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Salesforce: Add PM Role

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

System Instructions
Excerpt
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UI Steps
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UI Step

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

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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. 

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UI Step

Select the NYSERDA Project Manager option in the Role dropdown menu.

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UI Step

Search for

the 

the NYSERDA Project Manager

Name  by

Name by clicking on

the 

the Magnifier

Glass  icon

Glass icon next to the User dropdown.

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UI Step

Use the Search Bar

  to

 to search for the appropriate Project Manager.

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UI Step

Select the appropriate Project Manager after validating the Email Address. 

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UI Step

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

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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.

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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. 

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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. 

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