Salesforce: Managing Accounts & Program Partnerships

***Note: Before creating

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

Create a New Account

Establish a Program Partnership

UI Steps
size small
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.  Expand title screenshot Image Added Image Removed 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 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.  Expand title screenshot Image Added Image Removed

UI Step
To edit Counties Served,  hover hover over the field and Double Click.  Expand title screenshot Image Added Image Removed

Search for an Existing Account

1. Navigate to the NYSERDA launch pageat http://launch.nyserda.org/ and click the Salesforce
2. Enter the Company Name in the Searchfield at the top of the Salesforce check for any existing accounts in Salesforce.

3. If the search results in zero matches, click the Accounts tab and then click New.

4. Enter all available information on the Accounts tab then click Save.

Create a New Account

1. If there are no existing accounts, click on the Accounts tab and then click New.
2. Fill in the information given on the Consultant Information document provided by the Project Manager.
3. After all pertinent information has been entered, save the entry and proceed by adding the Program Partnership title to the account.
4. Within the account just created, scroll down to the Program Partnerships sections and click New Program Partnership.
5. 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.

Establish a Program Partnership

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.

<style type="text/css">
.rwui_tabs .rwui_tab_content {
padding-left: 0px; padding-right: 0px;
}
.rwui_tabs>.rwui_tabs_menu li a {  
  background-color: inherit;  
  float: middle left;  
  border: 1px #002D72; 
font-family: Arial, sans-serif;  
  border-radius: 3px;  
  outline: none;  
  cursor: pointer;  
  padding: 6px;  
  transition: 0.3s;  
  font-size: 14px;  
  color: #777777;  
}  

.rwui_tabs_menu {  
  overflow: hidden;  
  border-bottom: 3px solid #1C49B0;  
  background-color: white;  
border-radius: 3px;  
} 

.rwui_tabs>.rwui_tabs_menu li a.rw_active {  
background-color: #FFFFFF;  
color: #F2A900;  
font-size: 24px;
border-top: 0px;
} 

.rwui_tabs>.rwui_tabs_menu li a:hover {
background-color: #FFFFFF;
color: #002D72;
font-size: 24px;
}

.rwui_tabs>.rwui_tabs_menu li a.rw_active:hover {    
background-color: #FFFFFF;    
color: #F2A900;    
font-size: 24px;    
} 

.rwui_tabs .rwui_tab_content {    
background-color: #FFFFFF;
padding-left: 8px;
padding-top: 0px;
} 

.rwui_tabs>.rwui_tabs_menu li a.rw_active.rw_highlight {
background: #FFFFFF;
}

.rwui_tabs .rwui_tab_content.rw_highlight {
background: #FFFFFF;
#title-text { display: none;}
</style>