---
schema_version: "1"
id: 637e9460518b552288c68b8d499ac26a6064389469eacc26f52132974a779e29
title: Set Up Your Accounts, Contacts, and Locations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_intelligent_sales_accounts.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_intelligent_sales_accounts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9c082b63a30b7ef804617ec56163f73ddfc26964d4b02aaf0b83511bae2aee3a
description: 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.
products:
  - Life Sciences
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health Cloud
                or Life Sciences Cloud</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d143686e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d143686e66 ">To add accounts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d143686e66 ">Create on account</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d143686e66 ">To add contacts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d143686e66 ">Create on contact</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d143686e66 ">To add a location to an account:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d143686e66 ">Read on product fulfillment location</td>

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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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-life_sciences-264-0-0-production-enus/ebdafac5-c5fe-47a7-ac14-81533ab4e08f/images/icon_note.png)
        
        Note To also use this account location as a consigned inventory location, select **Inventory Location**.
    3. Save your changes.