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System Instructions



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Introduction

The following sections will help you understand the process for Creating and Managing Program Partnerships in Salesforce.


Warning

Before creating a New Account, search in Salesforce for an Existing

Account to update.

Account to prevent duplicate accounts.  Maintaining clean, accurate data is one of the most critical things you can do to get the most out of Salesforce. 


Search for an Existing Account

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UI Step

Navigate to the NYSERDA launch page and click the Salesforce tile.


UI Step

Enter the Company Name in the Search field at the top of the Salesforce to check for any existing accounts in Salesforce. Always select and edit an existing account if you find a match.


UI Step

If the search results in zero matches, create a New Account.



Create a New Account

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UI Step

If there are no existing accounts, click on the Accounts tab and then click New.

UI Step

Fill in the information given on the Consultant Information document provided by the Project Manager.

UI Step

After all pertinent information has been entered, save the entry and proceed by adding the Program Partnership title to the account.

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UI Step
Within the account just created, scroll down to the Program Partnerships sections and click New Program Partnership.



UI Step

If the Consultant Info for Web has also been given, fill out the fields that correspond to the document. 

UI Step

Connect the account to the desired Program Partnership by searching for Commercial Tenant below: Save the record and now the new Consultant will be connected to the appropriate Program Partnership and uploaded on the NYSERDA websiteFill in all available information into the corresponding fields and Save the entry.



Establish a Program Partnership

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UI Step

On the Account tab, scroll to the Program Partnerships section and click New Program Partnership.

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UI Step

Search for the program name in the Program field; select the appropriate program and click Save. If the program name is not available, submit a Salesforce Jira Software Issue to request adding the program to the list.


UI Step

Save the record.



Updating Program Partnership Records

On the Program Partnership record the below fields impact what is displayed on NYSERDA’s Website. If you have not already established a website

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UI Step

If a website is not already established to display your Program Partnership data, a Salesforce Jira Software Issue must be Submitted to initiate the process. The Program Partnership record fields impact what is displayed on NYSERDA’s Website. Reference the record fields in the information table below:


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titleinformation table


StatusIndicates the status of the Account in relationship to the Program. Program Partnerships with a “Full”, “Provisional”, or “Probation” status can be displayed on the website.
WebsiteThe URL of the Account’s website. This can be displayed on the website.
Areas of ExpertiseSkillsets and technologies in which an Account specializes. Multiple Areas of Expertise may be selected and displayed on the website.
Counties ServedThe New York State Counties where the Account performs their business activities. Multiple Counties Served may be selected and displayed on the website.
Do Not Display on WebsiteA checkbox which when selected, removes an Account from the website listing for only the applicable Program Partnership.




UI Step

Select desired Area of Expertise from left-hand section and click the right arrow to add to the chosen field; to remove an Area of Expertise from the chosen field, select from the

field on left

right-hand section and click left arrow. When done click OK.

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To edit Counties Served, hover over the field and Double Click.

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Scroll down past the counties until you reach the regions at the bottom of the list on the left and select desired region(s). Click OK.

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