Skip to main content

Grant Salesforce login access to Give Lively support

To address questions and concerns that may arise relating to Give Lively’s Salesforce app, the Give Lively support team may ask you to grant temporary login access to your Salesforce org. Here’s how.

J
Written by Julicia R

Before You Get Started:

  • You must be, or work with, a System Administrator in Salesforce.

How to grant login access to Give Lively

  • Log in to your Salesforce org.

  • Click the avatar/icon in the top-right corner.

Screenshot of the dropdown menu that appears when you click on the top right avatar/icon

  • Click the "Settings" link.

  • Click "Grant Account Login Access" in the left-hand submenu under “My Personal Information”.

  • Look for Give Lively in the list on the right, then use the dropdown menu to grant access for seven days.

  • Provide your Salesforce Organization ID to Give Lively Support. The steps to retrieve it depend on your Salesforce interface: If using Lightning, go to Setup, then Company Settings, then Company Information. If using Classic, go to Setup, then look for Company Profile under Administer, then Company Information.

Did this answer your question?

Related Articles