Grant Salesforce Support with Login Access to Your Partner Business Org (PBO) for COA Troubleshooting

1. Use your Salesforce credentials to log in to your PBO.
2. Click on the Profile icon in the top right corner.
3. From the menu, click on Settings link.
4. On the left panel menu, go to My Personal Information > Grant Account Login Access.
5. Locate the option for salesforce.com Support.
6. Set the access duration to 1 month and click Save.
7. Hovering over the help icon next to this option will display “SFDC Channel Order.”
   1. Please note that this option may not be visible for non-admin users in your org as it will require an admin user with at least “Manage Users” permission (Ref: Knowledge Article).

Frequently Asked Questions (FAQs)

Q: Why is granting login access necessary?
Granting login access allows Salesforce support to directly view and address the issue within your PBO, reducing resolution time.

Q: Can I revoke login access early?
Yes, after resolving the issue, consider revoking login access by revisiting the Grant Account Login Access section and adjusting the settings to 'No Access' and saving it.

Q: How do I know the support team accessed my org?
Any login activity by Salesforce support is recorded in the Login History section of your PBO, accessible under Setup > Login History.