Log in to Salesforce Agent

You must enter your login credentials the first time you launch Salesforce Agent (SFA) whether you are using Salesforce Classic or the Lightning Experience. After your initial log in, you can choose to automatically launch Salesforce Agent when you open Salesforce. You can download logs from the agent application or from the Salesforce Settings page by clicking Download Log either before of after logging in.

Log in to Salesforce Agent

  1. On the Salesforce Agent login screen, enter your Agent Name, Password, and Phone Number or Station ID.

  2. To automatically log in to Salesforce Agent each time you open Salesforce, check Enable Automatic Login.

  3. Select Enable Tooltips to display specific information about each user interface icon when you hover your mouse over an icon.

  4. Click Save.

  5. To log out of Salesforce Agent:

    If you are using Salesforce Agent Classic, click Options  >  Logout.

    If you are using Salesforce Agent Lightning, log out using the agent status drop-down.

    Logging out of Salesforce will not automatically log you out of Salesforce Agent.

Locate the Installed Version

You can use information contained in the user interface to determine which version of Salesforce Agent you have installed.

  1. Click Information (indicated by the 'i' in a circle icon).

  2. Scroll down to view the version.