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System Instructions

Introduction 

This instructions on this page provides guidance on how to add new providers in Salesforce.

Step 1: Search & Create 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.

Select the appropriate Account Record.

Proceed to Step 2: Search & Add New Contacts

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. 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. Supplier ID (obtained from NEIS if the company already exists in NEIS) is preffered but not required.

Proceed to Step 2: Search & Add New Contacts

Step 2: Search & Add New Contacts

The steps below provides guidance on how to add a existing Contact to a New Program Partnership.

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

Proceed to Step 3: Create Program Partnerships

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.

Proceed to Step 3: Create Program Partnerships

Step 3: Create Program Partnerships

Once the desired Contact is located, within the Account Record, scroll down to the Program Partnerships section and click the New Program Partnership button.

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

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