Sometimes a Salesforce user may require to provide/grant login access to their account to the administrator of their org or to Salesforce support. They may need this to help troubleshoot any issues the user might be facing by logging in to the user account and investigating the cause. The user can provide a fixed duration for which the access would be available to the admin or salesforce support personnel. This helps the support agents resolve customer cases promptly.
Grant Login Access
To provide access, navigate to My Profile → Settings → My Personal information → Grant Account Login Access. Here the user will be presented with four options, access to the Company’s Administrator, Salesforce.com support, Greytrix India Pvt Ltd Support, and Salesforce Labs Business Org (LBO) Support. The user can select the duration (ranging from a day to an entire year) for which access will be valid from the dropdown next to those options. In the screenshot shown below, we have selected a duration of a month for Greytrix India Pvt Ltd Support or any AppExchange Partner.
The user can change and grant login access duration from the same page or they can change it to “No Access” after resolution of the case from the salesforce support agent. In this way, the user can provide/grant login access to either the admin or support agent. However, after the Summer ’15 release, administrators have the option of directly accessing any user’s account without requesting approval from the user. The only scenario wherein user approval may be required by the administrators is if the admins have disabled the direct login functionality for their org by contacting support.
By following the above blog instructions, you will be able to learn how to “Grant Login Access to Salesforce Admin or Support in Salesforce Lightning Interface“. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about our integration product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
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