In this Salesforce tutorial, we will learn how to grant login access to support in Salesforce. This grant of login access to the support method is planned to smooth the combination between the salesforce user and the support team.
It permits the support representatives to better understand the difficulties that may be encountered and is key to more productive issue resolution.
While working with an organization that uses Salesforce, I got a task where I needed to grant login access to support in Salesforce. To fulfill this requirement I use the grant login access object that is present under my personal information.
So after looking at the multiple solutions, I found a solution that helped me to grant login access to support in Salesforce. If you want to learn how to grant login access to support in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.
Grand login access to support in Salesforce
In Salesforce the grant login access to support permits the Salesforce support to symbolically login to our salesforce organizations and helps in fixing and resolving the issues. It also gives non-permanent access to our data organization and also arranged the settings for an identified period.
This grant of login access to the support method is planned to smooth the combination between the salesforce user and the support team. It permits the support representatives to better understand the difficulties that may be encountered and is key to more productive issue resolution.
We have ruled over the period of access permitted generally from ranging 1 to 30 days. When the chosen period has expired or the request on which the support team is working is resolved. It is suggested to cancel the request to maintain the security of our salesforce organization.
The grand login access to support efficiently resolve the issue and also make sure that the support representative has the necessary information and conditions to give effective assistance.
In this way, we have learned about the grant login access to support in Salesforce. Now, let’s move further and see how to grant access to support in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.
How to grant login access to support in Salesforce Lightning
Here we are granting login access to support in Salesforce Lightning. If you want to learn how to grant login access to support in salesforce lightning follow these steps:
Step-1: First, login into the Salesforce account, Click on the profile picture. After clicking on the profile picture the drop-down list is open then select the settings option under the drop-down list.
Step-2: After clicking on the setting option that is present under the profile picture. The Personal Information page is open where the details are present. Here we want to grant account login access to support.
Click on the grant account login access option that is present at the left sidebar under my personal information.
Step-3: After clicking on the grant account login access option, the grant account login access page is open. Here we want to assist with support issues, we may grant our administrator or support personnel the ability to log in as we and access our data.
Here we can grant access to the salesforce.com support and give the access duration as 1 day, 3 days, 1 week, 1 month, 1 year.
Step-4: Here we are selecting the access duration as 1 day. The Salesforce.com support can grant access to our org without a username and password.
After selecting access duration click on the save button that is present at the bottom of the grant login access page.
Step-5: After clicking on the save button, the grant login access is saved successfully and the changed saved pop-up message is shown on the screen.
This is how to grant login access to support in Salesforce Lightning. Let’s Proceed further and learn how to grant login access to support in Salesforce Classic.
Read How to Monitor Login History in Salesforce
How to grant login access to support in Salesforce Classic
Here we are granting login access to support in Salesforce Classic. If you want to learn how to grant login access to support in Salesforce Classic follow these steps:
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.
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.
2: After clicking on the setup option, the setup page is open. Enter the grant login access in the Quick Find Box and the grant login access comes at the top. Click on the grant login access that is present at the left sidebar under my personal information.
3: After clicking on the grant account login access option, the grant account login access page is open. Here we want to assist with support issues, we may grant our administrator or support personnel the ability to log in as we and access our data.
Here we can grant access to the salesforce.com support and give the access duration as 1 day, 3 days, 1 week, 1 month, 1 year.
4: Here we are selecting the access duration as 3 days. The Salesforce.com support can grant access to our org without a username and password.
After selecting access duration click on the save button that is present at the bottom of the grant login access page.
5: After clicking on the save button, the grant login access is saved successfully and the changed saved pop-up message is shown on the screen.
In this way, we can grant login access to support in Salesforce Classic.
Conclusion:
Here we have learned about grant login access to support in Salesforce.
So, with this, we conclude that the grant login access to support permits the Salesforce support to symbolically log in to our Salesforce organizations and helps in fixing and resolving the issues.
It also gives non-permanent access to our data organization and also arranged the settings for an identified period.
In addition to this, the following are the topics that we have discussed in this blog:
- How to grant login access to support in Salesforce Lightning
- How to grant login access to support in Salesforce Classic
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.