How to Create an Account in Salesforce

Salesforce User Guide - Account Creation

Overview

This guide walks you through the steps required to create a new client account in Salesforce. Follow all steps carefully to ensure accurate and complete account records.

Who This Is For: All Salesforce users.

Before You Begin

Important: Always verify that the client does not already have an existing account in Salesforce before creating a new one. Duplicate accounts can cause data integrity issues and affect reporting accuracy.

To check for duplicates, search the client's name, phone number, and email address in Salesforce before proceeding with account creation.

Step-by-Step Instructions

Step 1: Log Into Salesforce

Log into Salesforce using your RRI SSO credentials.

Step 2: Navigate to Accounts

In the top-left corner of your Salesforce screen, open the drop-down navigation menu.

From the menu, locate and select "Accounts" from the list of options.

Step 3: Create a New Account

On the Accounts page, locate and click the "New" button on the right-hand side of the screen.

Note: If you do not see the New button immediately, it may be located under a drop-down triangle. Click the triangle to reveal the option.

Step 4: Select the Account Type

A selection screen will appear. Select "RRI Individual Account" as the account type, then click "Next" to continue.

Step 5: Enter Client Information

Fill in all required fields for the new account. The following fields are required:

• First Name
• Last Name
• Phone Number
• Lead Source - Where did the client originate?
• Lead Source Details - How did the client come to us?
• Native Language

Tip: Double-check the spelling and accuracy of all information before saving to ensure clean and reliable data.

Step 6: Save the Account

Once all required fields have been completed, click "Save" to create the account.

Important: Click Save only once. There is a short delay during account creation. Clicking Save multiple times may result in duplicate accounts.

Once saved, the new account will appear under Accounts in Salesforce and will be ready for use.

Best Practices

Follow these guidelines every time you create a new account in Salesforce:

• Always search for the client first to confirm no duplicate account exists before creating a new one.
• Verify all client details for accuracy before clicking Save.
• Complete as many fields as possible beyond the required ones to support future follow-up and outreach.
• If you are unsure about any field, check with your manager before saving.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.