Skip to main content

 

 

DealerTeam

Create a New Account

Goal 

Account records contain the Company Details

After reading this article you will be able to

  • Navigate to the accounts page
  • Create a new account
  • Know the difference between person accounts and business accounts

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

 

Step One: Navigate to the Accounts Page

1. Click the all tabs + icon.

2. Click Accounts.

1.1 1.2.png

 

Step Two: Create an Account

  1. Click the New button.

2.1.png

 

  1. Select the account type.
  2. Click Continue.

2.2 2.3.png

 

Note:

  • A Person Account is any customer acting as an individual
  • A Business Account is preferred when there will be one or more contacts interacting with the dealership under a single entity. 

 

  1. Fill in the desired information.
  2. Click  Save.