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Applicants are required to create a Salesforce Application Portal account to use the Online Application. A Salesforce Application Portal account provides multiple methods of communication through the use of Notes and Attachments that allows Applicants to:

  • Communicate with the NYSERDA program (even after application submission).
  • Update information or documents in their application.


Info

The instructional materials below are intended to provide guidance for:

  • Applicants when creating a Salesforce Application Portal, or
  • CLEAResult Shared Services, Community Organizations, NYSERDA Energy Advisors, and Participating Contractors when assisting Applicants through the online application process.




UI Steps
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UI Step

Access the Portal Registration website for the Energy Affordability & Equity Residential program.

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titleSalesforce Portal Customer Registration
urlhttps://nyserda-portal.force.com/customer/Core_Registration_Page?programName=Energy_Affordability_and_Equity_Residential


UI Step

On the Portal Registration page, review through the introductory text to familiarize yourself with the registration requirements.

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UI Step

On the same page, complete all three fields in the Contact Information section. This includes First Name, Last Name, and Email Address. All fields are required.

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UI Step

Then click Create.

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UI Step

The page will reload with instructions that outline what happens next. Salesforce generates an email to the email address provided in step 3 above to continue the Salesforce Portal account creation process.

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UI Step

Access the email account entered into step 3 above and locate the email sent by Salesforce. This email contains a link to continue with your Salesforce Portal account creation as well as your Username (the email address entered in step 3 above with .nyserda appended to the end).

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UI Step

Click the link within the email.


UI Step

On the page you are directed to, create, and confirm, a password for your Salesforce Portal account, being sure to consider the password rules listed on the page. Then, click Change Password.

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UI Step

Once Change Password is clicked, you will be directed to your new Salesforce Portal account.

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