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Introduction

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Prerequisites

Begin by following the instructions in the Accessing the NYSERDA Portal

  • Once logged into the NYSERDA Portal, click the Projects tab at the top of the screen. If your community has more than one Project with NYSERDA that uses Salesforce, you may see multiple Projects on this page.

    A

    If you do not see your Project listed, try changing the drop-down menu to All and/or clicking the Refresh button.

    BClicking the Refresh button may also help locating an initially unlisted Project.
    C

    To access a Project, click on the Project Name.

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