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Info

For Competitive Solicitations when the proposal is awarded, the project record is auto-created and an NYSERDA Project Coordinator and NYSERDA Project Manager roles are automatically added to the project record. Access the Salesforce: Add PM Role instructions to learn how to add an additional Project Manager role to a GPM project record.


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titleStep 1: Search & Enable Accounts


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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.


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UI Step

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

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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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In the Account Record under the Account Detail section, validate if the Accounts is set up as a Partner Account. If the View Partner Scorecard button is available this means it is a Partner Account. 

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If the View Partner Scorecard button is NOT available click the Manage External Account drop-down and select Enable as Partner. 

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A pop up will be displayed to confirm your selection of Enabling as Partner Account, click the OK button.

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Next, Scroll down to validate the Supplier ID and Company Address Information.

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The Supplier ID and Address Information must be updated if missing. 


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Proceed to Step 2: Add Primary Contacts.




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titleNew Account


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


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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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Then, from the newly created record, under the Account Detail section, click on the Manage External Account drop-down and select Enable as Partner. Click Yes on the window pop up to confirm.

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A pop up will be displayed to confirm your selection of Enabling as Partner Account, click the OK button.

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UI Step

Proceed to Step 2: Add Primary Contacts.





UI Expand
titleStep 2: Add Primary Contacts


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UI Step

In the Account Records page, scroll down to the Project Roles section and click the New Project Role button.

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Select Contractor in the Role dropdown menu.

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Check off the Primary Contact checkbox if this person will be the Primary Contact of this project.

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Search for the Contact Name by clicking on the Magnifier Glass icon and use the Search Bar to add the contact.

Warning

If contact does not exist in Salesforce, you will need to create a new Contact record by proceeding to Step 3: Create & New Contact and follow the instructions.


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UI Step

Select the appropriate Contact after validating the Email or Phone Number and determining whether or not the Contact is a Partnered User by looking at the Checkbox.

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After the contact is added, scroll to the Right of the page to search for the Project by clicking on the Magnifying Glass icon and use the Search Bar to add the project. Then click the Save button and a new window will be open automatically with the Project Role Detail. 

Warning

If the Contact's Is Partner User check box is checked off after saving the record, there are no additional steps required.


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UI Step

In the Project Role Detail page, check if the if the Contact has Portal Access. After saving the record, click on the Contact Name Hyperlink from the Project Role Detail page.

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A new window will open, redirecting you to the Contact Detail page. Click the Manage External User drop-down menu and select the Enable Partner User button, this will open the New User page.

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On the New User page, append .nyserda to the end of the Username. Choose the Partner User option from the User License dropdown, and choose NYSERDA Portal User - by Login from the Profile drop-down. Then click the Save button. 

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A pop up will be displayed to confirm your selection, click the OK button. This will initiate an automated email to the new Contact with instructions on how to set a password for the Portal Login.

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titleStep 3: Create & Enable New Contacts


Info

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


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Back on the Account Record page created following the instructions in the Step 1 section 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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Once the Contact Record is created, click on the Manage External User drop-down at the top of the record and select Enable Partner User. This will open the New User page.

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On the New User page, append .nyserda to the end of the Username, and choose NYSERDA Portal User - by Login from the Profile drop-down. Then click the Save button.

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A pop up will be displayed to confirm your selection, click the OK button. This will initiate an automated email to the new Contact with instructions on how to set a password for the Portal Login.

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titleStep 4 (as needed): Reset Portal Login Password


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If a user requests to have their Portal Login password reset, access their Contact Record in Salesforce and choose View Partner User from the Manage External User drop-down.

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On the new screen, click Reset Password. This will send another automated email to the Contact with instructions on how to reset their password.

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UI Step

If set up correctly, Portal Users will display Partner Community Login for the User License field and will be linked to the contact shown in the Contact field.

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