...

1. Drag a Snap to the Canvas or select an existing Snap.

2. If the Create Account Options dialog does not display automatically, click the Accounts tab.

3. Click Add Account.

4. For Location, select the Project folder.

5. If the data source has more than one Account Type available, select one. The following example shows the account types for a Salesforce Batch Create Snap:

   

6. Click Continue.

7. In the Create Account dialog, specify the required settings to connect to the data source. The Snap Reference describes the fields for each type of supported data source.

8. If the Account type supports validation, click Validate to make sure the connection succeeds.

9. Click Apply to create the account.

Related Content

• Modifying Accounts

• Deleting Accounts

• Migrating Accounts