Overview
In this section, you will find information about how to create a prospect account in Salesforce |
Concerned profiles:
Sales
Table of content
Step By Step
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If the prospect/account does not exist, click on Create New… and then click on Account
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| You can now decide the type of account you want to create. |  | ||
| From the list of possible record types, select “Non SAP Customer” |  | ||
Enter now the information on the account •In Account name, enter the name of the account, for example 'Bayer CROPSCIENCE' •Use then the lookup icon to search a Corporate Group |  | ||
| Search for Bayer Corporate Group and once found, click on the Name |  | ||
You must also define the Partner Sub-Type. You have 2 options: •Sold-to & Ship-to •Ship-to
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Enter the address information (English only). You can also enter the address in a local language, like in Japanese or Chinese characters. That’s convenient!
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A map view of the Accounts address is now displayed directly on the account page. By clicking on the image, a new tab is opened on google maps. |
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| Incoterms & Payment terms are displayed as before on the account layout,with additional list of fields complaint with the future design in Lightening for Incoterms & Payment Terms. |
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On GBU Account Sub-Type picklist, value Distributor was removed and new value Trader was added.
On GBU Customer Classification Pick list, Value P was renamed to Potential.
New Service Model Pick list (Customiable by GBU) data template will be provided on demand for massive load. |
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| You have successfully created the prospect. |  | ||
