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Configure Lane Four User

Choose a dedicated running user for Lane Four actions on your records. When you review the history on a record, assignment and other actions triggered by Lane Four will show as being performed by the selected user.

  1. Open Lane Four tab
  2. Click on the gear icon on the top right
  3. Click Setup Lane Four User or Change Lane Four User
  4. You will be prompted to enter Salesforce credentials – put in the credentials of the user you want to be the dedicated running user

You can repeat the above steps to change the dedicated running user anytime.

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