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Provide Vendor Salesforce Access

The process to give a software vendor access to Salesforce is pretty straight forward. The following graphic sums it up.

It’s helpful to allow for a week of support if we are working on more than one issue. You can always revoke this access once the work is complete as well.

  1. Click on the User icon in the upper right corner
  2. Click on Settings
  3. Click on Grant Account Login Access under My Personal Information
  4. Choose duration (a week is typically plenty of time to resolve issues)
Updated on February 17, 2021

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