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Salesforce
Salesforce

How to create an account in Salesforce

A ready-made, step-by-step walkthrough. Preview every step below — then make it your own in seconds.

Sales & Customer Success
6 steps 2 min Community template
1

Navigate to your salesforce.

Navigate to your salesforce.

2

Click "Accounts" in navigation

Click "Accounts" in navigation

www.salesforce.com
Click "Accounts" in navigation
3

Click "New"

Click "New"

www.salesforce.com
Click "New"
4

Pre-fill the necessary information for the account you are trying to add.

Pre-fill the necessary information for the account you are trying to add.

www.salesforce.com
Pre-fill the necessary information for the account you are trying to add.
5

Click "Save" button

Click "Save" button

www.salesforce.com
Click "Save" button
6

Done

Done

www.salesforce.com
Done

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