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Example: The Related Lists shown below are Project Activities, SQA Inspector TimeOff Details, and Projects Roles. 

Example: When you log into Salesforce you want to make sure that you are in the “NYSERDA CRM” or “NYSERDA CRM Lightning” Application. This will be indicated in the top left of the screen. 

To switch between different apps, click the 3 by 3 square of dots in the top left corner. You can search for an app in the bar or click View All to see a list of all apps. 

Logging into Salesforce (Production) 

There are two ways for a NYSERDA employee to login to Salesforce. 

Single Sign On (SSO): 

1. Login to Salesforce (Production) from the NYSERDA Launch page at launch.nyserda.org  
2. Click the box labeled “Salesforce”. 
3. You will land on you “Home” page 

Traditional: 

1. Go to nyserda.my.salesforce.com 
   1. Enter your NYSERDA email address
2. Enter the password you created after receiving the password reset email. 

There are two user interfaces for Salesforce that look and work a little different. The Lightning interface is preferred when you are using the CRM. When you login to Salesforce you may see the classic view which looks like: 

If you see the “Switch to Lightning Experience” link, then you have been granted access to switch to the Lightning interface if you prefer that one or want to use the CRM (which is recommended). If you do not have this link you can request it via a helpdesk ticket. 

The Lightning Interface looks like: 

If you need to switch back to the Classic interface, you can find the link to switch back under the icon in the upper right. You should see the “NYSERDA CRM Lightning” in the upper left, but if you don’t, click the 3 square box in the upper left and search for “NYSERDA CRM Lightning” so that you are in the right place. 

A search bar called Global Search is located at the top of every page within Salesforce, and you may search for any Object or Record.  It is important to search for an existing Record (i.e. Contact or Account) before creating a new Record to help avoid creating duplicates. Type in your inquiry and press Enter to view results. 

To broaden your search results, you may use an “*” to bring up results that include any Object or Record that contains those characters. 

Once you have searched Salesforce and confirmed that there is no existing Record, you can click the drop down arrow next to any Object tab to create a new Record.  

ORclick into the specific Object (i.e. Lead, Account, Contact) that you would like to create a Record in and click on the “New” button near the top right of the screen. 

The purpose of utilizing this shared system is to allow anyone at the Authority to search for and obtain any pertinent information about a NYSERDA stakeholder.  Therefore adding new and relevant information to each Record is imperative. 

A lead is a contact at any entity (company, institution, organization, etc) that NYSERDA or its contractor would like to interact with for the purpose of outreach, but do not yet.

A Lead record assumes that your “lead” is a new contact at a  new account; therefore, a lead record contains a unique combination of Contact and Account fields. Once that lead is established and ready to be converted, those fields will be transferred to a new or existing Account, and a new contact.

The 2 Lead record types that should be used are NYSERDA Lead and Outreach Lead:

NYSERDA Leads are used primarily for Web-To-Lead functionality and hold generic contact information. 

Outreach Leads hold a lot of information specific to the NYSERDA Outreach process, including the ability to delineate specific program outreach.

Leads can be imported from an Excel sheet or manually entered. To import Leads, submit a Jira ticket and include the Leads Import template file with all of your Leads.   

To manually create a new Lead in Salesforce:

To manually create a new Lead in Salesforce:

Using the Salesforce web to lead functionality, we are able to create public facing forms that allow the capturing of lead information directly into a specified campaign.

For example, a web to lead form can be added to an outreach website to collect customer information. The information is collected and creates a new Lead in Salesforce.

For more information, please more information, please contact your Salesforce Liaison.

Campaigns are a way to group all of your contacts together in a list which allows Marketing to send out an email to all the campaign members. To add an individual to an existing Campaign you must first open the Lead or Contact Record. 

Only Salesforce Administrators and Marketing and Communications staff can create new Campaigns to be utilized for mass email purposes.  Program staff members can create new Program Campaigns without submitting a help ticket or going through marketing. These campaigns are not to be used for mass email sends. 

It is possible to run a report that someone else has saved in a public or shared folder.  

To run a report click the drop down arrow at the far right of the screen on the report line and click Run. 

To export a report click the drop down arrow at the far right of the screen on the report line and click Export.