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” 

 

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

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.

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