How to Enter Customer Data in Stripe and Salesforce

This workflows demonstrates an example Company's notetaking process for customer billings information.

Stripe

  1. 1. Go to Payments page in Stripe

  2. 2. Click on Add a note…

    Click on Add a note…

  3. 3. Type notes in Timeline

    Type notes in Timeline

  4. 4. Click on Add note

    Click on Add note

  5. 5. Copy over Customers new Contact Information

    Copy over Customers new Contact Information

Force

  1. 6. Go to Corresponding Salesforce Account

  2. 7. Click on Edit Email

    Click on Edit Email

  3. 8. Paste in new Customer Contact Information

    Paste in new Customer Contact Information

  4. 9. Click on Save

    Click on Save

  5. 10. Click on Recap your call...

    Click on Recap your call...

  6. 11. Type "successfully upgraded over phone to higher account"

    Type "successfully upgraded over phone to higher account"

  7. 12. ✅ All Done! 🙌