How to Give Terminus Permission to Impersonate
As a ISV Partner with Salesforce, Terminus has the unique ability to offer higher levels of support to our customers as they implement, optimize, and support their ABM Efforts in Salesforce. Should you have any issues that require collaboration on Terminus in your Salesforce, you can perform the following steps to best assist Terminus in troubleshooting & collaborating.
Granting Terminus Access
A Salesforce Admin needs to grant access to Terminus by going to the following:
Go to User > Settings:
Once here, go to the right hand side and click on “Grant Account Login Access”:
Here, you should see all ISV partners that you have installed in your Salesforce account. You can select how much time you wish to grant to Terminus to login as your Salesforce Admin to login. We recommend anywhere between 1 day or 7 days, depending on the request.
Frequently Asked Questions - Impersonation
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What scenarios should I grant Terminus access for?
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We provide support for understanding discrepancies, offer installation assistance, and address unexpected system behavior.
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How long will Terminus have access to login?
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We can only log in for the duration you allow us.
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What information will Terminus be able to see when impersonating?
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We will have access to the same information level as the user who grants us login access.
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What will Terminus be looking for when troubleshooting/impersonating?
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Our primary focus will commonly be on the following areas:
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Account Layouts
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Permission Sets
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Field Permissions
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Will I be able to see what actions were taken by Terminus?
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We typically do not make changes to your Salesforce on your behalf; instead, our focus is on understanding any root causes. If you have any concerns, a Salesforce Admin can activate Audit Trails to track the activity we perform in your account.
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