You can update the account details after creating the account.

Prerequisite

Based on user roles, the administrator has assigned Read and Create permissions on the Account object and set field permissions for account fields. For more information, see Managing Roles and Permissions.

To edit an account

  1. Select an account to edit. This displays the Account Details page.
  2. Click the Edit icon ().
  3. Update the required details and click Save.

Editing Multiple Accounts

You can select and edit multiple accounts at the same time from the accounts list.

To edit multiple accounts

  1. Navigate to My Accounts to view the accounts list page.
  2. Select a set of accounts to edit or use the Advanced Search option to narrow down the list of accounts. This helps you to filter and find the specific accounts to edit.
     
  3. Click the Bulk Edit icon (). This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.
    To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Setting" section in Managing Accounts Page.
  4. Edit the fields and click Save.
    The fields for the selected accounts are updated, and the most recently modified records appear at the top of the list.