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Accessing Submitted Combined Residential Applications

NYSERDA Energy Advisors and Participating Contractors can access submitted Combined Residential Applications from their Salesforce Portal account. To make locating specific applications easier, a Created By field has been added to help quickly identify who submitted each application

The instructional materials below are intended to provide guidance for NYSERDA Energy Advisors and Participating Contractors when accessing submitted applications in Salesforce.

After logging into Salesforce, click the Projects tab.

A list of Submitted applications will appear on the Projects list. To locate a specific application, review the name in the Created By column to identify who submitted each application. This will make locating specific applications easier to perform.

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