Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In case you need to edit an account's data, you have two options how to proceed. If you only need to do minor changes, use inline editing. For complex changes, use the editing mode.


Inline Editing

To apply inline editing, double-click the data entry you wish to edit. The data entry now turns into a field you can edit. The arrow button pointing left resets the entry. After editing, click Save to complete the editing process. The altered entries are now set in bold orange. Or click Cancel to discard all changes.
If inline editing is not possible, contact your administrator.

Open Editing Mode

To edit an account using the open editing mode, open the account record and click Edit.

Use of Editing Mode

You can now edit information on the account. When you are done, click Save.

Merge Accounts

To merge accounts you can use a Salesforce function which can be found at the bottom of the Accounts tab in the link list. More information can be found here: Salesforce Help on Merging Accounts.

...