You can manage your account in Salesforce by clicking the Set-up gear in the top right corner and selecting Your Account (Lightning Experience) or Log into Your Account. You can also find Your Account in the App Launcher.
Your Account is available for Sales Cloud and Service 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.
Use Identity licences to provide access to the Your Account app for users who don’t need full access to Salesforce. You can assign up to 100 free Identity licences. Learn how to set up an Identity licence for Your Account and assign the Your Account App Admin permission set.
Learn more about access for non-profits.
Salesforce Essentials Edition customers have the opportunity to use a customised Lightning subscription management tool.
Essentials customers can:
Your Account is available in Salesforce Classic.
No, Your Account has replaced Salesforce Checkout. Use Your Account to manage your Salesforce account quickly and easily from within your Salesforce org.
You can access a comprehensive list of frequently asked questions for a general overview, accessing and purchasing information, eligibility requirements and more.
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