How to Add Login Button for User in Salesforce

In this Salesforce tutorial, we will learn how to add a login button for a user in Salesforce. Also, we will understand the steps of adding a login button for a user in Salesforce Lightning and the steps of adding a login button for a user in Salesforce Classic.

Recently when we were working with users in Salesforce when we open one of the user records and we want to log in to the user and we can not find the login button. This button usually appears on the details page of the user in Salesforce.

So after looking at the multiple solutions, I found a solution that helped me to add a login button for the user in Salesforce.

If you want to learn how to add a login button for the user in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• Add a Login Button for the user in Salesforce
• How to add a login button for the user in Salesforce Lightning
• How to add a login button for the user in Salesforce Classic

Add a Login Button for the user in Salesforce

In Salesforce this adds a login button feature for the user is used by the administrator which can build this login as a user functionality that permits the admin that can log in as another user into the salesforce org.

This method is helpful for improvement and support purposes and it also permits the admin to see completely what the user is doing and how much experience is gained in Salesforce.

For setting up the login method the admin need to first add the login button for the user in Salesforce. This login button usually appears on the details page of the user in Salesforce.

With this, we have learned about adding a login button for the user in Salesforce. Now, let’s move further and see how to add a login button for the user in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

How to add a login button for the user in Salesforce Lightning

Here we are adding a login button for a user in Salesforce Lightning. If you want to learn how to add a login button for the user in salesforce lightning follow these steps:

Sample: When we log in to the Salesforce Lightning account and then click on the users, the all-user page is open. From all the user’s pages, we can select one of the users and we want to log in to this user but we can see there is no login button present.

This is the sample screenshot where the login button is not visible in Salesforce Lightning.

Now let’s understand how to add a login button under the user details in Salesforce Lightning.

1: Fiest login into the Salesforce lightning account, go to the gear icon, and under the gear icon there are two options. The first one is setup and the second one is service setup. Here we are choosing the setup option.

2: After clicking on the setup option, the setup page is open. Search the Login Access Policies from the Quick Find Box. And the Login Access Policies come at the top. Click on the Login Access Policies. And this Login Access Policies is present under Security.

3: After clicking on the login access policies, the login access policies page is open, and under this page, there is a login access policies setting. Click on the checkbox of the administrators can log in as any user. After enabling the checkbox click on the save button that is present at the center of the page.

4: Again go to the setup that is present under the gear icon and then enter the users in the Quick Find Box.

Select the users, the all users page is open and we can see that lots of users are present which are already created. Click on the Mr. Myron Jacobsion IV user, the Mr. Jacobson IV user page is open and we can also see the user detail.

And in the front of the user detail, this time we can see that the login button is added in Salesforce lightning.

In this way, we can add a login button for the user in Salesforce Lightning.

Read How to Control Login Access Policies in Salesforce

How to add a login button for the user in Salesforce Classic

Here we are adding a login button for a user in Salesforce Classic. If you want to learn how to add a login button for the user in Salesforce Classic follow these steps:

Step-1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture.

The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

Step-3: After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

Read How to Grant Login Access to Support in Salesforce

Sample: When we log in to the Salesforce classic account and then click on the users, the all-user page is open. From all the user’s pages, we can select one of the users and we want to log in to this user but we can see there is no login button present.

This is the sample screenshot where the login button is not visible in Salesforce Classic.

Now let’s understand how to add a login button under the user details in Salesforce Classic.

Step-3: After clicking on the setup option, the setup page is open. Search the Login Access Policies from the Quick Find Box. And the Login Access Policies come at the top. Click on the Login Access Policies. And this Login Access Policies is present under Security Controls.

Step-4: After clicking on the login access policies, the login access policies page is open, and under this page, there is a login access policies setting. Click on the checkbox of the administrators can log in as any user. After enabling the checkbox click on the save button that is present at the center of the page.

Step-5: After clicking on the save button, the Changes Saved message is pop up on the Login Access Policies page above the Manage Support Options.

Step-6: Again go to the setup that is present under the gear icon and then enter the users in the Quick Find Box.

Select the users, the all users page is open and we can see that lots of users are present which are already created. Click on the Dr. Velda Hegmann user, the Der. Velda Hegmann’s user page is open and we can also see the user detail.

And in the front of the user detail, this time we can see that the login button is added in Salesforce classic.

This is how to add a login button for the user in Salesforce Classic.

Conclusion

In this tutorial, we have learned about adding a logging button for the user in Salesforce. We have also discussed how to add a logging button for the user.

Moreover, we have learned that both Salesforce Lightning, as well as Salesforce Classic, gives a simple and easy way to determine how to add a login button for the user.

In addition to this, the following are the topics that we have discussed:

• Add a Login Button for the user in Salesforce
• How to add a login button for the user in Salesforce Lightning
• How to add a login button for the user in Salesforce Classic

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