Self-Help Support

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To speed up things, you might want to grant us login access to your Salesforce Organization instance.

Grant Account Login Access

In order to grant login access to ClosePlan support, follow these steps:

Lightning Experience:

1. Open User Menu by clicking on your Avatar picture in the header 
2. Open Settings
3. From the panel on the left, select Grant Account Login Access 
4. In the list of available vendors find "The Sales Productivity Company s.r.o. Support" 
5. Select  the amount of time to grant us access (1 or more days from the picklist)

6. Click Save
   
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Salesforce Classic:

1. Open User Menu by clicking on your name in the header 
2. Open Setup or My Settings
3. From the panel on the left, select Grant Account Login Access under My Personal Information
4. In the list of available vendors find "The Sales Productivity Company s.r.o. Support".
5. Select  the amount of time to grant us access (1 or more days from the picklist)
6. Click Save
   
   

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