Although the platform of Salesforce CRM is highly efficient in providing automation to businesses in handling their CRM activities, certain situations may arise where your team gets stuck in operating the platform and is faced with hurdles.
When it comes to the infrastructure, Salesforce is a fairly complicated platform with an array of specific tools, platforms, applications and add-ons, all serving distinct purposes. It is common for users to be encountered with queries and confusions regarding the platform’s functionality.
In such cases, you can take help of the Grant Login Access feature provided by Salesforce, developed exclusively to help you solve all your issues.
What Is Grant Login Access In Salesforce?
This is essentially a pretty powerful feature provided by Salesforce that allows the Salesforce support to help you out in your issues. As the name suggests, the feature facilitates you to allow salesforce.com support or a Salesforce Administrator to login into your Salesforce account and look into the issue you are facing.
Your Salesforce Administrators in your organisation have access to your account by default and can very well take actions without any prompt from you. However, granting access to your Salesforce Login is an official way of seeking help from an administrator regarding a specific issue faced by you or your team.
On giving Salesforce Login access to your administrator, you allow them to enter into your account, ascertain the issue resolve it and exit your account within a stipulated period of time. This access can be granted for the following time periods:
• 1 day
• 3 days
• 1 week
• 1 month
• 207 days
• 1 year
How To Grant Login Access In Salesforce?
Depending on the version of Salesforce your organisation is using, there are two major ways of granting login access to a Salesforce administrator or salesforce.com support for solving your issues.
Using Salesforce Classic
Here are the major steps involved in granting login access using the Salesforce Classic version:
• You can start either by navigating to the Setup button or to “Your Name”. Depending on your organisation, the Setup option would either be near the logged-in user’s name (top right of the page), or it would appear in the drop-down menu on clicking the logged-in user’s name.
• If you choose to navigate through Setup, select the option of “My Personal Information” followed by clicking on “Grant Login Access”.
• If you choose to navigate through “Your Name”, select the “Personal” option in “My Settings”, followed by clicking on “Grant Account Login Access”.
• Now, select the duration for which you are willing to grant login access to your administrator. This can be done with the help of the “Access Duration” pick-list.
• Finally, click on “Save” to complete the process.
Using Lightning Experience
Here are the major steps involved in granting login access through the user interface of Lightning Experience:
• Start by clicking on the avatar of the logged-in user present on the top right of your screen.
• Click on the option of “Settings”.
• Select the duration for which you are willing to grant login access to your administrator through the “Access Duration” pick-list.
• Click on “Save” to complete the process.
Important Considerations For Granting Login Access In Salesforce
Here are some of the important considerations to keep in mind before you grant access to your Salesforce login to an administrator:
• You will not be able to grant login access to a user account if you are logged in as a different individual using their distinct login access. For instance, if you are a System Administrator, you cannot grant access to Salesforce support by logging in as your end-user.
• If an admin within an organisation possesses the privilege that says “Organisation Admins Can Login As Any User”, salesforce.com support cannot log into the system as System Administrator and further log in as an end-user. In case the support needs access into both the accounts, both System Administrator and the end-user need to grant login access separately.
• Depending largely on the issues you want to deal with, you have an option of either granting login access multiple times by going back repeatedly every time, or granting login access for an entire month. Moreover, once the concerned issue is solved, the system prompts you to go back and set the login access to “No Access” again.
• In case your administrator has set up specific restrictions for doing so, you will not be able to grant login access to certain support organisations in particular. You will also not be able to grant access to specific support organisations if a packaged application license installed within your system prevents you from doing so.