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System Instructions
Introduction
This instructions on this page review how to add new providers
Step 1: Search & Create Accounts
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.
Proceed to Step 2: Create Program Partnerships
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.
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 & Add 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.
Overview
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