Follow and complete a Learn MOAR Summer ’21 trailmix 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 the 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.
Yes, you read that headline correctly — 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.
Once you’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 ’21 for Admins Trailmix and follow along on the blog this week for more Learn MOAR! Don’t forget to watch the Summer ’21 Admin Preview during Release Readiness Live to see demos of these new exciting features.
Most admins don’t have the luxury of managing only a single Salesforce instance. Frequently, data is strewn across multiple orgs and can be difficult to integrate. That’s where Data Cloud comes in, providing the ability to create a single source of truth across Salesforce orgs. Even if you are the lucky admin with a single […]
We’re bringing you a new content series on IdeaExchange to keep you informed and engaged with our evolving cloud product landscape. As part of our ongoing commitment to transparency and customer alignment, the series will provide updates on upcoming cloud product developments. Stay tuned for more cloud content coming soon to IdeaExchange. At the recent […]
Summer ’24 is just around the corner! Discover Action Buttons, one of the new screen flow capabilities I’m really excited about, and check out Be Release Ready for additional resources to help you prepare for Summer ’24. Screen Actions are a screen flow game changer One of the most important new screen flow capabilities is […]
