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

1. Go to the Accounts page in Salesforce.
2. In the top right, select New.
3. Select Client > Next.
4. Enter the Account Name and Assigned Certified Partner.

Create the associated opportunity

1. Create the opportunity.
2. Select New Client. Select Next.
3. Enter an Opportunity Name of "CURRENT YEAR".
4. Select a Close Date 90 days from today.
5. Enter the client's Account Name.
6. Select a Stage of "Opportunity Created".

Change the account owner

1. Go back to the new Account page in Salesforce.
2. In the top right, select Change Owner
3. Search for and select the partner who was awarded the opportunity.
4. Select Transfer open opportunities owned by others and Send notificaion email.