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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: This article is for Lightning Experience 

 

Step One: Navigate to the Accounts Page

1. Click the Accounts drop-down.

2. Click New Account.

 

Create an Account, click account.png

 

Step Two: Create an Account

1. Select the account type.

2. Click Next.

 

Create an Account, select record type.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. 

 

3. Fill in the desired information.

4. Click  Save.