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Grant Login Access

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SalesTrip Support
  • Updated

⚠️ SalesTrip Support will never ask for your password. If you receive a phone or email request for your password from a source pretending to be Salesforce, please report it to security@salestrip.com. 

⚠️ DO NOT include your username and password when logging a case through the help and training portal.  If you do provide this, please expect the support agent to ask you to change your password immediately.

 

Why would SalesTrip Support need access to my Organization?

SalesTrip Support may ask you to Grant Login Access in order to assist you with a question, issue, or request.

This is so that Support can log in to the application using your login to troubleshoot and fix issues stemming from your inquiry.

No one within SaleTrip Support may log in to your Org to resolve issues without this explicit permission and duration for the access.

 

How to Grant Login Access for SalesTrip

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 and choose SalesTrip

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.
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