▶️ Update customer information
On this page
1. Customer Updates Their Own Information (Frontend)
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When a new order is placed, a customer account is automatically created.
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The customer is prompted to set a password on the website.
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After logging in, the customer can go to their Account page.
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On this page, they can:
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View and edit personal information (e.g., name, email, address).
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Review order history.
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Changes made here are saved instantly and sync with Salesforce.
2. Admin Updates Customer Info in Salesforce (Backend)
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A Salesforce admin can also update customer info directly:
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Go to Orders in Salesforce.
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Click on the Account Name linked to the order.
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This opens the customer record where all customer details can be viewed and edited.
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Any changes made here are also synced with the customer’s website account.
Important Note
- Both methods are fully synchronized: Updating customer data on either the website or in Salesforce will reflect on the other side automatically.