Introducing Your Account: Personalize and manage your Salesforce experience

Discover new features, manage payment options and easily add licenses to scale your business' growth, right within Salesforce.
 
 

Learn how to manage your subscription instantly with Your Account.

 

With Your Account, uncover ways to:

 
Add licenses and explore solutions
Add licenses and find and buy new solutions to increase your business’ productivity.
Find contract and renewal information
Get contract details, invoices, orders, and credit memos with just a few clicks.
 
Update billing and contact information
Access & change billing details, including your address and credit card details.
Get help from Sales and Support
Contact your account executive directly, or open a support case right from Your Account.
 

FAQs

 
  • Buy additional licenses and add-on solutions.
  • View your contracts and installed products.
  • Find and contact your Salesforce Account Executive or Sales Team.
  • Log support cases.
  • Change your credit card information, billing details or billing contact.
  • View past quotes, orders, statements, invoices, payments and credit memos.*
  • Pay some invoices with a credit card (under $5K).*

* These features are accessible in Salesforce Checkout

You can manage your account by clicking the Setup gear in the top right corner of Salesforce and selecting Your Account (Lightning Experience), or using this link.
Your Account is available for Sales, Service, and Platform Cloud customers. For a user to be able to access account management, 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 account management feature has been disabled, click here for more information.
These in-app account management features are not available in Salesforce Classic. You can go to Lightning Experience (without transitioning your entire org) to use the Your Account app.
Yes, you can continue to access Checkout at store.salesforce.com. We encourage you to try Your Account for the best experience and provide feedback here.
  1. Navigate to Your Account.

  2. Click “Browse and Buy.”

  3. Select products and enter quantities, then add to cart.

  4. Accept the terms and confirm the order.

  5. Complete the DocuSign agreement that is emailed to you [Non-Credit Card customers].

  6. Licenses will be available for assignment within about 30 minutes.

From the Your Account home page, click Contact Support in the lower middle. Select a topic and provide details about your request.

Find your Account Contact’s email in the lower right of the home page.

  1. Navigate to Your Account.

  2. Click the “View Your Contracts” button.

  3. Click a contract to expand (if you have multiple contracts). Current contracts display “Activated” in green text under STATUS.

  4. Your renewal date is the ENDS ON date shown. Your contract will auto-renew if “ON” is shown in green.

  1. Navigate to Your Account.

  2. Click the “View Your Contracts” button.

  3. Click a contract to expand (if you have multiple contracts). Current contracts display “Activated” in green text under STATUS.

  4. All products on each contract are displayed below, with unit pricing and quantity. To view your order history, click the “Orders” button on the product line.

  1. Navigate to Your Account.

  2. Click the “View Your Contracts” button.

  3. In the upper right corner are your credit card details.

  4. To update the credit card, click the “Edit” link and follow the prompts.

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
  1. Navigate to Your Account.

  2. Click “View Your Statements” in the right box.

  3. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements.

  4. Click the “Payments” tab for more detail.

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

  1. Navigate to Your Account.
  2. Click “View Your Invoices” in the right box.
  3. You will be redirected to Salesforce Checkout.
  4. 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.
  5. Enter Credit Card Payment information.
  6. Submit payment.
  7. 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.

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

Essentials customers can:

  • Add additional Essentials licenses
  • Add frequently used accompanying products like Data Storage, File Storage, Salesforce Inbox, and Lightning Dialer
  • Update 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.