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System Instructions



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Introduction 

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



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body<p><br /></p>


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titleExisting Account


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


UI Steps
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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.

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UI Step

Select the appropriate Account Record.

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UI Step

Proceed to Step 2: Search & Add New Contacts




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


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UI Step

Proceed to Step 2: Search & Add New Contacts





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body<p><br /></p>


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titleExisting Contact


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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.

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UI Step

Proceed to Step 3: 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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UI Step

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

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


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UI Step

Proceed to Step 3: Create Program Partnerships






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titlelearn more...


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UI Step

Once the desired Contact is located, within the Account Record, scroll down to the Program Partnerships section and click the New Program Partnership button.

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UI Step

Within the New Program Partnership page, set the Status field to Full.

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UI Step

Then click on the Search Icon for the Program field.

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UI Step

Use the Search bar to lookup approriate Program.

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UI Step

Then click on the Search Icon for the Default Primary Conact field. 

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UI Step

Confirm the Contact Name, Account Name, Email, and Phone Number. Then, select the Primary Contact.

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UI Step

Fill in the Consultant Contract Number field then scroll down to the bottom of the screen.

Tip

The Consultant Contract Number can be found in the SeamlessDocs form.


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UI Step

Scroll down to the SQA Visibility Configuration section to select the Counties.

Tip

The Counties can be found in the SeamlessDocs form.



UI Step

In the Counties Served field, select the appropriate county/counties under the Available menu. Then use the Arrows to move the county/counties in or out of the Chosen menu.

Tip

To select multiple counties:

Mac User - press the Command key and select the counties

Windows User - press the Control key and select the counties


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UI Step

Then, scroll down to the Specalities field and select the following into the Chosen field:

  1. Commercial Plans Examiner-Prescriptivie
  2. Commercial Plans Examiner-Performance
  3. Comercial Inspector
  4. Residential Plans Examiner
  5. Residential Inspector
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UI Step

Review the new Program Partnership. Then, scroll down to the bottom of the page and click the Save button or, click the Save & New to create another Program Partnership

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