---
schema_version: "1"
id: adf59d0e23126ec344aaa0255e86599124f44595c5c7f82b75f40bfd6a24f9c5
title: Guidelines for Creating Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_add.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_add.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a342c71c7f41965bb837e6852ee5a97cc3be2d24bb5b74c8773f6780259e70c
description: Review guidelines for creating accounts.
products:
  - Sales Cloud
release: "264"
---
# Guidelines for Creating Accounts

Review guidelines for creating accounts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Business accounts available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Business accounts available in: <strong>All</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Person accounts available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Person accounts available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d38865e88">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38865e88 ">To create business accounts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38865e88 ">Create on accounts</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38865e88 ">To create person accounts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38865e88 ">
            <p>Create on accounts</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Create on contacts</p>
          </td>

        </tr>
      </tbody>
    </table>

Support on Mobile Devices

You can view attachments in the Salesforce mobile app, but you can’t edit them.

Record Types

If your Salesforce admin has set up record types, you’re prompted to choose a record type when creating an account. Different record types can include different fields and picklist values to support your company’s business processes.

Company Subsidiaries

To specify that a business account is a subsidiary of another business account, fill in the Parent Account field. You can then view an account hierarchy from the account detail page. In Lightning Experience, click **View Account Hierarchy**. In Salesforce Classic, click the **View Hierarchy** link. The Parent Account field isn’t available for person accounts.

Company Locations

Use the Account Site field to designate different locations of the same company. For example, suppose that Acme.com has offices in Paris and London. Create two accounts, both called Acme.com, but with Account Site values of Paris and London, respectively.

Divisions

If your Salesforce admin has enabled divisions, the division of a new account is automatically set to your default division, unless you select a different one.

Territory Management

If your Salesforce admin has set up territory management, account assignment rules can automatically assign newly created accounts to territories.

#### See Also

- [Create and Update Records](https://help.salesforce.com/s/articleView?id=xcloud.basics_creating_records.htm&type=5&language=en_US)
- [Who Has Access to Account Records?](https://help.salesforce.com/s/articleView?id=platform.faq_record_access.htm&type=5&language=en_US)
- [Account Fields](https://help.salesforce.com/s/articleView?id=sales.account_fields.htm&release=264.0.0&type=5 "Accounts have business account fields and person account fields.")