Granting Support Access to your Salesforce Org

Sometimes our support team will request access to your Salesforce Org to help debug a problem or help you setup some feature.

Never give our Support team (or anyone) your Salesforce password.

Salesforce have a standard and secure process of enabling the support teams of the packages you have installed access to your Salesforce instance. You do this through your profile settings.

First click on your profile image in the top corner of your Salesforce instance and then click on settings.

Accessing your profile settings in Salesforce

Then navigate to the “My Personal Information” -> “Grant Account Login Access menu” and locate StoreConnect Pty Ltd Support and change the Access Duration to the duration you wish to allow our Support team access to your org, and then click save.

Selecting desired duration to grant login access for

Once you have clicked save, you will see a message that your changes have been saved and you will see how many days left until our Support team will no longer be able to access your Salesforce instance.

Grant Login Access settings saved

With this done, your need to let Support know your Salesforce Instance Org ID so that we can find the correct org to sign into.

To do this, click on the cog in the top right hand corner of your Salesforce login.

Accessing Salesforce setup

This will open the Salesforce Setup area, then in the Quick Find search box on the left (not the usual top search box) and type “Company Information”

Selecting Company Information from Salesforce Setup

This will show you a whole range of information about your Salesforce instance.

Finally, double click the 15 character Salesforce.com Organisation ID to highlight it, then copy it and send it to the support team.

Copying the Salesforce.com Organization ID

Once you have sent this, the support team will be able to find your Salesforce instance in our system and sign in to help you out.

 

 
Back to Documentation