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System Instructions



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Introduction 

This instructions on this page review how to add new providers



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titleExisting Account


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The steps below provides guidance on validation of Partner Account status for an existing account.


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UI Step

Access Salesforce, click on the Accounts tab to access the Account Record.

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UI Step

Search for your Accounts Record by using the Search Bar. Validate if the Account is a Partner Account. There will be a checkmark on the Partner Account Checkbox.

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UI Step

Proceed to Step 2: Create Program Partnerships




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titleNon-Existing Account


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The steps below provides guidance on how to create a new account and enabling the account as a Partner Account.


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UI Step

Access Salesforce, click on the Accounts tab and click the New button.

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UI Step

Complete the Account Name and Supplier ID (obtained from NEIS if the company already exists in NEIS) fields. Then, click the Save button when complete.

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It is best to enter in known information for as many fields as possible because it reduces the risk that duplicate records will be created in the future. 


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UI Step

Proceed to Step 2: Create Program Partnerships






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titlelearn more...


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UI Step

From the Account Record just created using the above step, scroll down to the Program Partnerships section and click the New Program Partnership button.

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UI Step

On the New Program Partnership page, set the Status field to Full or Provisional, then set the Program and Default Primary Contact fields.

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titlelearn more...


UI Steps
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Info

Follow the steps below only if the Contact does not exists in Salesforce.


UI Step

Back on the Account Record page created following step 1 above, scroll down to the Contacts section and click the New Contact button.

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UI Step

On the New Contact page, enter in at least the Contact's Last Name and Email Address. Then click Save.

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It is best to enter in known information for as many fields as possible.


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