SF Update Client Info – Coaches 

Salesforce Guide – Coach's Edition

Overview

This guide walks coaches through the steps required to update a client's contact information on their account record in Salesforce, including their billing address, shipping address, phone numbers, email address, and company name.

Who This Is For

Coaches who need to update a client's account information in Salesforce.

Systems & Resources Required

• Salesforce

Before You Begin

Important: Begin from the client's account record in Salesforce. If you have not already located the client's account, search for their name to open it before starting these steps.

Step-by-Step Instructions

Step 1: Open the Client's Account Record

From the client's account record in Salesforce, you will make all updates described in this guide.

Step 2: Locate the Contact Info Section

Scroll down on the account record until you reach the section labeled "Contact Info."

Step 3: Update Billing and Shipping Address

In the Contact Info section, locate the billing address and shipping address fields. Update these fields as needed with the client’s current information by clicking on the pencil next to each field you want to update.

Step 4: Update Email and Phone Numbers

In the same Contact Info section, locate the email address and phone number fields. Update these fields as needed with the client's current information.

Step 5: Update Company Name (If Applicable)

If you need to update the client’s business name, scroll back up to the top of the account record and locate the field labeled "Company." Update this field with the correct business name.

Note: The account record also displays a “Person Account” label near the top of the page. This identifies the record type and does not need to be changed. 

Best Practices

• Always confirm you are on the correct client's account record before making any updates.
• Double-check new information (addresses, phone numbers, email) for accuracy before saving.
• Update the Company field only when the client has provided a new or corrected business name.
• If you are unsure whether a field should be changed, check with your manager before saving.

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