Business Accounts are the standard, B2B-style Account record — companies, organizations, partners. They're what most CRM users mean when they say "Account." In orgs with Person Accounts enabled, Business Account is one of two record types; in orgs without, it's just "Account."
- Open the Accounts tab
App Launcher → Accounts. New Business Account follows the standard Account creation flow.
- Click New
If your org has Person Accounts enabled, you'll be prompted to pick a record type — choose Business Account.
- Enter Account Name
The legal entity name of the company. The only platform-required field.
- Add Industry, Website, Phone
Standard fields most orgs require via page layout even though the platform doesn't.
- Set Owner
Defaults to the creating user; reassign if needed.
- Save
Business Account is created. Add Contacts, Opportunities, etc. via related lists.
Required. The company / organization legal name. Person Accounts use LastName instead.
- Business Account is just an Account record type — it's the same SObject as Person Account, distinguished by the IsPersonAccount field. Reports and queries should filter on IsPersonAccount = false to get only Business Accounts.
- If Person Accounts is enabled, the New Account page shows a record-type picker. Without Person Accounts, the picker is skipped — confusing migrations between orgs.
- Business Account names aren't unique by default. Most B2B orgs add a duplicate rule on (Name + BillingCity) to stop near-duplicates.