The Manage Subscription experience lives in the Your Account app. To let the right people use it, assign the Manage Billing permission (the shipped "Your Account" permission set is the easiest path) and then open the app to work with products, contracts, and invoices.
- Confirm edition and experience
Check that the org is on Lightning Experience and a supported edition (Professional, Enterprise, Performance, or Unlimited). The Your Account app does not appear in unsupported setups.
- Assign the Manage Billing permission
In Setup, assign the shipped "Your Account" permission set to the billing admins and finance leads who need access, or grant Manage Billing through an existing permission set. Without it, the app stays hidden.
- Open the Your Account app
From Setup or the App Launcher, launch Your Account. The home page shows tiles for Browse and Buy, View Your Contracts, and links into Salesforce Checkout for statements and invoices.
- Add products or licenses
Click Browse and Buy, pick the contract to buy against if there is more than one, choose All Products or an existing product, confirm the prorated cost and billing, and complete the purchase so the licenses provision.
- Review contracts and invoices
Use View Your Contracts to see renewal date and frequency, update payment methods, or change the billing contact. View and download invoices, payments, and credit memos for reconciliation.
The access gate for the whole app. Users without it see no Your Account app in Setup or the App Launcher. Grant it narrowly.
A Salesforce-provided permission set that grants Manage Billing at no extra cost, so you can assign access without editing profiles individually.
The tile that opens the commerce flow for adding products and licenses against a selected contract, with proration and billing confirmation.
The tile for renewal date and frequency, adding licenses, updating payment methods, and changing the billing address or primary billing contact.
- No Manage Billing permission means the app is invisible, not just read-only. If a user reports they cannot find Your Account, check the permission first.
- Available tiles and self-service options depend on contract type. Partner-sold or custom-contract orgs may see fewer options than direct customers.
- Strategic changes such as edition downgrades, contract restructuring, and volume discounts route to the account executive, not the self-service flow.
- Do not confuse this with Revenue Cloud Subscription Management. This app manages your subscription to Salesforce; Revenue Cloud helps you bill your own customers.