Update payment method

To update the payment method for your Organization, you need to be the Organization admin. To learn how to tell if you're the Organization admin, see here.

After you purchase a SalesforceIQ CRM plan, you can easily add a new payment method, edit credit card information, or delete a payment method at any time.

Note: If you paid for your plan with your local currency, please contact your Account Executive for a plan renewal and/or plan upgrades.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Payment Methods.
  3. On the Manage Payment Methods screen, do any of the following:
    • To add a new payment method—Click Add New Card, enter the card information, and click Add New Card.

      Note: SalesforceIQ accepts Visa, American Express (Amex) and MasterCard.
    • To edit card information—Hover over the card and click . Enter the new card information and click Save.
    • To make a card your primary payment method—Hover over the card and click Set as Primary.
    • To delete a payment method—Hover over the card and click . Click Remove Card to confirm.

      Note: You can't delete your primary payment method.

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