Salesforce primary users can grant Webmerge/Formstack Support login access to their Forms for Salesforce instance. Here's how!
Note: Please ensure access to your org is granted for at least 7 days
Webmerge Support: If you're reporting an issue with Documents For Salesforce Package.
Formstack Support: If you're reporting an issue with Forms For Salesforce Package.
Grant Support login access in Salesforce Classic
Step 1: Expand the dropdown next to your name.
Step 2: Select My Settings from the available options.
Step 3: Click Personal Grant Account Login Access.
Step 4: Choose Webmerge/Formstack Support and grant minimum 7-day login access for Support to ensure visibility for extensive troubleshooting as needed.
Grant Support login access in Lightning
Step 1: Expand the dropdown next to your name.
Step 2: Select Settings to access all options.
Step 3: Click Personal Grant Account Login Access.
Step 4: Choose Webmerge/Formstack Support and grant minimum 7-day login access for Support to ensure visibility for extensive troubleshooting as needed.
Reach out to Support
Due to the time sensitivity of access, please promptly follow up in your support case and include the Salesforce Organization ID (found in Setup Company Information). Your Formstack Support team can then review and help troubleshoot with a full, temporary view.
Have additional questions? Our Support team is here to help! Click the chat icon in the bottom right corner to start a conversation or submit a support ticket.