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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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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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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





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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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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titleExisting Account


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The steps below provides guidance on how to add a existing Contact to a New Program Partnership.


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UI Step

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


UI Step

Once the desired Contact is located, scroll down to Program Partnerships section and click "New Program Partnership" and Proceed to Step 2: Create Program Partnerships

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titleNon Existing Contact


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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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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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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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