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Emma for Salesforce: Support Access

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Emma for Salesforce is available only to Emma Plus & Emma HQ Customers and requires installation service by our integration experts. To request installation, fill out our service form.

 

In some cases, it may be necessary to grant Emma Support access to your Salesforce org for specific troubleshooting purposes. Refer to the following instructions to grant us access.

 

If "setup" is an option under your name/personal drop down menu in Salesforce:

  1. Click into the Setup sub-menu from your personal dropdown menu at the top-right corner of your screen.
  2. In the menu to the left of your screen, click My Personal Information > Grant Login Access.
  3. Select "1 week" (or whatever period of time you're comfortable with) next to "Emma Support," and press "Save." Let us know when that's done so we can take a look.

If "setup" is an option beside your name/personal drop down menu in Salesforce:

  1. Click into “My Settings" from your personal dropdown menu at the top-right corner of your screen.
  2. In the menu to the left of your screen, click Personal > Grant Account Login Access.
  3. Select "1 week" (or whatever period of time you're comfortable with) next to "Emma Support," and press "Save." Let us know when that's done so we can take a look.
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Emma phone support will be unavailable on November XX, between the hours of XX:XX and XX:XX. You can still contact support using the link above and we will respond as soon as we can.

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