Create Accounts and Contacts

Create an Account

Accounts store information about companies and organizations. They are used to keep track of your customers or potential customers. Here’s how to create an account.

  1. Click the Accounts tab.
  2. Click the New button.
    Create Accounts and Contacts in Salesforce
  3. Enter the account information.
  4. Click Save.
    Create Accounts and Contacts in Salesforce

Salesforce saves the account.

Create a Contact

A contact is typically a person who is associated with an account, such as a main point of contact. You can view and create contacts from the Contacts tab, but since contacts need to be attached to an account, it’s usually best if you add them from an existing account.

  1. Open the account where you want to add the contact.
    Create Accounts and Contacts in Salesforce
  2. Click New Contact in the Contacts list.
    Create Accounts and Contacts in Salesforce

    An empty Contact form appears with information from the account already entered.

  3. Enter the contact information.
  4. Click Save.
    Create Accounts and Contacts in Salesforce

Salesforce adds the contact to the account.