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.

Important: You must have the Cloudingo Agent installed and connected to your Salesforce org.

 

Salesforce Classic Instructions


Step 1

Click on your name in Salesforce and select the “Setup” option.

Salesforce Classic Setup Menu


Alternatively, click on your name in Salesforce and select the “My Settings” option.


Step 2

Select the “Grant Login Access” option in the My Personal Information menu.

Granting Support Login Access in Salesforce (Classic)


Alternatively, select the “Grant Account Login Access” option in the Personal menu.

Granting Support Login Access in Salesforce (Classic)


Step 3

  1. Find “Symphonic Source” and select a time option.
  2. Click “Save.”

Setting Support Login Access time window in Salesforce (Classic)



Salesforce Lightning Instructions


Step 1

Click the icon in the upper right and select the “Settings” option

Salesforce User Settings (Lightning)


Step 2

Expand the My Personal Information section and select “Grant Login Access”

Granting Support Login Access in Salesforce (Lightning)


Step 3

  1. Find “Symphonic Source” and pick the time window allotted.
  2. Click “Save”

Setting Support Login Access time window in Salesforce (Lightning)