Creating a New School Account in Salesforce

This document provides instructions for creating a new school account and school contacts in Salesforce.

Step 1

To begin the process of creating a new school account in Salesforce, first, conduct a thorough search for any existing records. Utilize the global search feature to look up for the school name.

Step 2

Once the search is complete, you might encounter records with similar names. If this is not the account you wish to create, proceed to the accounts section and initiate the creation of a new account.

Step 3

During the new account creation, select "School Account" as the account type and click "Next."

Step 4

Enter the name of the school in the Account Name field.

Step 5

By default, you will be listed as the record owner. If the school is affiliated with a group of schools, search for and enter the parent school's name in the designated section.

Step 6

Accurately populate the address fields. This information is vital for future deduplication of accounts.

Step 7

Once all the details have been entered, save the account. Your school account is now created.

Step 8

At this stage, you can modify the owner, update details, or add additional information to the account.

Step 9

Additionally, after creating the school account, you have the option to create a new contact associated with this account.

Step 10

To do this, navigate to the "Related" tab, locate "Contacts," and select "New."

Step 11

Seelct "School Contact" and click Next to proceed.

Step 12

Enter the relevant details of your contact in the provided fields.

Step 13

Once all information is entered, click "Save."

Step 14

Congratulations! You have successfully created a school account and added a contact. Should you require further assistance, please submit a service desk ticket for additional support. Thank you.