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Home > Aria6 User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Account Setup > Create a New Account in Salesforce

Create a New Account in Salesforce

Overview

If you want to create a new account in Salesforce, you can do so by following the steps in this article.

Note: If an account’s plan assignment has not been saved to Aria, then that account will not be created in Aria.

Creating a New Account in Salesforce

Getting Here: Click Accounts > New

  1. Type in the account information. 

Required fields are marked in red.

New Accountv2.png

  1. Click Save.
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