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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.


Info

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


Search for an Existing Account

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UI Step

Navigate to the NYSERDA launch page and click the Salesforce


UI Step

Enter the Company Name in the Search field at the top of the Salesforce check for any existing accounts in Salesforce.


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



Create a New Account

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


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


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


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


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


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Connect the account to the desired Program Partnership by searching for the Commercial Tenant.


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below: Save the record and now the new Consultant will be connected to the appropriate Program Partnership and uploaded on the NYSERDA website. 



Establish a Program Partnership

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


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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.


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Save the record.



Updating Program Partnership Records

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


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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 and click right arrow to add; to remove an Area of Expertise, select from the field on left and click left arrow. When done click OK.


UI Step

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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