After you reach out to use to troubleshoot an issue you are having while using COACH, we often need to log into your Salesforce instance to investigate and fix the issues. The best way to allow us to do this is by having a System Administrator give us login access. To do this, follow the steps below:
Note: If you have MFA (Multi-factor Authentication), you will need to provide the generated login code (set to you by email or through an authentication app) to our Tech Support Team to get access to your Salesforce instance. If you use an authentication app to generate your access code, you will need to schedule a call with Tech Support so that you can share your access code before it expires.
How to Grant Login Access
- Log into Salesforce.
- In the upper right, click your image (avatar) and then click Settings.
- In the Quick Find search field, enter Grant and click Grant Account Login Access.
- Set the Access Duration option to Change Machine Support to a minimum of 3 Days. We will email you when we have resolved this issue and you can wait for the time to expire or change the Access Duration back to No Access.
- Click Save.
- Notify the Tech Support Team member that you have granted them access.
After resolving your issue, if your screen looks like the below image, you may need to click on the Switch to Lightning Experience link or click on the dropdown to the right of your name and choose Switch to Lightning Experience.