SalesForce Job Details Entry

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Questions and Answers

Which of the following files must be uploaded in the grey box labeled 'Drop Files Here'?

Final Project Submission

The correct Aurora Design screenshot (correct)

Electrical Safety Compliance

Utility Company Report

What action should be taken if the Work Order indicates there is no Sub-Panel On Site?

Select 'Checked'

Leave the field blank

Select 'Unchecked' (correct)

Write a note in the comments

Which input is required in the Site Information Box regarding electrical ratings?

Main Breaker Amperage (correct)

Type of Electrical Service

Voltage of Main Panel

Total Circuit Breakers

How should the Utility Company name be entered in the Site Information Box?

Copied and pasted from Sales Force Signup and view all the answers

What should be done after clicking 'Upload Files' at the bottom of the upload section?

Click 'Next Step' Signup and view all the answers

What should the attachment type be if the roof material is asphalt shingles?

IronRidge - Halo Ultragrip Signup and view all the answers

Which default value is assigned to the structural racking type?

IronRidge XR10 Signup and view all the answers

What should you do after clicking on 'New Job' in Right Angle?

Copy and paste customer information from SalesForce. Signup and view all the answers

Which three services are required to select under 'Services Requested'?

CAD Stamp (Structural), Structural Roof Letter, CAD Design Signup and view all the answers

What is the recommended method for inputting beam spacing?

A + D Signup and view all the answers

How do you determine the fuse size if it is not listed in the Electrical Notes?

Input the number of inverters in the Fuse Size Calculator. Signup and view all the answers

If the module make and model does not match the SF Products, what should be done?

Update the field in Right Angle to match SF Signup and view all the answers

What should you refer to when filling out the Job Notes?

CAD Best Practices. Signup and view all the answers

What is the current default for the inverter make and model?

AP Systems - DS3-S Signup and view all the answers

What additional information must be included if the Utility Company is Xcel Energy?

Program Type and Case Number Signup and view all the answers

What action should be taken if there are odd arrays in the house's system?

Add additional inverter(s) for odd arrays Signup and view all the answers

Where can you find the Xcel Case Number and Xcel Program Type in SalesForce?

Permit Approvals Signup and view all the answers

Where can the correct module count be verified?

The P&I in SF Files Signup and view all the answers

What should you do if you have odd arrays when determining the number of inverters?

Add one additional inverter for every odd array. Signup and view all the answers

What is the first step in processing a new job in Right Angle?

Click on 'New Job' in the top right corner. Signup and view all the answers

Study Notes

Entering Basic Job Details in SalesForce

Open Right Angle and the opportunity in SalesForce.
Click "New Job" in the top right corner of Right Angle.
Copy customer name and project address from SalesForce and paste into Right Angle's "Client Name" and "Street Address" fields respectively.
Select "Services Requested" and choose "Structural Roof Letter", "CAD Stamp (Structural)", and "CAD Design".
Refer to CAD Best Practices to fill out the Job Notes.

Important Reminders for Job Notes

If a fuse size isn't listed in electrical notes, add it to the end of the notes in Job Notes.
Calculate the fuse size using the number of inverters in Products (SF) and input this into the Fuse Size Calculator document.
Include an extra inverter if there are odd-numbered arrays (check by counting panels and inverters). 1 inverter = 2 panels.
If the utility company is Xcel Energy (MN), get the Xcel Case Number and Program Type from the permit approvals in SalesForce.

Entering CAD Information

Site Information Box: Fill in necessary fields:
- Utility Company: Copy from SalesForce.
- MSP Rating: Copy or enter Main Breaker Amperage if blank.
- Sub-Panel On Site: Check if work order says yes, otherwise uncheck.
Structural Equipment Box:
- Roof Material: Copy the type from SalesForce.
- Attachment Type: If asphalt shingles are the roof material, use "IronRidge - Halo Ultragrip". Otherwise, refer to Roof Types + Attachments.
- Structural Racking Type: Default to "IronRidge XR10". Otherwise, refer to Roof Types + Attachments.
- Roof Pitch, Number of Arrays, Beam Size, Beam Spacing: Extract from the Aurora Design documents or SalesForce.

Electrical Equipment Box

Module Make & Model: Use the default value from SalesForce (e.g. Longi Solar). Ensure the panel type matches the field in SalesForce and update in Right Angle if different. Confirm the count matches too.
Module Count: Double check panel type and counts with SalesForce. Update in Right Angle if different.
Inverter Make & Model: Use the default value from SalesForce (e.g. AP Systems). Ensure the inverter type matches the field in SalesForce and update in Right Angle if different. Confirm the count matches too.
Inverter Count: Double-check inverter type and counts in SalesForce. Add an inverter for odd arrays if needed. Refer to Part 1, Step 5 for inverter counts and visual aids. Set a task to "Set Inverter Discrepancy Task" once CAD is back.

Finishing CAD Request Process in SalesForce

Copy the URL from the Right Angle submission.
Paste the URL into the "Go Solo CAD URL" field in the SalesForce opportunity.
Enter the requested date in the "CAD Requested Date" field.
Complete additional tasks as needed if an extra inverter is requested.

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Description

This quiz covers the essential steps for entering job details in SalesForce using Right Angle. Learn how to copy customer information, select required services, and adhere to best practices for job notes. Ensure you understand the reminders for fuse size calculations and permit approvals.