types means in the Login History page.

How do I change the login page in Salesforce?

0:402:16Login Page Customization in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo do so let's go into our personal.org. And let's go into the setup. In the quick find let's lookMoreTo do so let's go into our personal.org. And let's go into the setup. In the quick find let's look for my domain. Let's scroll down to where it says authentication configuration and let's click edit.

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 get out of another user's screen?

Press and hold the Shift key. Press or click the Power button in the lower-right corner of the Welcome Screen. Press or click the Restart option.

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...•

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 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...

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.

The Complete Guide to Salesforce User Management

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.

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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.

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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.

How to enable public login and registration for your portal?

To enable public login and registration for your portal: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control.

Can you self register on a partner portal?

Partner portals do not support self-registration. The Authenticated Website high-volume portal user license is specifically designed to be used with Salesforce sites. Because it's designed for high volumes, it should be a cost-effective option to use with Salesforce sites.

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