System Instructions |
IntroductionThe following sections will help you understand the process for Creating and Managing Program Partnerships in Salesforce.
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On the Account tab, scroll to the Program Partnerships section and click New Program Partnership.
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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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.
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