Guidelines for Creating Accounts

Review guidelines for creating accounts.

Business accounts available in: Lightning Experience and Salesforce Classic

Business accounts available in: All Editions

Person accounts available in: Lightning Experience and Salesforce Classic

Person accounts available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create business accounts:	Create on accounts
To create person accounts:	Create on accounts AND Create on contacts

User Permissions Needed

To create business accounts:

Create on accounts

To create person accounts:

Create on accounts

AND

Create on contacts

Support on Mobile Devices: You can view attachments in the Salesforce mobile app, but you can’t edit them.
Record Types: If your Salesforce admin has set up record types, you’re prompted to choose a record type when creating an account. Different record types can include different fields and picklist values to support your company’s business processes.
Company Subsidiaries: To specify that a business account is a subsidiary of another business account, fill in the Parent Account field. You can then view an account hierarchy from the account detail page. In Lightning Experience, click View Account Hierarchy. In Salesforce Classic, click the View Hierarchy link. The Parent Account field isn’t available for person accounts.
Company Locations: Use the Account Site field to designate different locations of the same company. For example, suppose that Acme.com has offices in Paris and London. Create two accounts, both called Acme.com, but with Account Site values of Paris and London, respectively.
Divisions: If your Salesforce admin has enabled divisions, the division of a new account is automatically set to your default division, unless you select a different one.
Territory Management: If your Salesforce admin has set up territory management, account assignment rules can automatically assign newly created accounts to territories.

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