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Salesforce: Add New Qualified Support Providers

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Info

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The instructions on this page provides guidance on how to add new Qualified Support Providers in Salesforce.

Process Overview

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tab

1

Aura - Tab

title	Procedure 1

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title	Project Manager - Search & Enable Accounts

Existing Account

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The steps below provide guidance on confirming Partner Account status for an existing account.

UI Steps

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UI Step

After accessing Salesforce, click the Accounts tab to access the Account Record.

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UI Step

Search for the Account Record using the Search Bar by typing in the Account Name.

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UI Step

Click the appropriate Account Name to access the related Account Record .

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UI Step
Proceed to Step 2: Search & Add New Contacts.

Non-Existing Account

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

UI Steps

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UI Step

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

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UI Step

On the New Account page, input at least the Account Name before Saving .

Tip

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Whenever possible, complete as many of the fields on this page as possible if the information is known. This reduces the risk that duplicate records will be created in the future. Additionally, the Supplier ID should be included from NEIS if the company already exists in that system.

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UI Step
Proceed to Step 2: Search & Add New Contacts.

Aura - Tab

title	Procedure 2

Panel

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title	Project Manager - Add Primary Contacts

Existing Contact

Info

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

UI Steps

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UI Step

Back on the Account Record page created following Step 1: Search & Create Accounts 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.

Non-Existing Contact

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

UI Steps

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UI Step

Back on the Account Record page created following Step 1: Search & Create Accounts 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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Whenever possible, complete as many of the fields on this page as possible if the information is known. This reduces the risk that duplicate records will be created in the future.

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UI Step
Proceed to Step 3: Create Program Partnerships.

Aura - Tab

title	Procedure 3

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title	Project Manager - Create & Enable New Contacts

UI Steps

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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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Then click on the Search Icon for the P rogram field.

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UI Step

Use the Search bar to lookup the appropriate Program. Then, click Go and select the program. The page will automatically redirect back to the Program Partnership Editing page.

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UI Step

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

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UI Step

Use the Search bar to lookup the appropriate Contact.

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UI Step

Confirm the Contact Name, Account Name, Email, and Phone Number. Then, select the Primary Contact. The page will automatically redirect back to the Program Partnership Editing page.

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UI Step

Fill in the Consultant Contract Number field then scroll down to the bottom of the screen. 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. The Counties can be found in the SeamlessDocs form by clicking on the drop-down menu.

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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

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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 Specialties field and select the following into the Chosen field:

Commercial Plans Examiner-Prescriptivie
Commercial Plans Examiner-Performance
Commercial Inspector
Residential Plans Examiner
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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HTML

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Versions Compared

Old Version 35

New Version 36

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