Miscellaneous

Can admin login as another user in Salesforce?

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Can admin login as another user in Salesforce?

To enable this feature, go to Setup -> Login Access Policies in the set up quick find box. Once there enable Administrators Can Log in as Any User. After you enable admins to log in as any user, a login option will be displayed whenever you are looking at users in the org.

What permission is required to login as another user in Salesforce?

Go to Setup>Security Controls>Delegated Administration and create a new Delegated Group and check the checkbox “Enable Group for Login Access”. Then, add the users as delegated administrators.

Which setting do you have to enable to allow admin to login as any user?

Control Login Access for steps to control whether all users get asked to grant login access….

  • Click the gear icon > Setup.
  • Enter Login Access Policies in the Quick Find box.
  • Select Administrators Can Log in as Any User.
  • Click Save.

How do I impersonate a user in Salesforce?

User impersonations can be done through two different ways in Salesforce: by accessing the User’s page and clicking the “Login” button or by adding some parameters to your domain’s URL. However, it’s not recommended to use the UI for this in an automation framework, as it would be time-consuming.

How do I log into a different profile in Salesforce?

Follow these simple steps to assign profiles to users in Salesforce Lightning Platform:

  1. Log into your account, go to setup, click on “Setup Home”, and select Users by looking for them in the Quick Find Box.
  2. Click on “New User”.

How do I give someone access to my Salesforce account?

How to Grant Login Access in Salesforce?

  1. Choose one of the following in Salesforce Classic User Interface: Navigate to Setup –> My Personal Information –> Grant Login Access.
  2. Use the Access Duration picklist to set the number of days to allow Login Access.
  3. Click Save.

What can delegated administrators not do?

Delegated administrators:

  • Can’t assign profiles or permission sets with the “Modify All Data” permission.
  • Don’t see the None Specified option when selecting a role for new users.
  • Need access to custom objects to access the merge fields on those objects from formulas.
  • Can’t modify permission sets.

How do I grant admin access in Salesforce?

To provide grant login access go to your name=>My settings. Click on my settings. Go to Personal=>Grant Account Login Access. We can provide grant access to your company administrator and Salesforce.com support.

How do I grant admin rights in Salesforce?

Create a new System Administrator User In Salesforce Classic and Lightning Experience:

  1. Go to:
  2. Click New User then enter your new User details.
  3. In the ‘User License’ field, select Salesforce.
  4. In the ‘Profile’ field, select System Administrator.
  5. Select Generate new password and notify user immediately.
  6. Click Save.

What privileges can be given to a delegated administrator?

Delegated administrators can:

  • Create and edit users in specified roles and all subordinate roles.
  • Unlock users.
  • Assign users to specified profiles.
  • Assign or remove permission sets for users in their delegated groups.
  • Create public groups and manage membership in specified public groups.

What is Grant account login access in Salesforce?

Salesforce Support may ask you to Grant Login Access in order to assist you with a question, issue, or request. This is so that Support can log in to the application using your login to troubleshoot and fix issues stemming from your inquiry.

How do I enable login access policies in Salesforce?

From Setup, enter Login Access Policies in the Quick Find box, then select Login Access Policies. To allow admins to log in as any user in the org without first asking them to grant access, enable Administrators Can Log in as Any User. To have this feature removed from your org, contact Salesforce.

What can Delegated Administrator not do in Salesforce?

How do I grant a login access in Salesforce?

Salesforce Classic

  1. Log in to Salesforce.
  2. In the upper right, click My Settings (or click on your name, then click My Settings)
  3. In “Quick Find” search field, enter “Grant” and click Grant Login Access.
  4. Set the Access Duration option to Salesforce.com Support.
  5. Click Save.

How do I give access to another user in Salesforce?

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.
  3. To return to your admin account, select User’s Name | Logout.

What can a delegated administrator do in Salesforce?

How do I log into Salesforce?

Check your email for your login information.

  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

    • How to log into Salesforce?

    Start the app by tapping the Salesforce icon on your home screen. You see the login page.

  • Enter your username and password.
  • Tap Log In .

    • How to give access to external users in Salesforce?

    – To Share with particular Users click on ‘Share with people’. – Type the Search choose the Name of the User and to whom the File needs to be shared. – Specify the user is either a ‘Viewer’ or ‘Collaborator’ to the File being shared.

    How to create a new Salesforce user?

    – Setup > Type in ‘Users’ into Quick Find > Select Users – Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10). – Select User Licence – this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence. – Select Profile for the user. – Save.