Salesforce Accounts Creation (Mobile Device)
Important Information:-
- Please search for the account prior to creating it - you can search by a key word
- If you're creating a new account which will pay for their services by credit-card only, please do the following:- Email: [email protected] & the relevant BDM advising them of the account name & number.
- If you're creating a new account which will be paying on-account (7-day terms only offered), this needs to be authorised first. Please email: [email protected] & the relevant BDM advising them of the account name and account contact details.
Creating a New Account
- Click on the 3-little lines in the top-left corner of the screen
- Then scroll down on the left-hand side and select Accounts
Click on New at the footer of the screen:
Select the record type: B2B:
Complete all mandatory fields (marked with an asterix), including the billing and shipping address fields.
Pay special attention to the 'Email for Invoice' field. This is ultimately the email to which invoices will be sent in MYOB. You need to make sure this is kept accurate and up to date. If you do not know if straight away you can always update it later on in the Sales process.
Account Hierarchy
Once you have saved your new Account there is one more very important step - to define where the Account sits in the Account Hierarchy (if at all).
You should consider St John Accounts in three core levels. Accounts can be just in just one of these levels, or they could be in all three -
| Level | Description |
|---|---|
| Billing Account | This is where the invoice goes at the end of the day - who has the cheque book. A Billing Account sits at the top of the hierarchy and will receive the bill for those that sit underneath it. |
| Employer Account | The middle tier in the Account Hierarchy. Usually a brand. |
| Workplace Account | This is the lowest common denominator, where the training takes place. |
To better explain, lets use Woolworths as an example. Woolworths Ltd (the head office) is the Billing Account. The brands (e.g BigW) are the Employer Accounts and the stores (e.g Woolworths Chermside) are the Workplace Accounts.
You can see what tier an Account is under by reviewing the 'Account Type Info' section on the Account Detail page.
You can control an Accounts Type/Tier using the Account Hierarchy. You do this by changing the 'Parent Account' field.
For example, if you add a new Account into Salesforce, 'Woolworths Chermside', without defining a 'Parent Account, it will default as being a Billing, Employer and a Workplace Account. This is because it has no parent and is sitting at the top of its own hierarchy.
To add a 'Parent Account', simply hover over the field, select the little pencil that appears, search for the Account you would like to link to and select 'Save'.
Once a Parent Account has been added, Woolworths Chermside will sit in the second tier of the Account Hierarchy. It's type will change to be an Employer and Workplace Account.
