Revenue.io Support will never ask for your password.
If you receive a request from someone pretending to be from Revenue.io, please report it to email@example.com
Why would Revenue.io Support need login access to my Salesforce org?
Our support team may ask you to grant temporary login access in order to assist you with a question, issue, or request. This enables us to login to our application using your user in order to troubleshoot and fix issues that may be resulting from a specific configuration or customization in your org.
You must provide explicit permission and duration for the access. No one within Revenue.io Support is able to log in to your Salesforce org without this.
Precautions we take in Salesforce
We recommend granting login access to a Sandbox instance when the issue is reproducible.
When working in a production org, our team will take all precautions in accordance with our security policies to ensure the stability and security of your Salesforce instance. We will leave no trace and observe but do not edit wherever possible.
We may create/modify...
We will ask for permission to...
How to grant login access for Salesforce Lightning
Click your user icon in the top right of your Salesforce webpage and select Settings.
Click Grant Account Login Access.
Select the appropriate length of time a Revenue.io Support Agent should have access, and click Save.
How to grant login access for Salesforce Classic
Click your user icon in the top right of your Salesforce webpage and select My Settings.
Next, on the left side of the page, click the Personal tab and click Grant Account Login Access.
Select the appropriate length of time a Revenue.io Support Agent should have access to your account, then click Save.