Salesforce Training and Resources

On Wednesday, August 31, 2016, NY-Sun will begin transition from PowerClerk to Salesforce(NYSERDA Portal), a customer relationship management software application, for the Residential/Small Commercial and Commercial/Industrial MW Blocks applications. The last day for submissions through Powerclerk and program inboxes will be August 31, and the new NYSERDA Portal will open on Thursday, September 8, 2016.

Webinars to Learn about Salesforce

Webinars were held in July and August of 2016. If you were unable to attend, please review the Recorded Webinar below. The first hour of the Training Sessions focused on the Residential/Small Commercial Program, and the second hour focused on the Commercial/Industrial Program.

Recorded Contractor Training Webinar


Responses to frequently asked questions [PDF] about the new NYSERDA Portal (Salesforce)

Contractor Reference Guides

The following reference guides are intended to assist in navigating the NYSERDA Portal. The guides will be updated and expanded over time.

Access to Salesforce

Each participating company will receive one login for the Salesforce sandbox. Companies will receive a different login will to access the actual NYSERDA Portal. Companies are responsible for updating their own company information (address, phone numbers, users) and can create additional logins in the NYSERDA Portal.


The NY-Sun team is here to support you during this transition. Questions will be answered during the Q&A sessions, but if you have additional questions send them to