How do I create accounts in Salesforce?

Field mappings from Mailchimp to Salesforce include an option to create leads or contacts, based on Mailchimp data. When you create a contact, you can also create a Salesforce account. 

Setting the account record type:

See the instructions and arcade in the account record type FAQ

Naming the account:
In the create rule, you can customize the account name using text or mapped contact fields. 

If you want to use a field like [LastName] in the account name pattern, ensure they are mapped in the contact column below. You can then use the Salesforce API names of the fields in brackets, such as [FirstName] for the first name field or [custom_field__c] for custom fields.

Creating an account from data collected in Mailchimp:

If you collect a company name in a Mailchimp merge field and would like to use that in the account name, you have to map the company name to a contact field, like you do other contact fields. Remember, we generate the account name from mapped contact fields. 

For example:

• Collect company name in a merge field on your audience called Company
• Create a contact field called MC Company on contact
• Map the Mailchimp field Company to contact field MC Company in the Mailchimp to Salesforce Mappings
• In the Account naming pattern, use [MC_Company__c]

Relating all new contacts under one account:

Use default values in the contact mapping to set the AccountId field to the same account for all newly created contacts. 

Account names are global:

Customizing the naming pattern is applied globally across all audiences where you have the create account option enabled. Of course, this only applies if you have the create option enabled for more than one audience, and it is applied to newly created accounts going forward. 

NPSP users: Most NPSP users shouldn't create an account, as the NPSP code will do it for them.