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The content in this space is currently being migrated to the cloud. Any content edits must be made by a Knowledge Base admin until migration is complete.
To request content edits, please submit a request to the Strategic Operations Training Team
and include the page URL and details on required edits.
A member of the Strategic Operations Training Team will reach out for clarity if needed.
Salesforce: Add PM Role
Click the Project Roles link at the top of the page to navigate to the Project Roles section of the Project Record.
In the Project Roles section of the Project Record, click on the New Project Role button to add a new Project Manager to the project.
Select the NYSERDA Project Manager option in the Role dropdown menu.
Search for the NYSERDA Project Manager Name by clicking on the Magnifier Glass icon next to the User dropdown.
Use the Search Bar to search for the appropriate Project Manager.
Select the appropriate Project Manager after validating the Email Address.
Once the Project Manager is added, scroll down to the Company Information section and type in NYSERDA as the Company Name.
Then click the Save button to return to the Project Role Detail page, or click the Save & New button to save this record and reset the page to add a new record.
A new window will open automatically with the Project Role Detail. Click on the Project Name hyperlink to be redirected to the Project Record.
Click the Project Roles link at the top of the page or scroll down to navigate to the Project Roles section of the Project Record to check the newly added NYSERDA Project Manager details.
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