How to add a new Account

Accounts are used to store information about organizations or corporate partners that someone in the college has a relationship with.  If the account you need to manage does not exist, follow these instructions to add a new account.

Step-by-step guide

1. Search first for a partial name of the account.  There are more than 100K accounts in the College Salesforce org so many times accounts already exist.  Use the search box to make sure the account does not already exist.
   
2. If your search results do not have any results, click on the Accounts tab and then Click New
   
3. Select "Existing Default Record Type" and click Next
   
4. Add as much of the following information as possible and then click Save
   
   
   • Account Name: Type the company name
   • Parent Account: Enter the name of the Parent Account if applicable
   • Address: Enter the company address in the Address fields
   • Website: Enter the company’s web address
   • Phone: Enter the phone number
   

   • Account Type: Select a few different Account Types and notice some have a Sub Type.

   • Account Sub Type: Select an Account Sub Type if applicable
   • Industry: Choose the industry vertical in which the Company operates

5. Your new account record has been saved.  Because you added the record, you automatically become the Account owner.  If you need to update the account owner you can do so after the record has been saved.

You must search first before creating an account to avoid creating duplicates.