Change business accounts to person accounts.
- Access the Setting Up Person Accounts guide.
- Scroll to the section 'Convert Business Accounts to Person Accounts'.
- Carefully read and follow the instructions provided.
Full Answer
How do I change the account name used by Salesforce?
To change the Account Name used by Salesforce for billing, help and training, contact your Account Executive. 1. Classic: 2. Lightning: 2. Sele c t Edit | Type new org name into the Organization Name field. 3. Click Save. In some situations, Admins might be prompted with validation errors. Check whether the Primary Contact is an Active user.
Can I add my own mobile number to my Salesforce account?
Important: Salesforce Support is unable to perform these steps. The Salesforce Account owner can verify their own mobile number or their system administrator can add the mobile with the proper format under the user detail page
How do I change the email address of a Salesforce user?
Whether it's a Salesforce User or the organization’s administrator, change the email address in the details on User records to update contact information. Enter your new email address using the steps in Update Personal Information. Access the User you want to update using the steps in Edit Users.
Why is Salesforce not recognizing my new mobile number?
New mobile number gets saved in the system. But, for the new number, Salesforce is not sending any one time pin via SMS. So, it means that, Salesforce is not recognizing the new mobile number right ?? Thanks ! I would suggest you remove the mobile number completely from the user profile.
How do I change my account information in Salesforce?
To change user details—such as a user's profile, role, or contact information—edit the user account....From Setup, enter Users in the Quick Find box, then select Users.Click Edit next to a user's name.Change the settings as needed.Click Save.
How do I create a unique account number in Salesforce?
Create a new Text field, mark it as Unique, and then create a Before Save Flow that copies the standard field to the custom field. You'll need to do a one-time update to get all values updated, but this process requires no code and minimal custom configuration.
What is account number Salesforce?
Account Number is the standard field for Account standard object so it must be there. Check the Field Level Security for AccountNumber if that is hidden for your profile. Set Up --- Customize --- Account -- Fields -- AccountNumber --- View Feild Accessibility. Check for your profile if that is editable.
How do I find my Salesforce account number?
The AccountID can be retrieved as follows:After logging into Salesforce, click the Home tab;In the upper right hand side, click the gear icon and select Setup;Click on Users from the left hand side panel and once again on Users from the dropdown menu;More items...•
What is difference between external ID and unique ID in Salesforce?
The 'Unique ID' field is a setting which prevents the same value from being used in multiple records for any specific field. External IDs are often created with the 'Unique ID' setting so that the External IDs will be unique to each record.
How do I populate an external ID in Salesforce?
Create an external ID fieldIn a browser, log in to Salesforce.com.Near the top of the screen, click your user name, and then click Setup.Under Build, click Customize, and then select the object you want to update—for example, Account.Click the Add a custom field to accounts link.More items...
How do I find the number of records in Salesforce?
To find the exact number of your records, login your Salesforce and go the Report module and click on the “New Report” button. Such customized reports may be applied for calculation contacts, accounts, leads, opportunities, campaigns, orders, contracts and activities.
How do I mask a mobile number in Salesforce?
Data Mask appends the record ID to make the masked fields unique....The pattern must follow the following rules:%c = replace with lower-case letter (a-z)%C = replace with upper-case letter (A-Z)%d = replace with digit (0-9)%% = replace with % sign.%nd or %nc = replace with “n” number of digits or characters.
How do I know how many leads I have in Salesforce?
Clicking on the Leads tab displays the leads home page. In the Lead Views section, select a list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom view. To view the leads in a queue, choose that queue list from the drop-down list.
What is ID and account ID in Salesforce?
Every record in Salesforce is marked by a unique identifier, or an ID. You can know a record's ID by going to the record's detail page, and take a look at its link in the browser. The most important thing to note here is that Salesforce IDs are always alphanumeric, that is it is a combination of numbers and characters.
Is Salesforce ID same as contact ID?
The Account ID is the ID number for the Account Object. The Account object is where Salesforce stores information about a business or organization that is part of the sales process. The Contact ID is the identification number for the Contact object.
What is account type in Salesforce?
There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.
How to make a one time payment on Salesforce?
To make a one-time credit card payment of an invoice: Navigate to Your Account. Click “View Your Invoices” in the right box. You will be redirected to Salesforce Checkout. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout.
How to view past statements in Salesforce?
Click “View Your Statements” in the right box. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements. Click the “Payments” tab for more detail.
How to update credit card on a prepaid card?
Navigate to Your Account [Direct Link]. Click the “View Your Contracts” button. In the upper right corner are your credit card details. To update the credit card, click the “Edit” link and follow the prompts.
