User Guide | How To Grant Us Access in Salesforce®

Blog Banner User Guide _  How to Grant Us Access  in Salesforce®

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Our support team is available M-F from 9A-5P in Mountain Time.

 

How to Grant Us Access to Your Organization

 

The Mogli team may request permission to access your org for initial configuration, implementation of additional products or new features, updates, and custom work.  We greatly respect your data and privacy, so it is our firm policy to leave your data as-is.  Sometimes, we may need to create our own test record in order to test functionality or custom builds.  These test records may be deleted at any time.

 

Use the chart below for the basic how-to's of granting org access.  Using one of the below methods will allow us to log in as your user.

 

salesforce lighning logo

LIGHTNING

salesforce classic logo

CLASSIC


  • Click on your Avatar (top right corner) > Settings > Grant Account Login Access
  • Set the access expiration date for ‘Tact, L3C’ for a minimum of 1 month.  Save.
  • Please let our team know once you’ve granted access, as we aren’t notified
  • Click on your Name > My Settings > My Personal Information > Grant Account Login Access
  • OR  Setup > My Personal Information > Grant Account Login Access
  • Set the access expiration date for ‘Tact, L3C’ for a minimum of 1 month.  Save.
  • Please let our team know once you’ve granted access, as we aren’t notified

 

Not interested in granting org access as your user?  Feel free to track our activity by creating Mogli Support user credentials with Administrator permissions.  Simply create a new user for us in your Setup menu.  



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