Multi-account support

Multi-account support lets you access and manage multiple Salesforce accounts within a single AppCentral session, without logging out and back in.

How it works

When multi-account support is enabled and you have access to more than one account, an Account dropdown appears in the top-right corner of Connect. All data displayed across every Connect tab reflects the account you select, including support cases, change requests, KB articles, documentation, training, and downloads.

Selecting a different account refreshes the page automatically and updates all data to match the selected account.

Account names are cached for performance and refresh every 24 hours. If you don’t see a recently added account, clear your browser cache and reload the page.

Prerequisites

Multi-account support is available only when all of the following conditions are met:

• You have access to more than one account.
• The feature is enabled in the Admin Portal.
• The multi-account support toggle is enabled for your account.

If any condition is not met, the Account dropdown does not appear.

Configure multi-account access in Salesforce

Account relationships are configured in Salesforce by your administrator.

1. Open Salesforce.
2. Navigate to the required account.
3. Select Related Contacts.
4. Select Add Relationship.
5. In the New Account–Contact Relationship screen, search for and select the contact.
6. Select Save.

The contact gains access to the associated account in AppCentral Connect after the relationship is saved.

Switch between accounts

1. In Connect, select the Account dropdown in the top-right corner.
2. Select the account you want to work with.

The page refreshes automatically and all Connect data updates to reflect the selected account.

What changes when you switch accounts

Related information

• See Connect overview for information on roles and prerequisites.