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We depend on everyone at the college to keep information about our corporate partners updated. You can use the instructions below to update one or many fields on an account.
Step-by-step guide
- Find the Account you need to edit by doing a search or clicking on the record from another page. Example:
If you need to update the Account Owner, click on the icon to the right of the Account owners name. It will give a message to Change Owner. Once you click on this simply lookup the name of the user you want to change the owner to.
The office of External Relations is normally the primary owner of most accounts, however you can add Account Teams to designate other owner relationships for an account.
Any other field that needs to be updated on the account can be made in one of two ways:
A. Click Edit button to edit multiple fields.
B. Click on the pencil icon next to a field to update just that field.
Only fields that you have permission to edit will display a pencil icon to allow you to edit. This may vary by individual.
4. Once you have made your edit, the new information appears in yellow. Click Save to save your change.
5. The change is now visible for all other Salesforce users with permissions to view the account record.