In Lumary DC each user is identified using their username, password and profile. Together with other settings and permissions, the profile determines which tasks a user can perform, what data the user can see and what the user can do with the data.
Required packages and permissions
Available with: Lumary 2.10 and later
Updated in: Lumary DC
Supported in: Lumary DC
Permission: All users
Log in for the first time
In Salesforce each user is identified by their username, password and profile. Usernames must be unique for each sandbox and each production org. Because Salesforce validates uniqueness for production and sandbox instance types separately, the same username can exist in both instance types. However, to ensure that users don’t confuse production and sandbox orgs, we recommend that they or you create a separate username for each.
The username should be in the format of an email address, for example, jane@salesforce.com. The email used in your username need not function or match the email address used for the account. You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like jane@company.sandbox and jane@production.company.com, for different accounts that are associated with the same email address.
Alert: Keep in mind that Salesforce Customer Support can’t change usernames or deactivate users from an org. If you get a Duplicate Username error, check if the username is already in use in your production, trial, or Sandbox orgs. Deactivate or change the username for the user record, then create your account with your desired username in your production org. If you’re unable to change or deactivate a username, contact your Salesforce admin for help. If you’re unable to locate the org where the username is already in use, try a different username to create your account..
Your welcome email will include your login information and a link to your Lumary DC production org, see picture below.
Welcome email in your inbox
Welcome email contents
To log in for the first time
- Check your email for your login information, see the screen shots above.
- Click the link provided in the email, the link will automatically log you into Lumary DC.
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When you're prompted, set a password and choose a security question and answer.
Important Choose a security question and answer that you can easily remember. If you forget your password or get locked out, you will be asked to answer your security question to regain access to your account. - You'll then be prompted to set up a verification method, see Register an Identity Verification Method for Salesforce Orgs. By default, multi-factor authentication is required when logging in.
If you don’t receive your welcome email or have another issue with logging in for the first time, contact your Salesforce admin. How you contact your admin depends on your company’s internal business policies and practices, in most cases, you admin's email address will be on your login email.
Having trouble logging in after the first time? Have a look at the Salesforce article on Troubleshoot login issues.
Login with your email address
If you have more than one user account, you'll need to enter your email address instead of your username to access your Salesforce accounts. Each account will be shown so that you can choose the account you wish to log in to and complete the authentication process.
Head to the Salesforce article Log in with your email address to watch a video on how to log in with your email address.
Find more scenarios on logging in using emails in the Salesforce article Log in with your email address.