Creating an Account in Salesforce

This article explains how to create a new Business Organization account in Salesforce and verify its details after saving.

Instructions

Click an image to expand it

Step 1 - Now let's say that you want to create an account in Salesforce. From this list view, first make sure that the account does not already exist. Once you clarify that the account does not exist, click 'New' near the top right of the page. 

 

Step 2 - You will then be able to select the type of account. Select 'Business Organization' and click 'Next' to proceed. 

 

Step 3 - Here you can fill out all the information that you have. Here you will fill out fields such as name, type, business organization, etc. Once you have filled out all the information, click 'Save'. 

 

Step 4 - You will be taken to the newly created account record page. Here you can verify all of the data that you filled out came over. ​​​​​​​

 

Outcome

​​​​​​​A new Business Organization account is successfully created in Salesforce and its details can be reviewed on the account record page.