Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

A how-to guide to help users grant login access to you


There are many occasions where it is useful for you to log in as one of the users in your organization. This could be, say, to check data access from their role or profile or to check reports or dashboards, and so on.

Rather than instructing individuals one by one, you can save time for both yourself and the users in your organization by preparing a how-to guide to help users grant login access to you. Produce a how-to guide that lists the steps that need to be taken to create the required setting; the following is an example:

When the Administrators Can Log in as Any User feature is enabled, users will no longer have the option to grant login access to administrators, but they can still grant login access to Salesforce.com support.

Where additional apps have been installed, the list of entities that users can select to grant access might increase. For example, if your organization has installed the Nonprofit Starter Pack app published...