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Create a New Account


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.

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Step Two: Create an Account

  1. Click the New button.



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

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  • 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.