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Explore the Your Account App

Learning Objectives

  • Explain how to locate the Your Account app.
  • Describe how to use the Your Account app.

What is the Your Account App?

We’ve introduced a new app that enables you to browse and buy Salesforce products and licenses easier and faster than ever before. Get the information you need, when you need it, right in your Salesforce org.

Here’s what you can do from the Your Account app home page. 

  • Increase your product and license count (1).
  • Review your current products and update credit card and billing information (2).
  • View your existing statements, orders, and invoices in Salesforce Checkout (3).
  • Communicate with your account contact (4).
  • Help us improve the Your Account app experience by providing feedback (5).

Your Account home page with callouts.

In addition, you’ll find some featured products that might be of interest to your business.

The Your Account app is only available to customers using Lightning Experience in Enterprise, Performance, Unlimited, and Professional editions.

How to Find the Your Account App

There are two ways to launch the Your Account app, and to launch the app you must have the Manage Billing permission.

In this Quick Look, we assume you are a Salesforce administrator or user with the proper permissions to use the Your Account app. If you’re not an administrator, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. The Your Account app isn't available in the Trailhead Playground.

  1. Click Setup (Setup gear icon) and click Your Account. If you don’t have the Manage Billing permission, you won’t see Your Account.

    Setup Gear menu with Your Account option visible.
  2. From the App Launcher (App Launcher icon), find and select Your Account.

Your Account app in the App Launcher.

Note: The visibility of the App Launcher can be controlled by your Admin.

How to Buy Products and Licenses

  1. After you launch the Your Account app, click the Browse and Buy tile on the home page. If you have multiple contracts, you’ll select the contract that you want to buy products or licenses for.
  2. Select All Products to find the product that you want to buy or locate the product that you want to add licenses for.

If you pay by credit card, continue through the purchase process and place your order. If you pay with a method other than a credit card, you’ll receive an email that directs you to DocuSign. Within DocuSign, if your process requires a different approver, you can reassign the purchase.

How to Manage Your Contracts

To manage your contracts, click the View your Contracts tile on the Your Account home page. From there, you can take the following actions:

  • Review your renewal frequency and date (1).
  • Add licenses and products (2).
  • Review and update payment methods (3).
  • Change your billing address or request to change the shipping address or primary billing contact (4).

Contracts page with callouts.

How to Get Help and Give Feedback on the Your Account App

If you have questions about the Your Account App, you can contact support or communicate with your account contact. Click Contact Support or email your account contact on the home page. Click Give Feedback to share your thoughts on the app.

Questions and feedback section of the home page with Contact Support, your account contact’s email address, and a link to Salesforce Help highlighted.

Resources 

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