Creating accounts in Salesforce

Last Updated : Oct 23, 2023 |
Prolog information
When you create a new contact for an unknown customer, you must link the contact to a customer account. If the contact is not associated with an existing account, you can create a new one. For more information about managing contacts and accounts, see the Salesforce documentation.
Note:
When you create records, such as contacts or accounts, Salesforce associates them with the selected interactions.
  1. Accept an interaction from an unknown customer.
    ADDITIONAL INFORMATION:
    Avaya Workspaces for CRM displays the New Contact window.
  2. From the Account Name list, select + New Account.
  3. Complete the mandatory fields.
  4. Click Save.
    STEP RESULT:
    Avaya Workspaces for CRM returns to the New Contact window and displays the newly-created account name in the Account Name field.
Next steps
Finish creating the new contact in Salesforce.