Distribute Program Overview

1. Distribute Program
Overview Slides

2. APP Lifecycle – Six Phases
Build Plan Distribute Market Sell Support
Partner Business Org
Business
Review (AE) Final Contract Review (AE) Premier
Security
Review ($)
Partner website
Trialforce Management Org
Sign up
Technical
Review (TE)
Operations Review
Support ($)
AppExchange
Marketing
Program (AMP)
($)
Partner Community
ISVforce Guide
APP Academy
Resources & Tools
Online Training
(LMS)
Support (Cases)
Environment Hub
Developer Orgs
Test Orgs
Packaging Org
Managed Package
Sales
Review
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App
FREE
TRIALS
This is a diagram of the full partner lifecycle – all six phases.

3. Distribute Market Sell Support
Partner website
Trialforce Management Org
Distribute - Overview
Final Contract Review
(AE)
Operations Review
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App
FREE
TRIALS
This overview focuses on the core technologies and processes in the
Distribute Phase, in order to begin transacting with salesforce.com.

4. Distribute Phase – Core Technologies & Processes
• Partner Business Org
• Trialforce
• Operations Review
• License Management App (LMA)
• Channel Order App (COA)

5. What is the Partner Business Org?
• Campaigns
• Leads
• Analytics
• The org you use to run your business and operations
Partner Business Org
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App
• Enables you to publish and manage the sales and distribution of your app
• Salesforce will provide an Enterprise Edition Org with 2 FREE Salesforce
licenses

6. Deliver free trials with Trialforce
• Allows you to deliver free trials to your customers and prospects
• Configure your commercial app to your specifications
• Enables you to reach a wider range of customers
Trialforce Management Org
FREE
TRIALS

7. How to transact with Salesforce – Operations Review
• Understand how you will billed and invoiced as an ISVForce or OEM partner
• Learn how to set up your payment method with Salesforce
• Understand our requirements when contracting with your customer
Final Contract Review (AE)
Operations Review

8. Track your customers w/ the License Management App (LMA)
• Apply licensing to your uploaded and registered AppExchange apps
• Control how many users in the customer organization can access your package
• Allows you to track the number of customers that have installed a package
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App

9. Submit orders with the Channel Order App (COA)
• Enables you to create, manage, and submit orders directly to Salesforce
• You are required to submit an order as a result of a sale of your application
• The COA must be installed in your Partner Business org
Partner Business Org
• Campaigns
• Leads
• Analytics
• Cases
• Support Console
• Other Apps
• License Mgmt App
• Opportunities
• Channel Order App

10. Next Steps
• Watch the demos in each module of the Distribute phase
• Follow the ISVForce and OEM Partner On-boarding Checklist
• Review the ISVForce Guide for more information