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Sertifi Support Site

Grant Sertifi Access to Your Salesforce Organization

In some cases, you may need to grant Sertifi access to your Salesforce organization, such as during a Quick Install process. To do this:

  1. Log in to your Salesforce org.

  2. Navigate to your name in the top-right hand side of the page.

  3. Click the name dropdown.

  4. Click My Setup or My Settings from the dropdown list.

  5. Click Personal in Personal on the left-hand side of the page.

  6. Click Grant Login Access.

  7. Grant login access to Sertifi for 7 days.