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Introduction

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Aura - Tab Group

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tab

1

Aura - Tab

title	Application Requirements

UI Steps

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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.

Aura - Tab

title	Electronic Applications

Aura - Panel

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body	<p><br /></p>

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title	learn more...

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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.

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newWindow	true
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icon	link
title	Salesforce Portal Login
url	https://uat-nyserda-portal.cs32.force.com/customer/login

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title	screenshot

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.

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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.

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UI Step

To re-access a Saved and incomplete application:

Log back into the Salesforce Portal
Select the Projects tab
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Locate the correct Application and click on the link in the Project Name column
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Finally, click on the Application Wizard button to return to your incomplete application.
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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.

Aura - Panel

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body	<p><br /></p>

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title	learn more...

Section

Complete the Application Information section:

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Your First Name and Last Name will pre-populate.

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Select your Preferred Applicant Language from the drop-down.

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Provide your Primary Phone Number.

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All other fields are optional and can be completed at need.

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Complete the Utility Information section:

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Using the Utility Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this lit will populate all other Utility and Mailing address fields.

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

UI Step

Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the Applicant is the owner of the dwelling associated with the Utility Address entered into the application.

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

UI Step
Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.

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

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

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UI Step

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.

screenshot

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Complete the Utility Information section:

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width	35%

Using the Utility Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this lit will populate all other Utility and Mailing address fields.

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To advance to the next step, click Continue at the bottom of the page.

Tip
It is recommended that you click Save before clicking Continue.

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Aura - Tab

title	Paper Applications

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HTML

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}
.rwui_button {
background-color: #0073A4;
margin:0px;
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.rwui_button:hover {
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} 
#com-atlassian-confluence .page-metadata {
display:none;
}
.aura-headline {
padding-bottom: 0px !important;
}
   </style>

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

Space shortcuts

Versions Compared

Old Version 34

New Version 35

Key

Introduction

Complete the Application Information section:

Complete the Utility Information section:

Complete the Utility Information section:

Space shortcuts

Page History

Versions Compared

Old Version 34

New Version 35

Key

Introduction

Complete the Application Information section:

Complete the Utility Information section:

Complete the Utility Information section: