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.
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.
- 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.
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.