Grant Login Access

So we can help you in your org

Ed Ralph

Last Update vor einem Jahr

Sometimes to see what is going on, it's easier if we can get onto your org to have a look.  Salesforce provides a means of allowing support representatives from Salesforce and Partners to gain access for a limited duration called 'Grant Login Access'.

Here is the knowledgebase article from Salesforce: Grant Login Access.  As mentioned in this article, we do not want your username and password.  Instead there is a special mechanism for granting access:

  • Go to your Personal Settings (top right profile picture and then 'Settings')
  • Look in the navigation items on the left and select Grant Account Login Access.  You'll see something like this:
  • If you have installed SuperRoundRobin, you'll see our company here - Digital Doctrine.  
  • To grant login access, select an Access Duration from the picklist.  We usually ask for the minimum time - 1 day.  
  • As soon as your issue is resolved, you are encouraged to reset this access back to --No Access--

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