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
Salesforce has two different desktop user interfaces: This article is for Lightning Experience
Step One: Navigate to the Accounts Page
1. Click the Accounts drop-down.
2. Click New Account.
Step Two: Create an Account
1. Select the account type.
2. Click Next.
- 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.
3. Fill in the desired information.
4. Click Save.