Creating accounts in Salesforce

Last Updated : Oct 23, 2023 |

About this task

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.

Procedure

  1. Accept an interaction from an unknown customer.

    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.

    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.