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How to change the Learner's Household account to the Institutional one

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myshka74

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Join date : 2014-04-30

How to change the Learner's Household account to the Institutional one

Post by myshka74 on Mon May 05, 2014 12:31 pm

How to change the Learner's Household account to the Institutional one

These are the steps to change the Learner's Household account name to the Institutional one in Sales Force:

(0. Find the case number in Sales Force. Open the case.)

1. Find the Contact Name and click on it.

2. Find the Account Name and click two times right next to it, not on it, to Edit.

3. Begin to write the Institution's name in the row.

4. If you click on the Magnifying Glass icon, the possible suggestions will be displayed.

5. Choose the right institution, according to the information from C/E Editor and click on it.

6. Save the information.

    Current date/time is Wed Nov 14, 2018 1:29 am