Versions Compared

Old Version 12

changes.mady.by.user Jie Weng

Saved on

compared with

New Version 13

changes.mady.by.user Jie Weng

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
borderColor#c5005c
bgColor#f9e6ef
borderStylesolid

System Instructions



Panel
bgColor#f0f0f0
borderStylesolid

Introduction 

This instructions on this page review provides guidance on how to add new providers in Salesforce.



Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"text":{"text":"Step 1: Search & Create Accounts","color":"#233e90","textAlign":"left","fontWeight":"normal","fontSize":26}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body<p><br /></p>


Expand
titleExisting Account


Info
iconfalse

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


UI Steps
sizesmall


UI Step

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

Expand
titlescreenshot



UI Step

Search for your Accounts Record by using the Search Bar.

Expand
titlescreenshot



UI Step

Select the appropriate Account Record.

Expand
titlescreenshot



UI Step

Proceed to Step 2: Search & Add New Contacts




Expand
titleNon-Existing Account


Info
iconfalse

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


UI Steps
sizesmall


UI Step

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

Expand
titlescreenshot



UI Step

Complete the Account Name. Then, click the Save button when complete.

Tip
iconfalse

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. Supplier ID (obtained from NEIS if the company already exists in NEIS) is preffered but not required.


Expand
titlescreenshot



UI Step

Proceed to Step 2: Search & Add New Contacts





Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"text":{"text":"Step 2: Search & Add New Contacts","color":"#233e90","textAlign":"left","fontWeight":"normal","fontSize":26}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body<p><br /></p>


Expand
titleExisting Contact


Info
iconfalse

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


UI Steps
sizesmall


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"

.

Expand
titlescreenshot

Image Added



UI Step

Proceed to Step 3: Create Program Partnerships




Expand
titleNon Existing Contact


UI Steps
sizesmall


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.

Expand
titlescreenshot



UI Step

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

Tip
iconfalse

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


Expand
titlescreenshot



UI Step

Proceed to Step 3: Create Program Partnerships






Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"text":{"text":"Step 3: Create Program Partnerships","color":"#233e90","textAlign":"left","fontWeight":"normal","fontSize":26}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body<p><br /></p>


Expand
titlelearn more...


UI Steps
sizesmall


UI Step

From the Account Record just created using the above step, scroll down to the Once the desired Contact is located, within the Account Record, scroll down to the Program Partnerships section and click the New Program Partnership button.

Expand
titlescreenshot

Image RemovedImage Added



UI Step

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

Expand
titlescreenshot







HTML
<style type="text/css">
.aura-headline {
padding-bottom: 0px !important;
}
.aura-header {
padding-left: 10px !important;
padding-right: 10px !important;
padding-top: 10px !important;
}
.aura-body {
padding-top: 10px !important;
padding-left: 10px !important;
padding-right: 10px !important;
padding-bottom: 10px !important;
}
   </style>