Granting login access in Salesforce is a common task performed by administrators or support personnel to troubleshoot issues, assist users, or provide temporary access to Salesforce orgs.
This feature allows designated users, such as Salesforce support representatives, to log in as another user without knowing the user's password. In this guide, we will walk you through the steps to grant login access in Salesforce.
Step 1: Access the User Detail Page:
1. Log in to your Salesforce account with the appropriate administrative privileges.
2. Navigate to the Salesforce Setup page by clicking on your profile picture or initials in the top-right corner, then selecting "Setup" from the dropdown menu.
3. In the left-hand navigation panel, under the Administer section, expand the "Users" tab and click on "Users."
Step 2: Choose the User:
1. On the Users page, search for the user you want to grant login access to by entering their name or username in the search bar.
2. Once you find the user in the search results, click on their name to access their user detail page.
Step 3: Grant Login Access:
1. On the user detail page, scroll down to the "Administrative Permissions" section.
2. Look for the "Login Access" section within the administrative permissions.
3. Click on the "Edit" button next to the "Administrative Permissions" header.
Step 4: Set Login Access Duration:
1. In the "Login Access" section, you will see a dropdown menu with different access duration options: "1 Hour," "1 Day," "3 Days," "1 Week," "2 Weeks," or "1 Month."
2. Choose the appropriate duration based on the required access period. If you're unsure, it is recommended to start with a shorter duration and extend it if necessary.
3. Select the desired access duration from the dropdown menu.
Step 5: Save Changes:
1. After selecting the access duration, click on the "Save" button to save your changes.
2. Salesforce will display a confirmation message indicating that login access has been granted successfully.
Conclusion:
Granting login access in Salesforce is a straightforward process that allows authorized personnel to troubleshoot issues or assist users without knowing their passwords. By following the steps outlined in this guide, you can easily grant login access to designated users for a specified duration. Remember to exercise caution and only grant access to trusted individuals to ensure the security and privacy of your Salesforce org.




