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Introduction

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tab1


Aura - Tab
titleApplication Requirements


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Aura - Tab
titleElectronic Applications


Aura - Panel
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body<p><br /></p>


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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.

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

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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. 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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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. 

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UI Step

To re-access a Saved and incomplete application:

  1. Log back into the Salesforce Portal

  2. Select the Projects tab

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

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

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Aura - Panel
tab1
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body<p><br /></p>


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titlelearn more...


Section


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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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Section

Complete the Utility Information section:

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UI Step

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.


UI Step

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.


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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Section

Complete the Utility Information section:

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UI Step

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
titlePaper Applications


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HTML
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HTML
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