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Create a New Account in Salesforce


This article provides the steps to create a new account in Salesforce.

Create a New Account in Salesforce

Getting Here: Click Accounts > New

Create new account 3.17.png

Note: Required fields are marked in red.

  1. If Person Accounts are enabled for your instance of Salesforce, then select the type of account you are creating. If Person Accounts are not enabled, then the account created defaults to a Business Account. 

Select Acct_Persons Enabled.png

  • A Business Account is held by an organization.
  • A Person Account is held by a single individual. Note the following about Person accounts:
    • Person accounts do not have a parent account.
    • Person accounts are treated as a contact and as an account.
  1. Enter the account information in the appropriate fields.

New Account Screen 3.17.png

  1. Click Save.

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