Salesforce primary users can grant Webmerge Support login access to their Forms for Salesforce instance. Here's how!
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 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 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.