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Salesforce: Add New Qualified Support Providers
Process Overview
Project Manager - Search & Enable Accounts
Existing Account
After accessing Salesforce, click the Accounts tab to access the Account Record.
Search for the Account Record using the Search Bar by typing in the Account Name.
Click the appropriate Account Name to access the related Account Record .
Proceed to Step 2: Search & Add New Contacts.
Non-Existing Account
Access Salesforce, click on the Accounts tab and click the New button.
On the New Account page, input at least the Account Name before Saving .
Proceed to Step 2: Search & Add New Contacts.
Project Manager - Add Primary Contacts
Existing Contact
Back on the Account Record page created following Step 1: Search & Create Accounts above. Scroll down to the Contacts section and locate the appropriate Contact.
Proceed to Step 3: Create Program Partnerships.
Non-Existing Contact
Back on the Account Record page created following Step 1: Search & Create Accounts above. Scroll down to the Contacts section and click the New Contact button.
On the New Contact page, enter in at least the Contact's Last Name and Email Address. Then click Save.
Proceed to Step 3: Create Program Partnerships.
Project Manager - Create & Enable New Contacts
Once the desired Contact is located, within the Account Record, scroll down to the Program Partnerships section and click the New Program Partnership button.
Within the New Program Partnership page, set the Status field to Full.
Then click on the Search Icon for the P rogram field.
Use the Search bar to lookup the appropriate Program. Then, click Go and select the program. The page will automatically redirect back to the Program Partnership Editing page.
Then click on the Search Icon for the Default Primary Contact field.
Use the Search bar to lookup the appropriate Contact.
Confirm the Contact Name, Account Name, Email, and Phone Number. Then, select the Primary Contact. The page will automatically redirect back to the Program Partnership Editing page.
Fill in the Consultant Contract Number field then scroll down to the bottom of the screen. The Consultant Contract Number can be found in the SeamlessDocs form.
Scroll down to the SQA Visibility Configuration section to select the Counties. The Counties can be found in the SeamlessDocs form by clicking on the drop-down menu.
In the Counties Served field, select the appropriate county/counties under the Available menu. Then use the Arrows to move the county/counties in or out of the Chosen menu.
Then, scroll down to the Specialties field and select the following into the Chosen field:
- Commercial Plans Examiner-Prescriptivie
- Commercial Plans Examiner-Performance
- Commercial Inspector
- Residential Plans Examiner
- Residential Inspector
Review the new Program Partnership. Then, scroll down to the bottom of the page and click the Save button or, click the Save & New to create another Program Partnership.
Overview
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