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Introduction

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Aura - Tab
titleApplication Requirements


UI Steps
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Aura - Tab
titleElectronic Applications


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UI Step

Begin an electronic application by logging into the Salesforce Portal. Your Username was generated by Salesforce and provided to you when creating your Salesforce Portal account.

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titleSalesforce Portal Login
urlhttps://uat-nyserda-portal.cs32.force.com/customer/login

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UI Step

From your Salesforce Portal home screen, make sure the Submit a New Application tab is selected at the top of the page and click the Combined Residential Application option.

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UI Step

The application is comprised of seven (7) distinct steps, or pages, that you will navigate through as you complete the application.

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UI Step

On step 1, complete the Applicant Information section. Your First Name and Last Name will pre-populate. Select your Preferred Applicant Language and provide your Primary Phone Number. All other fields are optional and can be completed at need.

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UI Step

Then, while still on step 1, complete the Utility Site Information section.

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UI Step

Begin by typing in your street address in the Utility Address field. As you type, Salesforce will provide verified addresses that match your input. Selecting an option from this list will populate all other Utility and Mailing address fields.


Tip

If your Mailing address is different from your Utility address, update the Mailing Address fields as needed.


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UI Step

To complete step 1, select if the Applicant owns the site, the Dwelling Type and the Number of Units for the dwelling and/or site.

Warning

The Number of Units field becomes required if Multi-Family (5+ units) is selected as the Dwelling Type.


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UI Step

To advance to the next step, click Continue.

Tip

It is recommended that you click Save before clicking Continue. The Save button appears at the bottom of each step (page) and can be clicked periodically to save your progress. Once saved, you can exit the application and return to it a later date to finish it.


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Aura - Tab
titlePaper Applications


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