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Salesforce: Add New Qualified Support Providers

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System Instructions

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Introduction

This instructions on this page review how to add new providers

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Step 1: Search & Enable Accounts"

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The instructions on this page provides guidance on how to add new Qualified Support Providers in Salesforce.

Process Overview

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Existing Account

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title	Project Manager - Search & Enable Accounts

Existing Account

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The steps below provides provide guidance on validation of confirming Partner Account status for an existing account.
UI Steps
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UI Step
Access After accessing Salesforce, click on the Accounts tab to access the Account Record.
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UI Step
Search for your Accounts the Account Record by using the Search Bar. Validate if the Account is a Partner Account. There will be a checkmark on the Partner Account Checkbox.
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In the Account Record under the Account Detail section, validate if the Accounts is set up as a Partner Account. If the View Partner Scorecard button is available this means it is a Partner Account. by typing in the Account Name.
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If the View Partner Scorecard button is NOT available click the Manage External Account drop-down and select Enable as Partner.
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A pop up will be displayed to confirm your selection of Enabling as Partner Account, click the OK buttonClick the appropriate Account Name to access the related Account Record .
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Proceed to Step 2: Create Program Partnerships

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Search & Add New Contacts.

Non-Existing Account

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The steps below provides provide guidance on how to create a new account and enabling the account as a Partner Account.

UI Steps

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Access Salesforce, click on the Accounts tab and click the New button.

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Complete the Account Name and Supplier ID (obtained from NEIS if the company already exists in NEIS) fields. Then, click the Save button when completeOn the New Account page, input at least the Account Name before Saving .

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It is best to enter in known information for Whenever possible, complete as many of the fields on this page as possible because it if the information is known. This reduces the risk that duplicate records will be created in the future. . Additionally, the Supplier ID should be included from NEIS if the company already exists in that system.

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Proceed to Step 2: Search & Add New Contacts.

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title	Project Manager - Add Primary Contacts

Existing Contact

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The steps below provide guidance on how to add an existing Contact to a New Program Partnership.

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Back on the Account Record page created following Step 1: Search & Create Accounts above. Scroll down to the Contacts section and locate the appropriate Contact.

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Proceed to Step 3: Create Program Partnerships.

Non-Existing Contact

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Follow the steps below only if the Contact does not exist in Salesforce.

UI Steps

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Back on the Account Record page created following Step 1: Search & Create Accounts above. Scroll down to the Contacts section and click the New Contact buttonThen, from the newly created record, under the Account Detail section, click on the Manage External Account drop-down and select Enable as Partner. Click Yes on the window pop up to confirm.

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On the New Contact page, enter in at least the Contact's Last Name and Email Address. Then click Save.

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Whenever possible, complete as many of the fields on this page as possible if the information is known. This reduces the risk that duplicate records will be created in the future

A pop up will be displayed to confirm your selection of Enabling as Partner Account, click the OK button

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Proceed to Step 23: Create Program Partnerships.

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title	Project Manager - Create & Enable New Contacts

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From the Account Record just created using the above step, scroll down to the Once the desired Contact is located, within the Account Record, scroll down to the Program Partnerships section and click the New Program Partnership button.

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On the Within the New Program Partnership page, set the Status field to Full or Provisional, then set the Program and Default Primary Contact fields.

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UI Step

Then click on the Search Icon for the P rogram field.

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Use the Search bar to lookup the appropriate Program. Then, click Go and select the program. The page will automatically redirect back to the Program Partnership Editing page.

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Then click on the Search Icon for the Default Primary Contact field.

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Use the Search bar to lookup the appropriate Contact

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Follow the steps below only if the Contact does not exists in Salesforce.

UI Step

Back on the Account Record page created following step 1 above, scroll down to the Contacts section and click the New Contact button.

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On Confirm the New Contactpage, enter in at least the Contact's Last Name and Email Address. Then click Save. Name, Account Name, Email, and Phone Number. Then, select the Primary Contact. The page will automatically redirect back to the Program Partnership Editing page.

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It is best to enter in known information for as many fields as possible

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Fill in the Consultant Contract Number field then scroll down to the bottom of the screen. The Consultant Contract Number can be found in the SeamlessDocs form

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Once the Contact Record is created, click on the Manage External User drop-down at the top of the record and select Enable Partner User. This will open the New User page

Scroll down to the SQA Visibility Configuration section to select the Counties. The Counties can be found in the SeamlessDocs form by clicking on the drop-down menu.

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In the Counties Served field, select the appropriate county/counties under the Available menu. Then use the Arrows to move the county/counties in or out of the Chosen menu.

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To select multiple counties:

Mac User - press the Command key and select the counties

Windows User - press the Control key and select the counties

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Then, scroll down to the Specialties field and select the following into the Chosen field:

Commercial Plans Examiner-Prescriptivie
Commercial Plans Examiner-Performance
Commercial Inspector
Residential Plans Examiner
Residential Inspector

On the New User page, append .nyserda to the end of the Username, and choose NYSERDA Portal User - by Login from the Profile drop-down. Then click the Save button.

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A pop up will be displayed to confirm your selection, click the OK button. This will initiate an automated email to the new Contact with instructions on how to set a password for the Portal Login

Review the new Program Partnership. Then, scroll down to the bottom of the page and click the Save button or, click the Save & New to create another Program Partnership.

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Introduction