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Salesforce: Managing Accounts & Program Partnerships

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System Instructions

Introduction

***Note: Before creating

a

a 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.

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The following sections will help you understand the process for Creating and Managing Program Partnerships in Salesforce.

Warning

Search for an Existing Account

UI Steps

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

UI Step

UI Tabs

Search for an Existing Account or Create a New Account

Navigate to the NYSERDA launch pageat http://launch.nyserda.org/ and click the Salesforce

UI Tab

title	Search for an Existing Account or Create a New Account

Enter the Company Name in the Search field at the top of

the

Salesforce to check for any existing accounts

in Salesforce.

. Always select and edit an existing account if you find a match.

UI Step

If the search results in zero matches

, click the

, create a New Account.

Create a New Account

UI Steps

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Enter

UI Step

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

click

click New.

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UI Step

Fill in all available information

on the Accounts tab then click Save.

into the corresponding fields and save the entry.

Establish a Program Partnership

UI Steps

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Establish a Program Partnership

UI Step

UI Tab

title	Establish a Program Partnership

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

tab

ui-

steps

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Status

. The Program Partnership record fields impact what is displayed on NYSERDA’s Website. Reference the record fields in the information table below:

UI Step

title	Updating Program Partnership Records

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 website

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

.

Expand

title	field description table

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.

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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

.

To remove an Area of Expertise from the chosen field, select from the

field on left

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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Search for an Existing Account

Navigate to the NYSERDA launch pageat http://launch.nyserda.org/ and click the Salesforce
Enter the Company Name in the Searchfield at the top of the Salesforce check for any existing accounts in Salesforce.
If the search results in zero matches, click the Accounts tab and then click New.
Enter all available information on the Accounts tab then click Save.

Create a New Account

Establish a Program Partnership

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

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.

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Save the record.

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 website to display your Program Partnership data, a Salesforce Jira Software Issue must be Submitted to initiate the process.
Select desired Area of Expertise from left and click right arrow to add; to remove an Area of Expertise, select from the field on left and click left arrow. When done click OK.
To edit Counties Served, hover over the field and Double Click.
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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