- 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.
What permission is required to login as another user in Salesforce?
There are some permission needed in order to login as another user in salesforce. The user must have Modify All Data and Manage Users permission in order to login as someone else. 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.
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?
AnswerHold ‘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 manage users in Salesforce?
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…
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.
What is delegated admin in Salesforce?
A delegated administration group is a group of users who have the same admin privileges. These groups are not related to public groups used for sharing.
How do I enable lightning for a user in Salesforce?
Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.
What is force Relogin after login as user?
Go to “Session Settings” and make sure the checkbox labeled “Force relogin after Login-As-User” is unchecked. That way, every time you log in as a different user and then log out from their viewpoint, you’ll still be logged in as your admin account.
How do I create a permission set in Salesforce?
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Custom Permissions.Click Edit.To enable custom permissions, select them from the Available Custom Permissions list and then click Add. … Click Save.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
