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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.

Search for an Existing Account or Create a New 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 Accountstab and then click New.

    Panel
    bgColor#f0f0f0

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

    Warning
    UI Tabs
    UI Tab
    titleSearch for an Existing Account or Create a New Account
    Expand
    titlescreenshot

    Image Removed

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

    UI Tab
    titleEstablish a Program Partnership

    Establish a Program Partnership

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

    Expand
    titlescreenshot

    Image Removed

    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.
  • Save the record.
    • UI Tab
    titleUpdating 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 to display your Program Partnership data, a Salesforce Jira Software Issue must be Submitted to initiate the process.

    Expand
    titlefield description table
    StatusIndicates the status of the Account in relationship to the Program. Program Partnerships with a “Full”, “Provisional”, or “Probation” status can be displayed on the website.WebsiteThe URL of the Account’s website. This can be displayed on the website.Areas of ExpertiseSkillsets and technologies in which an Account specializes. Multiple Areas of Expertise may be selected and displayed on the website.Counties ServedThe 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 WebsiteA checkbox which when selected, removes an Account from the website listing for only the applicable Program Partnership.

    Image Removed

    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.

    Expand
    titlescreenshot

    Image Removed

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

    Expand
    titlescreenshot

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    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.

    Expand
    titlescreenshot

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    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
    sizesmall


    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 the Salesforce to check for any existing accounts in Salesforce.

    UI Step

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

    UI Step

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

    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.

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


    UI Step

    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. 



    Create a New Account

    UI Steps
    sizesmall


    UI Step

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

    Expand
    titlescreenshot

    Image Added



    UI Step

    Fill in

    the information given on the Consultant Information document provided by the Project Manager.
  • After all pertinent information has been entered, save the entry and proceed by adding the Program Partnership title to the account.
  • Within the account just created, scroll down to the Program Partnerships sections and click New Program Partnership.
    • 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.

    all available information into the corresponding fields and save the entry. 



    Establish a Program Partnership

    UI Steps
    sizesmall


    UI Step

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

    Expand
    titlescreenshot

    Image Added



    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

    On the Program Partnership record the below fields impact what is displayed on NYSERDA’s Website. If you have not already established a website

    UI Steps
    sizesmall


    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

    . Expand
    titleinformation table

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

    Status 

    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.

    Select desired

     



    UI Step

    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
    titlescreenshot


    Image Added



    UI Step

    To edit Counties Served,

     hover

    hover over the field and Double Click. 

    Expand
    titlescreenshot

    Image Added



    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. 

    Expand
    titlescreenshot

    Image Added




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