An Account is any entity (company, municipality, academic institution, organization, etc.) that interacts with NYSERDA or NYSERDA’s contractors.
The following table describes the different detail sections for each Account record:
Section | Description |
|---|---|
Essential Account Information | The primary identifying details, including contact information and accounting ID. |
Account Information | Important stakeholder and outreach details. |
Address Information | Address and location details, including legislative districts. |
Address Validation Information | All address validation details (if available) |
Additional Information | Any relevant additional information about the record. |
Areas of Expertise | Any areas where the organization specializes. These appear on the web if the organization has a program partnership. |
Utility Information | The account’s energy utility information, including suppliers and usage. |
System Information | System details and timestamps. |
The Accounts Tab
1. A dropdown menu for list views related to Accounts, which includes standard list views and any custom views you’ve created. List views are a way for you to browse a set of records in Salesforce. In the example below, this list view shows you all account records you have permission to see.
2. Recent records, with the option to filter on recently viewed, modified, or created. You can also create a new account by clicking New.
3. A set of links to commonly used account reports.
4. Account-related tools, including import and merge utilities.
Overview
Content Tools