Salesforce: Create a new client account
Overview
Sometimes you'll need to create a new client account for a partner or for PI internally.
Instructions
Create the account
- Go to the Accounts page in Salesforce.
- In the top right, select New.
- Select Client > Next.
- Enter the Account Name and Assigned Certified Partner.
Create the associated opportunity
- Create the opportunity.
- Select New Client. Select Next.
- Enter an Opportunity Name of "CURRENT YEAR".
- Select a Close Date 90 days from today.
- Enter the client's Account Name.
- Select a Stage of "Opportunity Created".
Change the account owner
- Go back to the new Account page in Salesforce.
- In the top right, select Change Owner
- Search for and select the partner who was awarded the opportunity.
- Select Transfer open opportunities owned by others and Send notificaion email.