How to sign in to Salesforce as another user

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In Salesforce, there is a feature that allows system administrators to log in as any user without having to ask other users for their credentials. This is useful when you need to test new features or resolve specific user issues.

In this article, we will show you how to configure this feature using methods for most devices.

How to sign in as another user in Salesforce on a PC

You may want to sign in as another user in Salesforce for several reasons. Fortunately, this is a relatively simple process on a PC. This is how you do it:

1. On the “Home” tab, select the gear symbol in the upper right corner. The “Settings” menu will appear.
   
2. On the left side under the “Security” tab.
   
3. Select “Login Access Policies”.
   
4. In the “Settings” box, check the “Enabled” box next to “Administrators can log in as any user.”
   
5. In the search box, type “users” to display a list of all users on your Salesforce page.
   
6. Next to the user names, a blue “Sign in” option should appear.
   
7. Click “Sign In” and you will be taken to that user’s Salesforce page.
   

Please note that administrators can only access user accounts that are active. Inactive accounts are inaccessible. If a system administrator logs out of a user account, the program will terminate. If that user logs in at the same time as the system administrator, the user will be kicked out of their account. Always ensure that the user account that the system administrator is logged in to is not in use.

How to sign in as another user in Salesforce on an iPhone

The Salesforce mobile app works differently than the browser and desktop versions. Basically, there is no official way to log in as another user in the Salesforce mobile app. However, there is an alternative solution that you can use on your iPhone.

For this method it will depend on whether you and the user in question have the “Classic” or “Lightning” version. Both will appear in the following steps.

1. If you are using the “Lightning” version, first log into Salesforce on your PC and switch to the “Classic” view. If you are already using “Classic”, skip this step.
   
2. Sign out and then open your SalesForce app on your iPhone.
   
3. Sign in to Salesforce. If you are prompted to switch to the mobile app, select “Go to full site.”
   
4. In the “Menu” tab, select the Profile icon in the upper left corner.
   
5. Go to “Change account”.
   
6. Select which users you want to log in.
   
7. If you sign in to a “Lightning” account, the mobile version of Salesforce will load as an app.
   
8. If you sign in to a “Classic” account, you will need to switch to the mobile app version. At the end of the page URL, remove “home/home.jsp” and add “one/one.app”. This will load the version of the “Lightning” mobile app.

You can now use the mobile app version of your Salesforce page through your iPhone.

How to sign in as another user to Salesforce on an Android device

Android users can take advantage of the mobile browser workaround to log in as another user. To use the mobile browser workaround, do the following.

1. If you are using the “Lightning” version, first log into Salesforce on your PC and switch to the “Classic” view. If you are already using “Classic”, skip this step.
   
2. Sign out and then open your “SalesForce” on your Android phone.
   
3. Sign in to Salesforce. If you are prompted to switch to the mobile app, select “Go to full site.”
   
4. In the “Leads” tab, select the Profile icon in the upper left corner.
   
5. Go to “Change account”.
   
6. Select which users you want to log in.
   
7. If you sign in to a “Lightning” account, the mobile version of Salesforce will load as an app.
   
8. If you log in to a “Classic” account, you will need to switch to the mobile app version. At the end of the page URL, remove “home/home.jsp” and add “one/one.app”. This will load the version of the “Lightning” mobile app.

You can now use the mobile app version of your Salesforce page through your Android mobile browser.

How to sign in as another user in Salesforce on an iPad

The iPad runs iOS, so the method for an iPad works the same as it does for an iPhone. To sign in as another user on your iPad, follow these steps:

1. If you are using the “Lightning” version, first log into Salesforce on your PC and switch to the “Classic” view. If you are already using “Classic”, skip this step.
   
2. Sign out and then open SalesForce on your iPad.
   
3. Sign in to Salesforce. If you are prompted to switch to the mobile app, select “Go to full site.”
   
4. On the “Home” tab, select the 3 horizontal lines in the upper left corner.
   
5. Navigate to the “Account” option.
   
6. Choose “all accounts”
   
7. Select which users you want to log in.
   

You can now use the mobile app version of your Salesforce Page on your iPad.

Additional FAQs

Why can’t I log in as another user in Salesforce?

The Salesforce administrator has access to all user accounts. Therefore, you will need to enable administrator access by doing the following:

1. At the top of the page, click the down arrow next to your account name.

2.Select “My Settings”.

3. Go to the “Personal” tab and select “Grant login access to account.”

4. Set the amount of access duration by clicking “Change” in the lower right corner.

5. Click “Save”. The system administrator can now log in to your account.

What permission is required to log in as another user in Salesforce?

Users will need to grant you the “Modify all data” permission when they log in to their accounts.

How to make Salesforce great

Logging into Salesforce as another user is a great tool for system administrators to keep their page running in top condition. The mobile app still needs some updates, but there is a workaround you can use in the meantime.