In Login Into Salesforce, administrators have access to a feature that enables them to assume the identity of any other user without needing to know that user’s password. This aids in the testing of new features or the investigation of specific user issues.
What You Should Learn Before Using Salesforce Under a login for a different user We’ll set common techniques for turning on this function in this feature.
Changing a Personal user’s Salesforce login
You could need to assume to be another user in Salesforce in an identity of circumstances. Fortunately, performing this on a computer is simple. Here is specifically what you do:
- The “Home” tab’s top right-hand corner has the settings cog. There will be a “Setup” menu displayed.
- Click the “Security” tab item on the left.
- Select “Login Access Policies” as desired.
- Enable this box in the “Settings” box to permit administrators to login in as any user.
- You may view a complete list of all visitors to your Salesforce account by typing “users” into the search field.
- A blue “Login” option should be next to each user’s name.
- You will be taken to that person’s individual Salesforce profile after entering your login information and clicking “Login.”
Administrators can only access user accounts that are currently active, so keep that in mind. Access to inactive accounts is prohibited. The user will be terminated if a system administrator logs out of their history. Any other users logged in at the same time as the administrator will be instantly logged out. You should never use your own account if you’re the system administrator.
This manual shows how to access Salesforce on your iPhone using a different user’s login.
The Salesforce mobile app is distinct from the service’s browser- or desktop-based versions. Generally speaking, the Salesforce mobile app does not offer an identity to assume to be another user. However, there is a solution you can use with your iPhone.
The procedure will be slightly different if you and the other user use the “Classic” or “Lightning” version. The following steps will feature both of them.
- Sign in to Salesforce using your usual login method, then select “Classic” from the “View” menu if you’re using the “Lightning” version. You may skip this if you’re already utilising the “Classic” format.
- Open the SalesForce app on your iPhone and log out of your current session.
- Please log in to access Salesforce. Click “Go to the full site” if a notification appears on your desktop prompting you to switch to the mobile app.
- Go to the “Menu” tab and select the Icon Profile.
- Access Account Settings.
- Choose the users you want to log in as.
- If you utilise a “Lightning” account and a mobile version, Salesforce’s mobile app will launch.
- You’ll need to switch your “Classic” account to the mobile app version if you’re attempting to access it using a desktop browser. The URL should now end with “home/home. JSP,” followed by “one/one.app.” On your mobile, you can load the “Lightning” app.
You can now access your Salesforce page on your mobile device if you have an iPhone.
What You Should Know About Using Another Android Device to Access Salesforce
Android users have an additional option for impersonating other users: they can use their mobile browser. To use the mobile browser workaround, you must adhere to following steps.
- Use the “Lightning” version of Salesforce on your PC to log in, then switch to the “Classic” view. You may skip this if you’re already utilising the “Classic” format.
- Launch “SalesForce” on your Android device after ending your current session.
- Please log in to access Salesforce. Choose “Go to the full site” if you are on a desktop and are given the option to select to the mobile app.
- Select the Icon Profile from the “Leads” tab’s upper left corner.
- Access Account Settings.
- Choose the users you want to log in as.
- If you utilise a “Lightning” account and a mobile version, Salesforce’s mobile app will launch.
- You’ll need to switch your “Classic” account to the mobile app version if you’re attempting to access it using a desktop browser. The URL should now end with “home/home. JSP,” followed by “one/one.app.” On your mobile, you can load the “Lightning” app.
Now, you may use the mobile browser on your Android version to access Salesforce’s mobile app.
How to use another user’s login on an iPad in Salesforce
The technique works with the iPad since both devices run Apple’s iOS system. The steps you must assume on your iPad in identity to pretend to be another user are as follows:
- Use the “Lightning” version of Salesforce on your PC to log in, then switch to the “Classic” view. You may skip this if you’re already utilising the “Classic” format.
- Be sure to log out of your account before launching SalesForce on your iPad.
- Please log in to access Salesforce. If you are asked to switch to the mobile app while using a desktop, select “Go to the full site.”
- Pick the three vertical dots in the “Home” tab’s upper left corner.
- Select “Account” from the option.
- Select “All Accounts” if you can.
- Choose the users you want to log in as.
Finally, the Salesforce iPad app is out, allowing you to access your account while on the road.
Some additional frequently asked questions
Is it possible to log Salesforce with a different user?
All user profiles are visible to the Salesforce administrator. You must set administrator privileges for the following reasons:
- Find your account name at the top of the page, then click the right-pointing down arrow.
- Second, navigate to “My Settings” there.
- Choose “Grant Account Login Access” from the “Personal” tab after that.
- Click “Change” in the lower right corner to set the time limit.
- Click “Save” once more. The system’s administrator can immediately log in to your account.
A user’s permission to access their data will be requested when you log into their account.
How We Can Get Better Salesforce
Salesforce administrators can log the website’s functionality as the site’s top user. Up till the mobile app receives its much-needed makeover, there is a temporary workaround.
Have you ever used a separate user’s identity while logged into Salesforce? Have you used any of the techniques we’ve just discussed? Enter your comments in the field provided here.