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            Create a Business Account

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            Create a Business Account

            Create a business account before you add it to the Related Accounts card on the householding map.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To edit patient relationships: Health Cloud Standard

            Check the picklist values for the Add Account button to see if the business account exists. If it doesn’t exist, create it.

            1. In Salesforce Classic, click Create Account on the Related Accounts card. In Lightning Experience, click + Add Account and then click + New Account.
            2. Select the Business account record type, and click Continue.
            3. For the Account Name, enter the name of the business.
            4. Enter the rest of the information that your organization uses.
            5. Save your work.
            6. Navigate back to the Household tab and add the new business.
             
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            Salesforce Help | Article