Salesforce: Granting Login Access - dummies

By Tom Wong, Liz Kao, Matt Kaufman

When you need help from your administrator, customer support, or customer support from a third-party AppExchange package that was installed in your organization, you can grant any of these folks temporary login access to your account. By gaining access to your account, the person helping you can provide better assistance from your perspective, because she can view your pages as you.

To grant login access, follow these steps:

  1. Click the Grant Account Login Access subheading from the Personal section of the My Settings page (shown in the figure).

    The Grant Account Login Access page appears.


  2. Grant support and/or administrator access for a duration of up to one year by selecting the appropriate time frame from the Access Duration picklist.

    Your administrator, support, or the AppExchange vendor’s support contact will be able to log in as you through the expiration date.

  3. When you’re done, click the Save button.

    The My Settings page appears.

If you’re an administrator and a user has granted you access, you can log in to the user’s account as follows: Below the Manage Users heading on the Setup sidebar, click the Users link and then select the Active Users picklist view. From the list of users displayed, click the Login link to the left of the user’s name.