- From Setup, enter Users in the Quick Find box, then select Users.
- 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.
- To return to your admin account, select User’s Name | Logout.
Table of Contents
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 do I implement Salesforce?
- It allows editing templates and controlling any changes made within a document.
- You can send signature requests to multiple individuals, adding their roles and request expiration dates.
- There are numerous features for adding initials. You can draw, type or capture them with a camera.
What are the different types of Salesforce user licenses?
- 2 Salesforce licenses.
- 3 Salesforce Platform licenses.
- 2 Salesforce CRM licenses.
- 2 Salesforce Mobile licenses.
- 5 Salesforce Partner licenses.
- 10 Customer Portal Manager licenses.
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.
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.
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 enable login as user in Salesforce?
0:020:46Enable Administrator to Log in as Any User | Salesforce Developer SupportYouTubeStart of suggested clipEnd of suggested clipOnce in setup type login access policies in the quick find box. In the login access policies sectionMoreOnce in setup type login access policies in the quick find box. In the login access policies section check the box for administrators can log in as any user. Admins can now log in as any user.
How do I change an existing user in Salesforce?
Click Gear icon | Setup | Users | Users.Find the User you want to edit.Click Edit next to the User’s name.In the right-hand column of the User information, select your preferred profile type.Click Save.
How do I login as a different user?
First, simultaneously press the CTRL + ALT + Delete keys on your keyboard. A new screen is shown, with a few options right in the center. Click or tap “Switch user,” and you are taken to the login screen. Choose the user account that you want to use and enter the appropriate login information.
How do I login as 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.
How do I log into my Salesforce account?
We’ve got you covered. To log in to your Salesforce account, simply go to https://login.salesforce.com/. If your company has a custom domain and you need to log in that way, head to login.salesforce.com and click on the “Use custom domain” button in the bottom right corner of the box.
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.
How do I use profiles in Salesforce?
Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles.
How do I assign a user profile?
Once you are done with the profile setup, assign users to this new custom profile:Hence, navigate to Setup >> Administration setup >> Manage Users >> Users.Click on Edit next to the user.Go to Profile drop-down and select a new custom profile that you just created.Then, click on Save.More items…•
Why can’t I edit profiles in Salesforce?
Go to customize –> User interface –> Uncheck the check box “Enable Enhanced Profile User Interface” –> Save to change the view to get edit link next to your profile names. Thanks!