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Set Up Your Accounts, Contacts, and Locations

The hospital accounts your organization deals with is the first set of information you add to the Intelligent Sales data model. After you add an account, you add contacts your reps meet with when they visit that account. Then you can add the accounts’ locations.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
User Permissions Needed
To add accounts: Create on account
To add contacts: Create on contact
To add a location to an account: Read on product fulfillment location
  1. Add an account.
    1. From the App Launcher, go to Accounts and click New.
    2. Select Business record type and click Next.
    3. Enter the account name and other relevant information.
    4. Save your changes.
  2. Add a contact to your account.
    1. Go to the Related tab of your account page.
    2. In the Contacts section, click New.
    3. Enter the contact’s name and other relevant information.
    4. Save your changes.
  3. Add a location for your account.
    This location is tied to your account in the Product Fulfillment Location object.
    1. From the App Launcher, go to Locations and click New.
    2. Enter a location name, location type, and other relevant information. To enter a new address, save the location and then edit the location record to add the address. You're required to enter the location in the Parent field of the address record.
      Note
      Note To also use this account location as a consigned inventory location, select Inventory Location.
    3. Save your changes.