Login Into Salesforce As Another User

Administrators in Login Into Salesforce can use a feature that allows them to assume any other user’s identity without needing to know that user’s password. This helps in testing new features or troubleshooting individual user problems.

What You Need to Know About Using Salesforce Under a Different User’s loginIn this feature, we’ll set universal methods for enabling this function.

Changing Your Salesforce login on a Personal user

In several scenarios, you may be required to assume the identity of another user in Salesforce. As luck would have it, doing this on a computer is a breeze. Specifically, here is what you do:

1. The settings cog can be found in the top right-hand corner of the “Home” tab. A menu labelled “Setup” will appear.
2. On the left, click the “Security” tab item.
3. Go ahead and select “Login Access Policies.”
4. To allow administrators to login in as any user, enable this box in the “Settings” box.
5. Enter “users” into the search bar to see a complete roll call of your Salesforce account’s visitors.
6. A blue “Login” option should be next to the users’ names.
7. When you enter your credentials and click “Login,” you’ll be redirected to that person’s personal Salesforce profile.

It is important to remember that administrators can only access active user accounts. Unused accounts can’t be accessed. The user will be shut down if a system administrator logs out of their history. Whenever the administrator logs in, any other users who are using the system simultaneously will be automatically logged out. You should never use your own account if you’re the system administrator.

This guide explains how to use Your iPhone to Access Salesforce Under a Different User’s login.

The Salesforce mobile app differs from the browser- or desktop-based versions of the service. In general, the Salesforce mobile app does not provide a mechanism to assume the identity of another user. There is a workaround, though, that you can employ on your iPhone.

The method will differ slightly if you and the other user use the “Classic” or “Lightning” version. Both will feature a role in the next steps.

1. Log in to Salesforce on your login, and if you’re using the “Lightning” version, click the “View” menu and switch “Classic.” You can skip this if you’re currently using the “Classic” format.
2. Log your current session, and open the SalesForce app on your iPhone.
3. To access Salesforce, please log in. If you’re on a desktop and you get a notification asking you to switch to the mobile app, click “Go to the full site.”
4. Select the Icon Profile under the “Menu” tab.
5. Go to Account Settings.
6. Select the desired Users to login in as.
7. Salesforce’s mobile app will launch if you use a “Lightning” account and a mobile version.
8. You’ll need to switch your “Classic” account to the mobile app version if you’re trying to access it from a desktop browser. Add “home/home. JSP” from the end of the URL and remove it with “one/one.app.” You can load the “Lightning” app on your mobile.

Those of you with iPhones can now access your Salesforce page on your mobile device there.

What You Need to Know About Using Another Android Device to Access Salesforce

As an alternative method, Android users can use their mobile browser to impersonate another user. You need to follow these steps to use the mobile browser workaround.

1. You should log in to Salesforce on your PC using the “Lightning” version and then switch to the “Classic” view. You can skip this if you’re currently using the “Classic” format.
2. Exit your session and launch “SalesForce” on your Android device.
3. To access Salesforce, please log in. If you are on a desktop and are presented with the option of switching to the mobile app, select “Go to the full site.”
4. Choose the Icon Profile in the upper left corner of the “Leads” tab.
5. Go to Account Settings.
6. Select the desired Users to login in as.
7. Salesforce’s mobile app will launch if you use a “Lightning” account and a mobile version.
8. You’ll need to switch your “Classic” account to the mobile app version if you’re trying to access it from a desktop browser. Add “home/home. JSP” from the end of the URL and remove it with “one/one.app.” You can load the “Lightning” app on your mobile.

You may now access Salesforce’s mobile app version through your Android mobile browser.

In Salesforce, How to Use the login of Another User To an iPad

Since the iPad also uses Apple’s iOS, the method applies to that device. Here are the steps you need to do on your iPad to assume the identity of another user:

1. You should log in to Salesforce on your PC using the “Lightning” version and then switch to the “Classic” view. You can skip this if you’re currently using the “Classic” format.
2. To open SalesForce on your iPad, log out of your account first.
3. To access Salesforce, please log in. If you are on a desktop and are asked to switch to the mobile app, select “Go to the full site.”
4. Pick the three vertical dots in the upper left corner of the “Home” tab.
5. Select the “Account” option.
6. Please select “All Accounts.”
7. Select the desired Users to login in as.

The Salesforce iPad app finally arrived so you can access your account on the go.

Other Frequently Asked Questions

Is there a way to log in to Salesforce with a different user?

The Salesforce administrator can view all user profiles. This is why you need to set up administrator privileges:

1. First, locate your account name at the top of the page and click the down arrow to the right.
2. Second, go to where it says “My Settings.”
3. After that, select “Grant Account Login Access” from the “Personal” tab.
4. In the lower right, click “Change” to set the time limit.
5. Lastly, click “Save.” The administrator of the system can log your account immediately.

To what extent do you need the original user’s permission before you can log in to Salesforce as a different user?

When you log into a user’s account, they will be prompted to let you access their data.

How We Can Improve Salesforce

Salesforce administrators can use the ability to log in as a top user to ensure the site is functioning properly. There’s a temporary workaround until the mobile app gets its much-needed overhaul.

Have you ever assumed the identity of a different user while in Salesforce? Have you tried any of the strategies described here? Please share your thoughts in the space provided below.