To create a Campaign Code, log into Salesforce.
Access the Generate Campaign tab.
On the Generate Campaign tab, a list of all campaigns created by the logged in user are displayed. To create a new Campaign, click Generate Campaign.
A modal window will open. Click OK to confirm the request to generate a new Campaign Code (and URL).
Back on the Generate Campaign tab, the newly generic Campaign Code will appear on the top of the list. Be sure to check that the Campaign Code status is set to Active. The Campaign URL can be copied and pasted for use in websites or shared through email.
Campaign Codes that will no longer be utilized should be switch to Inactive status.
Click the Edit link to the far right of the Campaign Code.
On the modal window that opens, click the Status drop-down and change the selection from Active to Inactive. Then click Save Changes.
Access the Portal Registration website for the Energy Affordability & Equity Residential program.
On the Portal Registration page, review through the introductory text to familiarize yourself with the registration requirements.
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.
Then click Create.
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.
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).
Click the link within the email.
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.
Once Change Password is clicked, you will be directed to your new Salesforce Portal account.