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System Instructions |
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IntroductionThe following sections will help you understand the process for Creating and Managing Program Partnerships in Salesforce.
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Search for an Existing Account
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Create a New Account
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Establish a Program Partnership
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Updating Program Partnership Records
On the Program Partnership record the below fields impact what is displayed on NYSERDA’s Website. If you have not already established a website to display your Program Partnership data, a Salesforce Jira Software Issue must be Submitted to initiate the process.
Expand title information table Status Indicates the status of the Account in relationship to the Program. Program Partnerships with a “Full”, “Provisional”, or “Probation” status can be displayed on the website. Website The URL of the Account’s website. This can be displayed on the website. Areas of Expertise Skillsets and technologies in which an Account specializes. Multiple Areas of Expertise may be selected and displayed on the website. Counties Served The New York State Counties where the Account performs their business activities. Multiple Counties Served may be selected and displayed on the website. Do Not Display on Website A checkbox which when selected, removes an Account from the website listing for only the applicable Program Partnership. Select desired Area of Expertise from left and click right arrow to add; to remove an Area of Expertise, select from the field on left and click left arrow. When done click OK.
- To edit Counties Served, hover over the field and Double Click.
- Scroll down past the counties until you reach the regions at the bottom of the list on the left and select desired region(s). Click OK.
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