How to provide access to salesforce support


Salesforce Classic

  • Click on your name from the top-right header menu
  • Choose My Settings from the list
  • Select Personal from the left-hand menu
  • Select Grant Account Login Access from the Personal sub-menu
  • Find CRM Team Global Limited Support in the list of organizations to provide access to
  • In the picklist on the same line, select the duration of access
  • Press Save
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 Support. …
  5. Click Save.


Table of Contents

How do I contact Salesforce?

Understand Account and Contact Relationships

  • Contacts to Multiple Accounts. Your contacts might work with more than one company. …
  • Use Relationship Details to Help Close Deals. …
  • Define Company Relationships with Account Hierarchies. …
  • Best Practices for Establishing Account Hierarchies. …
  • Define Employee Roles with Account Teams. …

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 to log into Salesforce?

To log in to your production Salesforce site:

  • 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 do I access Salesforce support?

2:203:44How to Grant Login Access to Support | Salesforce, Marketing Cloud …YouTubeStart of suggested clipEnd of suggested clipSupport first log into your marketing cloud. Account at the top right hover over your username toMoreSupport first log into your marketing cloud. Account at the top right hover over your username to reveal the drop down menu. And select cloud preferences. In user settings select the button in the

How do I give someone access to my salesforce?

From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. … Click Save.

What is grant access in Salesforce?

Grant login Access in provides a way to login in to customers and users account using our login credentials for a specific time period by an administrator. We can grant login access for the following time periods.

How do I give someone access to my Salesforce Sandbox?

In the sandbox, you can create an user by going to setup>manage users>users and create an user record with the third parties email id, select the correct profile & role so that the third party user will have necessary access to sandbox.

How do I enable permissions in Salesforce?

On the System Permissions page in a permission set, you can:Change the system permissions by clicking Edit. … Search for permissions and settings.Create a permission set based on the current permission set by clicking Clone.If it’s not assigned to any users, remove the permission set by clicking Delete.More items…

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.

How do I grant access to marketing cloud?

Marketing Cloud administrators can enable account login access for their account.In the app switcher, hover over your name and click Setup.Click Security and select Security Settings.Click Edit.Select the checkbox next to Allow Users to Grant Account Login Access for Support.Click Save.More items…

How do I login as access to a user in Salesforce?

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

How do I give a user permission to log in with another user in Salesforce?

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.

How do I share a sandbox?

All sandboxes are live by default, you can invite contributors to join the sandbox using the share button from the top bar in the editor. In addition, if you go to the Live tab from the activity bar, you can get a Live URL to share with other CodeSandbox users (they will not need to be members of the Sandbox).

What is sandboxing software?

A sandbox is an isolated testing environment that enables users to run programs or open files without affecting the application, system or platform on which they run. Software developers use sandboxes to test new programming code. Cybersecurity professionals use sandboxes to test potentially malicious software.

Why can’t I log into my sandbox?

If your web browser has saved your login information from before the last sandbox refresh, your login attempts will likely fail. Clear your browser’s cache, cookies, and saved passwords, then restart your browser to make sure that all old login information is deleted.

How to contact Salesforce support?

You can call Salesforce tech support during local business hours, five days a week. The phone numbers are listed in the Help & Training portal. Just click the “Contact Support” link to access the phone numbers. You might also want to check to check if is having issues on your instance ( what instance am I on? ).

How to fill out a case on Salesforce?

Fill out the “Open a Case” form completely including the questions on business impact. To ensure the quickest answer to your question, include: details on exactly what you are trying to do and what you have tried; details on any Apps that might be involved in your issue; and any other specifics that will help the technical support agent get your question routed the correct way. The details you provide will help prioritize your case.

What is skills based routing?

Once you submit a case through the Help and Training portal, uses what they call skills-based routing to ensure cases go to the right experts. They use a tiered model, so simple questions start at Tier-1 and progress based on case complexity.

How to submit a technical support case?

To submit a technical support case, go to the Help and Training portal and click the “Contact Support” link located on the upper right hand side of the home page. Then click the “Open a Case” button.

How to visit existing cases in Salesforce?

On the Salesforce Help Contact Support page, you can visit your existing cases from My Cases (1) , update your Profile Settings under the Org Setting dropdown menu (2), confirm your success level (3), and finally create a case (4).

What is a designated contact in Salesforce?

Designated contacts are users that have access to accelerators (remember, those are working sessions with Salesforce experts).

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 permission set?

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.

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.

How to save Salesforce import steps?

In the Get External Data – Salesforce Database dialog box, you can save the import steps as a specification and create an Outlook task to automate the import operation on a regular basis. For more information, see Save the details of an import or export operation as a specification.

What happens when you link to data in Salesforce?

When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce. When you import data, Access creates a one-time, copy of the data, and so changes to data in either Access or Salesforce are not synchronized.

What is Salesforce security token?

You must enter a security token, which is a case-sensitive alphanumeric code, if you try to access Salesforce from an Internet Protocol (IP) address that’s outside your company’s trusted IP range. For more information, see Reset Your Security Token.

How to secure access database?

Secure your Access database and the connection information it contains by using a trusted location and an Access database password. For more information, see Decide whether to trust a database and Encrypt a database by using a database password.

How many columns can you have in Access?

Consider the number of columns in each table. Access does not support more than 255 fields in a table, so Access links or imports only the first 255 columns.

Can you search for deleted records in Salesforce?

When this option is enabled (1), Salesforce users will be able to conduct searches for deleted records by including the parameter isDeleted=true.

Does Access create relationships between tables?

Access does not automatically create relationships between these related tables. You can manually create the relationships between new and existing tables by using the Relationships window. For more information, see What is the Relationships window? and Create, edit or delete a relationship.

How to contact Salesforce?

Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-667-6389 to discuss exactly what kind of products you’re looking to add and how we can help.

Does the Premier Success Plan include implementation?

For clarity, the Premier Success Plan does not include implementation of the services. The Premier Success Plan is for ongoing support and administration of the services after the services have been implemented.

Does Salesforce have a success plan?

The majority of our products have an aligned success plan, and we continue to clarify and simplify our plan structure across clouds. It’s best practice to ensure that all of your Salesforce products are covered by the relevant plan. Want to check if your products are covered by a Premier Success plan? You’ll find the full list here .

Does Salesforce integrate with MuleSoft?

Salesforce products integrate directly with many third-party applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase MuleSoft licenses, work with our integration partners, or use apps on AppExchange.

What to do if someone has access to your sandbox?

If any other person has access the sandbox contact this person and re-activate your user and reset your password.

How to login to sandbox from production?

You can also login from production, by going to Setup>Deploy>Sandboxes and clicking login link available there!

How to create a user in Sandbox?

In the sandbox, you can create an user by going to setup>manage users>users and create an user record with the third parties email id, select the correct profile & role so that the third party user will have necessary access to sandbox.


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