Salesforce Troubleshooting: Grant LMA Access to RollWorks Support Engineers

If you are experiencing issues with the Salesforce integration you may need to grant RollWorks temporary LMA access to our engineering team to troubleshoot. LMA access allow us to securely access your Salesforce Organization for a specific amount of time.

If you do not have permission to grant LMA access to RollWorks, please contact your Salesforce Administrator

To learn more about how to grant account login access to RollWorks visit this Salesforce article or follow the instructions below. 

 

In Salesforce Lightning

    • Log in to Salesforce and click the avatar on the top right corner and click Settings
    • Click Grant Account Login Access on the left side navigation panel
    • Find NextRoll Support and click the Access Duration dropdown
    • Select 1 Month and click Save

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In Salesforce Classic

    • Log in to Salesforce and click the avatar
    • Depending on your Organization settings, the Setup button is next to the logged-in user's name at the top right corner of the page or listed as a drop-down option when the logged-in user's name is clicked
      • Click Setup > My Personal Information > Grant Login Access
      • Click Your Name > My Settings > Personal > Grant Account Login Access
      • Find NextRoll Support and click the Access Duration dropdown
      • Select 1 Month and click Save

 

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