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Granting Login Access in Salesforce

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In some situations, our Support team may need to request access to your Salesforce account to troubleshoot an issue or analyze data generated by Talkdesk.

Whether you are a Salesforce Classic or Lightning Experience user, you can grant our Support team login access to your Salesforce account, by following the steps below.

Note: Under no circumstances, changes to your account will be made without your specific consent.

 

Granting Login Access on Salesforce Classic

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1. Log in to Salesforce Classic and click on your username [1].

2. Select My Settings [2].

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3. On the side menu, click Personal [3] and then, Grant Account Login Access [4].

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4. Open the drop-down menu next to “Talkdesk Support” and select the option “1 week” [5]. We usually request to have access for one week so that we can have more data to work with, as the troubleshooting may take several days.

5. Click Save to apply these settings [6] and that’s it! Our Support team should now be able to log in to your Salesforce account.

 

Granting Login Access on Salesforce Lightning Experience

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1. Log in to Salesforce Lightning Experience and click your account avatar [1].

2. Click Settings [2].

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3.From the “My Personal Information” side menu, select Grant Account Login Access [3].

4. Open the drop-down menu next to “Talkdesk Support” and select the period of time during which you will be granting login [4]. We usually request a one-week login access, so we can gather more data to work with while troubleshooting issues or analyzing data.

5. When finished, click Save [5]. Our Support team should now be able to log in to your Salesforce account.

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