Salesforce Navigation

Salesforce Basics

100

This is the view we use in Collections.

Classic

200

You send a customer an email from here.

Activity history

300

Here is where you will find the billing contact's saved payment methods.

ACH payment methods

400

This section will provide you with the payoff amount for a loan.

Loan details

500

This section will tell you how many panels the customer has.

Assets

Account Page

100

All call history after November 9, 2023 will be located here.

Talkdesk activity

200

Here you can confirm if the primary contact has access to mysunnova.com.

Primary contact

300

Here you can confirm the date the validation call was completed.

Activity history

400

You will send this if you are requesting to pull a call.

Call Object Identifier

500

In this section you will find the Sunnova Account ID

Customer Account Detail

System Page

100

Here you will find the customers inservice date.

Milestones

200

This will tell you if this is a SEH account or SNH account.

Leadsource

300

Here you will confirm the most recent dunning sent out.

Billing Dunning

400

Here will show you any active suspensions.

Billing Overrides

500

In this section you will find a customers guaranteed production for year 2.

Annual attributes

Deeper Navigation

100

You will apply credits here.

Service Period Charges

200

This is the title of the case for an online validation.

Contract Underwriting

300

You will find the customers Collections status here

Billing

400

You will find PGO review's easily in this section.

Notes and attachments

500

This section will provide the write off balance.

System History