Managing Salesforce Access and Contact records
Granting Login Access
If you need to grant TargetX Support access to your Org, follow these steps:
- Navigate to [Your Avatar] > Settings.
- Under My Personal Information, click Grant Account Login Access.
- In the "Grant Access To" section, click the desired time frame next to "Your Company's Administrator. "
- Click Save.
Note: For cases with Client Services, we suggest the 1-week option. This will give Client Services enough time to appropriately reproduce and troubleshoot your issue.
Logging in and Remote Access to Salesforce
To log in to Salesforce, your system administrator must create an account for you.
Logging in for the First Time
- When your system administrator creates an account, you will receive a welcome email from Salesforce.
- Click the link provided in the email.
- You will be asked to change your password and provide a security question and answer.
Logging in After Your Account Has Been Activated
- Point your web browser to https://login.salesforce.com.
- Provide your username and password.
Resetting Your Password
- Click Forgot your Password? on the login page.
- An email will be sent with a link to a page where you will answer your security question.
- Once you've successfully answered your security question, you will be prompted to provide a new password.
Accessing Salesforce at Home or From a New Computer
When you are accessing the CRM from a computer that you have not previously logged in to your Salesforce org from, you will be required to go through an activation process.
- When you attempt to log in, you will be prompted to Request an Activation Email to be sent to the email address associated with your account.
- After you receive the Activation email, copy the code from the email and return to the Salesforce login page to paste the code in and activate the computer for use with your account.
You will now be able to access your Salesforce Org on this computer.
Deactivating a Contact Record Type
- Navigate to Setup and select Object Manager.
- Select the Contact object and then select the Record Types section.
- Click Edit on the type you wish to deactivate.
- Uncheck the Active box.
Note: You may see an error message if you currently have Profiles attached to the Record Type you are trying to delete. First, navigate to each Profile and remove from their default and allowed Record Types.
If the Profile "Authenticated User" is there, additional steps are required:
- Click on "Authenticated User."
- Copy the ID from the end of the URL.
- Substitute the Authenticated User ID and the Salesforce Node (ex: na8) into the URL below:
https:[Instance].salesforce.com/setup/ui/profilerecordtypeedit.jsp?tid=Contact&id=[ProfileID]&pn=Recruitment+Manager
Note: You can find your Salesforce Node in the URL when logged in to your CRM.
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Remove it from the Selected Record Types on the right of the screen, then click Save.