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tab | 1 |
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styles | {"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f2f8fa"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Presentation Materials","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#f2f8fa"},"borderRadius":{"radius":4},"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}]}}} |
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body | <p><br /></p> |
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| NYSERDA conducted a training to introduce the new Combined Residential Application in July, 2021. The below presentation was used during that training session and can be accessed below for review purposes. View file |
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name | EAE Combined Application Training Presentation (Participating Contractors).pptx |
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page | External Guide Attachment Library |
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height | 250 |
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tab | 1 |
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styles | {"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f2f8fa"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Training Videos","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#f2f8fa"},"borderRadius":{"radius":4},"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}]}}} |
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body | <p><br /></p> |
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| NYSERDA conducted a training to introduce the new Combined Residential Application in July, 2021. The below recording can be accessed to review that training session.NOT YET CREATED Multimedia |
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name | Combined Application Training Session - Participating Contractors & WAP Agencies.mp4 |
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width | 100% |
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page | External Guide Video Library |
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height | 100% |
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title | Managing Portal Access |
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tab | 1 |
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styles | {"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f2f8fa"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Salesforce Portal","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#f2f8fa"},"borderRadius":{"radius":4},"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}]}}} |
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body | <p><br /></p> |
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| The Salesforce Portal allows Participating Contractors to manage and monitor Combined Residential projects assigned to them. Additionally, the Salesforce Portal allows Participating Contractors to communicate with NYSERRDA Program and Program Implementation staff throughout the project lifecycle through use of the Salesforce Portal Chatter Feed.
Info |
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The instructional materials below are intended to provide guidance for Participating Contractors when adding or removing users from the Salesforce Portal. The instructions on this page can only be completed by existing contractors who have been assigned the Manage Users Tab permission. This permission set must be set either by a NYSERDA employee or an existing contractor in your organization that has previously been granted this access. If you have access to this permission set you will have access to the Manage Users tab after logging into the Large Scale Renewables Salesforce Portal. |
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Log into the Salesforce Application Portal. |
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Click on the Manage Users tab. Warning |
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This tab will only appear for Portal users who have previously been granted Admin access. |
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Click the Add A New User option. A modal window will open. Expand |
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Enter the new users First Name, Last Name and Email Address. If this new user should also have access to the Salesforce Portal as an Admin user, check the Admin box. Expand |
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Tip |
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If your organization currently has other members listed as Contacts in the Salesforce Application Portal that are not set up as Portal users, the Please select an existing contact to create new user section of the modal window will contain a drop-down with a list of all Portal contacts. If the user you want to add appears on this drop-down list, you can select their name. This will auto-populate all fields on the modal window except the Admin box. |
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When you have completed the form, click Save Changes to add the new user for Portal access. |
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Aura - Tab |
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title | Submitting an Online Application |
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| Include Page |
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| Submitting a Combined Residential Application |
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| Submitting a Combined Residential Application |
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