Creating a New Account (B2B)

Creating a new B2B Account

This guide will outline the steps that are involved to create a new B2B Account in Salesforce.

Initial  search

  • This guide assumes you have completed a search for an existing account. If this is not the case please search for the account (URL Link) first

Create a new account

 

Select “New”

Select the B2B record type

Select “Next”

Data fields completion

  • Account name: Please refer to Naming Convention (URL Link)
  • Parent Account: Leave blank if unsure
  • ABN: if known enter now
  • Recertification Email Opt Out: Select if the organisation does NOT wish for their employees to receive course refresher reminders - this does not manage marketing
  • Shipping Address: Only complete if shipping is different to billing
  • Other Fields: Fill in all other fields to the extent possible

    • Confirm details and save

     

    • Confirm data entry
    • Create the new account by selecting “Save”