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

 

Before to create a prospect, search on it to avoid creating a duplicate!

The system will warn you if a duplicate is found (based on name or address)

 

If the prospect/account does not exist, click on Create New… and then click on Account

 

 

 
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

 

Value “Sold-to” has been removed for consistency purpose, as in SAP, any Sold-to is considered as a Ship-to.

 

 

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!
You have successfully created the prospect.

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