Updating customer organization name
This page is about steps to updating customer’s organization name.
General workflow
Updating company name would involve updating information on:
- CustomersDot
- SFDC
- 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:
- Sign into customers portal
- Navigate to
My Account→Account details - Change the Company name in
Company details
This will update future auto-generated invoices. To change the name in Zuora, use the ZenDesk macro Support::L&R::Zuora Contact Change and submit the ticket as Open.
To change the name in SFDC, find the account in Salesforce and chatter the Sales support team ([at]sales-support) as well as the account manager, letting them know about the change. Include the ticket link as reference.
Last modified August 3, 2023: Fixes for Support pages following migration (
f348e5a6)
