Update your account settings in Centralize to manage your profile, notification preferences, and connected integrations.

<aside> ❓

Centralize pulls the account domain from your **Salesforce** account settings.

• If the Salesforce.com domain is incorrect — or if an account has multiple domains and/or LinkedIn pages — please update the account settings.
• Updating the account settings (and the domains on LinkedIn pages) impacts the touchpoints we pull in and the suggested contacts we surface. </aside>

Steps

1. Open your account menu

Click your profile icon or account avatar in the top navigation to open the account menu.

2. Go to Settings

Select Settings from the dropdown menu.

3. Update your preferences

Navigate to the relevant section (e.g., profile, notifications, or integrations) and make your changes.

4. Connect a Customer Slack Channel

If you are adding Centralize to a customer Slack channel, select the channel and confirm.

<aside> 💡

⚠️ Heads up: When you add Centralize to a customer Slack channel, the members of that channel will receive an alert that Centralize has been added. This is a requirement from Slack because messages will be visible in another platform.

</aside>

https://scribehow.com/viewer/Updating_Account_Settings__944-j57kTie0njcdI84utw

Need help? Reach out to [email protected]