How to Easily Login Into Salesforce as Another User in a Few Clicks

Key takeaways:

  • Salesforce admins can log in as any user to troubleshoot issues or provide support
  • Enabling “Login Access Policies” in setup allows admins to access the “Login” button on user detail pages
  • Admins should follow best practices like ending impersonation sessions and avoiding viewing sensitive data

As a Salesforce administrator, there may be times when you need to log in as another user to troubleshoot issues, test functionality, or provide support. Fortunately, Salesforce offers a simple way for admins to impersonate other users without needing their login credentials. In this article, we’ll walk you through the steps to enable this feature and securely log in as any user in your Salesforce org.

Prerequisites

Before you can log in as another user, there are a few prerequisites:

  1. You must have the “Modify All Data” permission enabled for your admin profile.
  2. The “Login Access Policies” setting must be enabled in your org’s security settings.

To enable “Login Access Policies”:

  1. Click on the gear icon in the upper right corner and select “Setup.”
  2. In the Quick Find box, type “Login Access Policies” and select it from the results.
  3. Check the box next to “Administrators Can Log in as Any User” and click “Save.”

Accessing the Login Button

Once the “Login Access Policies” setting is enabled, you can access the “Login” button on any user detail page:

  1. Navigate to the user’s detail page by clicking on their name from the “Users” list view.
  2. Locate the “Login” button at the top of the page, next to the user’s name.
  3. Click the “Login” button to begin the impersonation process.

Salesforce will display a confirmation dialog, asking you to verify that you want to log in as the selected user. Review the details and click “Login” to proceed.

The Impersonated User Experience

After confirming the impersonation, Salesforce will log you out of your current session and log you back in as the selected user. You’ll be taken to their homepage or the last page they accessed.

While impersonating another user, you’ll see a banner at the top of the screen indicating that you’re logged in as someone else. This banner also provides a quick way to end the impersonation session and return to your admin account.

Take some time to navigate the user’s environment, access their records, and test any issues they may be experiencing. Remember, you’ll have the same permissions and access as the user you’re impersonating.

Best Practices for User Impersonation

When logging in as another user, it’s essential to follow best practices to ensure a secure and ethical impersonation process:

  • Only impersonate users for legitimate reasons, such as troubleshooting, testing, or providing support.
  • Avoid accessing or viewing sensitive data that isn’t necessary for your task.
  • End the impersonation session as soon as you’ve completed your work.
  • Never make changes to the user’s settings, data, or permissions without their consent.
  • Communicate with the user about the reason for the impersonation and any actions taken during the session.

By following these guidelines, you can effectively use the user impersonation feature to support your users while maintaining trust and security within your Salesforce org.

Troubleshooting Login Issues

If you encounter any issues while trying to log in as another user, here are a few things to check:

  • Ensure that the “Login Access Policies” setting is enabled in your org’s security settings.
  • Verify that your admin profile has the “Modify All Data” permission.
  • Check if the user’s account is active and not locked out due to too many failed login attempts.
  • If the user’s account is locked, you can unlock it by clicking the “Unlock” button on their user detail page.

If you continue to experience issues, reach out to Salesforce support for further assistance.

Conclusion

The ability to log in as another user is a powerful tool for Salesforce administrators, allowing them to efficiently support their users and maintain a smooth-running org. By following the steps outlined in this article and adhering to best practices, you can securely impersonate users and resolve issues quickly.

Remember, with great power comes great responsibility. Always use the user impersonation feature ethically and transparently to maintain trust within your organization.

FAQ

Can any Salesforce user log in as another user?

No, only users with administrative permissions, such as the “Modify All Data” permission, can log in as other users. Regular users cannot access this feature.

Will the user be notified when an admin logs in as them?

No, Salesforce does not automatically notify users when an admin impersonates their account. However, it’s a best practice for admins to communicate with users about any impersonation sessions and actions taken during those sessions.

Can admins change a user’s password while impersonating them?

Yes, admins have the ability to change a user’s password while logged in as that user. However, this should only be done with the user’s consent and knowledge. It’s important to maintain trust and transparency when using the impersonation feature.

Is there a way to track which admins have logged in as a specific user?

Yes, Salesforce keeps a login history record that includes information about user impersonation sessions. Admins can access this information by viewing the “Login History” section on a user’s detail page.

Can admins impersonate users in Lightning Experience?

Yes, the user impersonation feature is available in both Classic and Lightning Experience. The process for accessing the “Login” button and initiating an impersonation session is the same in both interfaces.