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Step-by-step guide
- Get the customer key <contact key> from salesforce for the member you want to "impersonate." To find this go to the Contact record and look for the key in the URL.
- Copy the key to your clipboard.
- While you are still logged into Salesforce, you should put the following URL string into the address bar of a new tab, adding the <customer <contact key> you found.
aia.lightning.force.com/apex/soredirect?id=<customer key><contact key>
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There must be a sales order already generated and on the contact record or else the visual force page that the URL takes you to won't have any information to populate the page with. |
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