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How to Associate a Customer with a Maintenance Account

How to Associate a Customer with a Maintenance Account

  • Go the customers Contact screen in salesforce
     

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  • Under the Contact Detail screen, click on the account name and then the pencil icon
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  • Enter in some of the company or account number. If the correct name does not appear in auto-suggest, click on lookup account name. Select the Account name and press save.
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  • The user must sign out and sign back in for the updated permissions to pass to the community

 

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Revision #:
5 of 5
Last update:
‎Apr 29, 2020 02:42 PM
Updated by:
 
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