Salesforce User Guide - Updating Client Information

Overview

This guide walks you through the steps required to update a client's personal information in Salesforce. This includes their name, titles, company or occupation details, billing and shipping addresses, email and phone numbers, and native language preference.

Who This Is For: 

All Salesforce users, excluding coaches.

Before You Begin

Important: Always verify you have the correct client account pulled up before making any changes. If the client is on the line, confirm their information matches the account before editing.

Step-by-Step Instructions

Step 1: Update the Client's Name

Open the Account Record and scroll down to the Account Name section. Click the pencil icon to edit, enter the correct name, and click Save.

Step 2: Update Titles, Company, Occupation, or Department

On the Details tab, locate the field you need to update, such as Title, Company Name, Occupation, or Department. Click the pencil icon next to the field, enter the updated information, and click Save.

Step 3: Add or Update a Business Name for Invoicing

There are two ways to include or update a business name on an invoice:

Option 1 - Update the Company Field

• Open the Account Record.
• On the Details tab, find the Company field.
• Click the pencil icon, enter the Company Name, and click Save.

The Company field is located on the Details tab of the Account Record.

When you create the invoice, the company name will appear in the top left, just below the client's name.

The company name appears below the client's name in the top left of the invoice.

Option 2 - Update the Billing Address

• Open the Account Record and scroll down to the Contact Info section.
• Click the pencil icon to edit the Billing Address.
• On the first line, press Enter to create a new line and enter the Company Name.
• Click Save.

Add the company name as a new first line within the Billing Street field.

When you create the invoice, the company name will appear in the Bill To field.

The company name appears in the Bill To field on the invoice.

Note: Once the invoice is complete, go back to the Account Record, remove the company name from the Billing Address, and Save again to avoid duplicates later.

Step 4: Update Contact Info (Billing, Shipping, Email, Phone)

Open the Account Record and scroll down to the Contact Info section. From here, you can update:

• Billing Address
• Shipping Address
• Email
• Phone, Home Phone, and Mobile Phone

To update a field:

• Click the pencil icon next to the field you want to edit.
• Delete the outdated information, then enter the new information.
• Double-check for accuracy (correct spelling, numbers, and formatting).
• Click Save.

The Contact Info section, showing the pencil icon used to edit Mobile Phone, Email, and Phone fields.

Note: If you try to update an email and it will not save, this likely means another account already exists in Salesforce with that email. Follow the process for how to identify duplicate accounts, and submit a merge account request if necessary.

Step 5: Update Native Language Preference

If the client's native language is not English, click the pencil icon next to the Native Language field, select the client's preferred language, and click Save.

Best Practices

• Always verify you have the correct account before making any changes.
• Double-check spelling, numbers, and formatting for accuracy before saving.
• If adding a company name through the Billing Address for an invoice, remove it afterward to avoid duplicates.
• If an email will not save, check for duplicate accounts before submitting a merge request.
• Click Save only once per update.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.