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System Instructions

Introduction 

This instructions on this page review how to add new providers


Step 1: Search & Enable Accounts

The steps below provides guidance on validation of Partner Account status for an existing account.

Access Salesforce, click on the Accounts tab to access the Account Record.

Search for your Accounts Record by using the Search Bar. Validate if the Account is a Partner Account. There will be a checkmark on the Partner Account Checkbox.

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. 

If the View Partner Scorecard button is NOT available click the Manage External Account drop-down and select Enable as Partner. 

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

Proceed to Step 2: Create Program Partnerships

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

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

Complete the Account Name and Supplier ID (obtained from NEIS if the company already exists in NEIS) fields. Then, click the Save button when complete.

It is best to enter in known information for as many fields as possible because it reduces the risk that duplicate records will be created in the future. 

Then, 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.

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

Proceed to Step 2: Create Program Partnerships

Step 2: Create Program Partnerships

From the Account Record just created using the above step, scroll down to the Program Partnerships section and click the New Program Partnership button.

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

Step 3: Create & Enable New Contacts

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

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

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

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

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.

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.

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.

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