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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Logging in as another user


To assist other users, you can log in to Salesforce as another user.

To log in as another user, navigate to Setup | Manage Users | Users. Now click on the Login link next to the user record as shown in the following screenshot:

You can also log in as another user from the User Detail page using the Login button as shown in the following screenshot:

After you have logged in as another user, you will notice a message at the top-right corner of all Salesforce pages that display the message You are currently logged in as.

To return to your administrator account, click on the logged in user's name (the user who has granted you access, Trevor Howard in this example). Then click on the Logout option:

Note

Regardless of the login access policy, whenever an administrator logs in as another user, the login and logout events are recorded in the setup audit trail.

You have been reading a chapter from
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Published in: Dec 2016
Publisher: Packt
ISBN-13: 9781786468963
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