Salesforce: Add Account

Accounts are organizations, such as businesses and schools, who work with or want to work with the University. Accounts are generally external to U-M, but internal U-M groups and clubs which are involved with a project being tracked in Salesforce may also have Account records.

Important Notes

• Always search for an Account to verify a record does not exist before creating a new record.
• Required fields are marked with an asterisk (*). 
• Non-required fields should be completed when information is available and in coordination with your office’s business process.
• Roll over the question marks (?) for additional information about a field. Not all fields have question marks.

Search for an Account

1. Click Add Account on the Home tab. 
2. Search for the Account. 
   • If the organization’s name can be written in different ways, be sure to search for all known names (e.g., search by General Motors and GM).
3. If the Account is not found, continue to Enter New Account.
   If the Account is found, click Next. The Account record opens and the process is complete.

Enter New Account

4. Check the Cannot Find Account box. 
5. Click Next. 
6. Select an Account Type (required) from the drop-down list. Options are Business Organization, Educational Institution, Government Organization, Non-Profit Organization, and University Organization. 
   • Definitions of each type are included on the Create Account window.
7. Enter an Account Name (required).
   • The Account Name should be the full, official name of the organization.
8. Enter the Account’s Website address.
9. Select the Company Size from the drop-down list.
10. Enter a Description of the Account.
11. Enter the Address, including Street, City, State/Province, Zip/Postal Code and Country.
12. Click Next to save and open the record.

Notes: 

• Additional information about the Account can be added on the Account record. This includes Fax number, Parent Account, and Industry.
• If needed, a Contact can be added to the Account record. Click New Contact on the Account record to create the Contact.