There are two ways that you can solve this scenario:
- You can grant login access to the administrator to all users. This setting may be enabled by default in newer orgs.
- Navigate to Setup –> Security Controls –> Login Access Policies.
- Check ‘Enabled’ next to ‘Administrators Can Login as Any User’.
- Click Save.
- You can have James Smith grant access to the system administrator.
- Login to Salesforce (using the email generated from the previous exercise) as James Smith.
- Setup –> My Personal Information –> Grant Login Access –> Your Company’s Administrator: One Year –> Save.
- Click Your Name –> Logout
Once you have login access granted (either to all users, or the specific user), the administrator will then have the ability to login as that user from their account (without sharing credentials).
Note: Ensure that “Force relogin after Login-As-User” is unchecked under Setup –> Security Controls –> Session Settings (without this change you will be logged out completely after you logout as James Smith below). These instructions assume that “Enable Improved Setup User Interface” is disabled (Setup –> Customize –> User Interface). If you have this setting turned on, navigating the setup menu will have different menu selections.
[As System Administrator]
Now, as the system administrator you can login as James without using his username/password.
- Login to Salesforce (using your administrator credentials).
- Setup –> Manage Users –> Users –> Click Login next to James Smith. This will show a black bar in the top right of the screen that shows you are now logged in as another user. All actions that you take while logged in as James will appear as if James performed them (just as if you had logged in using his username and password). Likewise any reports or any other functionality that you access will be done in accordance with James Smith’s security settings.
- Click Create New –> Lead. Enter lead information, save the record. Verify lead creator is James Smith.
- Logout. You should be returned to James Smith’s user record – you are now returned to your session as the system administrator.