Client Services Salesforce

Editing the Service Details

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Occasionally, a Leader or Campus Admin may need to update specific details about a specific service, class, or group we offer. Please make sure you have permission from the Chief Program Officer before you make any changes.

This article describes how to edit the Service description.

1. Click View All on the Services widget from the correct Program Page.

From the Services list view, you can see the Service Name, the Unit of Measurement (how the delivered service is measured, i.e. in number of passes, classes, minutes of a session, etc.), who created the service, and when it was last modified.

2. Click on the Service Name you'd like to edit.

3. Click the pencil icon by the Service detail you'd like to edit.

4. Enter in the information you'd like to add or change.

5. Click Save.

The service details are now updated.

You're so detail oriented!

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