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Occasionally support is needed from Lead Liaison on your SFDC installation. You can grant support to Lead Liaison after you've installed our plug-in by doing the following:

  • Go to Setup in SFDC
  • Under "My Personal Information" click "Grant Login Access"
  • Set the access duration next to "Lead Liaison Support" as shown in the screen shot below

Image RemovedTo grant login access:

  • At the top of any Salesforce page, click the down arrow next to your name. Click on your profile picture and select Settings.
  • Go to My Personal Information > Grant Account Login Access..

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