Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

Logging in as another user


To assist other users, you can log in to Salesforce as another user.

To log in as another user, navigate to Setup | Manage Users | Users. Now click on the Login link next to the user record as shown in the following screenshot:

You can also log in as another user from the User Detail page using the Login button as shown in the following screenshot:

After you have logged in as another user, you will notice a message at the top-right corner of all Salesforce pages that display the message You are currently logged in as.

To return to your administrator account, click on the logged in user's name (the user who has granted you access, Trevor Howard in this example). Then click on the Logout option:

Note

Regardless of the login access policy, whenever an administrator logs in as another user, the login and logout events are recorded in the setup audit trail.