Learn MOAR in Summer ’21 with Your Account ๐Ÿ‘ค

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Follow and complete aย Learn MOAR Summer โ€™21 trailmixย for admins or developers by July 31 to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Learn how to participate and review the Official Rules by visiting theย Trailhead Quests page.

*Editor’s Note: This blog post was updated on September 27, 2021, with the latest information and resources from the Winter ’22 Salesforce Release.

Manage your account in your Salesforce org

Yes, you read that headline correctly โ€” you can now manage your account within your Salesforce org with Summer ’21! Your Account is now available for Salesforce Admins. It’s a one-stop shop where you can better understand and manage user licenses, add new licenses and products, update your account information, access your account team, and get help. In 234, you can now view and download your invoices, payments, and cred memos! This will be a huge time-saver, enabling you to have all the information you need about your Salesforce account within your org. No more having to search inboxes or track notes outside of Salesforce.

You can access Your Account by using the Lightning App Launcher or looking under Setup.

New interface of Your Account homepage.

Once youโ€™re in Your Account, you can add more licenses and products, view your contracts (including details like renewal status), update your billing details, and view your invoice history (including payments and credits). You can also see who your account contact is and create a case if you need assistance right within the Your Account experience.

*For more information on the Winter ’22 Salesforce Release updates, check out the Release Notes and The Salesforce Your Account App: Quick Look Module on Trailhead.

Be sure to check out the Learn MOAR Summer โ€™21 for Admins Trailmix and follow along on the blog this week for more Learn MOAR! Donโ€™t forget to watch the Summer โ€™21 Admin Preview during Release Readiness Live to see demos of these new exciting features.

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Learn MOAR in Summer ’22 with Dynamic Related Lists ๐Ÿ“

Follow and complete a Learn MOAR Summer ’22 trailmix for admins or developers by July 31, 2022, 11:59 pm PT to earn a special community badge and be automatically entered for a chance to win one of five $200 USD Salesforce Certification vouchers. Restrictions apply. Learn how to participate and review the Official Rules by […]

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