Grant login access to Nintex Support

Topic

If you need help resolving a problem with queries or other issues with Nintex DocGen for Salesforce, you can grant account access to allow Nintex Support the ability to log into your Salesforce Org to resolve your issues. This hassle-free feature will enable you to avoid sharing your Salesforce credentials.

• Access must be granted by the affected user when logged in with credentials. Admins cannot grant access on behalf of users. 
• Additionally, Nintex Support cannot log in as another user when subscribed in as an Admin. Salesforce Security removes the login ability.

Instructions

Salesforce Standard environment

Option1: Via DocGen for Salesforce

1. Open the Nintex Admin tab.
2. Locate the Support box on the right side of the page.
3. Click Grant Login Access.
4. Locate Nintex Support in the Grant Access To column.
5. Select the dropdown arrow to select a duration.
6. Click Save.

 Option 2: Via Salesforce

1. Log in to Salesforce.
2. Click your image (avatar) in the upper right and select Settings.
3. In the Quick Find search field, enter Grant and click Grant Account Login Access.
4. Locate Nintex Support in the Grant Access To column.
5. Select the dropdown arrow to select a duration.
6. Click Save.

Salesforce Gov. Cloud environment

Please provide Nintex Support with a credentialed test user using the following email: DrawloopTestUser@nintex.com

• Due to Salesforce Security of Gov. Cloud environments, Login Access is prohibited. 
• To investigate a Gov. Cloud environment, please provide a user with credentials.
• Please ensure the user has enough permission to review the configuration.
  • If possible, we recommend System Admin.
  • Access to the Developer Console.
  • Access to any Visualforce page Templates.
  • Access to the Folder where the DocGen Package Templates are stored.
  • Access to any objects and fields being queried in relationships.