Versions Compared

Old Version 28

changes.mady.by.user Andy R. Andersen

Saved on

compared with

New Version 29

changes.mady.by.user Andy R. Andersen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
bgColor#f0f0f0
borderStylesolid

Introduction

Placeholder



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.

Aura - Tab Group
settings{"generalSettings":{"tabSpacing":0,"tabWidth":100,"tabHeight":50,"direction":"horizontal"},"activeSettings":{"backgroundColor":{"color":"#0077c8"},"text":{"fontSize":18,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":18,"color":"#5e6c84","textAlign":"left","fontWeight":"lighter"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","is":"drop-shadow","x":0,"y":0,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":3,"blur":2,"spread":-2}]},"border":{"style":"solid","width":1,"top":false,"bottom":true,"left":true,"right":true,"color":"#f4f5f7"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#233e90"},"text":{"fontSize":18,"color":"#ffffff","textAlign":"left","fontWeight":"lighter"}}}
tab1


Aura - Tab
titleApplication Requirements


UI Steps
sizesmall


UI Step



UI Step



UI Step





Aura - Tab
titleTESTElectronic Applications


Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"text":{"text":"STEP 0: Introduction","color":"#0077c8","textAlign":"left","fontWeight":"normal","fontSize":36}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#0077c8","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body<p><br /></p>


Expand
titlelearn more...


UI Steps
sizesmall


UI Step

The online application can be accessed by clicking the link below and logging into your Salesforce Portal account, then selecting the Combined Residential Application option.

UI Button
colorblue
newWindowtrue
sizesmall
iconlink
titleSalesforce Portal Login
urlhttps://uat-nyserda-portal.cs32.force.com/customer/login

Expand
titlescreenshot

Image RemovedImage Added



UI Step

The application is comprised of seven (7) distinct steps, or pages, that you will navigate through as you complete the application. Each page contains fields and information that must be provided as part of the application which are denoted by a red asterisk.

Expand
titlescreenshot

Image RemovedImage Added



UI Step

Every step, or page, throughout the application contains a Save button at the bottom of the page. Click Save before exiting the application if you do not have time to complete it in one sitting. 

Expand
titlescreenshot



UI Step

To re-access a Saved and incomplete application:

  1. Log back into the Salesforce Portal

  2. Select the Projects tab

    Expand
    titlescreenshot


  3. Locate the correct Application and click on the link in the Project Name column

    Expand
    titlescreenshot



  4. Finally, click on the Application Wizard button to return to your incomplete application.

    Expand
    titlescreenshot






Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#ffffff"}},"headline":{"text":{"text":"STEP 1: Applicant Information","color":"#0077c8","textAlign":"left","fontWeight":"normal","fontSize":36}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#0077c8","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}
body<p><br /></p>


Expand
titlelearn more...


Section
Column
width200px
Aura - Background Content
backgroundImageHrefTypelink
padding10
backgroundColor#233e90
containerMinHeight0
backgroundSizecover
contentPositionflex-start
backgroundPositioncenter center
Aura - Title
color#ffffff
textAlignleft
fontSize44
lineHeight44
cloudTextDemo Title
tagh6
fontWeightbold
INTRO
Column
Aura - Background Content
backgroundImageHrefTypelink
padding10
backgroundColor#233e90
containerMinHeight0
backgroundSizecover
contentPositionflex-start
backgroundPositioncenter center
Aura - Title
color#ffffff
textAlignleft
fontSize28
lineHeight28
cloudTextDemo Title
tagh6
fontWeightbold
Working With the Salesforce Application Wizard
Expand
titlelearn more...
UI Steps
sizesmall
UI Step
UI Button
colorblue
newWindowtrue
sizesmall
iconlink
titleSalesforce Portal Login
urlhttps://uat-nyserda-portal.cs32.force.com/customer/login

Expand
titlescreenshot

Image Removed

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.

Expand
titlescreenshot

Image Removed

UI Step

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

Expand
titlescreenshot

Image Removed

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.

Expand
titlescreenshot

Image Removed

UI Step

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

Expand
titlescreenshot

Image Removed

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.

Expand
titlescreenshot

Image Removed

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.

Expand
titlescreenshot
Image Removed
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.

Expand
titlescreenshot

Image Removed

Section Column
width200px
Aura - Background Content
backgroundImageHrefTypelink
padding10
backgroundColor#233e90
containerMinHeight0
backgroundSizecover
contentPositionflex-start
backgroundPositioncenter center
Aura - Title
color#ffffff
textAlignleft
fontSize44
lineHeight44
cloudTextDemo Title
tagh6
fontWeightbold
STEP 1
Column UI Steps
sizesmall

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.

UI Step
UI Button
colorblue
newWindowtrue
sizesmall
iconlink
titleSalesforce Portal Login
urlhttps://uat-nyserda-portal.cs32.force.com/customer/login

Expand
titlescreenshot

Image Removed

UI StepFrom your Salesforce Portal home screen, make sure the Submit a New Application tab is selected at the top of the page and click

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.

UI Steps
sizesmall


Then, complete the Utility Site Information section.

UI Step

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.

Expand
titlescreenshot

Image Removed

UI Step
Expand
titlescreenshot

Image Removed

UI Step
Tip

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

Expand
titlescreenshot

Image Removed

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.

Expand
titlescreenshot
Image Removed
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.

Expand
titlescreenshot

Image Removed

Aura - Tab
titleElectronic Applications

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

UI Step
On step 1, complete the 

the 

Combined Residential Application option.
Expand
titlescreenshot

Image Removed

UI Step
Expand
titlescreenshot

Image Removed

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.

Expand
titlescreenshot

Image Modified



UI Step

Then

, while still on step 1

, complete the Utility Site Information section.

Expand
titlescreenshot

Image Modified



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.


Expand
titlescreenshot

Image Modified



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.


Expand
titlescreenshot
Image Modified



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.


Expand
titlescreenshot

Image Modified







Aura - Tab
titlePaper Applications


UI Steps
sizesmall


UI Step



UI Step



UI Step








HTML
<style type="text/css">
#title-text {
display: none;
}
.rwui_button {
background-color: #0073A4;
margin:0px;
}
.rwui_button:hover {
background-color: #002D72;
} 
#com-atlassian-confluence .page-metadata {
display:none;
}
   </style>



HTML
<script type="text/javascript" >
   jQuery(document).ajaxComplete(function() {
      if(jQuery('.ia-fixed-sidebar.collapsed').length == 0 ) {
         jQuery('.expand-collapse-trigger').click();
     };
   });
</script>