Before a support team or success manager can access your account, an administrator must grant access. Salesforce provides the strictest access controls to customer data.
- Personalization Access for Salesforce Customer Support
Learn about granting access to Salesforce employees. - Grant Salesforce Customer Support Access to Personalization
You can authorize the support team to log in to your site to assist with support issues. You can select the duration of access up to 1 year. The duration period starts as soon as you grant access. - Grant Personalization Access to an Individual Salesforce Employee
You can authorize individual Salesforce Customer Support employees to access your site to assist with support, configuration, and strategy. Add each individual separately, and customize the role and duration. After the selected duration is over, you can grant access again. Salesforce employees who have been granted access to an account can’t configure identities. - Revoke Personalization Access from Salesforce Customer Support
You can revoke individual or team access to your site or change the access level or duration.