Giving Support Access to Your Salesforce Org

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In order to better assist you with a question or issue related to Desk and Salesforce integrations, we may ask you to grant us login access to your Salesforce org. A support agent can then log in to the application and troubleshoot your issues. There may be validation rules, accessibility limitations, or workflows that may affect the integration or the Desk Connect data sync. Providing support agents access means we can quickly and efficiently find the root cause of your issue and provide a solution.

When you grant access you will need to specify a duration for that access period. We recommend an initial 1-week period.

Note: Your organization's security is of great importance to us. Please be assured that no one else can log into your account to resolve support issues unless such access is granted by your organization.

To grant login access:
  1. At the top of the Salesforce page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings, whichever one appears.
  2. From the left pane, select one of the following:
  • If you clicked Setup, select My Personal Information I Grant Login Access.
  • If you clicked My Settings, select Personal I Grant Account Login Access.
  1. Set the expiration date by choosing a value from the pick list.
  2. Click Save.
You can grant access to Desk.com Support or Salesforce.com Support. We are able to access your org via both options.