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Aura - Title

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Salesforce: Managing Accounts & Program Partnerships

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Info

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System Instructions

Introduction

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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

a

a New Account, search in Salesforce for an Existing 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

UI Steps

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UI Step
Navigate to the the NYSERDA launch page page and click the Salesforce tile.

UI Step
Enter the Company Name in the Search Search field at the top of Salesforce to to check for any existing accounts. Always select and edit an existing account if you find a match.

UI Step
If the search results in zero matches, create a New Account.

Create a New Account

UI Steps

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UI Step

If there are no existing accounts, click on the Accounts tab and then click New.

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UI Step
Fill in all available information into the corresponding fields and Save and save the entry.

Establish a Program Partnership

UI Steps

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UI Step

On the Account tab, scroll to the Program Partnerships section and click New Program Partnership.

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UI Step
Search for the program name in the Program field; select the appropriate program and click Save. If the program name is not available, submit a Salesforce Jira Software Issue to request adding the program to the list.

UI Step
Save the the record.

Updating Program Partnership Records

UI Steps

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UI Step

If a website is not already established to display your Program Partnership data, a Salesforce Jira Software Issue must be Submitted to initiate the process. The Program Partnership record fields impact what is displayed on NYSERDA’s Website. Reference the record fields in the information table below:

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Status

Indicates the status of the Account in relationship to the Program. Program Partnerships with a

“Full”

“Full”,

“Provisional”

“Provisional”, or “Probation” status can be displayed on the website.
Website	The URL of the Account’s website. This can be displayed on the website.
Areas of Expertise	Skillsets and technologies in which an Account specializes. Multiple Areas of Expertise may be selected and displayed on the website.
Counties Served	The New York State Counties where the Account performs their business activities. Multiple Counties Served may be selected and displayed on the website.
Do Not Display on Website	A checkbox which when selected, removes an Account from the website listing for only the applicable Program Partnership.

UI Step

Select desired To add to the chosen field, select the desired Area of Expertise from the left-hand section and click the right arrow.

to add to the chosen field; to To remove an Area of Expertise from the chosen field, select from the right-hand section and click left arrow.

When done finished click OK.

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UI Step

To edit Counties Served, hover hover over the field and Double Click.

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UI Step

Scroll down past the counties until you reach the regions at the bottom of the list on the left and select desired region(s). Click OK.

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Versions Compared

Old Version 47

New Version Current

Key

Search for an Existing Account

Create a New Account

Establish a Program Partnership

Updating Program Partnership Records