Salesforce Maps Account Creation Process

This document provides a comprehensive guide on how to create a new account using Salesforce Maps on your mobile device. The steps outlined will help you efficiently drop a pin, input necessary details, and finalize the account setup process.

Step 1

To initiate the account creation process using Salesforce Maps on your mobile device, begin by accessing the Salesforce Maps application. Observe your current location proximity within the app.

Step 2

When you encounter a new business and wish to create an account, perform a long press on your current proximity location. You will then be presented with the option to "Drop a Pin." Select "Drop a Pin," and proceed by choosing "Create Record."

Step 3

After selecting "Create Record," click on the arrow to choose the type of record you wish to create. Opt for "Account." Notice that the record title updates to "HQ Store Client."

Step 4

Proceed by clicking "Next." You will be required to enter the account name, which should correspond to the company name.

Step 5

Next, select the product segment. Choose the "K-Series" option.

Step 6

Verify that the account source is set to "Salesforce Maps clicks to create." Input your desired business type.

Step 7

For business type, let's assume it is "casual dining." If the current system details are unknown, you can complete those details at a later time. Set the business status to "new business."

Step 8

The "Existing businesses" section is solely for account management. The number of locations and estimated GTV can be filled in later, but provide this information now if available.

Step 9

The address should already be populated. Ensure that you clear any information in the billing state and province fields, then click "Continue."

Step 10

Finalize the process by creating the record. The account is now successfully created.