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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

2. Select the account type

3. 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. 

4. Fill in the desired information

5. Click  Save