Should you find yourself needing help from our support team, you can securely grant support access right within your Salesforce account. Don’t worry – our support team can only see baseline statistics on your Salesforce org and will not be able to view or edit any data.
Salesforce Classic Instructions
Click on your name in Salesforce and select the “Setup” option.
Alternatively, click on your name in Salesforce and select the “My Settings” option.
Select the “Grant Login Access” option in the My Personal Information menu.
Alternatively, select the “Grant Account Login Access” option in the Personal menu.
- Find “Symphonic Source” and select a time option.
- Click “Save.”
Salesforce Lightning Instructions
Click the icon in the upper right and select the “Settings” option
Expand the My Personal Information section and select “Grant Login Access”
- Find “Symphonic Source” and pick the time window allotted.
- Click “Save”