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Salesforce: Managing Accounts & Program Partnerships |
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System Instructions |
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The following sections will help you understand the process for Creating and Managing Program Partnerships in Salesforce. Warning | ***Note: Before creating aa New Account, search in Salesforce for an Existing Account to update.Account to prevent duplicate accounts. Maintaining clean, accurate data is one of the most critical things you can do to get the most out of Salesforce. |
Search for an Existing Account
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Create a New Account
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- If there are no existing accounts, click on the Accounts tab and then click New.
- Fill in the information given on the Consultant Information document provided by the Project Manager.
- After all pertinent information has been entered, save the entry and proceed by adding the Program Partnership title to the account.
- Within the account just created, scroll down to the Program Partnerships sections and click New Program Partnership.
- If the Consultant Info for Web has also been given, fill out the fields that correspond to the document. Connect the account to the desired Program Partnership by searching for Commercial Tenant below: Save the record and now the new Consultant will be connected to the appropriate Program Partnership and uploaded on the NYSERDA website.
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Establish a Program Partnership
Establish a Program Partnership
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Updating Program Partnership Records
On the Program Partnership record the below fields impact what is displayed on NYSERDA’s Website. If you have not already established a websiteUI Steps | ||
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