Manage your Salesforce Account with Salesforce Checkout.

Discover how to manage your subscription, update billing information, get help, pay invoices, and add licenses to your Salesforce account — all with just a few clicks.
 
 

See how quickly and easily you can manage your account on Salesforce Checkout.

 

Salesforce Checkout is the most convenient place to:

 
Add licenses
Quickly onboard new users by adding additional licenses for the products you already have.
Find contract and renewal information
Salesforce Checkout shows contract details, invoices, orders, and credit memos — and allows you to add a variety of products to your account.
 
Update billing and contact information
Change your billing details, including address and credit card details, when anything changes.
Get help from Sales and Support
Contact your account executive directly, or open a support case right from the Checkout home page.
 

FAQs

 
  • Buy additional licenses or add-on products
  • View your quotes, contracts, orders, installed products, statements, invoices, payments and credit memos
  • Find and contact your Salesforce Account Executive or Sales Team
  • Log support cases
  • Pay some invoices with a credit card (under $5K)
  • Change your credit card information, billing details or billing contact
Checkout is available for Sales and Service Cloud customers and prospects in trials. For a user to be able to access Checkout, the “Manage Billing” permission has to be enabled in their profile or in a permission set . This permission is enabled by default for System Administrators.

These permissions can be granted to any user by system administrators. For Nonprofits the Checkout feature has been disabled, click here for more information.
You can access Checkout at store.salesforce.com or by clicking the gear in the top right corner of Salesforce and selecting Manage Subscription (Lightning Experience).

Salesforce Essentials Edition customers will be taken to the in-app subscription management experience.

In Salesforce Classic, click Checkout from the Setup app. 
  1. Navigate to Checkout Home
  2. Click "Add More Licenses" or "Buy More Products“
  3. Select products and enter quantities, then add to cart
  4. Enter credit card information or complete the DocuSign agreement
  5. Accept the terms and place the order
From the Checkout home page, click Contact Us in the lower right corner. Select a topic and provide details about your request.

You may also Log a Case from most detail pages on Checkout.
  1. Navigate to Checkout Home
  2. Click the “Contracts” tab
  3. Select a contract. Current contracts display “Activated” in the Status column
  4. All contract detail for that contract will be displayed
  1. Navigate to Checkout Home
  2. Click the “Purchased Products” tab. You’ll see a list of products, terms, and quantities for all active Salesforce products.
  3. To see the unit price and total cost of a product, select the Order number associated with that product.
  1. Navigate to Checkout Home
  2. Click the “Contracts” tab
  3. Select a contract. Current contracts display “Activated” in the Status column
  4. Click “Enter Credit Card Information” in the upper right corner.

To view past payments to Salesforce:

  1. Navigate to Checkout Home
  2. Click the “Payments” tab
  3. By default, you’ll see the last 365 days of payments. You can use the View filter to view a different time period.

To make a one-time credit card payment of an invoice:

  1. Navigate to Checkout Home
  2. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout. Alternatively, select “Invoices” in the top navigation bar for a complete list of invoices, then select “Pay Invoice” for the invoice you would like to pay
  3. Enter Credit Card Payment information
  4. Submit payment
  5. If successful, your payment will be confirmed along with a confirmation number. To view all payments, see the “Payments” tab in the top navigation

*Please Note - Customers are limited to paying one invoice at a time using the one time payment option, and only invoices under $5,000 are eligible for self-service.

PLEASE NOTE: Depending on your contract(s), some or all of the below products may not be available to you on Checkout. Please reach out to your Account Executive for assistance.

You can always add: more of what you already have!

  • Including but not limited to: Sales and Service Licenses, Sandboxes, API Calls, Data Storage, File Storage

Most customers can add:

  • Premier and Premier+ Support Plans
  • Sandboxes
  • Web Services API, Salesforce Inbox, Knowledge    

Salesforce Essentials Edition customers have the opportunity to use our Lightning subscription management tools. For the full suite of Checkout features, please visit store.salesforce.com .

Essentials customers can use these features:

  • Add additional Essentials licenses
  • Add frequently used accompanying products like Data Storage, File Storage, Salesforce Inbox, and Lightning Dialer
  • Update your credit card or billing information
  • Request an upgrade to Professional or Enterprise Editions, and an account executive will get in touch
  • Use the “Contact Us” link at the bottom to open a support case and get help
 

Questions? We’ll put you on the right path.

Ask about Salesforce products, pricing, implementation, or anything else. Our knowledgeable reps are standing by, ready to help. Or check out our Pricing and Packaging Guide to learn more.