Once you have located a company on the home or list pages, click the company name to display detailed information.
See Accounting Company Fields for a full description of the fields that make up a company record.
To update your company details, click Edit, and then make your changes. When you have finished, click Save.
Companies linked to Accounts (Intercompany)
You cannot clone a company that is linked to an account. There can only be one account per company.
If you enter or update the Account field, it must comply with the criteria described in About Intercompany Accounts.
Notes and Attachments
You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.
Related Lists
The Related List tab provides information about the exchange rates, bank accounts, user companies, company ownership, intercompany definitions, combination rules, and accounting company history.
Using Classic
The lower portion of the page provides information related to the company, such as any accounting currencies, company ownership and bank accounts.
The related lists that you see are determined by your personal customization, by any customization your administrator One or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.