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Create a New Account in Salesforce


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

  1. Log in to Salesforce.
  2. Click Accounts.
  3. Click New.

new account.PNG

  1. Type in the account information. 

Required fields are marked in red.

  1. Click Save.
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