Save Time with the Your Account App

How Salesforce Admins Can Save Time with the Your Account App

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As Salesforce Admins, you’re expected to be the expert in all things Salesforce—and that often includes details of your company’s relationship with Salesforce. We know how important it is for you to be able to access key details of your Salesforce subscriptions and contracts, manage billing details, get copies of key documents, and even add licenses—all on-demand, on your own schedule. That’s why we created Your Account.

In this blog, we’ll dive into the details of Your Account. Specifically, we’ll highlight the capabilities we’ve brought to self-service with Your Account, how you should approach access and controls, and how you can give feedback to ensure we’re building what works for you.

What is Your Account?

Your Account is an app that allows you to view and manage details of your Salesforce contracts and licenses. You can access it directly from the Setup gear menu in your Salesforce org. Let’s take a look at some key features.

First, review contract details and manage renewals

Admins need key information at their fingertips, and Your Account delivers the data you need, where you need it. The Contract Details page shows the products you’ve purchased; when the contract starts, ends, and bills; and the payment terms and type. You can also update your billing address and contact details. If your contract is coming up for renewal, you can review the renewing products and cost and confirm directly in Your Account. And in Spring ’23, you’ll be able to access and download copies of order forms.

Admins need key information at their fingertips, and Your Account delivers the data you need, where you need it. The Contract Details page shows the products you’ve purchased; when the contract starts, ends, and bills; and the payment terms and type. You can also update your billing address and contact details. If your contract is coming up for renewal, you can review the renewing products and cost and confirm directly in Your Account. And in Spring ’23, you’ll be able to access and download copies of order forms.

The Contract details page

Buy licenses and products

Whether you need to onboard a new team in Salesforce or want to add additional capabilities like sandboxes, Your Account makes it easy to buy more licenses or add new products to your suite. You can easily choose the products you want and check out using your payment method on file. You can even send the quote to someone else at your company for signature.

Your Account Products page

View and pay invoices

Maybe you’ve got an urgent request for a copy of the most recent Salesforce invoice, or you want to confirm how much you’ve paid for the last year. Your Account gives you quick access to your invoices and makes it easy to download copies. You can even pay invoices up to $5,000 USD with a credit card in just a few clicks.

Your Account Invoices page

What does this mean for admins?

With Your Account, you can easily access everything you need to understand your Salesforce contracts and subscriptions—saving you time and empowering you with key information. We know there might be other folks at your company who need this access too, so we’ve made it easy to grant access using the Your Account App Admin User permission set, even for users without a full Salesforce license. Plus, you can grant access to your billing contact, if needed, directly from the Contract Details page.

What’s next

Make sure everyone at your company who needs Your Account access has it! Save time by setting your colleagues up to reference the information they need. And next time you talk to your Salesforce Account Executive, ask them to send your quote to Your Account for you to complete.

We’re excited to continue bringing you features that make your jobs a little easier—but to do that, we need to hear from you! You can fill out a survey directly on the Your Account homepage by clicking “Give Feedback,” and you can also submit IdeaExchange ideas for Your Account. Help us improve Your Account with each upcoming release!

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