Managing Your Salesforce Guests

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You just moved into a new apartment. And now you’re asking yourself: Who else should have access to my place? The property manager, of course, has a key. Maybe you’ll want to give one to your mother.

There are other people that might need to get inside from time to time. You know, the cable guy and so on. But you’re not going to give them keys so they can come and go as they please, right?

Well that’s exactly the idea behind granting someone License Management App (LMA) access to your Salesforce environment. LMA gives partners and vendors access to your Salesforce environment — but only for limited periods of time.

Let’s say I’m a consultant and I need regular access to your Salesforce environment. Then it probably makes sense to create a dedicated Salesforce user for me. But if I’m a vendor who needs only short-term access, you’ll only want me inside your Salesforce “door” temporarily until I finish my assigned job. Think of a plumber who is just there to fix a leaky faucet.

That’s where LMA comes in handy. It’s a great feature for support purposes. As an added plus, you don’t have to buy an additional license. So there’s a cost savings.

So, there are two ways to grant LMA access: either the Standard or Improved method. It all depends on how your Setup User Interface settings are configured in Salesforce.

STANDARD

STEP ONE: Go to your Salesforce setup page. Click on My Personal Information. Then click on Grant Login Access. That takes you — not surprisingly — to the Grant Login Access page where all of the applications you’ve installed into your Salesforce environment are displayed. Any apps you’ve downloaded to Salesforce automatically will show up here.

STEP TWO: Now, you need to decide which application you want to give access to your Salesforce environment. Click on the corresponding drop-down menu in the Access Duration section. This gives you a series of choices about how long that application’s support team will have the “keys” to Salesforce. (You have a choice of one day, three days, one week or one month.) Select one and click on Save.

RESULT: You now have provided temporary access to your Salesforce environment.

Standard

IMPROVED

STEP ONE: Go to the User Menu by clicking on your name at the top of the Salesforce page. Click on My Settings and it will take you to your Personal Setup page. On the left-hand side, click on Personal and then select Grant Account Login Access page. Again, this is where all applications that you’ve installed into your Salesforce environment are displayed. Apps you’ve downloaded to Salesforce automatically show up here.

STEP TWO: Decide which application you want to give access. Click on the corresponding drop-down menu in the Access Duration column. This gives you a series of choices about how long that application’s support team will have access. (The choices are one day, three days, one week or one month.) Select one and then click on Save.

RESULT: You now have provided temporary access to your Salesforce environment.

Improved

Now, you can feel good about about your Salesforce security. You don’t have to worry about any “plumbers” wandering through your apartment unannounced.

 

About the Author

Jonathon J. Leon Guerrero is a pre-sales solutions consultant and head of Sales Operations at LeanData.

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