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