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What is Checkout & how can I access it?

Knowledge Article Number 000187504

Checkout is Salesforce’s self-service commerce portal, where customers can view and accept published quotes, purchase new and add-on licenses, and view historical details.  This document will provide an overview of the different functions available within Checkout.

For more details see the Checkout User Guide as well.

Note: Only users with the “Manage Billing” permission enabled in their Profile or in a Permission Set, will be able to log into Checkout. 


If you cannot access Checkout, please contact your administrator, or reach out to our Customer Service Team:How to contact the Customer Service Billing Department

You can access Checkout in one of several ways.  You can jump directly from a link (in an email, bookmark, etc.), you can select “Checkout” from the App dropdown menu in the upper right of your Salesforce org, or you can click the “Buy More Licenses” buttons in the Company Information section of Setup.

If your Account Executive has recently published a quote for your review, upon logging in using the Checkout link from the App Menu you will be taken directly to the quote.

Otherwise you will land at the Checkout Home page.  From here, customers can purchase addon products, contact Salesforce for assistance, and change billing information.  You can also jump directly to the following tabs:

- Quotes - this tab will display a list of historical and active quotes.  For inactive or purchased quotes, you will be able to view details.  You will also be able to accept and purchase any active quotes.

- Contracts - this tab displays a list of the contracts that your account has with Salesforce.  From the contract, you can view and modify billing details (and payment information if your contract is set up to pay via credit card).

- Orders - this tab displays a list of all orders your company has placed under your contract(s).

- Installed Products - this tab displays summary data for all products deployed, grouped by contract and order #.

- Statements - this tab allows you to query for invoices and payments for a specified time period.

- Invoices - this tab shows all invoices your company has received under your contract(s).

- Payments - this tab shows all payments your company has made on invoices received.

- Credit Memos - this tab will show any credit or collections activity on your contract(s).

When purchasing products or features in Checkout, you can either click on the “Add more products” link from the Home Page, or click on “Create Another Quote” from the Quotes tab.  This will launch a product selection screen that allows you to either select additional quantities of product you currently own, or if you click “Show All Available Products”, select from all products available under your contract.

Note: When adding products, you must enter a quantity to display the price you are eligible for under your contract.  Additionally, if your company has multiple contracts, you will not be able to add new products via self-service; contact your Account Executive for assistance.

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