How can i view as another user in salesforce


Login as another user in salesforce can be turned on in salesforce in few steps , which will let administrators log in as other users and troubleshoot in as any user in the org without first asking them to grant access. Setup ->Login Access Policies->Enable the setting To have this feature removed from your org, contact 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.


How do I log into Salesforce?

How do I access Salesforce for the first time?

  • 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 would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone …

How to use Salesforce everyday?

Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.

How do I change the view in Salesforce dashboard?

  • From the Dashboards tab, create a new dashboard or edit an existing one.
  • Click View dashboard as drop-down button next to the View dashboard as field.
  • Select Run as logged-in user.
  • Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. …
  • Click OK.

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How do I log in as another user?

Option 1 – Open the browser as a different user:Hold ‘Shift’ and right-click on your browser icon on the Desktop/Windows Start Menu.Select ‘Run as different user’.Enter the login credentials of the user you wish to use.Access Cognos with that browser window and you will be logged in as that user.

Why can’t I login as another user in Salesforce?

A Salesforce administrator cannot log in as a user if the user is inactive. If a system administrator in logged in as a user and then logs out as that user, their current session will also be terminated and they may be forced to login again. You cannot login as another user if you’re already logged in as a user.

How do I login as new user in Salesforce?

Here’s how to log in for the first time:Check your inbox for the ‘Welcome Email’ or ‘Account Verification’ email. This email contains the account’s username and a link to complete the setup.Click the link in the email. … After setting up the password and security question, you will automatically be logged in.

How Salesforce admin can login as any user?

0:000:46Enable Administrator to Log in as Any User | Salesforce Developer SupportYouTubeStart of suggested clipEnd of suggested clipThank you for joining this quick how-to screencast. Brought to you by Salesforce support in thisMoreThank you for joining this quick how-to screencast. Brought to you by Salesforce support in this video learn how to enable a permission that allows an administrator to log in as any user to start

Can’t see administrators can login as any user?

To enable this, go through Setup > Security Controls > Login Access Policies > Administrators Can Log In As Any User > Save. If you don’t see this feature, contact Support.

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.

Can two users have the same profile in Salesforce?

Yes, two users have the same profile in Salesforce but two profiles cannot be assigned to the same user.

How do I login to a Salesforce portal user?

Click Edit for the portal you want to associate with your Salesforce Site. Configure the Customer Portal as follows: Select Self-Registration Enabled ….Configure the portal as follows:Select the Login Enabled checkbox.Select a user for the Administrator field.Optionally, set the Logout URL . … Click Save.

How do I manage users in Salesforce?

Your Salesforce edition determines the maximum number of users that you can add….From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user’s detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items…

Can delegated admin login as another user?

Enable delegated administrators to manage users in specified roles and all subordinate roles. You can assign specified profiles to those users, and log in as users who have granted login access to administrators.

How do I enable login as a community user in Salesforce?

First, just navigate to the Contact record of the user you want to log in as. Then on the top right of the record page click the action menu dropdown and select Log in to Community as user. You can also navigate to the Community user’s contact record by clicking the Contact link on their user detail page.

Where is manage external user in Salesforce?

Administrative PermissionsNavigate to Setup | Manage Users | Profiles | System Administrator. ‘Manage External Users’ is in the ‘Administrative Permissions’ section.

Can an admin log in as another user?

An admin logged in as another user can’t grant login access to that user. The user needs to log in directly and grant login access first.

Can admins log in to Salesforce?

To help troubleshoot user issues, admins can log in to a Salesforce org as the user experiencing the problem. Login as another user in salesforce can be turned on in salesforce in few steps , which will let administrators log in as other users and troubleshoot in as any user in the org without first asking them to grant access.

How to log in as a user in Salesforce?

You can go to the User record page of that user and click the “Login” button to login as that user. If you did not see the “Login” button, maybe you can use that User’s username and password to log in to Salesforce, then go to Set Up – My Personal Information – Grant Login Access, now you can grant access to “Your Company’s Administrator”. After that, you can login back as yourself and go to that User’s page, you should be able to see the “Login” button.

How to reset a fake password?

You can go to the user record of that fake user, then click the Reset Password button to reset password for that user. I assume you set valid email for that user, you can then click the link in the email to reset the password. After that, you will be able to login as that user using the username&password. Or you can grant login access to admin so that you can click the Login button to login directly from admin page.

Why is it important to let system administrators log in?

Letting system administrators log in as any user is very helpful for testing new features being developed in a testing enviroment. It can also help with replicating an issue a specific user is having or testing permissions for specific users.

Can admins log in as any user?

Once there enable Administrators Can Log in as Any User.

What is a sysadmin profile?

Standard User. The SysAdmin has access to setup and all objects, as they are the ones maintaining the platform. You can create custom profiles with fine-tuned access for different teams.

What does it mean to assign the right profiles, roles, and data access?

Assigning the right profiles, roles, and data access means you will have more flexibility in the future. Consider a comprehensive user management strategy that incorporates these best practices.

What is user management?

The most basic aspect of user management is creating the usernames and login accounts for your users. In just a few clicks, you can send a team member their login and get them into the platform.


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