Creating a Test Account in Salesforce

In this topic, you create a test account.

To create a test account in Salesforce

1.

Click the App Launcher in the top left corner and type Accounts, then select Accounts from the list of items. Salesforce will open the Accounts tab.

2.

Click New.

3.

Enter a name for the account, for example, SF-DemoAccount. Accept the default settings for all other fields.

An example of the New Account dialog in Salesforce, where an account named SF-DemoAccount is created.

4.

Click Save.

Do not close the page for the test account you just created. Continue with the next step, Adding a Test Contact to the Test Account in Salesforce.