Question:
If Veeva Support or Salesforce support requires the ability to login as an end-user, how is this activated?
Answer:
To Grant Login Access there are two methods, depending on whether you are a System Administrator or any other type of user.
Salesforce Classic:
Depending on the Organization, the Setup button is next to the logged in user's name at the top right of the page or listed as a drop-down option when the logged in user's name is clicked.
- Choose one of the following in Salesforce Classic User Interface:
- Navigate to Setup --> My Personal Information --> Grant Login Access
- Navigate to Your Name --> My Settings --> Personal --> Grant Account Login Access
- Use the Access Duration picklist to set the number of days to allow Login Access.
- Click Save.
Lightning Experience User Interface:
- Click on the logged in user's avatar in the top right-hand side of the screen and choose Settings.
- Click on Grant Account Login Access.
- Use the Access Duration picklist to set the number of days to allow Login Access.
- Click Save.
Salesforce audits all actions taken while logged in as another user.
Note: Longer support access ( 7 days to 30 days) may be needed.
Related Documentation:
Salesforce Help Documentation: Grant login access to a Salesforce Support Agent