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.

1. 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
2. Use the Access Duration picklist to set the number of days to allow Login Access.
3. Click Save.

Lightning Experience User Interface:

1. Click on the logged in user's avatar in the top right-hand side of the screen and choose Settings.
2. Click on Grant Account Login Access. 
3. Use the Access Duration picklist to set the number of days to allow Login Access.
4. Click Save.

Salesforce audits all actions taken while logged in as another user.

Related Documentation:

Salesforce Help Documentation: Grant login access to a Salesforce Support Agent

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