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Overview

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Concerned profiles:

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In this section, you will find information about how to request an update of an existing SAP account. This section focuses on process steps with Salesforce as starting point. Specific actions to be performance in SAP by customer service representatives are not described in this section.

 

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     Sales - Customer Service Representatives (CSR)


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Step By Step

 

If you desire to update the name or address of an account, you first have to open the account page, then click on Customer Update request” 

 

Note

You must be part of the Account Team with read/Write access to request a customer update

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Enter the information you desire to update and then click on SaveImage Added
Once requested, the update request is recorded in Salesforce and you can consult the informationImage Added
In the meantime, the account status has been updated to Update Requested. It is not possible to submit another update request.Image Added
Once the account is updated in SAP, the account status is automatically updated to Validated.Image Added

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