Partner Community User Guide for Consulting Partners
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The document provides instructions for partners to sign up and access the Partner Community. It outlines: 1) New partners should follow the steps for Option 1, while existing partners follow Option 2 when signing up. 2) Partners must have a Salesforce login to access the Partner Community and set up single sign-on. 3) Once approved, partners will receive a welcome email with their Partner Community credentials and it may take a few days to be approved.
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Partner Community User Guide for Consulting Partners
- 3. Sign up for the Partner Community Follow the steps below to get access 1. Before signing up, review the training options at http://p.force.com/signup. • For new partners, follow the steps for Option 1 (New Partners) • For existing partners, follow the steps for Option 2 (Existing Partners) 2. Once you understand the process, go to https://partners.salesforce.com and complete the signup wizard. 3. Still having trouble? • Contact your Partner Community administrator or email partnercommunications@salesforce.com with a screenshot of the issue you are experiencing. Important: Before you begin, in order to access the Partner Community, you MUST have a Salesforce login. These credentials are used to establish single sign-on. If you need an org, you can sign up for a free Salesforce Developer Edition org here.
- 5. Partner Community Your one-stop shop for education and engagement 1. Collaboration* 2. Education 3. News & Events 4. Support 5. Business* 6. Publishing* 7. Manage Users* 8. Featured Groups 9. Partner Alerts* Note: • 80% of the content does not require you to login. • The items with an * require a login. 1 2 3 4 5 6 7 9 8
- 8. Creating a post 1. Share an update in a specific Group, on your profile, or @mention another user. 2. Post a file from Collaboration or upload a file from your own computer to share. 3. The giving badges feature is not available in the Partner Community yet. 4. Share a Partner Community link or external link. 5. Create your own poll. 1 2 3 4 5
- 9. Search • Search returns results from the Partner Community, Success Community, and the AppExchange. • When searching, you can filter on • Collaboration • Education • Questions • Cases • Leads • Opportunities • Projects • People • Files • Groups • News/Events • Known Issues • Articles • Ideas • Apps • Documentation • Consultants • Developers • Jobs
- 10. Follow these Collaboration Groups • The Official: Partner Community Group is how we communicate program and product updates, announcements, webinars, new resources, new features, blogs, and event information. • Select ‘Daily Digest’ to receive an email with all of the weekly updates. • Partners cannot start new posts in this group. • If you have a question, please use the Questions & Answers Group.
- 11. 2. Education
- 12. Education • The Education section is designed to help you navigate through the Consulting (SI) partner lifecycle. • There are six phases from planning your practice to providing supporting for your customers. • As an SI, select the your phase in the Consulting lifecycle. • If you are a new partner, select the “Plan” phase.
- 13. Overview 1. Use the Overview to understand the value of the Education section and the features available to Consulting partners in the Partner Community. 2. Use the Consulting Partner Program Guide to understand the elements of the program, benefits and tiering structures. 3. The Partner Online Training catalog includes Salesforce product & platform training. Use your @partnertraining credentials to access, or sign up by selecting “Details & Sign Up”. 4. The Additional Resources section includes links to general assets (like the AppExchange, Success Community, Topics page, Twitter account), that will help you through the partner lifecycle. 1 2 3 4
- 14. Plan • The Plan phase involves • taking onboarding training like “Cloud Academy” • understanding the elements of the Salesforce Partner Program • defining your consulting practice • Review each link to understand all of the resources you need to succeed with the Partner Program.
- 15. Build • In the Build phase, you want to • certify staff members • understand our products and industries • provide your team with training resources • The expertise of your workforce is a key differentiator as you build our your practice.
- 18. Support • In the Support phase, you need to ensure your customers are successful and are receiving the support they need. • This involves customer success planning, training your support agents, and release management. • Learn best practices for supporting your customers, stay updated on our product roadmap, and keep your customers informed on the latest enhancements.
- 20. Releases for Partners • Salesforce has 3 major releases each year. • Keeping partners informed about what to expect in a new release is critical to customer success. • Follow http://p.force.com/releases for all release activity including release notes, demo videos, webinars, pre-release and sandbox environments, documentation, and other resources.
- 22. Sponsorships for Partners Interested in sponsoring Salesforce events? Check out http://p.force.com/sponsorships to stay informed about all upcoming events, registration as well a prospectus for each event.
- 23. • Partner Community Office Hours • Dreamforce Office Hours • Partner Marketing Power Hour • Security Review Office Hours • Marketing Cloud – Partner Office Hour Need help with a specific question? • Several teams hold periodic office hours to interact directly with partners. • Use the table at http://p.force.com/officehours (see “Office Hours Information” tab) to find the registration links for these interactive events. Office Hours For Partners
- 26. News & Events (including Partner Alerts) 1. Review Partner Alerts. An Alert! is issued when a particular item affects many partners, is time sensitive (deadline) or partners are required to take action. These are immediately visible after logging in. 2. Read blogs of best practices, announcements and partner updates. 3. Check out the calendar for upcoming events and webinars across the company. 1 2 3
- 28. 4. Support
- 29. Support 1. Use the search bar to locate educational resources related to specific topics. 2. Select “Show” to view cases that require you to take action. 3. Select “Show” to view cases that are being reviewed by partner support. 4. View your open cases by status. 5. If you still cannot find the answer you’re looking for through Search, select “New Case” and submit a case. 1 2 3 4 5
- 31. Level Description and Examples Level 1 – Critical Critical production issue affecting all users, including system unavailability and data integrity issues with no workaround available. - Keep in mind that these types of cases can only be submitted over the phone through Salesforce Global Support. Find the number to call here. Level 2 – Urgent Major functionality is impacted or significant performance degradation is experienced. Issue is persistent and affects many users and/or major functionality. No reasonable workaround available. In addition, includes time-sensitive requests such as requests for feature activation or a data export. Level 3 – High System performance issue or bug affecting some but not all users. Short-term workaround is available, but not scalable. Level 4 – Medium Inquiry regarding a routine technical issue; information requested on application capabilities, navigation, installation or configuration; bug affecting a small number of users. Reasonable workaround available. Resolution required as soon as reasonably practicable. Severity Level Definitions Please review the Severity Level definitions. These definitions will help you understand the severity of your issue when submitting a case.
- 32. 5. Business
- 33. Business Use the Business Console to: 1. Submit leads 5. Manage your projects 2. Submit implementation projects 6. Escalate your project if there are urgent issues 3. Manage your leads 7. View your Partner Program status 4. View status updates on your opportunities 8. View your company’s active Partner Program certifications 1 2 3 4 5 6 7 8
- 34. 6. Publishing
- 35. Publishing Use the AppExchange Publishing Console to: 1. manage your listing 2. edit the company info on your listing 3. access analytics for your listing Note: This is available in the Partner Community through the “Publishing” tab. To learn best practices for managing your listing (and see a live demo), go to http://p.force.com/applisting. You must have the “Manage Listings” permission to see this link. Talk to your admin if you need access. 1 2 3
- 36. 7. Manage Users
- 37. Manage Users You must have the “Manage Users” permission to see this link. Talk to your admin if you need access. 1 2 1. If you are your company’s designated Partner Community administrator, invite your users to join or revoke access in the “Manage Users” tab. In addition, grant your users the additional permissions they need (like Manage Users, Manage Listings, Manage Cases). 2. To invite your users, select “Invite User”.
- 38. Manage Users 1. Enter the company email address of the user you would like to invite. 2. Select the permissions you want your user to have. 3. Select “Invite”. 1 2 3
- 40. Featured Groups 1. Find the top groups to join in the Partner Community. 2. Filter on topics like the Partner Program, Partner User Groups, Products, and Industries. Recommended Groups • Official: Partner Community • Official: ISV Central • Questions & Answers • Partner Roadmap • Releases for Partners • Technical Enablement • Alerts! for Partners 2 1
- 41. Your Partner Community profile 1. Information about you and your company. 2. See your Trailhead badges and Salesforce certifications displayed on your profile. 3. Access your Chatter feed. 4. Manage and track your cases in the Support tab. 5. View the Help & Training catalog. 6. Select ‘Edit’ to update your Profile, Settings, Work & Experience (including Trailhead badges & certifications), and see a list of your company’s designated Partner Community administrator(s). 1 2 3 4 5 6.
- 43. Display your Trailhead Badges and Certifications on your profile 1. On your profile page, select Edit, and then click Work & Experience. 2. Scroll to the Certifications & Badges section, and select Link Trailhead account or Link Certification account. 3. For Trailhead badges, enter the email address associated with the account that you use to complete Trailhead challenges. For Salesforce certifications, enter the email address associated with your Webassessor profile. 4. Click Connect Account. We’ll send you an email with a verification code. If you don’t receive the email, check your spam folder or request a new code. 5. After you get the email, go back to the Work & Experience section of your profile. 6. Enter the verification code, and then click Complete Connection. 7. Select the two checkboxes for showing Salesforce Trailhead Badges and Certifications on your profile. 8. Scroll to the bottom of the page, and then click Save Changes. Follow these instructions for best results
- 44. Is your company showing up as “Customer”? 1. Go to http://p.force.com/profile. 2. On the Profile page, click Edit, & then Select Work & Experience. 3. Update the Company Name field and click Save Changes. 4. Your profile is now updated with your Company. 5. Don't forget to post your picture! 6. Send these instructions to your colleagues: http://p.force.com/updateprofile. Follow these quick instructions to correct it
- 45. Your Partner Community Access 1. View your current permissions here. 2. Select “View Admin List” to see the list of your company’s designated Partner Community admin(s). 3. Click “Request a Change” to contact your Partner Community Admin(s) for additional permissions. 1 2 3
- 46. Glossary
- 47. Title Description Salesforce App Cloud http://p.force.com/appcloud The #1 cloud platform for building next-gen apps Partner Community http://partners.salesforce.com One-stop shop for education & engagement Trailhead http://developer.salesforce.com/trailhead Interactive learning path through the basic building blocks of the Salesforce App Cloud Partner Online Training http://p.force.com/LMS Full Premier catalog of platform & product training Partner Account Manager (PAM) http://p.force.com/PAM For revenue generating partners, PAMs are your primary contact and trusted advisor to help you be successful Technical Evangelist (TE) http://p.force.com/TE For silver tier and above partners, TEs offer guidance as you architect your solution Trialforce http://p.force.com/trialforce Enables you to seamlessly deliver free trials to your customers and prospects Glossary
- 48. Glossary Title Description Security Review http://p.force.com/security Ensure your app is safe for customers to install Salesforce1 Mobile http://p.force.com/salesforce1 App that unifies Salesforce mobile offerings into one next generation app for Salesforce users Channel Order App (COA) http://p.force.com/COA Create, submit and track orders with Salesforce License Management App (LMA) http://p.force.com/LMA Apply (and manage) licensing to your uploaded and registered AppExchange apps Partner Business Org http://p.force.com/bizorg Publish and manage the sales and distribution of your app Subscriber Support Console Log in as your customer to troubleshoot issues directly within the app Environment Hub http://p.force.com/hub Create orgs (test, demo, packaging) and manage from one location
- 49. Glossary Title Description ISV Guide http://p.force.com/guide Covers the entire lifecycle of a packaged application and provides detailed how-to information for all steps of the process Trailhead http://developer.salesforce.com/trailhead Interactive learning path through the basic building blocks of the Salesforce App Cloud Dreamforce Sessions http://p.force.com/DF15 Partner-facing sessions replays (grouped by roles and topics) from Dreamforce 2015 Salesforce University Courses https://www.salesforce.com/training Classroom & virtual training on Salesforce products & platform Partner Sales Aid http://p.force.com/PSA Hundreds of resources and assets (slides, videos, customer stories) Salesforce goes to market with Developer Site http://developer.salesforce.com Training, webinars, guides, workbooks, and more
- 50. Glossary Title Description Partner Orgs http://p.force.com/orgs Understand the process to access orgs for each of our products Products http://p.force.com/products Find Sales Enablement resources (First Call Decks, Datasheets) by product Industries http://p.force.com/industries Find Sales Enablement resources (First Call Decks, Datasheets) by industry Partner Alerts! http://p.force.com/alerts Important business or technical updates that may impact you and your business Partner Roadmap http://p.force.com/roadmap Monthly webinars that offer you insight into our product or program roadmap App Academy http://p.force.com/appacademy Onboarding training for new ISV Partners Cloud Academy http://p.force.com/cloudacademy Onboarding training for new Consulting (SI) Partners
- 51. Glossary Title Description Office Hours http://p.force.com/officehours Stay updated, interact with our program staff, receive direct feedback, learn best practices, and get answers to your questions Social Media http://p.force.com/socialmedia Follow our social channels and learn best practices for developing your social strategy Salesforce for Startups https://startups.salesforce.com Access the technology, tools and expertise needed to become a customer and community-focused company – and succeed Salesforce Certifications http://certifications.salesforce.com Earn a credential from Salesforce and demonstrate that you have the skills and confidence to take full advantage of Salesforce Topics http://p.force.com/topics For silver tier and above partners, TEs offer guidance for architecting your solution Events http://p.force.com/calendar Webinars across a variety of topics (Partner Roadmap, Expert Success, AMP, Lightning)
- 52. thank y u