Updating customer organization name

General workflow

Updating company name would involve updating information on:

1. CustomersDot
2. SFDC
3. Zuora

Before processing the request, please ask the customer for legal proof of organization name change and previous invoice.

We can provide the following instruction to update the CustomersDot information:

1. Sign into customers portal
2. Follow the steps to change the company information.

This will update future auto-generated invoices. Updating the information in CustomersDot would trigger a sync to update Zuora as well.

To change the name in SFDC:

1. Find an open Opportunity in the SFDC Account.
2. Follow the steps here to open a Legal Request.
   • Select Assignment/Transfer/Novation Agreement as the Type of Legal Request.
   • Select Assist with answering legal question or questionnaire under Summary of actions(s).
   • Enter the Zendesk ticket link and a summary of the request in the Notes field.
   • Upload the legal proof of organization name change document shared by the customer.
3. After getting the approval from Legal, open a Sales Ops case:
   • From the SFDC account page, click on Request Support.
   • Choose Sales Ops and click Next.
   • Choose Account name changes under General Account Support dropdown list.
   • Copy and paste the link to the Legal case above.
   • Click Submit

Once you get a confirmation from Sales Ops, confirm that the Organization name in Zendesk is also updated. Then let the customer know that the name change has been completed.

Example of Legal Case and the corresponding Sales Support case.

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