Versions Compared

Old Version 10

changes.mady.by.user Nurul (Shaun) Shaun

Saved on

compared with

New Version Current

changes.mady.by.user Alexander Yeh [X]

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Aura - Title
color#0073a4
textAlignleft
fontSize28
lineHeight28
cloudTextDemo Title
tagh1
fontWeightbold
Salesforce: Add PM Role

Aura - Divider
serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#0073a4","style":"solid","width":2},"size":{}}
typeregular

Info
iconfalse

This page provides guidance on how to add a Project Manager role in Salesforce.

Excerpt
Info

Then, follow Procedure 1.3 below to Add Project Roles.

...

UI Steps
sizesmall


UI Step

Click the Project Roles link at the top of the page to navigate to the Project Roles section of the Project Record.

Expand
titlescreenshot

Image Modified



UI Step

In the Project Roles section of the Project Record, click on the New Project Role button to add a new Project Manager to the project. 

Expand
titlescreenshot

 Image Modified 



UI Step

Select the NYSERDA Project Manager option in the Role

...

 dropdown menu.

Expand
titlescreenshot

Image Modified



UI Step

Search for the

...

NYSERDA Project Manager

...

Name by clicking on the

...

Magnifier

...

Glass icon next to the User dropdown.

Expand
titlescreenshot

Image Modified



UI Step

Use the Search Bar

...

 to search for the appropriate Project Manager.

Expand
titlescreenshot

Image Modified



UI Step

Select the

...

appropriate Project Manager after validating the Email Address. 

Expand
titlescreenshot

Image Modified



UI Step

Once the Project Manager is added, scroll down to the Company Information section and type in NYSERDA as the Company Name. 

Expand
titlescreenshot

Image Modified



UI Step

Then click the

...

Save button to return to

...

the Project Role Detail page, or

...

click the Save & New

...

button to save this record and reset the page to add a new record.

Expand
titlescreenshot

Image Modified



UI Step

A new window will open automatically with

...

the Project Role Detail. Click on the Project Name hyperlink to be redirected to the Project Record. 

Expand
titlescreenshot

Image Modified



UI Step

Click the Project Roles link at the top of the page or

...

scroll down to navigate to the Project Roles section of the Project Record to check the newly added NYSERDA Project Manager details. 

Expand
titlescreenshot

 Image Modified 




HTML
<style type="text/css">
#title-text { display: none;}
.aura-body {
padding: 5px!important;}
</style>