Edit a Bank Account

Administrators can edit the Bank Account Name and Status of a Bank Account.

1. In the tab bar, click  App Launcher, or in Salesforce Classic, click  .

2. Click Entities.

3. Select a list view—like All Active Entities—and click Go!

4. Click Edit next to the entity you want to modify.

5. In the Bank Accounts related list, click Edit next to the Bank Account you want to edit.

6. Make any desired changes.

7. Click Save.