Knowby R-Knowby
Knowby
How to create a new company (Account) in Salesforce
Add a new company to Salesforce as an Account record in Lightning Experience.
Add a new company to Salesforce as an Account record in Lightning Experience.
1
Step 1 of 5
<p>Open the Accounts tab in the navigation bar to see the list of all accounts.</p>

Open the Accounts tab in the navigation bar to see the list of all accounts.

2
Step 2 of 5
<p>Click New in the top-right corner of the Accounts list.</p>

Click New in the top-right corner of the Accounts list.

3
Step 3 of 5
<p>Enter the company name in the Account Name field. This is the only required field.</p>

Enter the company name in the Account Name field. This is the only required field.

4
Step 4 of 5
<p>Fill in the other company details as needed: Website, Type, Description, Parent Account, Phone and Billing Address.</p>

Fill in the other company details as needed: Website, Type, Description, Parent Account, Phone and Billing Address.

5
Step 5 of 5
<p>Click Save to create the company. Use Save &amp; New if you want to add another company right away.</p><p></p><p></p>

Click Save to create the company. Use Save & New if you want to add another company right away.