How to grant access to Record Validation Support in Salesforce Classic
Step 1 Grant login access in Salesforce Classic
- Click on your 'User Name' at the top right of the Salesforce page. In the dropdown menu, select 'My Settings'.
- Click on 'Personal' and then 'Grant Account Login Access'.
- Make sure to Grant Access To Plauti B.V. Support for at least a few days, so we have sufficient time to investigate your case. Example image below:
Step 2 Inform our Support Team with your ORG ID
- Find your ORG ID in Salesforce.
- Inform support that you have granted access and send along your ORG ID.
How to grant access to Record Validation Support in Salesforce Lightning
Step 1 Grant login access in Salesforce Lightning
- Navigate to your profile image and then click on 'Settings'. Example:
- Under 'My Personal Information', click on 'Grant Account Login Access'.
- Make sure to Grant Access To Plauti B.V. Support for at least a few days, so we have sufficient time to investigate your case. Example image below:
Step 2 Inform Our Support Team of your ORG ID
- Find your ORG ID in Salesforce.
- Inform support that you have granted access and send along your ORG ID.