Background: A new update has been released within SalesForce, Adding new Special Conditions. These Conditions can be found in either the “Account or Contract” records in SalesForce. Follow this article to properly understand what each of them means

Table of Content:

Special Account Conditions (On Account Level) - Account Alerts:

These will be used when the account is affected by any personal, legal, or privacy-related changes. For Example: Bankruptcy, Foreclosure, or Data-Sharing Preferences

Name:	Description:

Name:	Description:
Bankruptcy	This condition will be used when the account holder has filed for bankruptcy This helps to flag accounts with financial issues that need special handling
Data Sharing Opt-Out	This will be applied when the account holder has requested not to share their data This Ensures privacy preferences are respected
Deceased	This condition will be selected when the account holder is deceased It is important to mark the account to avoid any further communication or processing
Foreclosure	To be used when the account holder’s property is going through foreclosure.
Request for Email Only Communication	Account holder has requested that all communication be sent via Email Only
With Legal	The account is under Legal Review or Dispute

How to Add an Special Account Condition:

Step	Action

Step	Action
1	Locate the Customer from the Account Level
2	Under Account Information ; Select the “Edit” icon next to the the “Account Alerts” option
3	From the “Available” Box; select the appropriate condition Then click on the “Right” Arrow to Move selection to “Chosen”
3
4	Once the Condition has been added into the “Chosen” Box ; Click on “Save”
5	Finally a new Account Alert Condition will be displayed into the Customer’s “Account Record” `

Special Contract Conditions (On Contract Level) - Contract Alerts:

These are for situations that affect the contract Itself, Such as Service Issues, Collections, Transfers or Legal Holds

Name:	Description:

Name:	Description:
System Shut Off	This condition applies when the system shut-off is scheduled or in effect for the account holder
Collections - TCM - Launch	This condition will be use when the contract is part of a collection's process under TCM (Telecommunications Collections Management) Launch
Collections - IC System	This is required for contracts that are in collections under the IC System (Internal Collections)
Collections - FCS	This condition is for Contracts in Collections under the FCS (Financial Collections Service)
Homeowner Transfer - Home Sale	This will be applicable when the homeowner is transferring ownership due to a Home Sale
Installer Workout Plan	It will be used when the contract Involves an Installer who is on a workout plan
Homeowner Refinance - Solar Addendum	This Condition will be needed when the Homeowner has refinanced their property and added a solar addendum to the contract
Catastrophic Event	This condition should be applied when a Catastrophic event (Like a natural disaster) has impacted the contract
Under Compliance Hold	Apply this condition when a contract is on Hold due to Compliance Issues

How to add an Special Contract Condition:

Step	Action

Step	Action
1	Locate the Customer from the Account Level
2	Click on “Contracts” and select the existing Contract Number
3	Then; go to the “Contract Alerts” below to the “Customer Signed Date” Section
4	From the “Available” Box; select the appropriate condition Then click on the “Right” Arrow to Move selection to “Chosen”
4
5	Once the Condition has been added into the “Chosen” Box ; Click on “Save”
6	Finally a new Contract Alert Condition will be displayed into the Customer’s “Contract Record” in Sales Force

Installer Knowledge Base

Special Account & Contract Conditions

Table of Content:

Special Account Conditions (On Account Level) - Account Alerts:

How to Add an Special Account Condition:

Special Contract Conditions (On Contract Level) - Contract Alerts:

How to add an Special Contract Condition: