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.
Concerned profiles:
Sales - Customer Service Representatives (CSR)
Table of content
Table of Contents
indent
30px
exclude
Overview|Table of content
Step By Step
Update a customer
Image RemovedIf you desire to update the Name 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
Image Removed
Image Added
Image RemovedEnter the information you desire to update and then click on SaveImage Removed
Image Added
Image RemovedOnce requested, the update request is recorded in Salesforce and you can consult the informationImage Removed
Image Added
Image RemovedIn the meantime, the account status has been updated to Update Requested. It is not possible to submit another update request.Image Removed
Image Added
Image RemovedOnce the account is updated in SAP, the account status is automatically updated to Validated.Image Removed
