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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access 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.

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